|
2401
|
Gates Foundation
Seattle,
Washington
|
$611M
|
+$173M
|
+40%
|
34.9%
|
58.1%
|
7
|
28.57%
|
|
|
2402
|
Sunflower Bank
Dallas,
Texas
|
$611M
|
+$28.5M
|
+5%
|
4.08%
|
42.7%
|
216
|
15.74%
|
|
|
2403
|
Zuckerman Investment Group
Chicago,
Illinois
|
$609M
|
+$66.4M
|
+12%
|
13%
|
115%
|
110
|
21.82%
|
|
|
2404
|
HoldCo Asset Management
Fort Lauderdale,
Florida
|
$609M
|
+$156M
|
+34%
|
25.6%
|
–
|
25
|
20%
|
|
|
2405
|
JLB & Associates
Plymouth,
Michigan
|
$608M
|
+$5.22M
|
+0.9%
|
2.6%
|
57.7%
|
71
|
1.41%
|
|
|
2406
|
Highland Private Wealth Management
Bellevue,
Washington
|
$608M
|
+$28.7M
|
+5%
|
2.99%
|
19%
|
158
|
12.03%
|
|
|
2407
|
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
|
$607M
|
-$106M
|
-15%
|
9.59%
|
46.8%
|
49
|
16.33%
|
|
|
2408
|
Marcum Wealth
Cleveland,
Ohio
|
$607M
|
+$181M
|
+43%
|
5.4%
|
20%
|
347
|
43.8%
|
|
|
2409
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$607M
|
+$130M
|
+27%
|
6.97%
|
73.7%
|
1,805
|
22.71%
|
|
|
2410
|
RiverPark Advisors
New York
|
$607M
|
+$37.9M
|
+7%
|
3.06%
|
87.5%
|
175
|
67.43%
|
|
|
2411
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$606M
|
+$42.3M
|
+8%
|
5.65%
|
225%
|
193
|
23.83%
|
|
|
2412
|
Stanley-Laman Group
Berwyn,
Pennsylvania
|
$606M
|
+$41.4M
|
+7%
|
4.43%
|
82.9%
|
277
|
27.44%
|
|
|
2413
|
Abbrea Capital
Greenbrae,
California
|
$605M
|
+$46.9M
|
+8%
|
3.6%
|
38%
|
230
|
10%
|
|
|
2414
|
Azzad Asset Management
Falls Church,
Virginia
|
$603M
|
+$52.4M
|
+10%
|
5.2%
|
101%
|
323
|
16.41%
|
|
|
2415
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
$603M
|
+$69.4M
|
+13%
|
17.2%
|
311%
|
217
|
57.14%
|
|
|
2416
|
GSA Capital Partners
London,
United Kingdom
|
$603M
|
-$8.68M
|
-1%
|
15.8%
|
64.7%
|
1,678
|
68.89%
|
|
|
2417
|
Perpetual Investment Management
Sydney,
Australia
|
$602M
|
-$75.2M
|
-11%
|
11.3%
|
–
|
252
|
26.98%
|
|
|
2418
|
Keenan Capital
Burlingame,
California
|
$601M
|
-$16.1M
|
-3%
|
8.82%
|
118%
|
13
|
0%
|
|
|
2419
|
American Financial Group
Cincinnati,
Ohio
|
$601M
|
-$173M
|
-22%
|
10.5%
|
32.3%
|
114
|
22.81%
|
|
|
2420
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$601M
|
+$118M
|
+24%
|
3.54%
|
32.2%
|
17
|
0%
|
|
|
2421
|
Planning Alternatives
Birmingham,
Michigan
|
$600M
|
+$36.5M
|
+6%
|
6.1%
|
50.4%
|
47
|
10.64%
|
|
|
2422
|
White Mountains Insurance Group
Hanover,
New Hampshire
|
$600M
|
-$202M
|
-25%
|
9.32%
|
45.8%
|
1
|
0%
|
|
|
2423
|
|
$599M
|
+$236M
|
+65%
|
4.43%
|
82.2%
|
172
|
83.72%
|
|
|
2424
|
Atom Investors
Austin,
Texas
|
$598M
|
-$392M
|
-40%
|
22.5%
|
63.4%
|
477
|
74.84%
|
|
|
2425
|
Granite Investment Advisors
Concord,
New Hampshire
|
$598M
|
+$35.8M
|
+6%
|
7.43%
|
55.6%
|
187
|
14.97%
|
|