|
2526
|
Heritage Financial Services
Westwood,
Massachusetts
|
$752M
|
+$55M
|
+8%
|
5.48%
|
38.3%
|
114
|
11.4%
|
|
|
2527
|
Orion Resource Partners
New York
|
$752M
|
+$90.2M
|
+14%
|
19.2%
|
–
|
23
|
43.48%
|
|
|
2528
|
L.J. Altfest & Co
New York
|
$751M
|
+$19.3M
|
+3%
|
7.92%
|
90.3%
|
374
|
27.54%
|
|
|
2529
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$751M
|
+$52.2M
|
+7%
|
6.14%
|
67.2%
|
205
|
5.37%
|
|
|
2530
|
Daido Life Insurance Company
Osaka,
Japan
|
$751M
|
-$123M
|
-14%
|
5.35%
|
68.7%
|
6
|
16.67%
|
|
|
2531
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$751M
|
+$84.7M
|
+13%
|
4.88%
|
118%
|
1,455
|
10.86%
|
|
|
2532
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$750M
|
+$53M
|
+8%
|
6.39%
|
80.3%
|
209
|
8.13%
|
|
|
2533
|
Massachusetts Institute of Technology
Cambridge,
Massachusetts
|
$749M
|
+$110M
|
+17%
|
16.8%
|
35.7%
|
6
|
50%
|
|
|
2534
|
Strategies Wealth Advisors
Grand Rapids,
Michigan
|
$748M
|
+$61.4M
|
+9%
|
6.44%
|
64.6%
|
100
|
8%
|
|
|
2535
|
NTV Asset Management
Charleston,
West Virginia
|
$748M
|
+$49.2M
|
+7%
|
6.45%
|
97.8%
|
271
|
7.01%
|
|
|
2536
|
SYM Financial Corp
Winona Lake,
Indiana
|
$747M
|
+$120M
|
+19%
|
7.08%
|
56%
|
299
|
24.41%
|
|
|
2537
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$746M
|
+$54.2M
|
+8%
|
7.34%
|
86%
|
528
|
16.67%
|
|
|
2538
|
Toews Corporation
Northfield,
New Jersey
|
$746M
|
+$140M
|
+23%
|
4.33%
|
22%
|
17
|
0%
|
|
|
2539
|
WealthPLAN Partners
Omaha,
Nebraska
|
$745M
|
-$187M
|
-20%
|
6.53%
|
61.3%
|
319
|
26.96%
|
|
|
2540
|
Crosslink Capital
Menlo Park,
California
|
$745M
|
+$28.4M
|
+4%
|
13.7%
|
135%
|
21
|
19.05%
|
|
|
2541
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$745M
|
+$64.8M
|
+10%
|
5.8%
|
87%
|
532
|
15.41%
|
|
|
2542
|
Silverback Asset Management
Chapel Hill,
North Carolina
|
$744M
|
-$69.2M
|
-9%
|
0.36%
|
92.1%
|
85
|
8.24%
|
|
|
2543
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$743M
|
+$71.1M
|
+11%
|
6.59%
|
48.1%
|
110
|
14.55%
|
|
|
2544
|
Silchester International Investors
London,
United Kingdom
|
$743M
|
+$176M
|
+31%
|
0.02%
|
76.6%
|
4
|
0%
|
|
|
2545
|
2Xideas
Kusnacht,
Switzerland
|
$742M
|
-$58.6M
|
-7%
|
11.1%
|
40.6%
|
57
|
12.28%
|
|
|
2546
|
Sixth Street Partners
Dallas,
Texas
|
$742M
|
+$1.27M
|
+0.2%
|
8.05%
|
5.31%
|
18
|
27.78%
|
|
|
2547
|
Newbrook Capital Advisors
New York
|
$742M
|
+$61.7M
|
+9%
|
11.7%
|
299%
|
24
|
54.17%
|
|
|
2548
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$742M
|
+$86.8M
|
+13%
|
6.22%
|
46.3%
|
111
|
7.21%
|
|
|
2549
|
Resources Management Corp
West Hartford,
Connecticut
|
$741M
|
+$54.2M
|
+8%
|
8.35%
|
78.5%
|
469
|
9.59%
|
|
|
2550
|
Dock Street Asset Management
Palm Beach,
Florida
|
$741M
|
+$25.9M
|
+4%
|
7.28%
|
175%
|
50
|
10%
|
|