|
2101
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$354M
|
+$5.38M
|
+2%
|
5.17%
|
–
|
457
|
10.72%
|
|
|
2102
|
Choreo LLC
Rockford,
Illinois
|
$354M
|
+$13.2M
|
+4%
|
4.02%
|
59.7%
|
153
|
14.38%
|
|
|
2103
|
Perigon Wealth Management
San Francisco,
California
|
$351M
|
+$169M
|
+93%
|
5.44%
|
81.3%
|
198
|
35.35%
|
|
|
2104
|
K.J. Harrison & Partners
Toronto,
Ontario, Canada
|
$351M
|
+$13.7M
|
+4%
|
4.54%
|
122%
|
177
|
22.6%
|
|
|
2105
|
Calamos Wealth Management
Naperville,
Illinois
|
$351M
|
+$12.8M
|
+4%
|
4.11%
|
81.7%
|
232
|
19.83%
|
|
|
2106
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$350M
|
+$7.57M
|
+2%
|
3.76%
|
18.9%
|
118
|
13.56%
|
|
|
2107
|
Kingdom Ridge Capital
White Plains,
New York
|
$350M
|
-$73M
|
-17%
|
2.87%
|
51.6%
|
38
|
68.42%
|
|
|
2108
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$349M
|
-$89.8M
|
-20%
|
4.91%
|
67.2%
|
162
|
9.26%
|
|
|
2109
|
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
|
$349M
|
-$5.29M
|
-1%
|
3.47%
|
37.6%
|
88
|
17.05%
|
|
|
2110
|
Foundation Asset Management
White Plains,
New York
|
$348M
|
-$19.6M
|
-5%
|
1.56%
|
126%
|
20
|
35%
|
|
|
2111
|
Encompass Capital Advisors
New York
|
$348M
|
-$30M
|
-8%
|
14.8%
|
266%
|
35
|
82.86%
|
|
|
2112
|
Alpine Global Management
New York
|
$348M
|
+$232M
|
+199%
|
3.78%
|
100%
|
284
|
83.45%
|
|
|
2113
|
Red Mountain Capital Partners
Los Angeles,
California
|
$348M
|
+$32.7M
|
+10%
|
4.09%
|
37.4%
|
12
|
25%
|
|
|
2114
|
First Nebraska Trust
Lincoln,
Nebraska
|
$347M
|
+$24M
|
+7%
|
4.86%
|
48%
|
104
|
16.35%
|
|
|
2115
|
Trinity Street Asset Management
London,
United Kingdom
|
$346M
|
+$28.6M
|
+9%
|
4.05%
|
78.9%
|
17
|
17.65%
|
|
|
2116
|
|
$346M
|
+$202M
|
+140%
|
4.64%
|
386%
|
17
|
76.47%
|
|
|
2117
|
TD Ameritrade Trust
Denver,
Colorado
|
$346M
|
+$14.3M
|
+4%
|
3.39%
|
21.7%
|
48
|
10.42%
|
|
|
2118
|
Berkshire Partners
Boston,
Massachusetts
|
$345M
|
-$37M
|
-10%
|
9.69%
|
75.2%
|
1
|
0%
|
|
|
2119
|
Jacobs & Co
San Francisco,
California
|
$345M
|
+$22.6M
|
+7%
|
5.17%
|
92.2%
|
125
|
8.8%
|
|
|
2120
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$345M
|
–
|
–
|
2.65%
|
45.2%
|
167
|
–
|
|
|
2121
|
3D Asset Management
Hartford,
Connecticut
|
$345M
|
+$11M
|
+3%
|
2.89%
|
0.82%
|
40
|
2.5%
|
|
|
2122
|
Knowledge Leaders Capital
Denver,
Colorado
|
$344M
|
-$5.38M
|
-2%
|
3.59%
|
51.6%
|
38
|
2.63%
|
|
|
2123
|
Lawson Kroeker Investment Management
Omaha,
Nebraska
|
$343M
|
+$23.7M
|
+7%
|
6.28%
|
64.7%
|
74
|
4.05%
|
|
|
2124
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$343M
|
+$525K
|
+0.2%
|
3.17%
|
83.5%
|
104
|
9.62%
|
|
|
2125
|
RPM Capital Partners
New York
|
$342M
|
+$84.8M
|
+33%
|
33%
|
–
|
1
|
0%
|
|