|
2901
|
Regent Investment Management
Louisville,
Kentucky
|
$327M
|
+$22M
|
+7%
|
11.4%
|
44%
|
218
|
9.17%
|
|
|
2902
|
ArchPoint Investors
Coral Gables,
Florida
|
$327M
|
+$31.5M
|
+11%
|
10%
|
111%
|
142
|
9.86%
|
|
|
2903
|
Sunflower Bank Wealth Management
Scottsdale,
Arizona
|
$327M
|
+$14.1M
|
+4%
|
6.94%
|
33.7%
|
138
|
10.87%
|
|
|
2904
|
Marotta Asset Management
Charlottesville,
Virginia
|
$327M
|
–
|
–
|
5.14%
|
45.7%
|
88
|
–
|
|
|
2905
|
Plancorp LLC
Saint Louis,
Missouri
|
$326M
|
+$64.3M
|
+25%
|
7.72%
|
67.3%
|
193
|
13.99%
|
|
|
2906
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$326M
|
+$24.9M
|
+8%
|
6.58%
|
221%
|
114
|
30.7%
|
|
|
2907
|
Campbell & Co Investment Adviser
Baltimore,
Maryland
|
$326M
|
+$60.5M
|
+23%
|
9.08%
|
31%
|
923
|
68.91%
|
|
|
2908
|
Whetstone Capital Advisors
Shawnee Mission,
Kansas
|
$326M
|
-$46.1M
|
-12%
|
6.4%
|
282%
|
26
|
19.23%
|
|
|
2909
|
Zevin Asset Management
Boston,
Massachusetts
|
$326M
|
+$15.6M
|
+5%
|
4.8%
|
71.7%
|
93
|
7.53%
|
|
|
2910
|
JBJ Investment Partners
Charleston,
South Carolina
|
$326M
|
+$28.8M
|
+10%
|
4.03%
|
46.2%
|
54
|
7.41%
|
|
|
2911
|
Verde Servicos Internacionais
Sao Paulo,
Brazil
|
$326M
|
+$11M
|
+4%
|
3.84%
|
120%
|
50
|
68%
|
|
|
2912
|
MA Private Wealth
San Carlos,
California
|
$326M
|
-$30M
|
-8%
|
5.48%
|
57.5%
|
96
|
36.46%
|
|
|
2913
|
Lucia Wealth Services
San Diego,
California
|
$326M
|
+$25.4M
|
+8%
|
6.93%
|
45.6%
|
190
|
15.79%
|
|
|
2914
|
Whitnell & Co
Oak Brook,
Illinois
|
$326M
|
+$26.6M
|
+9%
|
6.8%
|
36.6%
|
275
|
4.73%
|
|
|
2915
|
George Kaiser Family Foundation
Tulsa,
Oklahoma
|
$325M
|
+$43.8M
|
+16%
|
12.1%
|
106%
|
26
|
11.54%
|
|
|
2916
|
|
$325M
|
+$49.2M
|
+18%
|
8.01%
|
20.4%
|
78
|
37.18%
|
|
|
2917
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$325M
|
+$20.8M
|
+7%
|
4.92%
|
22.7%
|
127
|
19.69%
|
|
|
2918
|
Great Lakes Retirement
Sandusky,
Ohio
|
$325M
|
–
|
–
|
5.75%
|
108%
|
171
|
–
|
|
|
2919
|
Ashmore Group
London,
United Kingdom
|
$325M
|
+$87.4M
|
+37%
|
17%
|
103%
|
20
|
20%
|
|
|
2920
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$325M
|
-$29.8M
|
-8%
|
9.58%
|
110%
|
134
|
13.43%
|
|
|
2921
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$324M
|
+$29.3M
|
+10%
|
7.24%
|
100%
|
94
|
3.19%
|
|
|
2922
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$324M
|
+$26.8M
|
+9%
|
8.08%
|
75.4%
|
139
|
4.32%
|
|
|
2923
|
WT Asset Management
Hong Kong
|
$324M
|
+$64M
|
+25%
|
25.9%
|
2,788%
|
24
|
41.67%
|
|
|
2924
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$324M
|
+$24.5M
|
+8%
|
7.46%
|
86%
|
388
|
22.68%
|
|
|
2925
|
Slow Capital
Greenbrae,
California
|
$323M
|
+$40.6M
|
+14%
|
11.2%
|
124%
|
199
|
19.1%
|
|