|
2401
|
One Capital Management
Westlake Village,
California
|
$287M
|
-$2.24B
|
-89%
|
2.28%
|
50.5%
|
130
|
8.46%
|
|
|
2402
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$287M
|
+$54.5M
|
+23%
|
5.03%
|
25.1%
|
6
|
16.67%
|
|
|
2403
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$287M
|
+$60.4M
|
+27%
|
3.98%
|
71%
|
561
|
30.12%
|
|
|
2404
|
Magee Thomson Investment Partners
San Diego,
California
|
$286M
|
-$31M
|
-10%
|
4.53%
|
94.3%
|
123
|
37.4%
|
|
|
2405
|
Modera Wealth Management
Westwood,
New Jersey
|
$286M
|
-$193K
|
-0.1%
|
3.07%
|
68.2%
|
121
|
25.62%
|
|
|
2406
|
Baxter Bros Inc
Riverside,
Connecticut
|
$286M
|
–
|
–
|
2.31%
|
73.8%
|
105
|
–
|
|
|
2407
|
Raytheon Master Pension Trust
Waltham,
Massachusetts
|
$286M
|
-$162M
|
-36%
|
1.55%
|
36.3%
|
11
|
45.45%
|
|
|
2408
|
Mraz Amerine & Associates
Modesto,
California
|
$286M
|
+$13.9M
|
+5%
|
5.23%
|
69.8%
|
166
|
13.25%
|
|
|
2409
|
Advisor Partners
Walnut Creek,
California
|
$286M
|
+$16.7M
|
+6%
|
3.4%
|
63.8%
|
420
|
18.1%
|
|
|
2410
|
J.P. Marvel Investment Advisors
Boston,
Massachusetts
|
$285M
|
+$7.78M
|
+3%
|
5.51%
|
183%
|
89
|
13.48%
|
|
|
2411
|
Highstreet Asset Management
London,
Ontario, Canada
|
$285M
|
+$11M
|
+4%
|
3.89%
|
22.5%
|
160
|
22.5%
|
|
|
2412
|
HighPoint Advisor Group
Downers Grove,
Illinois
|
$285M
|
+$122M
|
+75%
|
4.49%
|
–
|
310
|
37.1%
|
|
|
2413
|
Alibaba Group
Causeway Bay,
Hong Kong
|
$285M
|
+$37.5M
|
+15%
|
27.6%
|
2.06%
|
3
|
0%
|
|
|
2414
|
Sunflower Bank Wealth Management
Scottsdale,
Arizona
|
$285M
|
+$4.93M
|
+2%
|
2.19%
|
33.7%
|
92
|
5.43%
|
|
|
2415
|
Yorktown Energy Partners VIII
New York
|
$284M
|
+$11.7M
|
+4%
|
4.3%
|
15.2%
|
2
|
0%
|
|
|
2416
|
Engaged Capital
Newport Beach,
California
|
$284M
|
-$12M
|
-4%
|
0.22%
|
26.2%
|
13
|
15.38%
|
|
|
2417
|
Gibson Capital
Wexford,
Pennsylvania
|
$284M
|
+$4.98M
|
+2%
|
3.23%
|
60.4%
|
32
|
3.13%
|
|
|
2418
|
First American Trust
Santa Ana,
California
|
$283M
|
-$1.93M
|
-0.7%
|
4.03%
|
84.6%
|
111
|
14.41%
|
|
|
2419
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
$283M
|
+$26.7M
|
+10%
|
1.85%
|
87.5%
|
62
|
14.52%
|
|
|
2420
|
Visionary Asset Management
Houston,
Texas
|
$282M
|
-$446K
|
-0.2%
|
3.55%
|
31.9%
|
114
|
35.09%
|
|
|
2421
|
CenturyLink Investment Management
Denver,
Colorado
|
$282M
|
+$5.69M
|
+2%
|
2.3%
|
–
|
266
|
24.81%
|
|
|
2422
|
Cornerstone Financial Partners
Huntersville,
North Carolina
|
$282M
|
+$23.6M
|
+9%
|
2.43%
|
–
|
187
|
35.83%
|
|
|
2423
|
Duncker Streett & Co
St. Louis,
Missouri
|
$281M
|
+$11M
|
+4%
|
3.89%
|
90.9%
|
631
|
5.39%
|
|
|
2424
|
Longfellow Investment Management
Boston,
Massachusetts
|
$281M
|
+$35.1M
|
+14%
|
28.3%
|
45.9%
|
65
|
80%
|
|
|
2425
|
CKW Financial Group
Honolulu,
Hawaii
|
$281M
|
+$13.9M
|
+5%
|
0.79%
|
62.4%
|
177
|
12.99%
|
|