|
2201
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$468M
|
+$30.2M
|
+7%
|
7.33%
|
67.2%
|
162
|
4.94%
|
|
|
2202
|
JLB & Associates
Plymouth,
Michigan
|
$467M
|
-$2.79M
|
-0.6%
|
7.03%
|
57.7%
|
73
|
8.22%
|
|
|
2203
|
Cabot Wealth Management
Salem,
Massachusetts
|
$466M
|
+$17.5M
|
+4%
|
5.62%
|
55.6%
|
133
|
15.04%
|
|
|
2204
|
Falcon Point Capital
San Francisco,
California
|
$466M
|
-$43.6M
|
-9%
|
8.77%
|
119%
|
125
|
18.4%
|
|
|
2205
|
JD Capital Management
Darien,
Connecticut
|
$466M
|
+$72.4M
|
+18%
|
0.01%
|
47.8%
|
24
|
41.67%
|
|
|
2206
|
Meditor Group
Hamilton,
Bermuda
|
$465M
|
-$46.7M
|
-9%
|
7.33%
|
41.1%
|
6
|
0%
|
|
|
2207
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$464M
|
+$17.4M
|
+4%
|
3.43%
|
27.9%
|
674
|
9.2%
|
|
|
2208
|
Greylin Investment Management
Orange,
Virginia
|
$464M
|
+$2.12M
|
+0.5%
|
8.98%
|
52.1%
|
86
|
17.44%
|
|
|
2209
|
Algert Global
San Francisco,
California
|
$464M
|
-$17.9M
|
-4%
|
8.13%
|
141%
|
418
|
40.19%
|
|
|
2210
|
Land & Buildings Investment Management
Stamford,
Connecticut
|
$464M
|
-$36.2M
|
-7%
|
1.55%
|
42.7%
|
18
|
44.44%
|
|
|
2211
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$463M
|
+$59.5M
|
+15%
|
3.3%
|
51.2%
|
150
|
10%
|
|
|
2212
|
|
$463M
|
-$299M
|
-39%
|
2.82%
|
386%
|
9
|
0%
|
|
|
2213
|
Penobscot Investment Management
Boston,
Massachusetts
|
$463M
|
+$32.7M
|
+8%
|
7.44%
|
103%
|
200
|
5%
|
|
|
2214
|
Forest Hill Capital
Little Rock,
Arkansas
|
$463M
|
+$80.2M
|
+21%
|
1.9%
|
138%
|
56
|
12.5%
|
|
|
2215
|
IHT Wealth Management
Chicago,
Illinois
|
$462M
|
+$71M
|
+18%
|
5.91%
|
63%
|
449
|
14.03%
|
|
|
2216
|
Prana Capital Management
Greenwich,
Connecticut
|
$462M
|
+$87M
|
+23%
|
0.59%
|
32.3%
|
56
|
62.5%
|
|
|
2217
|
KPCB DGF Associates
Menlo Park,
California
|
$462M
|
-$65.2M
|
-12%
|
24.2%
|
–
|
5
|
20%
|
|
|
2218
|
Sentinel Trust
Houston,
Texas
|
$461M
|
+$13.8M
|
+3%
|
3.81%
|
79.2%
|
120
|
20%
|
|
|
2219
|
V3 Capital Management
Dallas,
Texas
|
$461M
|
-$14.4M
|
-3%
|
0.99%
|
20.5%
|
20
|
55%
|
|
|
2220
|
361 Capital
Denver,
Colorado
|
$461M
|
+$19.6M
|
+4%
|
9.82%
|
118%
|
435
|
56.09%
|
|
|
2221
|
Elephas Investment Management
Hong Kong
|
$459M
|
-$519M
|
-53%
|
12.2%
|
422%
|
23
|
69.57%
|
|
|
2222
|
Zuckerman Investment Group
Chicago,
Illinois
|
$459M
|
+$32.5M
|
+8%
|
4.95%
|
115%
|
61
|
4.92%
|
|
|
2223
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$459M
|
+$25M
|
+6%
|
7.93%
|
68.5%
|
233
|
37.34%
|
|
|
2224
|
Segment Wealth Management
Houston,
Texas
|
$459M
|
+$35M
|
+8%
|
6.91%
|
102%
|
237
|
21.52%
|
|
|
2225
|
Bath Savings Trust
Bath,
Maine
|
$458M
|
+$33.7M
|
+8%
|
10.7%
|
47.3%
|
122
|
5.74%
|
|