|
1576
|
Legacy Private Trust
Neenah,
Wisconsin
|
$1.17B
|
+$66.6M
|
+6%
|
6.27%
|
63.5%
|
235
|
9.36%
|
|
|
1577
|
Simmons Bank
Pine Bluff,
Arkansas
|
$1.17B
|
+$8.05M
|
+0.7%
|
4.28%
|
92.9%
|
350
|
8.29%
|
|
|
1578
|
Moody National Bank Trust Division
Galveston,
Texas
|
$1.17B
|
+$21.5M
|
+2%
|
3.12%
|
112%
|
618
|
6.47%
|
|
|
1579
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$1.17B
|
-$15.4M
|
-1%
|
9.56%
|
271%
|
662
|
34.44%
|
|
|
1580
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$1.16B
|
+$37.1M
|
+3%
|
5.29%
|
68%
|
180
|
8.89%
|
|
|
1581
|
12 West Capital Management
New York
|
$1.16B
|
+$174M
|
+18%
|
20.6%
|
169%
|
29
|
44.83%
|
|
|
1582
|
Zions Bancorporation
Salt Lake City,
Utah
|
$1.16B
|
-$103M
|
-8%
|
6.15%
|
22.9%
|
1,075
|
17.3%
|
|
|
1583
|
Community Trust & Investment
Versailles,
Kentucky
|
$1.16B
|
+$62.9M
|
+6%
|
7.29%
|
104%
|
121
|
9.92%
|
|
|
1584
|
Klingman & Associates
New York
|
$1.16B
|
+$21.1M
|
+2%
|
4.83%
|
59.3%
|
209
|
7.66%
|
|
|
1585
|
CSM Advisors
Warrendale,
Pennsylvania
|
$1.16B
|
+$108M
|
+10%
|
7.33%
|
105%
|
149
|
17.45%
|
|
|
1586
|
Stairway Partners
Chicago,
Illinois
|
$1.15B
|
+$453M
|
+65%
|
5.32%
|
43.9%
|
15
|
33.33%
|
|
|
1587
|
Sather Financial Group
Victoria,
Texas
|
$1.15B
|
-$65M
|
-5%
|
6.8%
|
70%
|
107
|
12.15%
|
|
|
1588
|
Goelzer Investment Management
Carmel,
Indiana
|
$1.15B
|
-$16.6M
|
-1%
|
2.64%
|
98.9%
|
244
|
11.89%
|
|
|
1589
|
Baystate Wealth Management
Boston,
Massachusetts
|
$1.15B
|
+$56.7M
|
+5%
|
5.37%
|
14.6%
|
1,093
|
16.01%
|
|
|
1590
|
Ostrum Asset Management
Paris,
France
|
$1.15B
|
–
|
–
|
4.63%
|
107%
|
671
|
–
|
|
|
1591
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$1.15B
|
+$44.8M
|
+4%
|
7.91%
|
85.9%
|
821
|
7.43%
|
|
|
1592
|
Sonora Investment Management Group
Tucson,
Arizona
|
$1.15B
|
+$49.2M
|
+4%
|
4.6%
|
78.3%
|
286
|
10.49%
|
|
|
1593
|
Meridian Wealth Management
Lexington,
Kentucky
|
$1.15B
|
+$125M
|
+12%
|
10.5%
|
117%
|
568
|
11.44%
|
|
|
1594
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$1.15B
|
-$105M
|
-8%
|
6.47%
|
135%
|
431
|
25.06%
|
|
|
1595
|
Adelante Capital Management
Alameda,
California
|
$1.14B
|
-$42.8M
|
-4%
|
3.22%
|
43.2%
|
46
|
10.87%
|
|
|
1596
|
Summit Financial
Parsippany,
New Jersey
|
$1.14B
|
+$81.1M
|
+8%
|
7.85%
|
81.8%
|
265
|
9.81%
|
|
|
1597
|
Rothschild Investment LLC
Chicago,
Illinois
|
$1.14B
|
+$54.6M
|
+5%
|
6.55%
|
99.4%
|
511
|
7.63%
|
|
|
1598
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$1.14B
|
+$886M
|
+345%
|
5.69%
|
48.7%
|
39
|
46.15%
|
|
|
1599
|
WMS Partners
Towson,
Maryland
|
$1.14B
|
+$133M
|
+13%
|
5.95%
|
10.8%
|
296
|
13.18%
|
|
|
1600
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$1.14B
|
+$135M
|
+13%
|
5.86%
|
77.5%
|
526
|
16.16%
|
|