|
1701
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$573M
|
+$185M
|
+48%
|
8.94%
|
60.8%
|
104
|
37.5%
|
|
|
1702
|
Swiss Re
Zurich,
Switzerland
|
$573M
|
-$141M
|
-20%
|
19.7%
|
–
|
4
|
0%
|
|
|
1703
|
Grassi Investment Management
Santa Clara,
California
|
$572M
|
-$167M
|
-23%
|
18.3%
|
170%
|
116
|
12.07%
|
|
|
1704
|
AdamCapital Gestao de Recursos
Rio De Janeiro,
Brazil
|
$572M
|
-$265M
|
-32%
|
26.6%
|
10.7%
|
9
|
22.22%
|
|
|
1705
|
FAS Wealth Partners
Leawood,
Kansas
|
$572M
|
-$22.3M
|
-4%
|
18.6%
|
58%
|
336
|
22.92%
|
|
|
1706
|
Middleton & Co
Boston,
Massachusetts
|
$572M
|
-$131M
|
-19%
|
15.6%
|
63.4%
|
144
|
9.03%
|
|
|
1707
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$571M
|
-$144M
|
-20%
|
14.1%
|
85.9%
|
582
|
11%
|
|
|
1708
|
Zions Bancorporation
Salt Lake City,
Utah
|
$571M
|
-$129M
|
-18%
|
20.4%
|
22.9%
|
1,042
|
14.01%
|
|
|
1709
|
Belpointe Asset Management
Reno,
Nevada
|
$571M
|
-$217M
|
-28%
|
14.9%
|
66.7%
|
843
|
34.64%
|
|
|
1710
|
Bainco International Investors
Boston,
Massachusetts
|
$571M
|
-$131M
|
-19%
|
12.4%
|
69.4%
|
293
|
73.38%
|
|
|
1711
|
Sunriver Management
Greenwich,
Connecticut
|
$571M
|
+$771K
|
+0.1%
|
22.7%
|
2.16%
|
23
|
39.13%
|
|
|
1712
|
Garde Capital
Seattle,
Washington
|
$569M
|
-$120M
|
-17%
|
14.1%
|
51.5%
|
139
|
15.83%
|
|
|
1713
|
Novare Capital Management
Charlotte,
North Carolina
|
$569M
|
-$149M
|
-21%
|
17.9%
|
65.7%
|
148
|
16.89%
|
|
|
1714
|
Autus Asset Management
Scottsdale,
Arizona
|
$568M
|
-$120M
|
-17%
|
15.6%
|
26.3%
|
161
|
18.63%
|
|
|
1715
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$568M
|
-$68.7M
|
-11%
|
16.5%
|
62.7%
|
210
|
25.24%
|
|
|
1716
|
Kings Point Capital Management
Great Neck,
New York
|
$568M
|
-$110M
|
-16%
|
17.4%
|
80.1%
|
526
|
21.67%
|
|
|
1717
|
CapWealth Advisors
Franklin,
Tennessee
|
$567M
|
-$227M
|
-29%
|
17.1%
|
143%
|
107
|
19.63%
|
|
|
1718
|
Nexus Investment Management
Toronto,
Ontario, Canada
|
$567M
|
-$163M
|
-22%
|
22.1%
|
77.5%
|
68
|
8.82%
|
|
|
1719
|
Ashford Capital Management
Wilmington,
Delaware
|
$567M
|
-$182M
|
-24%
|
16.2%
|
111%
|
97
|
20.62%
|
|
|
1720
|
FJ Capital Management
Mclean,
Virginia
|
$566M
|
-$369M
|
-39%
|
41.1%
|
63.9%
|
90
|
33.33%
|
|
|
1721
|
Boys Arnold & Co
Asheville,
North Carolina
|
$566M
|
-$167M
|
-23%
|
18.1%
|
11.5%
|
278
|
16.55%
|
|
|
1722
|
Money Design
Tokyo,
Japan
|
$565M
|
+$726K
|
+0.1%
|
15.3%
|
26.4%
|
67
|
22.39%
|
|
|
1723
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$564M
|
-$150M
|
-21%
|
18.9%
|
81.1%
|
208
|
15.87%
|
|
|
1724
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$563M
|
-$41.7M
|
-7%
|
11.9%
|
26.1%
|
233
|
30.47%
|
|
|
1725
|
Keeley-Teton Advisors
Chicago,
Illinois
|
$563M
|
-$382M
|
-40%
|
32.2%
|
28.6%
|
278
|
14.75%
|
|