|
2676
|
Pictet Bank & Trust
Nassau,
Bahamas
|
$320M
|
+$27.8M
|
+9%
|
7.09%
|
66.3%
|
81
|
6.17%
|
|
|
2677
|
Capital International
Los Angeles,
California
|
$320M
|
-$251M
|
-44%
|
6.5%
|
124%
|
177
|
29.38%
|
|
|
2678
|
Evermay Wealth Management
Arlington,
Virginia
|
$320M
|
+$20.1M
|
+7%
|
6.05%
|
56.2%
|
150
|
14%
|
|
|
2679
|
King Wealth Management Group
Naples,
Florida
|
$320M
|
+$27.8M
|
+10%
|
7.19%
|
75.4%
|
134
|
12.69%
|
|
|
2680
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$320M
|
+$36M
|
+13%
|
5.74%
|
55.2%
|
261
|
16.86%
|
|
|
2681
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$320M
|
+$15.4M
|
+5%
|
3.73%
|
58.8%
|
504
|
10.52%
|
|
|
2682
|
Avidian Wealth Enterprises
Houston,
Texas
|
$320M
|
+$2.75M
|
+0.9%
|
4.43%
|
63.7%
|
124
|
33.87%
|
|
|
2683
|
Exane Asset Management
Paris,
France
|
$319M
|
+$88.3M
|
+38%
|
6.98%
|
77.5%
|
197
|
75.13%
|
|
|
2684
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$319M
|
+$37.1M
|
+13%
|
10.5%
|
28.3%
|
1,059
|
26.53%
|
|
|
2685
|
Pathstone Family Office
Englewood,
New Jersey
|
$319M
|
+$184M
|
+135%
|
7.6%
|
39.3%
|
264
|
50.38%
|
|
|
2686
|
Regent Investment Management
Louisville,
Kentucky
|
$319M
|
+$19.8M
|
+7%
|
7.23%
|
44%
|
211
|
8.06%
|
|
|
2687
|
Security National Trust
Wheeling,
West Virginia
|
$319M
|
+$17.5M
|
+6%
|
7.73%
|
58.3%
|
398
|
6.28%
|
|
|
2688
|
Greenline Partners
New York
|
$319M
|
+$13.9M
|
+5%
|
5.19%
|
63.4%
|
69
|
7.25%
|
|
|
2689
|
GM Advisory Group
Melville,
New York
|
$319M
|
-$17.7M
|
-5%
|
2.87%
|
53.6%
|
133
|
15.79%
|
|
|
2690
|
George Kaiser Family Foundation
Tulsa,
Oklahoma
|
$319M
|
+$12.1M
|
+4%
|
3.26%
|
75.9%
|
19
|
21.05%
|
|
|
2691
|
Harvest Capital Management
Concord,
New Hampshire
|
$319M
|
+$20.8M
|
+7%
|
3.7%
|
19.5%
|
106
|
7.55%
|
|
|
2692
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$318M
|
+$19.8M
|
+7%
|
5.55%
|
63.5%
|
105
|
10.48%
|
|
|
2693
|
Value Holdings Management Company
Hampton Bays,
New York
|
$318M
|
+$8.63M
|
+3%
|
6.3%
|
112%
|
36
|
11.11%
|
|
|
2694
|
Financial Enhancement Group
Anderson,
Indiana
|
$318M
|
+$27.6M
|
+10%
|
4.43%
|
57.5%
|
282
|
15.96%
|
|
|
2695
|
Greatmark Investment Partners
Columbus,
Georgia
|
$318M
|
+$27.9M
|
+10%
|
9.27%
|
62%
|
127
|
7.87%
|
|
|
2696
|
Circle Wealth Management
Summit,
New Jersey
|
$317M
|
+$22.8M
|
+8%
|
6.43%
|
61.1%
|
105
|
12.38%
|
|
|
2697
|
First Personal Financial Services
Charlotte,
North Carolina
|
$317M
|
+$17.8M
|
+6%
|
6.4%
|
31.5%
|
708
|
11.86%
|
|
|
2698
|
America First Investment Advisors
Omaha,
Nebraska
|
$317M
|
+$9.41M
|
+3%
|
3.55%
|
89.6%
|
100
|
4%
|
|
|
2699
|
American Assets Inc
San Diego,
California
|
$316M
|
-$11M
|
-3%
|
3.36%
|
44.3%
|
3
|
0%
|
|
|
2700
|
Spectrum Management Group
Indianapolis,
Indiana
|
$316M
|
+$28.5M
|
+10%
|
7.26%
|
44%
|
256
|
23.44%
|
|