|
2601
|
Arrow Investment Advisors
Laurel,
Maryland
|
$306M
|
-$34.1M
|
-10%
|
|
|
102
|
|
|
|
2602
|
JS Capital Management
New York
|
$306M
|
+$30.6M
|
+11%
|
|
|
31
|
|
|
|
2603
|
Greenline Partners
New York
|
$305M
|
+$4.24M
|
+1%
|
|
|
68
|
|
|
|
2604
|
HCR Wealth Advisors
Los Angeles,
California
|
$305M
|
+$16.4M
|
+6%
|
|
|
177
|
|
|
|
2605
|
Boenning & Scattergood
West Conshohocken,
Pennsylvania
|
$305M
|
–
|
–
|
|
|
272
|
|
|
|
2606
|
Institutional Venture Management XIII
Menlo Park,
California
|
$305M
|
+$48.1M
|
+19%
|
|
|
6
|
|
|
|
2607
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$304M
|
+$7.22M
|
+2%
|
|
|
108
|
|
|
|
2608
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$304M
|
-$18.7M
|
-6%
|
|
|
531
|
|
|
|
2609
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$304M
|
+$26.2M
|
+9%
|
|
|
143
|
|
|
|
2610
|
Royal Fund Management
Lady Lake,
Florida
|
$303M
|
+$29.1M
|
+11%
|
|
|
671
|
|
|
|
2611
|
Buckhead Capital Management
Atlanta,
Georgia
|
$303M
|
-$150M
|
-33%
|
|
|
175
|
|
|
|
2612
|
Institutional Venture Management XIV
Menlo Park,
California
|
$302M
|
-$21.5M
|
-7%
|
|
|
3
|
|
|
|
2613
|
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
|
$302M
|
-$14.5M
|
-5%
|
|
|
1
|
|
|
|
2614
|
Dalal Street
West Lake Hills,
Texas
|
$302M
|
-$15M
|
-5%
|
|
|
2
|
|
|
|
2615
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$302M
|
+$6.07M
|
+2%
|
|
|
352
|
|
|
|
2616
|
Security National Trust
Wheeling,
West Virginia
|
$302M
|
+$1.1M
|
+0.4%
|
|
|
400
|
|
|
|
2617
|
Canal Insurance Company
Greenville,
South Carolina
|
$302M
|
+$17.7M
|
+6%
|
|
|
62
|
|
|
|
2618
|
Castleton Investment Management
Stamford,
Connecticut
|
$301M
|
+$27.5M
|
+10%
|
|
|
74
|
|
|
|
2619
|
Stansberry Asset Management
Westlake,
Texas
|
$301M
|
+$116M
|
+62%
|
|
|
104
|
|
|
|
2620
|
Matrix VIII US Management
Cambridge,
Massachusetts
|
$301M
|
-$70M
|
-19%
|
|
|
1
|
|
|
|
2621
|
Bristlecone Advisors
Bellevue,
Washington
|
$300M
|
+$2.73M
|
+0.9%
|
|
|
137
|
|
|
|
2622
|
TRV GP III
Boston,
Massachusetts
|
$300M
|
+$22.5M
|
+8%
|
|
|
4
|
|
|
|
2623
|
Evermay Wealth Management
Arlington,
Virginia
|
$300M
|
+$10.1M
|
+3%
|
|
|
137
|
|
|
|
2624
|
Regent Investment Management
Louisville,
Kentucky
|
$299M
|
+$3.79M
|
+1%
|
|
|
211
|
|
|
|
2625
|
St Louis Trust
Saint Louis,
Missouri
|
$299M
|
+$7.98M
|
+3%
|
|
|
123
|
|
|