|
1851
|
First Long Island Investors
Jericho,
New York
|
$1.21B
|
-$44.2M
|
-4%
|
1.55%
|
85.5%
|
67
|
4.48%
|
|
|
1852
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$1.21B
|
-$16.7M
|
-1%
|
1.98%
|
96.5%
|
307
|
17.26%
|
|
|
1853
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$1.21B
|
-$79.5K
|
-0%
|
1.45%
|
45.2%
|
150
|
5.33%
|
|
|
1854
|
Private Wealth Partners
Mill Valley,
California
|
$1.21B
|
-$97.5M
|
-7%
|
3.86%
|
112%
|
188
|
22.87%
|
|
|
1855
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$1.2B
|
-$4.21M
|
-0.3%
|
2.5%
|
98%
|
292
|
10.27%
|
|
|
1856
|
DNCA Finance
Paris,
France
|
$1.2B
|
-$80.9M
|
-6%
|
2.73%
|
–
|
147
|
13.61%
|
|
|
1857
|
Angeles Wealth Management
Santa Monica,
California
|
$1.2B
|
-$9.67M
|
-0.8%
|
2.93%
|
70.4%
|
388
|
10.31%
|
|
|
1858
|
1900 Wealth Management
San Antonio,
Texas
|
$1.2B
|
+$10.6M
|
+0.9%
|
2.29%
|
55.2%
|
225
|
5.78%
|
|
|
1859
|
Oak Ridge Investments
Chicago,
Illinois
|
$1.2B
|
-$72.1M
|
-6%
|
6.12%
|
208%
|
177
|
13.56%
|
|
|
1860
|
Easterly Investment Partners
Beverly,
Massachusetts
|
$1.2B
|
-$72.2M
|
-6%
|
2.53%
|
57.6%
|
216
|
23.61%
|
|
|
1861
|
Stack Financial Management
Whitefish,
Montana
|
$1.2B
|
+$107M
|
+10%
|
5.78%
|
58.4%
|
54
|
9.26%
|
|
|
1862
|
Wealthquest
Cincinnati,
Ohio
|
$1.2B
|
-$30.7M
|
-3%
|
2.12%
|
52.1%
|
142
|
15.49%
|
|
|
1863
|
Coliseum Capital Management
Rowayton,
Connecticut
|
$1.2B
|
-$15.5M
|
-1%
|
18.5%
|
41.1%
|
17
|
17.65%
|
|
|
1864
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$1.2B
|
-$20.1M
|
-2%
|
2.15%
|
85.7%
|
298
|
9.73%
|
|
|
1865
|
Triglav Skladi
Ljubljana,
Slovenia
|
$1.2B
|
-$75.4M
|
-6%
|
5.15%
|
–
|
149
|
26.85%
|
|
|
1866
|
Browning West
Los Angeles,
California
|
$1.19B
|
+$196M
|
+20%
|
0.8%
|
96.8%
|
3
|
0%
|
|
|
1867
|
Charles Schwab Trust
Henderson,
Nevada
|
$1.19B
|
+$29.7M
|
+3%
|
0.13%
|
45.6%
|
179
|
18.99%
|
|
|
1868
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.19B
|
-$11.9M
|
-1%
|
0.19%
|
68.5%
|
820
|
18.78%
|
|
|
1869
|
Vantage Investment Partners
Kansas City,
Missouri
|
$1.19B
|
+$43.4M
|
+4%
|
1.44%
|
50.9%
|
67
|
11.94%
|
|
|
1870
|
Kynam Capital Management
Princeton,
New Jersey
|
$1.19B
|
-$502M
|
-30%
|
21.7%
|
320%
|
36
|
27.78%
|
|
|
1871
|
Howe & Rusling
Rochester,
New York
|
$1.19B
|
+$28.7M
|
+2%
|
0.31%
|
82%
|
477
|
23.06%
|
|
|
1872
|
Diversified Enterprises
Wilmington,
Delaware
|
$1.19B
|
+$137M
|
+13%
|
2.7%
|
–
|
308
|
25.97%
|
|
|
1873
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$1.19B
|
+$45.9M
|
+4%
|
2.73%
|
57.9%
|
338
|
54.44%
|
|
|
1874
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$1.19B
|
-$310M
|
-21%
|
8.2%
|
225%
|
332
|
32.23%
|
|
|
1875
|
Plato Investment Management
Sydney, NSW,
Australia
|
$1.19B
|
-$174M
|
-13%
|
2.39%
|
–
|
629
|
23.21%
|
|