|
2201
|
Vantagepoint Investment Advisers
Washington,
District of Columbia
|
$997M
|
+$120M
|
+14%
|
3.32%
|
17%
|
9
|
22.22%
|
|
|
2202
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$996M
|
-$4.28M
|
-0.4%
|
9.08%
|
65.9%
|
151
|
11.92%
|
|
|
2203
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$996M
|
+$97.1M
|
+11%
|
9.92%
|
77.2%
|
185
|
27.03%
|
|
|
2204
|
Massachusetts Institute of Technology
Cambridge,
Massachusetts
|
$996M
|
+$288M
|
+41%
|
38.8%
|
50.8%
|
10
|
70%
|
|
|
2205
|
Wendell David Associates
Portsmouth,
New Hampshire
|
$994M
|
-$7.94M
|
-0.8%
|
3.27%
|
46%
|
153
|
5.23%
|
|
|
2206
|
American Express
New York
|
$994M
|
-$152M
|
-13%
|
13.2%
|
–
|
3
|
33.33%
|
|
|
2207
|
Ulysses Management
New York
|
$993M
|
+$299M
|
+43%
|
14.6%
|
48.7%
|
66
|
46.97%
|
|
|
2208
|
Voya Financial Advisors
Windsor,
Connecticut
|
$991M
|
+$85.1M
|
+9%
|
7.08%
|
36.1%
|
240
|
13.33%
|
|
|
2209
|
Nilsine Partners
Greenwood Village,
Colorado
|
$989M
|
+$77M
|
+8%
|
10.2%
|
117%
|
401
|
15.96%
|
|
|
2210
|
Falcon Wealth Planning
Ontario,
California
|
$989M
|
+$89.7M
|
+10%
|
7.16%
|
52.7%
|
180
|
11.67%
|
|
|
2211
|
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
$989M
|
-$39.1M
|
-4%
|
3.01%
|
53.1%
|
212
|
33.96%
|
|
|
2212
|
Liberty One Investment Management
Libertyville,
Illinois
|
$988M
|
+$149K
|
+0%
|
1.12%
|
38.8%
|
147
|
2.04%
|
|
|
2213
|
Matrix Asset Advisors
White Plains,
New York
|
$988M
|
+$82M
|
+9%
|
7.98%
|
76.9%
|
111
|
8.11%
|
|
|
2214
|
Bath Savings Trust
Bath,
Maine
|
$988M
|
+$21M
|
+2%
|
4.96%
|
47.3%
|
167
|
7.19%
|
|
|
2215
|
Global X Japan
Chiyoda-Ku, Tokyo,
Japan
|
$987M
|
+$117M
|
+13%
|
18.3%
|
–
|
373
|
23.86%
|
|
|
2216
|
Wealth Architects
Mountain View,
California
|
$984M
|
+$77.9M
|
+9%
|
8.66%
|
80.1%
|
239
|
9.62%
|
|
|
2217
|
Telos Capital Management
San Diego,
California
|
$982M
|
+$64.4M
|
+7%
|
7.36%
|
71.1%
|
201
|
7.46%
|
|
|
2218
|
Verus Financial Partners
Richmond,
Virginia
|
$981M
|
+$105M
|
+12%
|
6.33%
|
41.6%
|
111
|
6.31%
|
|
|
2219
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$980M
|
+$125M
|
+15%
|
9.01%
|
52%
|
185
|
14.59%
|
|
|
2220
|
QVR
San Francisco,
California
|
$979M
|
–
|
–
|
11.1%
|
–
|
72
|
–
|
|
|
2221
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$979M
|
+$107M
|
+12%
|
10.2%
|
96.4%
|
525
|
21.14%
|
|
|
2222
|
|
$979M
|
-$534M
|
-35%
|
26.7%
|
303%
|
109
|
56.88%
|
|
|
2223
|
Vivo Capital
Palo Alto,
California
|
$977M
|
+$222M
|
+29%
|
32%
|
7,374%
|
45
|
17.78%
|
|
|
2224
|
Suncoast Equity Management
Tampa,
Florida
|
$977M
|
+$91.9M
|
+10%
|
13.1%
|
72.9%
|
89
|
12.36%
|
|
|
2225
|
Nadler Financial Group
Deerfield,
Illinois
|
$977M
|
+$73.9M
|
+8%
|
10.6%
|
64.4%
|
138
|
14.49%
|
|