|
1851
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$875M
|
-$23.4M
|
-3%
|
1.88%
|
69.1%
|
745
|
|
|
1852
|
H&F Corporate Investors VIII
San Francisco,
California
|
$874M
|
-$226M
|
-21%
|
20.6%
|
23.5%
|
2
|
|
|
1853
|
Good Life Advisors
Reading,
Pennsylvania
|
$873M
|
-$15.5M
|
-2%
|
3.28%
|
60%
|
443
|
|
|
1854
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$873M
|
-$26.7M
|
-3%
|
2.91%
|
72.4%
|
940
|
|
|
1855
|
Maple-Brown Abbott
Barangaroo,
Australia
|
$872M
|
-$28.2M
|
-3%
|
8.18%
|
7.92%
|
18
|
|
|
1856
|
Berger Financial Group
Plymouth,
Minnesota
|
$871M
|
-$10.9M
|
-1%
|
3.18%
|
49.4%
|
296
|
|
|
1857
|
Koshinski Asset Management
Decatur,
Illinois
|
$870M
|
-$63.2M
|
-7%
|
2.99%
|
57.4%
|
637
|
|
|
1858
|
Marco Investment Management
Atlanta,
Georgia
|
$870M
|
-$56M
|
-6%
|
2.2%
|
87%
|
208
|
|
|
1859
|
Grassi Investment Management
Santa Clara,
California
|
$869M
|
-$39.6M
|
-4%
|
1.94%
|
170%
|
131
|
|
|
1860
|
BTC Capital Management
Des Moines,
Iowa
|
$866M
|
-$58.7M
|
-6%
|
2.75%
|
–
|
245
|
|
|
1861
|
Kryger Capital
London,
United Kingdom
|
$866M
|
-$111M
|
-11%
|
10.9%
|
453%
|
22
|
|
|
1862
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$864M
|
-$12.4M
|
-1%
|
3.15%
|
12.6%
|
313
|
|
|
1863
|
Essex Financial Services
Essex,
Connecticut
|
$864M
|
-$15.7M
|
-2%
|
2.11%
|
70%
|
495
|
|
|
1864
|
59 North Capital Management
Houston,
Texas
|
$864M
|
-$12.4M
|
-1%
|
4.53%
|
124%
|
14
|
|
|
1865
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$862M
|
-$54.3M
|
-6%
|
4.51%
|
91%
|
73
|
|
|
1866
|
Poplar Forest Capital
Pasadena,
California
|
$862M
|
+$97.6M
|
+13%
|
2.4%
|
30%
|
55
|
|
|
1867
|
Hills Bank & Trust
North Liberty,
Iowa
|
$861M
|
+$83.3M
|
+11%
|
3.26%
|
55.1%
|
277
|
|
|
1868
|
Kopernik Global Investors
Tampa,
Florida
|
$861M
|
-$115M
|
-12%
|
0.23%
|
119%
|
35
|
|
|
1869
|
WealthPLAN Partners
Omaha,
Nebraska
|
$861M
|
+$154M
|
+22%
|
3.57%
|
–
|
1,264
|
|
|
1870
|
|
$860M
|
+$58.6M
|
+7%
|
3.29%
|
20.4%
|
270
|
|
|
1871
|
Bramshill Investments
Naples,
Florida
|
$860M
|
-$240M
|
-22%
|
7.54%
|
3.19%
|
167
|
|
|
1872
|
Maple Rock Capital Partners
Toronto,
Ontario, Canada
|
$859M
|
+$74.1M
|
+9%
|
7.68%
|
98.8%
|
29
|
|
|
1873
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$859M
|
-$59.7M
|
-7%
|
5.03%
|
43.1%
|
169
|
|
|
1874
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$858M
|
-$41.5M
|
-5%
|
2.46%
|
58.7%
|
174
|
|
|
1875
|
Stack Financial Management
Whitefish,
Montana
|
$858M
|
-$35.5M
|
-4%
|
2.02%
|
54.1%
|
45
|
|
