|
2576
|
Koch Industries
Wichita,
Kansas
|
$662M
|
-$226M
|
-25%
|
24.3%
|
56.9%
|
8
|
12.5%
|
|
|
2577
|
Evermay Wealth Management
Arlington,
Virginia
|
$662M
|
+$121M
|
+22%
|
7.61%
|
56.2%
|
741
|
26.32%
|
|
|
2578
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$662M
|
+$61.2M
|
+10%
|
4.83%
|
30.7%
|
141
|
24.11%
|
|
|
2579
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$662M
|
+$31.6M
|
+5%
|
7.32%
|
79%
|
1,311
|
17.09%
|
|
|
2580
|
Clarity Financial
Houston,
Texas
|
$661M
|
+$84.5M
|
+15%
|
7.68%
|
56.8%
|
132
|
24.24%
|
|
|
2581
|
Thompson Investment Management
Madison,
Wisconsin
|
$661M
|
+$39.7M
|
+6%
|
7.1%
|
83.5%
|
537
|
21.6%
|
|
|
2582
|
|
$661M
|
+$18.8M
|
+3%
|
16.7%
|
92.1%
|
156
|
5.13%
|
|
|
2583
|
Security National Bank
Omaha,
Nebraska
|
$661M
|
+$218M
|
+49%
|
15.3%
|
113%
|
328
|
20.12%
|
|
|
2584
|
HCR Wealth Advisors
Los Angeles,
California
|
$659M
|
+$26.3M
|
+4%
|
7.98%
|
91%
|
232
|
15.52%
|
|
|
2585
|
Perennial Investment Advisors
Los Angeles,
California
|
$659M
|
+$55.3M
|
+9%
|
10.5%
|
68.4%
|
385
|
18.44%
|
|
|
2586
|
Night Owl Capital Management
Greenwich,
Connecticut
|
$659M
|
+$259M
|
+65%
|
19%
|
150%
|
30
|
20%
|
|
|
2587
|
Fidelis Capital Partners
Tampa,
Florida
|
$659M
|
+$206M
|
+46%
|
11.9%
|
98.3%
|
391
|
18.93%
|
|
|
2588
|
Avitas Wealth Management
Los Angeles,
California
|
$658M
|
+$60.3M
|
+10%
|
13%
|
56.2%
|
209
|
8.13%
|
|
|
2589
|
Auxier Asset Management
Aurora,
Oregon
|
$657M
|
+$39.3M
|
+6%
|
8.69%
|
58.4%
|
176
|
3.98%
|
|
|
2590
|
Polunin Capital Partners
London,
United Kingdom
|
$657M
|
+$123M
|
+23%
|
7.18%
|
252%
|
30
|
30%
|
|
|
2591
|
Spirepoint Private Client
Vero Beach,
Florida
|
$657M
|
–
|
–
|
5.85%
|
–
|
201
|
–
|
|
|
2592
|
NTV Asset Management
Charleston,
West Virginia
|
$656M
|
+$62.5M
|
+11%
|
10.4%
|
82%
|
256
|
6.64%
|
|
|
2593
|
GCM Grosvenor Holdings
Chicago,
Illinois
|
$656M
|
+$90M
|
+16%
|
35%
|
87.6%
|
23
|
30.43%
|
|
|
2594
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$656M
|
+$43.1M
|
+7%
|
5.21%
|
59.4%
|
205
|
10.24%
|
|
|
2595
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$655M
|
+$31.1M
|
+5%
|
5.4%
|
62.6%
|
206
|
19.9%
|
|
|
2596
|
WNY Asset Management
Williamsville,
New York
|
$655M
|
+$63.6M
|
+11%
|
6.24%
|
–
|
239
|
11.72%
|
|
|
2597
|
PPSC Investment Service
Tokyo,
Japan
|
$655M
|
+$127M
|
+24%
|
18.6%
|
161%
|
4
|
0%
|
|
|
2598
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$654M
|
+$75.6M
|
+13%
|
5.23%
|
48.1%
|
665
|
15.04%
|
|
|
2599
|
Silver Oak Securities
Jackson,
Tennessee
|
$653M
|
-$91.5M
|
-12%
|
7.66%
|
54.6%
|
554
|
24.55%
|
|
|
2600
|
H&F Corporate Investors VIII
San Francisco,
California
|
$653M
|
-$152M
|
-19%
|
14.1%
|
50.7%
|
2
|
0%
|
|