|
1876
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$876M
|
+$45.6M
|
+5%
|
5.85%
|
81.1%
|
225
|
4.89%
|
|
|
1877
|
Zhang Financial
Portage,
Michigan
|
$876M
|
+$91.5M
|
+12%
|
6.55%
|
56.8%
|
236
|
6.78%
|
|
|
1878
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$874M
|
+$68.3M
|
+8%
|
4.7%
|
36.7%
|
151
|
8.61%
|
|
|
1879
|
Fifth Third Securities
Cincinnati,
Ohio
|
$872M
|
+$111M
|
+15%
|
4.17%
|
58.9%
|
215
|
7.91%
|
|
|
1880
|
|
$871M
|
+$20.2M
|
+2%
|
5.43%
|
69.8%
|
203
|
3.45%
|
|
|
1881
|
BTC Capital Management
Des Moines,
Iowa
|
$869M
|
+$37.6M
|
+5%
|
7.61%
|
–
|
251
|
10.36%
|
|
|
1882
|
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
|
$868M
|
-$13.5M
|
-2%
|
2.15%
|
26.1%
|
167
|
11.98%
|
|
|
1883
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$868M
|
+$111M
|
+15%
|
5.32%
|
62.7%
|
296
|
22.3%
|
|
|
1884
|
Meeder Advisory Services
Dublin,
Ohio
|
$868M
|
+$76.3M
|
+10%
|
7.76%
|
71.1%
|
443
|
13.54%
|
|
|
1885
|
|
$868M
|
-$21.6M
|
-2%
|
7.93%
|
51.6%
|
196
|
26.02%
|
|
|
1886
|
Security Benefit Life Insurance Company
Topeka,
Kansas
|
$867M
|
+$79.6M
|
+10%
|
11.2%
|
60.6%
|
91
|
31.87%
|
|
|
1887
|
American Assets Investment Management
San Diego,
California
|
$867M
|
+$4.37M
|
+0.5%
|
0.43%
|
413%
|
179
|
6.7%
|
|
|
1888
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$866M
|
+$3.32M
|
+0.4%
|
4.65%
|
12.6%
|
291
|
7.22%
|
|
|
1889
|
Callan Capital
La Jolla,
California
|
$864M
|
+$54.1M
|
+7%
|
6.26%
|
20.1%
|
197
|
12.18%
|
|
|
1890
|
|
$864M
|
+$210M
|
+32%
|
8.45%
|
128%
|
8
|
12.5%
|
|
|
1891
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$863M
|
+$42.5M
|
+5%
|
6.95%
|
68.2%
|
203
|
23.15%
|
|
|
1892
|
Bowie Capital Management
Richardson,
Texas
|
$863M
|
+$81.1M
|
+10%
|
14%
|
35.8%
|
48
|
35.42%
|
|
|
1893
|
Wesleyan Assurance Society
Birmingham,
United Kingdom
|
$863M
|
+$48.7M
|
+6%
|
8.2%
|
78.1%
|
101
|
0.99%
|
|
|
1894
|
Bronte Capital Management
Bondi Junction,
Australia
|
$862M
|
+$69.4M
|
+9%
|
7.8%
|
112%
|
31
|
16.13%
|
|
|
1895
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$862M
|
-$100M
|
-10%
|
2.72%
|
51.2%
|
299
|
14.38%
|
|
|
1896
|
Y-Intercept (HK)
Hong Kong
|
$861M
|
+$183M
|
+27%
|
4.46%
|
34.4%
|
1,670
|
75.63%
|
|
|
1897
|
Private Capital Management (Florida)
Naples,
Florida
|
$860M
|
+$123M
|
+17%
|
12.2%
|
68.6%
|
149
|
33.56%
|
|
|
1898
|
Resolute Advisors
San Francisco,
California
|
$859M
|
+$95.1M
|
+12%
|
13.8%
|
38.3%
|
74
|
22.97%
|
|
|
1899
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$858M
|
+$24.2M
|
+3%
|
5.46%
|
67.3%
|
175
|
9.71%
|
|
|
1900
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$857M
|
+$52.7M
|
+7%
|
5.63%
|
55.7%
|
259
|
7.72%
|
|