|
2701
|
Avitas Wealth Management
Los Angeles,
California
|
$511M
|
+$16.8M
|
+3%
|
5.85%
|
56.2%
|
233
|
21.89%
|
|
|
2702
|
Litman Gregory Wealth Management
Larkspur,
California
|
$511M
|
-$33.5M
|
-6%
|
4.09%
|
55.5%
|
195
|
4.62%
|
|
|
2703
|
Natural Investments
Windsor,
California
|
$509M
|
+$19.8M
|
+4%
|
1.74%
|
–
|
4
|
50%
|
|
|
2704
|
Tiger Management
New York
|
$509M
|
+$67.8M
|
+15%
|
11.3%
|
–
|
51
|
49.02%
|
|
|
2705
|
Gilbert & Cook
West Des Moines,
Iowa
|
$508M
|
+$44.9M
|
+10%
|
5.29%
|
63.2%
|
210
|
16.19%
|
|
|
2706
|
Tarbox Family Office
Newport Beach,
California
|
$508M
|
+$29.7M
|
+6%
|
7.17%
|
60.5%
|
1,189
|
4.46%
|
|
|
2707
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$508M
|
+$56.9M
|
+13%
|
9.45%
|
86%
|
456
|
25.22%
|
|
|
2708
|
Sunbelt Securities
Houston,
Texas
|
$508M
|
+$23.8M
|
+5%
|
7.27%
|
83.5%
|
456
|
22.37%
|
|
|
2709
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$507M
|
+$16.4M
|
+3%
|
4.52%
|
44.3%
|
56
|
14.29%
|
|
|
2710
|
Alley Company
Lake Forest,
Illinois
|
$506M
|
+$25.2M
|
+5%
|
4.96%
|
88.2%
|
84
|
2.38%
|
|
|
2711
|
VPR Management
Houston,
Texas
|
$506M
|
+$21.6M
|
+4%
|
1.27%
|
54.5%
|
28
|
3.57%
|
|
|
2712
|
HCR Wealth Advisors
Los Angeles,
California
|
$506M
|
+$28M
|
+6%
|
4.69%
|
91%
|
295
|
48.47%
|
|
|
2713
|
Vivaldi Capital Management
Chicago,
Illinois
|
$506M
|
+$38M
|
+8%
|
3.83%
|
69.2%
|
442
|
49.77%
|
|
|
2714
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$506M
|
+$40.3M
|
+9%
|
4.06%
|
62.3%
|
432
|
69.44%
|
|
|
2715
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$505M
|
+$25.2M
|
+5%
|
6.35%
|
95.9%
|
114
|
13.16%
|
|
|
2716
|
|
$504M
|
+$83.9M
|
+20%
|
11.4%
|
99.6%
|
31
|
70.97%
|
|
|
2717
|
Sapphire Ventures
Austin,
Texas
|
$504M
|
-$245M
|
-33%
|
29.5%
|
27.9%
|
6
|
16.67%
|
|
|
2718
|
RPTC Inc
Jackson,
Wyoming
|
$503M
|
+$14.8M
|
+3%
|
16.2%
|
66.4%
|
5
|
0%
|
|
|
2719
|
Tanglewood Wealth Management
Houston,
Texas
|
$503M
|
+$27.1M
|
+6%
|
4.15%
|
59.7%
|
22
|
18.18%
|
|
|
2720
|
Cambria Investment Management
Manhattan Beach,
California
|
$502M
|
+$209M
|
+71%
|
20.9%
|
72%
|
247
|
37.25%
|
|
|
2721
|
Tradewinds Capital Management
Bellingham,
Washington
|
$502M
|
+$40.2M
|
+9%
|
6.88%
|
85.2%
|
811
|
16.52%
|
|
|
2722
|
Biondo Investment Advisors
Milford,
Pennsylvania
|
$502M
|
-$19.7M
|
-4%
|
4.27%
|
83.4%
|
85
|
4.71%
|
|
|
2723
|
RK Capital Management (Colorado)
Denver,
Colorado
|
$502M
|
+$49.6M
|
+11%
|
17.1%
|
89%
|
76
|
30.26%
|
|
|
2724
|
Spectrum Management Group
Indianapolis,
Indiana
|
$502M
|
+$24M
|
+5%
|
7.47%
|
44%
|
261
|
26.05%
|
|
|
2725
|
Sciencast Management
Princeton,
New Jersey
|
$502M
|
+$21.5M
|
+4%
|
6.45%
|
72.5%
|
738
|
77.51%
|
|