|
1601
|
Vigilant Capital Management
Portland,
Maine
|
$1.25B
|
+$11.7M
|
+0.9%
|
0.34%
|
48.8%
|
826
|
51.82%
|
|
|
1602
|
Sandhill Capital Partners
Buffalo,
New York
|
$1.25B
|
-$34.6M
|
-3%
|
1.98%
|
56.5%
|
101
|
14.85%
|
|
|
1603
|
Osborne Partners Capital Management
San Francisco,
California
|
$1.25B
|
+$30.3M
|
+2%
|
0.36%
|
47.6%
|
206
|
8.25%
|
|
|
1604
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.24B
|
-$16.4M
|
-1%
|
0.68%
|
49.7%
|
259
|
9.65%
|
|
|
1605
|
Fairholme Capital Management
South Miami,
Florida
|
$1.24B
|
-$24.6M
|
-2%
|
5.56%
|
55.5%
|
16
|
12.5%
|
|
|
1606
|
Calamos Wealth Management
Naperville,
Illinois
|
$1.24B
|
-$46.5M
|
-4%
|
0.85%
|
81.7%
|
323
|
6.19%
|
|
|
1607
|
Legacy Private Trust
Neenah,
Wisconsin
|
$1.24B
|
+$49.5M
|
+4%
|
0.62%
|
63.5%
|
231
|
5.19%
|
|
|
1608
|
Atom Investors
Austin,
Texas
|
$1.24B
|
+$441M
|
+55%
|
2%
|
63.4%
|
425
|
73.18%
|
|
|
1609
|
North Star Investment Management
Chicago,
Illinois
|
$1.23B
|
-$28.6M
|
-2%
|
2.21%
|
80.6%
|
1,163
|
6.02%
|
|
|
1610
|
K2 Principal Fund
Toronto,
Ontario, Canada
|
$1.23B
|
+$28.2M
|
+2%
|
5.15%
|
71.7%
|
553
|
77.58%
|
|
|
1611
|
Johns Hopkins University
Baltimore,
Maryland
|
$1.23B
|
+$424M
|
+53%
|
0.9%
|
21.2%
|
12
|
33.33%
|
|
|
1612
|
Ensemble Capital Management
San Francisco,
California
|
$1.23B
|
+$52.2M
|
+4%
|
4.57%
|
36.2%
|
31
|
3.23%
|
|
|
1613
|
IHT Wealth Management
Chicago,
Illinois
|
$1.23B
|
-$348M
|
-22%
|
0.81%
|
63%
|
1,014
|
28.21%
|
|
|
1614
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$1.23B
|
+$1.52M
|
+0.1%
|
0.42%
|
19.1%
|
1,025
|
10.05%
|
|
|
1615
|
CX Institutional
Auburn,
Indiana
|
$1.22B
|
+$6.53M
|
+0.5%
|
0.67%
|
56.8%
|
990
|
6.46%
|
|
|
1616
|
NorthRock Partners
Minneapolis,
Minnesota
|
$1.22B
|
+$26.2M
|
+2%
|
0.84%
|
55.4%
|
295
|
16.95%
|
|
|
1617
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$1.22B
|
-$11.1M
|
-0.9%
|
1.55%
|
77.9%
|
231
|
13.42%
|
|
|
1618
|
Cumberland Partners
Toronto,
Ontario, Canada
|
$1.22B
|
-$54.1M
|
-4%
|
1.03%
|
88.5%
|
208
|
25%
|
|
|
1619
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$1.22B
|
+$38.3M
|
+3%
|
2.97%
|
97.3%
|
114
|
1.75%
|
|
|
1620
|
Tandem Investment Advisors
Charleston,
South Carolina
|
$1.22B
|
+$52.2M
|
+4%
|
1.22%
|
16%
|
78
|
6.41%
|
|
|
1621
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$1.22B
|
+$11M
|
+0.9%
|
0.94%
|
57.4%
|
295
|
7.46%
|
|
|
1622
|
Westwood Management Corporation
Chicago,
Illinois
|
$1.22B
|
-$21.3M
|
-2%
|
0.48%
|
44.3%
|
81
|
6.17%
|
|
|
1623
|
Everence Capital Management
Goshen,
Indiana
|
$1.22B
|
+$2.35M
|
+0.2%
|
1.07%
|
80.4%
|
783
|
14.05%
|
|
|
1624
|
Brigade Capital Management
New York
|
$1.22B
|
-$451M
|
-27%
|
1.92%
|
18.4%
|
58
|
20.69%
|
|
|
1625
|
RFG Advisory
Birmingham,
Alabama
|
$1.22B
|
+$92.1M
|
+8%
|
0.28%
|
52.3%
|
447
|
9.84%
|
|