|
1876
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$966M
|
-$4.31M
|
-0.4%
|
1.3%
|
33.6%
|
91
|
3.3%
|
|
|
1877
|
Pier Capital
Stamford,
Connecticut
|
$965M
|
-$32.4M
|
-3%
|
0.46%
|
153%
|
124
|
10.48%
|
|
|
1878
|
Thomasville National Bank
Thomasville,
Georgia
|
$965M
|
+$21M
|
+2%
|
1.19%
|
–
|
224
|
6.7%
|
|
|
1879
|
Shanda Asset Management Holdings
Tortola,,
British Virgin Islands
|
$964M
|
-$263M
|
-21%
|
4.08%
|
115%
|
75
|
28%
|
|
|
1880
|
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
|
$963M
|
-$12.7M
|
-1%
|
1.7%
|
26.1%
|
178
|
6.74%
|
|
|
1881
|
Trek Financial
Scottsdale,
Arizona
|
$963M
|
+$32.8M
|
+4%
|
0.09%
|
109%
|
264
|
35.61%
|
|
|
1882
|
Bangor Savings Bank
Bangor,
Maine
|
$963M
|
+$71.8M
|
+8%
|
0.99%
|
49.6%
|
199
|
4.02%
|
|
|
1883
|
Level Four Advisory Services
Dallas,
Texas
|
$962M
|
-$485M
|
-34%
|
0.82%
|
68.7%
|
677
|
38.4%
|
|
|
1884
|
Taurus Asset Management
New York
|
$961M
|
+$3.43M
|
+0.4%
|
2.29%
|
26.9%
|
97
|
4.12%
|
|
|
1885
|
Adell Harriman & Carpenter
Houston,
Texas
|
$960M
|
+$10.3M
|
+1%
|
1.57%
|
128%
|
183
|
9.29%
|
|
|
1886
|
ShawSpring Partners
Boston,
Massachusetts
|
$959M
|
-$94M
|
-9%
|
5.5%
|
6.63%
|
6
|
16.67%
|
|
|
1887
|
Vestor Capital
Chicago,
Illinois
|
$958M
|
+$5.8M
|
+0.6%
|
0.27%
|
186%
|
248
|
18.15%
|
|
|
1888
|
Amica Mutual Insurance
Providence,
Rhode Island
|
$958M
|
+$9.71M
|
+1%
|
1.34%
|
69.7%
|
107
|
4.67%
|
|
|
1889
|
Evensky & Katz
Coral Gables,
Florida
|
$957M
|
-$23.4M
|
-2%
|
0.89%
|
57.1%
|
73
|
5.48%
|
|
|
1890
|
SP Asset Management
Cupertino,
California
|
$957M
|
+$46.9M
|
+5%
|
0.95%
|
82.9%
|
127
|
6.3%
|
|
|
1891
|
Bank of the West
Monterey Park,
California
|
$957M
|
-$24.7M
|
-3%
|
0.15%
|
35.4%
|
230
|
10%
|
|
|
1892
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$957M
|
+$72.4M
|
+8%
|
0.32%
|
58.6%
|
250
|
12.4%
|
|
|
1893
|
Sirios Capital Management
Boston,
Massachusetts
|
$956M
|
-$194M
|
-17%
|
0.58%
|
156%
|
92
|
18.48%
|
|
|
1894
|
Merit Financial Group
Alpharetta,
Georgia
|
$955M
|
-$108M
|
-10%
|
1.77%
|
67.3%
|
276
|
9.06%
|
|
|
1895
|
Ulysses Management
New York
|
$955M
|
+$160M
|
+20%
|
4.72%
|
48.7%
|
80
|
45%
|
|
|
1896
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$953M
|
-$83.2M
|
-8%
|
0.1%
|
45.2%
|
32
|
12.5%
|
|
|
1897
|
HHR Asset Management
Berkeley Heights,
New Jersey
|
$952M
|
-$157M
|
-14%
|
1.91%
|
76.3%
|
34
|
14.71%
|
|
|
1898
|
Kore Private Wealth
New York
|
$951M
|
+$61M
|
+7%
|
2.35%
|
35.9%
|
487
|
20.74%
|
|
|
1899
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
|
$948M
|
+$5.1M
|
+0.5%
|
0.97%
|
89.2%
|
495
|
2.63%
|
|
|
1900
|
Ancient Art
Austin,
Texas
|
$947M
|
-$122M
|
-11%
|
5.43%
|
157%
|
25
|
24%
|
|