|
4401
|
Diana Davis Spencer Foundation
Bethesda,
Maryland
|
$260M
|
-$3.76M
|
-1%
|
|
|
3
|
|
|
|
4402
|
Summit Street Capital Management
New York
|
$260M
|
+$24.2M
|
+10%
|
|
|
31
|
|
|
|
4403
|
Truxt Investmentos
Rio De Janeiro,
Brazil
|
$260M
|
-$14.4M
|
-5%
|
|
|
14
|
|
|
|
4404
|
BHK Investment Advisors
Birmingham,
Alabama
|
$260M
|
+$86M
|
+49%
|
|
|
61
|
|
|
|
4405
|
Oak Family Advisors
Chicago,
Illinois
|
$260M
|
+$22.4M
|
+9%
|
|
|
125
|
|
|
|
4406
|
Truvestments Capital
Sarasota,
Florida
|
$260M
|
+$38.4M
|
+17%
|
|
|
903
|
|
|
|
4407
|
Strategic Advocates
Logan,
Utah
|
$260M
|
+$24.4M
|
+10%
|
|
|
182
|
|
|
|
4408
|
NatWest Group
Edinburgh, Scotland,
United Kingdom
|
$260M
|
+$20.4M
|
+9%
|
|
|
40
|
|
|
|
4409
|
Infusive Asset Management
New York
|
$259M
|
+$38.8M
|
+18%
|
|
|
23
|
|
|
|
4410
|
Cutter Capital Management
New York
|
$259M
|
+$50.2M
|
+24%
|
|
|
36
|
|
|
|
4411
|
Millstreet Capital Management
Boston,
Massachusetts
|
$259M
|
+$13M
|
+5%
|
|
|
4
|
|
|
|
4412
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$259M
|
+$11.8M
|
+5%
|
|
|
444
|
|
|
|
4413
|
Forager Capital Management
Birmingham,
Alabama
|
$259M
|
+$14.3M
|
+6%
|
|
|
13
|
|
|
|
4414
|
TrueWealth Advisors
Birmingham,
Alabama
|
$259M
|
+$1.08M
|
+0.4%
|
|
|
218
|
|
|
|
4415
|
Helen Stephens Group
Fort Worth,
Texas
|
$259M
|
+$35.8M
|
+16%
|
|
|
75
|
|
|
|
4416
|
Flagstone Financial Management
Lincoln,
Nebraska
|
$259M
|
+$14.7M
|
+6%
|
|
|
46
|
|
|
|
4417
|
Financial Advisory Partners
Winter Park,
Florida
|
$259M
|
-$16.3M
|
-6%
|
|
|
73
|
|
|
|
4418
|
Tranquility Partners
Brentwood,
Tennessee
|
$259M
|
+$20.2M
|
+8%
|
|
|
212
|
|
|
|
4419
|
Denver PWM
Denver,
Colorado
|
$259M
|
+$42.9M
|
+20%
|
|
|
106
|
|
|
|
4420
|
Heathbridge Capital Management
Toronto,
Ontario, Canada
|
$259M
|
+$25.5M
|
+11%
|
|
|
32
|
|
|
|
4421
|
Financial Partners Group (Tennessee)
Gallatin,
Tennessee
|
$258M
|
+$37.4M
|
+17%
|
|
|
97
|
|
|
|
4422
|
Shaker Financial Services
Arlington,
Virginia
|
$258M
|
+$14.9M
|
+6%
|
|
|
176
|
|
|
|
4423
|
Astoria Portfolio Advisors
New York
|
$258M
|
+$11.8M
|
+5%
|
|
|
206
|
|
|
|
4424
|
Argyle Capital Management
Center Valley,
Pennsylvania
|
$258M
|
+$17.1M
|
+7%
|
|
|
119
|
|
|
|
4425
|
Pegasus Asset Management
Montebello,
New York
|
$258M
|
+$25M
|
+11%
|
|
|
71
|
|
|