|
1901
|
Hackensack Meridian Health
Edison,
New Jersey
|
$732M
|
-$167M
|
-19%
|
|
|
13
|
|
|
|
1902
|
Lutz Financial Services
Omaha,
Nebraska
|
$732M
|
-$22.1M
|
-3%
|
|
|
75
|
|
|
|
1903
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$731M
|
+$239M
|
+48%
|
|
|
55
|
|
|
|
1904
|
SP Asset Management
Cupertino,
California
|
$731M
|
-$53.7M
|
-7%
|
|
|
114
|
|
|
|
1905
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$730M
|
-$21.3M
|
-3%
|
|
|
424
|
|
|
|
1906
|
Keeley-Teton Advisors
Chicago,
Illinois
|
$730M
|
-$62.7M
|
-8%
|
|
|
391
|
|
|
|
1907
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$730M
|
-$27M
|
-4%
|
|
|
91
|
|
|
|
1908
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$730M
|
-$54.8M
|
-7%
|
|
|
170
|
|
|
|
1909
|
Fernbridge Capital Management
Los Angeles,
California
|
$730M
|
+$35.7M
|
+5%
|
|
|
24
|
|
|
|
1910
|
Crestview Partners II
New York
|
$730M
|
-$14.5M
|
-2%
|
|
|
3
|
|
|
|
1911
|
Palisade Asset Management
Minneapolis,
Minnesota
|
$729M
|
-$48.9M
|
-6%
|
|
|
180
|
|
|
|
1912
|
ARS Investment Partners
New York
|
$727M
|
-$4.74M
|
-0.6%
|
|
|
193
|
|
|
|
1913
|
Naples Global Advisors
Naples,
Florida
|
$727M
|
-$44M
|
-6%
|
|
|
383
|
|
|
|
1914
|
Summit Creek Advisors
Minneapolis,
Minnesota
|
$726M
|
-$58.5M
|
-7%
|
|
|
73
|
|
|
|
1915
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$725M
|
-$47.9M
|
-6%
|
|
|
553
|
|
|
|
1916
|
Bernzott Capital Advisors
Camarillo,
California
|
$725M
|
-$180M
|
-20%
|
|
|
56
|
|
|
|
1917
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$724M
|
-$7.53M
|
-1%
|
|
|
162
|
|
|
|
1918
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$723M
|
-$47.9M
|
-6%
|
|
|
714
|
|
|
|
1919
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$723M
|
+$22.5M
|
+3%
|
|
|
136
|
|
|
|
1920
|
Kintegral Advisory
New York
|
$721M
|
-$49.1M
|
-6%
|
|
|
268
|
|
|
|
1921
|
TD Capital Management
Memphis,
Tennessee
|
$721M
|
-$17.4M
|
-2%
|
|
|
373
|
|
|
|
1922
|
ShawSpring Partners
Boston,
Massachusetts
|
$720M
|
+$156M
|
+28%
|
|
|
7
|
|
|
|
1923
|
XML Financial
Bethesda,
Maryland
|
$720M
|
+$278M
|
+63%
|
|
|
327
|
|
|
|
1924
|
Simplify Asset Management
Las Vegas,
Nevada
|
$720M
|
-$78.1M
|
-10%
|
|
|
76
|
|
|
|
1925
|
Bath Savings Trust
Bath,
Maine
|
$719M
|
-$41.8M
|
-5%
|
|
|
152
|
|
|