|
1876
|
Kays Financial Advisory
Atlanta,
Georgia
|
$486M
|
-$78.6M
|
-14%
|
16.3%
|
23.2%
|
93
|
|
|
1877
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$486M
|
-$15.7M
|
-3%
|
8.67%
|
67.2%
|
91
|
|
|
1878
|
Citizens Business Bank
Ontario,
California
|
$485M
|
-$121M
|
-20%
|
21%
|
81.1%
|
259
|
|
|
1879
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$484M
|
-$65.2M
|
-12%
|
13.9%
|
43.5%
|
271
|
|
|
1880
|
AIA Investment Management
Singapore
|
$484M
|
+$405M
|
+513%
|
9.3%
|
42.5%
|
410
|
|
|
1881
|
|
$481M
|
-$580M
|
-55%
|
5.88%
|
–
|
387
|
|
|
1882
|
Alpine Global Management
New York
|
$481M
|
+$12.4M
|
+3%
|
17.6%
|
132%
|
562
|
|
|
1883
|
Cornerstone Capital
Palo Alto,
California
|
$481M
|
-$228M
|
-32%
|
13.6%
|
76.4%
|
85
|
|
|
1884
|
Blackhill Capital
Morristown,
New Jersey
|
$480M
|
-$205M
|
-30%
|
24.2%
|
150%
|
63
|
|
|
1885
|
Southern Wealth Management
Dallas,
Texas
|
$480M
|
-$53.1M
|
-10%
|
24.7%
|
50%
|
60
|
|
|
1886
|
AIA Investment Management (HK)
Hong Kong
|
$479M
|
-$54.6M
|
-10%
|
4.47%
|
–
|
10
|
|
|
1887
|
Jackson Wealth Management
Lake Mary,
Florida
|
$478M
|
-$124M
|
-21%
|
8.79%
|
66.8%
|
178
|
|
|
1888
|
Efficient Advisors
Mason,
Ohio
|
$478M
|
-$96.4M
|
-17%
|
14.4%
|
31%
|
50
|
|
|
1889
|
Cypress Funds
Los Angeles,
California
|
$478M
|
-$61.1M
|
-11%
|
9.41%
|
202%
|
16
|
|
|
1890
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$478M
|
-$79.6M
|
-14%
|
17.4%
|
53%
|
123
|
|
|
1891
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$478M
|
-$125M
|
-21%
|
16%
|
72.4%
|
167
|
|
|
1892
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$477M
|
-$45.9M
|
-9%
|
15%
|
55.4%
|
346
|
|
|
1893
|
Modera Wealth Management
Westwood,
New Jersey
|
$477M
|
-$163M
|
-25%
|
23.2%
|
56.6%
|
165
|
|
|
1894
|
Howard Hughes Medical Institute
Chevy Chase,
Maryland
|
$477M
|
+$198M
|
+71%
|
18.3%
|
72.5%
|
26
|
|
|
1895
|
Callahan Advisors
Houston,
Texas
|
$476M
|
-$147M
|
-24%
|
19.5%
|
75.1%
|
140
|
|
|
1896
|
Koshinski Asset Management
Decatur,
Illinois
|
$476M
|
-$105M
|
-18%
|
16.6%
|
57.4%
|
539
|
|
|
1897
|
Private Asset Management
San Diego,
California
|
$475M
|
-$138M
|
-23%
|
19.1%
|
38.2%
|
136
|
|
|
1898
|
Estabrook Capital Management
New York
|
$475M
|
-$190M
|
-29%
|
19.6%
|
64.6%
|
355
|
|
|
1899
|
EJF Capital
Arlington,
Virginia
|
$475M
|
-$522M
|
-52%
|
38.9%
|
62.8%
|
119
|
|
|
1900
|
Opus Investment Management
Worcester,
Massachusetts
|
$474M
|
-$137M
|
-22%
|
21.5%
|
31.9%
|
107
|
|
