|
2201
|
Ratan Capital Management
Miami Beach,
Florida
|
$350M
|
-$193M
|
-36%
|
7.68%
|
616%
|
14
|
64.29%
|
|
|
2202
|
Lodestar Investment Counsel
Chicago,
Illinois
|
$350M
|
+$22.4M
|
+7%
|
5.14%
|
45.1%
|
120
|
8.33%
|
|
|
2203
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$349M
|
+$18M
|
+5%
|
2.69%
|
41.8%
|
70
|
2.86%
|
|
|
2204
|
Fairfield, Bush & Co
Darien,
Connecticut
|
$349M
|
+$670K
|
+0.2%
|
4.69%
|
112%
|
182
|
9.34%
|
|
|
2205
|
Fiduciary Financial Services of The Southwest
Dallas,
Texas
|
$349M
|
-$4.98M
|
-1%
|
0.85%
|
39.8%
|
179
|
11.73%
|
|
|
2206
|
Strategic Investment Management
Arlington,
Virginia
|
$349M
|
+$21.1M
|
+6%
|
2.91%
|
53.3%
|
156
|
69.23%
|
|
|
2207
|
Calamos Wealth Management
Naperville,
Illinois
|
$348M
|
+$1.96M
|
+0.6%
|
4.56%
|
102%
|
243
|
30.86%
|
|
|
2208
|
Summit Securities Group
New York
|
$348M
|
+$2.82M
|
+0.8%
|
5.36%
|
136%
|
948
|
52.64%
|
|
|
2209
|
Waterfront Capital Partners
New York
|
$348M
|
+$17M
|
+5%
|
13.3%
|
88.3%
|
57
|
57.89%
|
|
|
2210
|
Mather Group
Chicago,
Illinois
|
$347M
|
+$22M
|
+7%
|
1.85%
|
48.5%
|
30
|
20%
|
|
|
2211
|
Meritech Capital Associates III
Palo Alto,
California
|
$347M
|
-$7.37M
|
-2%
|
6.96%
|
135%
|
7
|
14.29%
|
|
|
2212
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$346M
|
+$26.9M
|
+8%
|
3.73%
|
25.6%
|
71
|
26.76%
|
|
|
2213
|
K.J. Harrison & Partners
Toronto,
Ontario, Canada
|
$346M
|
-$10.7M
|
-3%
|
4.41%
|
140%
|
187
|
28.34%
|
|
|
2214
|
Brookmont Capital Management
Dallas,
Texas
|
$346M
|
-$44.9M
|
-11%
|
2.01%
|
36.6%
|
62
|
33.87%
|
|
|
2215
|
Twele Capital Management
Minnetonka,
Minnesota
|
$346M
|
+$10.4M
|
+3%
|
1.24%
|
34.9%
|
62
|
3.23%
|
|
|
2216
|
Emery Howard Portfolio Management
Burlingame,
California
|
$346M
|
+$29.6M
|
+9%
|
2.4%
|
66.5%
|
28
|
0%
|
|
|
2217
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$345M
|
+$19.5M
|
+6%
|
6.3%
|
81.3%
|
181
|
41.99%
|
|
|
2218
|
Vicus Capital
State College,
Pennsylvania
|
$345M
|
+$42.5M
|
+14%
|
2.14%
|
59.6%
|
196
|
29.08%
|
|
|
2219
|
Rhenman & Partners Asset Management
Stockholm,
Sweden
|
$345M
|
+$3.48M
|
+1%
|
17.9%
|
131%
|
110
|
33.64%
|
|
|
2220
|
Northwestern Mutual Investment Services
Milwaukee,
Wisconsin
|
$345M
|
+$42.8M
|
+14%
|
1.61%
|
–
|
171
|
82.46%
|
|
|
2221
|
First Nebraska Trust
Lincoln,
Nebraska
|
$345M
|
-$4.98M
|
-1%
|
5.31%
|
67.9%
|
111
|
13.51%
|
|
|
2222
|
Regis Management Company
Menlo Park,
California
|
$345M
|
+$2.34M
|
+0.7%
|
0.25%
|
5.33%
|
62
|
16.13%
|
|
|
2223
|
SPC Financial Inc
Rockville,
Maryland
|
$344M
|
-$1.01M
|
-0.3%
|
5.13%
|
65.1%
|
121
|
24.79%
|
|
|
2224
|
Tetrad Corporation
Omaha,
Nebraska
|
$342M
|
-$1.1M
|
-0.3%
|
3.61%
|
50.4%
|
12
|
25%
|
|
|
2225
|
Vestor Capital
Chicago,
Illinois
|
$342M
|
+$40.5M
|
+13%
|
4.36%
|
186%
|
114
|
27.19%
|
|