|
1876
|
Klingman & Associates
New York
|
$490M
|
-$121M
|
-20%
|
|
|
146
|
|
|
|
1877
|
NBT Bank
Norwich,
New York
|
$489M
|
-$146M
|
-23%
|
|
|
226
|
|
|
|
1878
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$488M
|
-$73.3M
|
-13%
|
|
|
1,033
|
|
|
|
1879
|
Cove Street Capital
El Segundo,
California
|
$488M
|
-$268M
|
-35%
|
|
|
111
|
|
|
|
1880
|
Kays Financial Advisory
Atlanta,
Georgia
|
$486M
|
-$78.6M
|
-14%
|
|
|
93
|
|
|
|
1881
|
Munro Partners
Melbourne,
Australia
|
$486M
|
-$143M
|
-23%
|
|
|
29
|
|
|
|
1882
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$486M
|
-$15.7M
|
-3%
|
|
|
91
|
|
|
|
1883
|
Citizens Business Bank
Ontario,
California
|
$485M
|
-$121M
|
-20%
|
|
|
259
|
|
|
|
1884
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$484M
|
-$65.2M
|
-12%
|
|
|
271
|
|
|
|
1885
|
AIA Investment Management
Singapore
|
$484M
|
+$405M
|
+513%
|
|
|
410
|
|
|
|
1886
|
|
$481M
|
-$580M
|
-55%
|
|
|
387
|
|
|
|
1887
|
Alpine Global Management
New York
|
$481M
|
+$12.4M
|
+3%
|
|
|
562
|
|
|
|
1888
|
Cornerstone Capital
Palo Alto,
California
|
$481M
|
-$228M
|
-32%
|
|
|
85
|
|
|
|
1889
|
Blackhill Capital
Morristown,
New Jersey
|
$480M
|
-$205M
|
-30%
|
|
|
63
|
|
|
|
1890
|
Southern Wealth Management
Dallas,
Texas
|
$480M
|
-$53.1M
|
-10%
|
|
|
60
|
|
|
|
1891
|
AIA Investment Management (HK)
Hong Kong
|
$479M
|
-$54.6M
|
-10%
|
|
|
10
|
|
|
|
1892
|
Jackson Wealth Management
Lake Mary,
Florida
|
$478M
|
-$124M
|
-21%
|
|
|
178
|
|
|
|
1893
|
Efficient Advisors
Mason,
Ohio
|
$478M
|
-$96.4M
|
-17%
|
|
|
50
|
|
|
|
1894
|
Cypress Funds
Los Angeles,
California
|
$478M
|
-$61.1M
|
-11%
|
|
|
16
|
|
|
|
1895
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$478M
|
-$79.6M
|
-14%
|
|
|
123
|
|
|
|
1896
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$478M
|
-$125M
|
-21%
|
|
|
167
|
|
|
|
1897
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$477M
|
-$45.9M
|
-9%
|
|
|
346
|
|
|
|
1898
|
Modera Wealth Management
Westwood,
New Jersey
|
$477M
|
-$163M
|
-25%
|
|
|
165
|
|
|
|
1899
|
Howard Hughes Medical Institute
Chevy Chase,
Maryland
|
$477M
|
+$198M
|
+71%
|
|
|
26
|
|
|
|
1900
|
Callahan Advisors
Houston,
Texas
|
$476M
|
-$147M
|
-24%
|
|
|
140
|
|
|