|
1876
|
Novare Capital Management
Charlotte,
North Carolina
|
$931M
|
+$50.9M
|
+6%
|
7.51%
|
65.7%
|
180
|
9.44%
|
|
|
1877
|
New York Life Insurance Company
New York
|
$931M
|
-$177M
|
-16%
|
7.97%
|
51.3%
|
9
|
22.22%
|
|
|
1878
|
Lutz Financial Services
Omaha,
Nebraska
|
$930M
|
+$53.5M
|
+6%
|
3.38%
|
28.7%
|
82
|
8.54%
|
|
|
1879
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$929M
|
+$171M
|
+23%
|
5.82%
|
78.4%
|
532
|
20.3%
|
|
|
1880
|
Meeder Advisory Services
Dublin,
Ohio
|
$929M
|
+$60.8M
|
+7%
|
6.45%
|
71.1%
|
453
|
9.71%
|
|
|
1881
|
Pembroke Management
Montreal,
Quebec, Canada
|
$928M
|
+$13.5M
|
+1%
|
7.81%
|
94.8%
|
66
|
9.09%
|
|
|
1882
|
Invictus Private Wealth
Denver,
Colorado
|
$927M
|
+$77.3M
|
+9%
|
8.48%
|
84.2%
|
93
|
9.68%
|
|
|
1883
|
Marco Investment Management
Atlanta,
Georgia
|
$925M
|
+$38.3M
|
+4%
|
7.43%
|
92.8%
|
210
|
8.1%
|
|
|
1884
|
GeoWealth Management
Chicago,
Illinois
|
$925M
|
+$70.5M
|
+8%
|
2.01%
|
42.4%
|
486
|
28.6%
|
|
|
1885
|
Tybourne Capital Management
Hong Kong
|
$925M
|
-$67.9M
|
-7%
|
12.6%
|
109%
|
50
|
34%
|
|
|
1886
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$925M
|
+$50.9M
|
+6%
|
3.94%
|
36.7%
|
152
|
7.24%
|
|
|
1887
|
BTC Capital Management
Des Moines,
Iowa
|
$925M
|
+$55.7M
|
+6%
|
7.45%
|
–
|
257
|
15.95%
|
|
|
1888
|
WFM Asia
Road Town, Tortola,
British Virgin Islands
|
$925M
|
-$169M
|
-15%
|
13.8%
|
14.1%
|
9
|
0%
|
|
|
1889
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$924M
|
+$48.2M
|
+6%
|
7.53%
|
81.1%
|
225
|
4.44%
|
|
|
1890
|
SPC Financial Inc
Rockville,
Maryland
|
$924M
|
+$47.5M
|
+5%
|
3.87%
|
65.1%
|
224
|
12.95%
|
|
|
1891
|
Genesis Investment Management
London,
United Kingdom
|
$923M
|
+$1.71M
|
+0.2%
|
6.98%
|
47.4%
|
16
|
12.5%
|
|
|
1892
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$921M
|
-$1.26M
|
-0.1%
|
4.63%
|
48.7%
|
187
|
9.09%
|
|
|
1893
|
Ninepoint Partners
Toronto,
Ontario, Canada
|
$920M
|
+$19.3M
|
+2%
|
0.21%
|
38.6%
|
107
|
40.19%
|
|
|
1894
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$920M
|
+$39M
|
+4%
|
3.48%
|
50.6%
|
272
|
8.82%
|
|
|
1895
|
DLD Asset Management
New York
|
$920M
|
-$269M
|
-23%
|
0.55%
|
8.24%
|
136
|
59.56%
|
|
|
1896
|
Nexus Investment Management
Toronto,
Ontario, Canada
|
$919M
|
+$12.6M
|
+1%
|
3.73%
|
77.5%
|
73
|
4.11%
|
|
|
1897
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$918M
|
+$60.8M
|
+7%
|
5.78%
|
67.3%
|
171
|
7.02%
|
|
|
1898
|
Fifth Third Securities
Cincinnati,
Ohio
|
$918M
|
+$45.8M
|
+5%
|
4%
|
58.9%
|
219
|
8.68%
|
|
|
1899
|
|
$918M
|
+$47.3M
|
+5%
|
6.55%
|
69.8%
|
209
|
7.66%
|
|
|
1900
|
Maple Capital Management
Montpelier,
Vermont
|
$918M
|
+$99.5M
|
+12%
|
12.8%
|
94.4%
|
101
|
9.9%
|
|