|
3026
|
XY Planning Network
Bozeman,
Montana
|
$626M
|
+$52.2M
|
+9%
|
|
|
280
|
|
|
|
3027
|
Chicago Trust
Grayslake,
Illinois
|
$626M
|
-$14.1M
|
-2%
|
|
|
411
|
|
|
|
3028
|
Strategic Global Advisors
Newport Beach,
California
|
$625M
|
-$21.9M
|
-3%
|
|
|
155
|
|
|
|
3029
|
DSG Capital Advisors
Edina,
Minnesota
|
$625M
|
-$31.2M
|
-5%
|
|
|
127
|
|
|
|
3030
|
LJI Wealth Management
Indianapolis,
Indiana
|
$625M
|
-$29.6M
|
-5%
|
|
|
202
|
|
|
|
3031
|
Sprucegrove Investment Management
Toronto,
Ontario, Canada
|
$625M
|
-$205M
|
-25%
|
|
|
43
|
|
|
|
3032
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$625M
|
-$7.23M
|
-1%
|
|
|
179
|
|
|
|
3033
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$625M
|
+$109M
|
+21%
|
|
|
313
|
|
|
|
3034
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$625M
|
+$96.9M
|
+18%
|
|
|
1,398
|
|
|
|
3035
|
SFE Investment Counsel
Los Angeles,
California
|
$624M
|
-$17.1M
|
-3%
|
|
|
149
|
|
|
|
3036
|
Kinsale Capital Group
Richmond,
Virginia
|
$624M
|
+$21.6M
|
+4%
|
|
|
41
|
|
|
|
3037
|
West Virginia University Foundation
Morgantown,
West Virginia
|
$623M
|
+$95.5M
|
+18%
|
|
|
2
|
|
|
|
3038
|
Kemnay Advisory Services
New York
|
$622M
|
-$40.8M
|
-6%
|
|
|
1,316
|
|
|
|
3039
|
Deer Management Company
Larchmont,
New York
|
$622M
|
-$406M
|
-40%
|
|
|
9
|
|
|
|
3040
|
Headwater Capital
Hong Kong,
China
|
$622M
|
+$144M
|
+30%
|
|
|
24
|
|
|
|
3041
|
Trust Company of the South
Greensboro,
North Carolina
|
$622M
|
+$74.9K
|
+0%
|
|
|
148
|
|
|
|
3042
|
Alta Park Capital
San Francisco,
California
|
$622M
|
-$209M
|
-25%
|
|
|
39
|
|
|
|
3043
|
Agave Capital Management
London,
|
$622M
|
+$23.1M
|
+4%
|
|
|
26
|
|
|
|
3044
|
First Bank & Trust
Brookings,
South Dakota
|
$621M
|
+$6.92M
|
+1%
|
|
|
283
|
|
|
|
3045
|
Texas Treasury Safekeeping Trust Company
Austin,
Texas
|
$620M
|
-$138M
|
-18%
|
|
|
4
|
|
|
|
3046
|
RBO & Co
Saint Helena,
California
|
$620M
|
-$8.77M
|
-1%
|
|
|
59
|
|
|
|
3047
|
Keating Financial Advisory Services
Manhattan,
Kansas
|
$619M
|
-$118M
|
-16%
|
|
|
2,692
|
|
|
|
3048
|
KPS Global Asset Management (UK)
London,
United Kingdom
|
$619M
|
-$199M
|
-24%
|
|
|
4
|
|
|
|
3049
|
Richmond Investment Services
Mequon,
Wisconsin
|
$619M
|
+$40.2M
|
+7%
|
|
|
273
|
|
|
|
3050
|
Asset Management Group
Stamford,
Connecticut
|
$619M
|
+$223K
|
+0%
|
|
|
140
|
|
|