|
2501
|
West Family Investments
Carlsbad,
California
|
$414M
|
+$11.2M
|
+3%
|
4.11%
|
76.4%
|
92
|
16.3%
|
|
|
2502
|
Vivaldi Capital Management
Chicago,
Illinois
|
$414M
|
-$8.6M
|
-2%
|
4.95%
|
69.2%
|
249
|
21.69%
|
|
|
2503
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$413M
|
+$25.8M
|
+7%
|
4.38%
|
76.4%
|
127
|
8.66%
|
|
|
2504
|
|
$413M
|
+$27M
|
+7%
|
7%
|
86.8%
|
1
|
0%
|
|
|
2505
|
Serengeti Asset Management
New York
|
$413M
|
+$207M
|
+101%
|
11.2%
|
14.9%
|
27
|
51.85%
|
|
|
2506
|
HCR Wealth Advisors
Los Angeles,
California
|
$412M
|
+$111M
|
+37%
|
9.67%
|
91%
|
252
|
48.41%
|
|
|
2507
|
Private Ocean
San Rafael,
California
|
$412M
|
+$9.36M
|
+2%
|
3.08%
|
2.82%
|
661
|
34.19%
|
|
|
2508
|
Parkside Investments
Deerfield,
Illinois
|
$412M
|
+$38.1M
|
+10%
|
9.02%
|
70%
|
117
|
26.5%
|
|
|
2509
|
Tradition Asset Management
Richmond,
Virginia
|
$412M
|
+$25.5M
|
+7%
|
8.22%
|
–
|
197
|
8.12%
|
|
|
2510
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$412M
|
+$4.03M
|
+1%
|
6.11%
|
61.5%
|
152
|
14.47%
|
|
|
2511
|
Empirical Finance
Havertown,
Pennsylvania
|
$411M
|
+$53.1M
|
+15%
|
8.72%
|
97.6%
|
205
|
23.9%
|
|
|
2512
|
Advisory Alpha
Holland,
Michigan
|
$411M
|
+$73.3M
|
+22%
|
7.85%
|
38.9%
|
965
|
32.12%
|
|
|
2513
|
German American Bancorp
Jasper,
Indiana
|
$409M
|
+$32.7M
|
+9%
|
8.39%
|
67.6%
|
89
|
7.87%
|
|
|
2514
|
EPIQ Capital Group
San Francisco,
California
|
$409M
|
–
|
–
|
59.4%
|
6.25%
|
42
|
–
|
|
|
2515
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$409M
|
+$52.7M
|
+15%
|
8.54%
|
97.1%
|
343
|
17.49%
|
|
|
2516
|
Gilbert & Cook
West Des Moines,
Iowa
|
$408M
|
+$51.3M
|
+14%
|
5.47%
|
63.2%
|
152
|
22.37%
|
|
|
2517
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$408M
|
+$14.8M
|
+4%
|
6.45%
|
85.6%
|
297
|
13.13%
|
|
|
2518
|
Private Capital Advisors
Darien,
Connecticut
|
$408M
|
+$47.9M
|
+13%
|
13.8%
|
138%
|
92
|
14.13%
|
|
|
2519
|
Incline Global Management
New York
|
$408M
|
-$60.4M
|
-13%
|
9.08%
|
13.6%
|
25
|
40%
|
|
|
2520
|
PFG Advisors
Phoenix,
Arizona
|
$408M
|
+$45.2M
|
+12%
|
6.19%
|
77.4%
|
322
|
13.04%
|
|
|
2521
|
Conrad N. Hilton Foundation
Agoura Hills,
California
|
$407M
|
+$239M
|
+142%
|
7.22%
|
–
|
5
|
20%
|
|
|
2522
|
Parker Investment Management
Menlo Park,
California
|
$407M
|
+$72.6M
|
+22%
|
9.07%
|
173%
|
44
|
13.64%
|
|
|
2523
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$407M
|
+$37M
|
+10%
|
5.68%
|
47.6%
|
122
|
2.46%
|
|
|
2524
|
Evermay Wealth Management
Arlington,
Virginia
|
$407M
|
+$39.8M
|
+11%
|
7.02%
|
56.2%
|
170
|
18.24%
|
|
|
2525
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$406M
|
+$14M
|
+4%
|
5.53%
|
54.8%
|
565
|
12.04%
|
|