|
2076
|
Callahan Advisors
Houston,
Texas
|
$612M
|
+$47.5M
|
+8%
|
9.96%
|
87.7%
|
136
|
10.29%
|
|
|
2077
|
Cantor Fitzgerald Investment Advisors
New York
|
$611M
|
-$864K
|
-0.1%
|
5.61%
|
–
|
59
|
0%
|
|
|
2078
|
Campbell Wealth Management
Alexandria,
Virginia
|
$611M
|
+$37.4M
|
+7%
|
6.12%
|
11.2%
|
379
|
83.91%
|
|
|
2079
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$611M
|
+$56.2M
|
+10%
|
7.61%
|
62%
|
72
|
8.33%
|
|
|
2080
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$611M
|
+$35.8M
|
+6%
|
6.51%
|
66.7%
|
167
|
4.79%
|
|
|
2081
|
AWM Investment Company
New York
|
$610M
|
+$39.9M
|
+7%
|
27.8%
|
778%
|
98
|
23.47%
|
|
|
2082
|
Marco Investment Management
Atlanta,
Georgia
|
$610M
|
+$64.1M
|
+12%
|
10.5%
|
127%
|
179
|
10.61%
|
|
|
2083
|
Mizuho Markets Cayman
Grand Cayman,
Cayman Islands
|
$610M
|
+$296M
|
+94%
|
25.8%
|
219%
|
78
|
32.05%
|
|
|
2084
|
Bath Savings Trust
Bath,
Maine
|
$610M
|
+$56.5M
|
+10%
|
11.2%
|
47.3%
|
127
|
4.72%
|
|
|
2085
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$609M
|
+$56.1M
|
+10%
|
9.05%
|
34%
|
91
|
4.4%
|
|
|
2086
|
Caldwell Trust
Venice,
Florida
|
$608M
|
+$11.3M
|
+2%
|
8.58%
|
87%
|
776
|
9.28%
|
|
|
2087
|
Wesleyan Assurance Society
Birmingham,
United Kingdom
|
$608M
|
+$38.5M
|
+7%
|
7.95%
|
102%
|
94
|
6.38%
|
|
|
2088
|
Hill Path Capital
New York
|
$607M
|
+$175M
|
+41%
|
30.9%
|
5.23%
|
3
|
33.33%
|
|
|
2089
|
NWAM LLC
Mercer Island,
Washington
|
$606M
|
-$108M
|
-15%
|
10.1%
|
112%
|
446
|
50.22%
|
|
|
2090
|
Adventist Health System West
Roseville,
California
|
$606M
|
+$136M
|
+29%
|
6.58%
|
60.2%
|
5
|
20%
|
|
|
2091
|
Circle Wealth Management
Summit,
New Jersey
|
$605M
|
+$34.4M
|
+6%
|
9.59%
|
71.8%
|
216
|
14.81%
|
|
|
2092
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$605M
|
+$59M
|
+11%
|
9.93%
|
33%
|
418
|
17.22%
|
|
|
2093
|
Summit Financial
Parsippany,
New Jersey
|
$605M
|
+$39.9M
|
+7%
|
7.63%
|
81.8%
|
37
|
13.51%
|
|
|
2094
|
Forward Management
San Francisco,
California
|
$603M
|
+$57.1M
|
+10%
|
4.53%
|
36.9%
|
42
|
35.71%
|
|
|
2095
|
|
$601M
|
-$148M
|
-20%
|
7.49%
|
878%
|
18
|
22.22%
|
|
|
2096
|
Presima Securities
Montreal,
Quebec, Canada
|
$601M
|
+$71.1M
|
+13%
|
1.32%
|
10.3%
|
44
|
22.73%
|
|
|
2097
|
NBT Bank
Norwich,
New York
|
$601M
|
+$39.9M
|
+7%
|
7.87%
|
68.2%
|
223
|
6.73%
|
|
|
2098
|
Private Asset Management
San Diego,
California
|
$601M
|
+$38M
|
+7%
|
8.76%
|
38.2%
|
143
|
9.79%
|
|
|
2099
|
Cypress Capital Group
Palm Beach,
Florida
|
$600M
|
+$54.8M
|
+10%
|
7.79%
|
97.8%
|
271
|
17.34%
|
|
|
2100
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$600M
|
+$12.2M
|
+2%
|
7.73%
|
65.5%
|
120
|
5.83%
|
|