|
2701
|
KWB Wealth
Redlands,
California
|
$602M
|
+$38.7M
|
+7%
|
5.78%
|
49.1%
|
91
|
6.59%
|
|
|
2702
|
WealthShield Partners
Cary,
North Carolina
|
$601M
|
+$227M
|
+61%
|
7.38%
|
71%
|
308
|
33.77%
|
|
|
2703
|
Aviance Capital Partners
Naples,
Florida
|
$600M
|
+$34.1M
|
+6%
|
10.1%
|
98.2%
|
267
|
11.61%
|
|
|
2704
|
Biondo Investment Advisors
Milford,
Pennsylvania
|
$600M
|
+$17.4M
|
+3%
|
7.51%
|
83.4%
|
88
|
10.23%
|
|
|
2705
|
Portland Global Advisors
Portland,
Maine
|
$600M
|
+$59.1M
|
+11%
|
6.11%
|
43.4%
|
161
|
5.59%
|
|
|
2706
|
Voleon Capital Management
Berkeley,
California
|
$599M
|
+$505M
|
+539%
|
2.52%
|
–
|
23
|
100%
|
|
|
2707
|
Biltmore Capital Advisors
Princeton,
New Jersey
|
$599M
|
+$56.8M
|
+10%
|
9.47%
|
80.4%
|
192
|
38.02%
|
|
|
2708
|
City Holding Co
Charleston,
West Virginia
|
$599M
|
+$13.8M
|
+2%
|
8.98%
|
81.3%
|
531
|
10.55%
|
|
|
2709
|
Eclipse Ventures
Palo Alto,
California
|
$599M
|
–
|
–
|
30.6%
|
–
|
3
|
–
|
|
|
2710
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$598M
|
+$56.8M
|
+10%
|
12.1%
|
83.5%
|
299
|
10.7%
|
|
|
2711
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$598M
|
+$43.6M
|
+8%
|
4.89%
|
48.3%
|
201
|
6.97%
|
|
|
2712
|
Isthmus Partners
Madison,
Wisconsin
|
$597M
|
+$45M
|
+8%
|
9.48%
|
61.1%
|
155
|
6.45%
|
|
|
2713
|
Absher Wealth Management
Chapel Hill,
North Carolina
|
$596M
|
+$55.7M
|
+10%
|
7.99%
|
54.5%
|
64
|
12.5%
|
|
|
2714
|
Atom Investors
Austin,
Texas
|
$596M
|
-$639M
|
-52%
|
0.21%
|
83.4%
|
455
|
76.04%
|
|
|
2715
|
Avitas Wealth Management
Los Angeles,
California
|
$596M
|
+$47M
|
+9%
|
11.2%
|
56.2%
|
204
|
19.61%
|
|
|
2716
|
Cambria Investment Management
Manhattan Beach,
California
|
$596M
|
+$50.1M
|
+9%
|
6.88%
|
72%
|
280
|
23.93%
|
|
|
2717
|
Distillate Capital Partners
Chicago,
Illinois
|
$596M
|
+$220M
|
+59%
|
14.2%
|
9.94%
|
128
|
29.69%
|
|
|
2718
|
Sandia Investment Management
Boston,
Massachusetts
|
$596M
|
–
|
–
|
0.56%
|
20.5%
|
254
|
–
|
|
|
2719
|
Greatmark Investment Partners
Columbus,
Georgia
|
$596M
|
+$61.6M
|
+12%
|
12.4%
|
62%
|
142
|
8.45%
|
|
|
2720
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$596M
|
+$44.6M
|
+8%
|
7.88%
|
77.1%
|
145
|
9.66%
|
|
|
2721
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
$595M
|
+$76.8M
|
+15%
|
14.6%
|
336%
|
164
|
48.78%
|
|
|
2722
|
EFG Asset Management (Americas)
Miami,
Florida
|
$595M
|
+$33.6M
|
+6%
|
9.12%
|
112%
|
138
|
6.52%
|
|
|
2723
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$595M
|
+$51.6M
|
+10%
|
9.58%
|
75.5%
|
506
|
4.74%
|
|
|
2724
|
True North Advisors
Dallas,
Texas
|
$592M
|
+$84.1M
|
+17%
|
10.6%
|
86.9%
|
246
|
16.26%
|
|
|
2725
|
Arisaig Partners (Asia)
Singapore
|
$592M
|
–
|
–
|
23.8%
|
–
|
10
|
–
|
|