|
2701
|
Evelyn Partners Investment Management Services
London,
|
$798M
|
+$53.4M
|
+7%
|
4.39%
|
–
|
279
|
10.75%
|
|
|
2702
|
Running Oak Capital
Edina,
Minnesota
|
$798M
|
-$93.5M
|
-10%
|
1.71%
|
36.5%
|
56
|
1.79%
|
|
|
2703
|
Thompson Investment Management
Madison,
Wisconsin
|
$798M
|
+$48M
|
+6%
|
8.85%
|
83.5%
|
543
|
8.66%
|
|
|
2704
|
Newbrook Capital Advisors
New York
|
$797M
|
-$20.1M
|
-2%
|
4.56%
|
220%
|
27
|
51.85%
|
|
|
2705
|
TFC Financial Management
Boston,
Massachusetts
|
$797M
|
+$16.8M
|
+2%
|
2.35%
|
60%
|
1,070
|
16.92%
|
|
|
2706
|
Sargent Investment Group
Bethesda,
Maryland
|
$797M
|
+$95.5M
|
+14%
|
1.67%
|
105%
|
264
|
54.92%
|
|
|
2707
|
Versant Capital Management
Phoenix,
Arizona
|
$797M
|
+$62.2M
|
+8%
|
4.45%
|
82.4%
|
2,760
|
8.95%
|
|
|
2708
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$797M
|
-$17.8M
|
-2%
|
2.54%
|
51.8%
|
214
|
9.35%
|
|
|
2709
|
ACK Asset Management
Greenwich,
Connecticut
|
$797M
|
-$2.38M
|
-0.3%
|
2.67%
|
99.7%
|
26
|
34.62%
|
|
|
2710
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$796M
|
+$45.8M
|
+6%
|
1.31%
|
48.4%
|
148
|
5.41%
|
|
|
2711
|
Advisory Research
Chicago,
Illinois
|
$796M
|
+$34.3M
|
+5%
|
2.73%
|
123%
|
161
|
18.63%
|
|
|
2712
|
Gilbert & Cook
West Des Moines,
Iowa
|
$796M
|
+$17.3M
|
+2%
|
2.48%
|
63.2%
|
232
|
14.66%
|
|
|
2713
|
Arosa Capital Management
Miami Beach,
Florida
|
$795M
|
+$340M
|
+75%
|
15%
|
256%
|
118
|
70.34%
|
|
|
2714
|
Victory Financial Group
Austin,
Texas
|
$795M
|
+$68.1M
|
+9%
|
1.49%
|
–
|
326
|
26.69%
|
|
|
2715
|
Castellan Group
Louisville,
Kentucky
|
$795M
|
+$105M
|
+15%
|
2.24%
|
196%
|
65
|
46.15%
|
|
|
2716
|
Parkside Investments
Deerfield,
Illinois
|
$794M
|
-$6.16M
|
-0.8%
|
3.76%
|
70%
|
101
|
8.91%
|
|
|
2717
|
Planning Alternatives
Birmingham,
Michigan
|
$794M
|
+$15.2M
|
+2%
|
2.13%
|
50.4%
|
101
|
15.84%
|
|
|
2718
|
Gemsstock Ltd
London,
United Kingdom
|
$793M
|
+$307M
|
+63%
|
11.6%
|
237%
|
23
|
39.13%
|
|
|
2719
|
CoreView Capital Management
Hong Kong
|
$793M
|
-$116M
|
-13%
|
13.4%
|
45.2%
|
7
|
0%
|
|
|
2720
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$792M
|
+$447K
|
+0.1%
|
2.34%
|
62.6%
|
373
|
14.48%
|
|
|
2721
|
Cortland Associates
St Louis,
Missouri
|
$792M
|
-$54.5M
|
-6%
|
3.99%
|
57.1%
|
65
|
6.15%
|
|
|
2722
|
Wealth Enhancement Trust Services
Sioux Falls,
South Dakota
|
$792M
|
–
|
–
|
2.77%
|
–
|
738
|
–
|
|
|
2723
|
Family Management
New York
|
$791M
|
+$63.9M
|
+9%
|
2.92%
|
58.5%
|
327
|
32.42%
|
|
|
2724
|
SJS Investment Consulting
Sylvania,
Ohio
|
$790M
|
+$59.5M
|
+8%
|
3.48%
|
63.8%
|
2,160
|
27.73%
|
|
|
2725
|
Freedom Together Foundation
New York
|
$789M
|
-$84.9M
|
-10%
|
1.99%
|
–
|
2
|
0%
|
|