|
2701
|
9258 Wealth Management
Blue Ash,
Ohio
|
$514M
|
-$17M
|
-3%
|
3.11%
|
49.6%
|
330
|
5.45%
|
|
|
2702
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$514M
|
-$22.9M
|
-4%
|
3.56%
|
39.1%
|
107
|
4.67%
|
|
|
2703
|
Sectoral Asset Management
Montreal,
Quebec, Canada
|
$514M
|
-$86.2M
|
-14%
|
8.43%
|
168%
|
136
|
20.59%
|
|
|
2704
|
Woodson Capital Management
Greenwich,
Connecticut
|
$513M
|
-$149M
|
-22%
|
2.04%
|
235%
|
49
|
32.65%
|
|
|
2705
|
WNY Asset Management
Williamsville,
New York
|
$513M
|
+$42.8M
|
+9%
|
4.15%
|
–
|
220
|
17.27%
|
|
|
2706
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$513M
|
-$9.14M
|
-2%
|
2.58%
|
47%
|
145
|
8.97%
|
|
|
2707
|
140 Summer Partners
New York
|
$513M
|
+$62.4M
|
+14%
|
1.13%
|
202%
|
13
|
23.08%
|
|
|
2708
|
Heritage Financial Services
Westwood,
Massachusetts
|
$512M
|
+$12.5M
|
+2%
|
3.11%
|
38.3%
|
84
|
9.52%
|
|
|
2709
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$512M
|
-$21.4M
|
-4%
|
3.37%
|
62.3%
|
842
|
11.4%
|
|
|
2710
|
Capricorn Investment Group
Palo Alto,
California
|
$511M
|
-$195M
|
-28%
|
25.5%
|
95.9%
|
9
|
11.11%
|
|
|
2711
|
Holt Capital Partners
Fort Worth,
Texas
|
$511M
|
-$17.6M
|
-3%
|
2.51%
|
69.5%
|
155
|
3.87%
|
|
|
2712
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$510M
|
+$135M
|
+36%
|
3.07%
|
55.5%
|
138
|
49.28%
|
|
|
2713
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$510M
|
-$7.84M
|
-2%
|
2.63%
|
109%
|
215
|
9.77%
|
|
|
2714
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$509M
|
-$3.44M
|
-0.7%
|
0.3%
|
73.3%
|
164
|
11.59%
|
|
|
2715
|
Strategies Wealth Advisors
Grand Rapids,
Michigan
|
$509M
|
+$20M
|
+4%
|
3.56%
|
64.6%
|
86
|
11.63%
|
|
|
2716
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$509M
|
-$28.4M
|
-5%
|
2.45%
|
50.7%
|
221
|
10.41%
|
|
|
2717
|
Trust Company of Toledo
Holland,
Ohio
|
$509M
|
-$83.5M
|
-14%
|
3.23%
|
93.8%
|
235
|
21.7%
|
|
|
2718
|
Hudson Way Capital Management
Dallas,
Texas
|
$508M
|
-$24.8M
|
-5%
|
4.29%
|
51.3%
|
15
|
13.33%
|
|
|
2719
|
|
$508M
|
-$37.6M
|
-7%
|
0.03%
|
261%
|
8
|
12.5%
|
|
|
2720
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$508M
|
+$5.67M
|
+1%
|
3.2%
|
57.2%
|
190
|
13.68%
|
|
|
2721
|
Strategic Advisors
New York
|
$507M
|
-$17.7M
|
-3%
|
2.56%
|
87.3%
|
205
|
8.78%
|
|
|
2722
|
Sherborne Investors Management
New York
|
$507M
|
-$40.1M
|
-7%
|
7.32%
|
54.2%
|
1
|
0%
|
|
|
2723
|
GuoLine Advisory
Singapore
|
$507M
|
-$439K
|
-0.1%
|
3.41%
|
81.9%
|
13
|
15.38%
|
|
|
2724
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$507M
|
+$34.9M
|
+7%
|
2.85%
|
64.5%
|
274
|
9.49%
|
|
|
2725
|
Kadensa Capital
Central,
Hong Kong
|
$507M
|
-$61.3M
|
-11%
|
2.55%
|
191%
|
33
|
48.48%
|
|