|
1876
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$1.24B
|
+$16.6M
|
+1%
|
1.38%
|
73%
|
425
|
6.59%
|
|
|
1877
|
Campbell Newman Asset Management
Milwaukee,
Wisconsin
|
$1.24B
|
-$88.3M
|
-7%
|
0.42%
|
108%
|
109
|
8.26%
|
|
|
1878
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$1.24B
|
+$197M
|
+19%
|
2.58%
|
81.9%
|
625
|
24.16%
|
|
|
1879
|
Lutz Financial Services
Omaha,
Nebraska
|
$1.24B
|
+$4.96M
|
+0.4%
|
1.33%
|
35.3%
|
94
|
9.57%
|
|
|
1880
|
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
|
$1.24B
|
-$31M
|
-2%
|
4.91%
|
89.9%
|
50
|
4%
|
|
|
1881
|
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
|
$1.23B
|
-$28M
|
-2%
|
2.71%
|
79.2%
|
13
|
15.38%
|
|
|
1882
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$1.23B
|
-$31.3M
|
-2%
|
0.45%
|
87.2%
|
136
|
8.82%
|
|
|
1883
|
Proficio Capital Partners
Newton,
Massachusetts
|
$1.23B
|
+$227M
|
+23%
|
2.82%
|
97%
|
381
|
29.66%
|
|
|
1884
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$1.23B
|
+$56.1M
|
+5%
|
0.27%
|
65.5%
|
372
|
19.09%
|
|
|
1885
|
Creative Financial Designs
Kokomo,
Indiana
|
$1.23B
|
+$44.4M
|
+4%
|
0.36%
|
56.2%
|
1,867
|
13.98%
|
|
|
1886
|
J. Safra Asset Management
New York
|
$1.23B
|
+$177M
|
+17%
|
1.75%
|
84.3%
|
368
|
26.36%
|
|
|
1887
|
Strategy Capital
Los Altos,
California
|
$1.23B
|
+$190M
|
+18%
|
25.6%
|
316%
|
10
|
0%
|
|
|
1888
|
Wealthquest
Cincinnati,
Ohio
|
$1.23B
|
+$93.8M
|
+8%
|
0.58%
|
52.1%
|
137
|
10.95%
|
|
|
1889
|
American Assets Investment Management
San Diego,
California
|
$1.23B
|
+$85.3M
|
+7%
|
167%
|
507%
|
164
|
7.93%
|
|
|
1890
|
Clearlake Capital Group
Santa Monica,
California
|
$1.23B
|
-$79.5M
|
-6%
|
4.94%
|
47.3%
|
6
|
0%
|
|
|
1891
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$1.23B
|
+$16M
|
+1%
|
2.16%
|
96.5%
|
292
|
15.75%
|
|
|
1892
|
Stone Point Capital
Greenwich,
Connecticut
|
$1.22B
|
+$1.99M
|
+0.2%
|
8.64%
|
15.7%
|
5
|
0%
|
|
|
1893
|
Main Management
San Francisco,
California
|
$1.22B
|
+$7.5M
|
+0.6%
|
1.68%
|
64.1%
|
144
|
9.72%
|
|
|
1894
|
Keywise Capital Management (HK)
Hong Kong
|
$1.22B
|
+$210M
|
+21%
|
42.9%
|
684%
|
18
|
22.22%
|
|
|
1895
|
Cannae Holdings
Las Vegas,
Nevada
|
$1.22B
|
-$82.2M
|
-6%
|
3.12%
|
88.6%
|
5
|
0%
|
|
|
1896
|
McDaniel Terry & Co
Austin,
Texas
|
$1.22B
|
+$25.6M
|
+2%
|
0.85%
|
57.9%
|
104
|
8.65%
|
|
|
1897
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$1.22B
|
+$9.8M
|
+0.8%
|
1.57%
|
85.7%
|
289
|
7.27%
|
|
|
1898
|
Strategic Value Partners
Greenwich,
Connecticut
|
$1.22B
|
+$39M
|
+3%
|
4.43%
|
–
|
3
|
33.33%
|
|
|
1899
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$1.22B
|
-$46.7M
|
-4%
|
2.49%
|
42.8%
|
42
|
4.76%
|
|
|
1900
|
XTX Topco
George Town,
Cayman Islands
|
$1.22B
|
-$166M
|
-12%
|
5.54%
|
87.3%
|
3,148
|
65.28%
|
|