|
1901
|
GeoWealth Management
Chicago,
Illinois
|
$882M
|
-$43.7M
|
-5%
|
2.79%
|
42.4%
|
527
|
24.48%
|
|
|
1902
|
Icon Wealth Partners
Houston,
Texas
|
$880M
|
-$65M
|
-7%
|
2.39%
|
–
|
427
|
12.65%
|
|
|
1903
|
E-L Financial Corp
Toronto,
Ontario, Canada
|
$880M
|
-$11.4M
|
-1%
|
3.58%
|
68.6%
|
1
|
0%
|
|
|
1904
|
|
$878M
|
-$39.6M
|
-4%
|
3.26%
|
69.8%
|
206
|
8.25%
|
|
|
1905
|
Maple Capital Management
Montpelier,
Vermont
|
$877M
|
-$41.2M
|
-4%
|
2.49%
|
94.4%
|
99
|
6.06%
|
|
|
1906
|
Bayesian Capital Management
Brooklyn,
New York
|
$876M
|
-$55.2M
|
-6%
|
0.98%
|
113%
|
1,097
|
71.47%
|
|
|
1907
|
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
|
$875M
|
-$30M
|
-3%
|
2.55%
|
49.3%
|
58
|
3.45%
|
|
|
1908
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$875M
|
-$23.4M
|
-3%
|
1.88%
|
69%
|
745
|
11.14%
|
|
|
1909
|
Simplify Asset Management
Las Vegas,
Nevada
|
$875M
|
+$115M
|
+15%
|
1.88%
|
45%
|
137
|
28.47%
|
|
|
1910
|
H&F Corporate Investors VIII
San Francisco,
California
|
$874M
|
-$226M
|
-21%
|
20.6%
|
50.7%
|
2
|
0%
|
|
|
1911
|
Infrastructure Capital Advisors
New York
|
$874M
|
-$175M
|
-17%
|
4.28%
|
49%
|
120
|
49.17%
|
|
|
1912
|
Good Life Advisors
Reading,
Pennsylvania
|
$873M
|
-$15.5M
|
-2%
|
3.28%
|
60%
|
443
|
13.32%
|
|
|
1913
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$873M
|
-$26.7M
|
-3%
|
2.91%
|
68.3%
|
939
|
4.69%
|
|
|
1914
|
Maple-Brown Abbott
Barangaroo,
Australia
|
$872M
|
-$28.2M
|
-3%
|
8.18%
|
7.92%
|
18
|
22.22%
|
|
|
1915
|
Berger Financial Group
Plymouth,
Minnesota
|
$871M
|
-$11M
|
-1%
|
3.18%
|
49.7%
|
298
|
10.74%
|
|
|
1916
|
|
$870M
|
+$627M
|
+257%
|
5.9%
|
215%
|
31
|
58.06%
|
|
|
1917
|
Koshinski Asset Management
Decatur,
Illinois
|
$870M
|
-$63.2M
|
-7%
|
2.99%
|
76.5%
|
637
|
15.86%
|
|
|
1918
|
Marco Investment Management
Atlanta,
Georgia
|
$870M
|
-$56M
|
-6%
|
2.2%
|
92.8%
|
208
|
8.17%
|
|
|
1919
|
Grassi Investment Management
Santa Clara,
California
|
$869M
|
-$39.6M
|
-4%
|
1.94%
|
170%
|
131
|
10.69%
|
|
|
1920
|
Kingdon Capital Management
New York
|
$868M
|
-$190M
|
-18%
|
1.09%
|
185%
|
110
|
62.73%
|
|
|
1921
|
BTC Capital Management
Des Moines,
Iowa
|
$866M
|
-$58.7M
|
-6%
|
2.75%
|
–
|
245
|
4.49%
|
|
|
1922
|
Kryger Capital
London,
United Kingdom
|
$866M
|
-$111M
|
-11%
|
10.9%
|
420%
|
22
|
77.27%
|
|
|
1923
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$864M
|
-$12.4M
|
-1%
|
3.15%
|
12.6%
|
313
|
6.39%
|
|
|
1924
|
DigitalBridge Group
Boca Raton,
Florida
|
$864M
|
+$29.8M
|
+4%
|
5.25%
|
112%
|
75
|
36%
|
|
|
1925
|
Essex Financial Services
Essex,
Connecticut
|
$864M
|
-$15.7M
|
-2%
|
2.11%
|
73.2%
|
495
|
9.29%
|
|