|
1851
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$1.3B
|
+$135M
|
+12%
|
18.5%
|
141%
|
257
|
10.89%
|
|
|
1852
|
Atalan Capital Partners
New York
|
$1.3B
|
+$250M
|
+24%
|
21.5%
|
185%
|
12
|
25%
|
|
|
1853
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$1.3B
|
+$122M
|
+10%
|
6.81%
|
47%
|
511
|
19.77%
|
|
|
1854
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$1.3B
|
-$1.22B
|
-48%
|
5.47%
|
23.8%
|
24
|
20.83%
|
|
|
1855
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$1.3B
|
+$98.2M
|
+8%
|
10.1%
|
85.7%
|
305
|
6.89%
|
|
|
1856
|
Next Century Growth Investors
Plymouth,
Minnesota
|
$1.29B
|
+$170M
|
+15%
|
26.6%
|
306%
|
136
|
19.12%
|
|
|
1857
|
Transcend Capital Advisors
Madison,
New Jersey
|
$1.29B
|
-$99.8M
|
-7%
|
7.75%
|
61.2%
|
722
|
31.44%
|
|
|
1858
|
|
$1.29B
|
+$17M
|
+1%
|
5.4%
|
36.9%
|
38
|
5.26%
|
|
|
1859
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$1.29B
|
+$116M
|
+10%
|
6.61%
|
41.3%
|
642
|
24.14%
|
|
|
1860
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$1.29B
|
+$64.2M
|
+5%
|
7.46%
|
58.4%
|
134
|
10.45%
|
|
|
1861
|
Nixon Peabody Trust
Boston,
Massachusetts
|
$1.29B
|
+$113M
|
+10%
|
12.2%
|
75.5%
|
157
|
8.28%
|
|
|
1862
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$1.29B
|
+$104M
|
+9%
|
6.35%
|
32.5%
|
41
|
24.39%
|
|
|
1863
|
Lutz Financial Services
Omaha,
Nebraska
|
$1.29B
|
+$66.7M
|
+5%
|
4.32%
|
28.7%
|
98
|
4.08%
|
|
|
1864
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$1.29B
|
+$78.4M
|
+6%
|
6.91%
|
36.7%
|
162
|
13.58%
|
|
|
1865
|
Leo Wealth LLC
Hurst,
Texas
|
$1.29B
|
+$590M
|
+85%
|
8.79%
|
–
|
401
|
36.91%
|
|
|
1866
|
Journey Advisory Group
Covington,
Kentucky
|
$1.29B
|
+$63.7M
|
+5%
|
6.64%
|
58.7%
|
295
|
13.22%
|
|
|
1867
|
Lee, Danner & Bass
Nashville,
Tennessee
|
$1.29B
|
+$49.1M
|
+4%
|
6.02%
|
–
|
229
|
6.55%
|
|
|
1868
|
Mark Asset Management
New York
|
$1.28B
|
+$251M
|
+24%
|
29.1%
|
234%
|
64
|
37.5%
|
|
|
1869
|
Nuance Investments
Kansas City,
Missouri
|
$1.28B
|
-$239M
|
-16%
|
1.5%
|
6.33%
|
53
|
20.75%
|
|
|
1870
|
Ashe Capital Management
Englewood Cliffs,
New Jersey
|
$1.28B
|
+$165M
|
+15%
|
16.4%
|
57.3%
|
7
|
0%
|
|
|
1871
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$1.28B
|
+$115M
|
+10%
|
7.58%
|
32.2%
|
76
|
6.58%
|
|
|
1872
|
Private Wealth Partners
Mill Valley,
California
|
$1.28B
|
+$74.6M
|
+6%
|
12.1%
|
92.8%
|
185
|
18.38%
|
|
|
1873
|
Forest Avenue Capital Management
Miami,
Florida
|
$1.28B
|
+$550M
|
+75%
|
44.4%
|
330%
|
19
|
31.58%
|
|
|
1874
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$1.28B
|
+$115M
|
+10%
|
9.36%
|
69.4%
|
1,519
|
66.49%
|
|
|
1875
|
Gilead Sciences
Foster City,
California
|
$1.28B
|
+$98.9M
|
+8%
|
14.1%
|
–
|
14
|
0%
|
|