|
1801
|
Robert Wood Johnson Foundation
Princeton,
New Jersey
|
$1.32B
|
-$339M
|
-20%
|
10.1%
|
4.83%
|
2
|
0%
|
|
|
1802
|
Invictus Private Wealth
Denver,
Colorado
|
$1.32B
|
+$52.6M
|
+4%
|
3.89%
|
84.2%
|
87
|
12.64%
|
|
|
1803
|
Hamilton Capital
Columbus,
Ohio
|
$1.32B
|
-$34.2M
|
-3%
|
2.58%
|
–
|
140
|
15.71%
|
|
|
1804
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$1.32B
|
+$41.2M
|
+3%
|
1.5%
|
48.3%
|
63
|
36.51%
|
|
|
1805
|
American Trust
Lexington,
Kentucky
|
$1.31B
|
+$102M
|
+8%
|
0.2%
|
59%
|
347
|
36.02%
|
|
|
1806
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$1.31B
|
+$9.07M
|
+0.7%
|
0.03%
|
65.5%
|
275
|
10.91%
|
|
|
1807
|
Vestor Capital
Chicago,
Illinois
|
$1.31B
|
+$39.7M
|
+3%
|
11.4%
|
186%
|
287
|
19.51%
|
|
|
1808
|
First Trust Capital Management
Chicago,
Illinois
|
$1.31B
|
-$189M
|
-13%
|
4.7%
|
214%
|
143
|
54.55%
|
|
|
1809
|
Parcion Private Wealth
Bellevue,
Washington
|
$1.31B
|
+$107M
|
+9%
|
2.09%
|
103%
|
254
|
12.6%
|
|
|
1810
|
Maren Capital
Chicago,
Illinois
|
$1.31B
|
+$93.9M
|
+8%
|
1%
|
–
|
28
|
14.29%
|
|
|
1811
|
Windward Capital Management
Los Angeles,
California
|
$1.31B
|
-$2.62M
|
-0.2%
|
2.77%
|
78.5%
|
84
|
0%
|
|
|
1812
|
Wesleyan Assurance Society
Birmingham,
United Kingdom
|
$1.31B
|
+$45.4M
|
+4%
|
0.49%
|
102%
|
108
|
3.7%
|
|
|
1813
|
Alerus Financial
Grand Forks,
North Dakota
|
$1.31B
|
-$56.6M
|
-4%
|
0.99%
|
97.1%
|
172
|
17.44%
|
|
|
1814
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$1.31B
|
+$57.4M
|
+5%
|
0.82%
|
68.9%
|
203
|
11.82%
|
|
|
1815
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$1.31B
|
-$51.7M
|
-4%
|
1.19%
|
36.1%
|
732
|
16.8%
|
|
|
1816
|
Private Wealth Partners
Mill Valley,
California
|
$1.31B
|
+$50.3M
|
+4%
|
3.84%
|
112%
|
185
|
15.68%
|
|
|
1817
|
Sonora Investment Management Group
Tucson,
Arizona
|
$1.31B
|
-$44.6M
|
-3%
|
0.76%
|
78.3%
|
313
|
12.78%
|
|
|
1818
|
Willis Johnson & Associates
Houston,
Texas
|
$1.3B
|
-$14.5M
|
-1%
|
1.92%
|
50.9%
|
182
|
20.33%
|
|
|
1819
|
Goldentree Asset Management
New York
|
$1.3B
|
+$49.7M
|
+4%
|
0.78%
|
27.7%
|
37
|
43.24%
|
|
|
1820
|
Mesirow Institutional Investment Management
Chicago,
Illinois
|
$1.3B
|
-$9.24M
|
-0.7%
|
1.87%
|
–
|
145
|
23.45%
|
|
|
1821
|
Needham Investment Management
New York
|
$1.3B
|
-$5.77M
|
-0.4%
|
2.1%
|
424%
|
157
|
11.46%
|
|
|
1822
|
Campbell & Co Investment Adviser
Baltimore,
Maryland
|
$1.3B
|
-$47.1M
|
-4%
|
2.79%
|
31%
|
1,438
|
55.84%
|
|
|
1823
|
Shufro Rose & Co
New York
|
$1.29B
|
+$61.5M
|
+5%
|
1.26%
|
68.1%
|
333
|
15.02%
|
|
|
1824
|
Natixis Investment Managers International
Paris,
France
|
$1.29B
|
-$102M
|
-7%
|
0.38%
|
34.7%
|
229
|
8.73%
|
|
|
1825
|
Synergy Asset Management
Vancouver,
Washington
|
$1.29B
|
+$635M
|
+97%
|
2.02%
|
97.3%
|
876
|
83.9%
|
|