|
2226
|
First American Trust
Santa Ana,
California
|
$595M
|
-$36.6M
|
-6%
|
4.7%
|
75.4%
|
164
|
12.2%
|
|
|
2227
|
Charles Schwab Trust
Henderson,
Nevada
|
$595M
|
+$112M
|
+23%
|
6.21%
|
45.6%
|
158
|
14.56%
|
|
|
2228
|
Goodnow Investment Group
Darien,
Connecticut
|
$595M
|
-$54.7M
|
-8%
|
3.84%
|
138%
|
20
|
15%
|
|
|
2229
|
|
$594M
|
-$109M
|
-16%
|
1.33%
|
32%
|
196
|
25.51%
|
|
|
2230
|
Lindbrook Capital
Calabasas,
California
|
$593M
|
-$12M
|
-2%
|
5.02%
|
35.8%
|
3,046
|
16.97%
|
|
|
2231
|
Tompkins Financial
Ithaca,
New York
|
$593M
|
-$29.6M
|
-5%
|
4.3%
|
74.1%
|
623
|
9.31%
|
|
|
2232
|
SIR Capital Management
New York
|
$592M
|
-$136M
|
-19%
|
3.56%
|
80%
|
91
|
31.87%
|
|
|
2233
|
Cabot Wealth Management
Salem,
Massachusetts
|
$591M
|
-$39.1M
|
-6%
|
4.63%
|
55.6%
|
157
|
9.55%
|
|
|
2234
|
PKO Investment Management Joint-Stock
Warsaw,
Poland
|
$590M
|
-$105M
|
-15%
|
5.12%
|
125%
|
141
|
15.6%
|
|
|
2235
|
Te Ahumairangi Investment Management
Wellington,
New Zealand
|
$590M
|
-$73.4M
|
-11%
|
7.56%
|
55.2%
|
99
|
7.07%
|
|
|
2236
|
Dark Forest Capital Management
San Juan,
Puerto Rico
|
$589M
|
+$113M
|
+24%
|
0.63%
|
51.2%
|
1,578
|
59.89%
|
|
|
2237
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$588M
|
-$45.7M
|
-7%
|
4.73%
|
84.3%
|
144
|
6.94%
|
|
|
2238
|
Massachusetts Institute of Technology
Cambridge,
Massachusetts
|
$588M
|
+$122M
|
+26%
|
26.6%
|
50.8%
|
7
|
14.29%
|
|
|
2239
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$588M
|
+$39.6M
|
+7%
|
4.7%
|
50.9%
|
239
|
26.78%
|
|
|
2240
|
CCM Investment Advisers
Columbia,
South Carolina
|
$588M
|
-$34.3M
|
-6%
|
4.6%
|
118%
|
66
|
1.52%
|
|
|
2241
|
Lyell Wealth Management
Menlo Park,
California
|
$587M
|
-$25.9M
|
-4%
|
3.84%
|
99.6%
|
200
|
8.5%
|
|
|
2242
|
Vista Capital Partners
Portland,
Oregon
|
$586M
|
-$28M
|
-5%
|
5.67%
|
61.2%
|
85
|
14.12%
|
|
|
2243
|
Strategy Capital
Los Altos,
California
|
$586M
|
+$13M
|
+2%
|
2.99%
|
201%
|
7
|
0%
|
|
|
2244
|
Meritech Capital Associates V
Palo Alto,
California
|
$586M
|
-$60.5M
|
-9%
|
1.83%
|
37.3%
|
7
|
0%
|
|
|
2245
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$585M
|
-$25.8M
|
-4%
|
4.79%
|
74.9%
|
91
|
9.89%
|
|
|
2246
|
Newbrook Capital Advisors
New York
|
$585M
|
-$68.5M
|
-10%
|
8.21%
|
220%
|
18
|
38.89%
|
|
|
2247
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$584M
|
-$14.3M
|
-2%
|
4.73%
|
50.3%
|
1,121
|
32.83%
|
|
|
2248
|
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
|
$584M
|
-$30.8M
|
-5%
|
3.08%
|
127%
|
490
|
5.31%
|
|
|
2249
|
INVST
Indianapolis,
Indiana
|
$583M
|
-$62.5M
|
-10%
|
3.82%
|
60.4%
|
185
|
9.19%
|
|
|
2250
|
Battery Management Corp
Boston,
Massachusetts
|
$583M
|
-$20.1M
|
-3%
|
5.06%
|
39.3%
|
9
|
22.22%
|
|