|
2101
|
Makena Capital Management
Menlo Park,
California
|
$824M
|
-$60.2M
|
-7%
|
16.5%
|
74.3%
|
52
|
25%
|
|
|
2102
|
Coastline Trust
Providence,
Rhode Island
|
$823M
|
-$53.3M
|
-6%
|
4.28%
|
79.1%
|
338
|
7.99%
|
|
|
2103
|
Sapience Investments
Newport Beach,
California
|
$823M
|
-$54.8M
|
-6%
|
1.94%
|
54.9%
|
90
|
5.56%
|
|
|
2104
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$823M
|
+$51.1M
|
+7%
|
1.42%
|
69%
|
715
|
13.15%
|
|
|
2105
|
Advance Capital Management
Southfield,
Michigan
|
$823M
|
+$334M
|
+68%
|
4.72%
|
46.9%
|
96
|
19.79%
|
|
|
2106
|
Marcho Partners
London,
United Kingdom
|
$823M
|
-$561M
|
-41%
|
33%
|
112%
|
13
|
7.69%
|
|
|
2107
|
Campbell Wealth Management
Alexandria,
Virginia
|
$822M
|
-$52.6M
|
-6%
|
5.55%
|
11.2%
|
83
|
13.25%
|
|
|
2108
|
Wesleyan Assurance Society
Birmingham,
United Kingdom
|
$821M
|
-$24.2M
|
-3%
|
3.76%
|
102%
|
96
|
2.08%
|
|
|
2109
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$818M
|
-$42.3M
|
-5%
|
5.13%
|
39.2%
|
1,069
|
17.49%
|
|
|
2110
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$816M
|
-$68.5M
|
-8%
|
2.77%
|
51.8%
|
490
|
13.27%
|
|
|
2111
|
Cypress Capital
Franklin,
Tennessee
|
$816M
|
-$61.3M
|
-7%
|
5.2%
|
39.8%
|
227
|
14.98%
|
|
|
2112
|
Harvey Investment Company
Louisville,
Kentucky
|
$816M
|
-$47.8M
|
-6%
|
4.99%
|
48.4%
|
95
|
3.16%
|
|
|
2113
|
Cigna Investments
Bloomfield,
Connecticut
|
$815M
|
-$464M
|
-36%
|
3.05%
|
138%
|
680
|
17.06%
|
|
|
2114
|
Gemmer Asset Management
Walnut Creek,
California
|
$815M
|
-$33.5M
|
-4%
|
5.88%
|
90.5%
|
1,338
|
10.39%
|
|
|
2115
|
WBH Advisory
Baltimore,
Maryland
|
$815M
|
-$61.9M
|
-7%
|
4.29%
|
47.2%
|
328
|
11.28%
|
|
|
2116
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$814M
|
-$81.2M
|
-9%
|
3.08%
|
37.1%
|
657
|
35.46%
|
|
|
2117
|
Bristlecone Advisors
Bellevue,
Washington
|
$814M
|
-$18.8M
|
-2%
|
5.91%
|
103%
|
240
|
10%
|
|
|
2118
|
Trust Asset Management
Houston,
Texas
|
$813M
|
+$3.97M
|
+0.5%
|
4.06%
|
91.1%
|
218
|
11.47%
|
|
|
2119
|
BTR Capital Management
Oakland,
California
|
$813M
|
-$73.2M
|
-8%
|
2.37%
|
35%
|
179
|
8.94%
|
|
|
2120
|
Cypress Capital Group
Palm Beach,
Florida
|
$812M
|
+$13.4M
|
+2%
|
2.62%
|
83.9%
|
347
|
21.04%
|
|
|
2121
|
Montanaro Asset Management
London,
United Kingdom
|
$811M
|
-$180M
|
-18%
|
16.5%
|
37.4%
|
49
|
10.2%
|
|
|
2122
|
Lutz Financial Services
Omaha,
Nebraska
|
$811M
|
-$3.18M
|
-0.4%
|
3.6%
|
28.7%
|
64
|
6.25%
|
|
|
2123
|
Archon Capital Management
Seattle,
Washington
|
$811M
|
+$49.8M
|
+7%
|
12.8%
|
131%
|
37
|
16.22%
|
|
|
2124
|
Community Bank
Dewitt,
New York
|
$810M
|
-$57M
|
-7%
|
1.69%
|
58.7%
|
462
|
7.79%
|
|
|
2125
|
SpiderRock Advisors
Wilimington,
Delaware
|
$810M
|
-$92.2M
|
-10%
|
–
|
–
|
171
|
0%
|
|