|
2751
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$559M
|
+$45M
|
+9%
|
8.16%
|
39.1%
|
107
|
3.74%
|
|
|
2752
|
D'Orazio & Associates
Falls Church,
Virginia
|
$558M
|
+$113M
|
+25%
|
11%
|
61.2%
|
194
|
22.68%
|
|
|
2753
|
Synergy Asset Management
Vancouver,
Washington
|
$558M
|
+$54M
|
+11%
|
8.01%
|
97.3%
|
177
|
48.59%
|
|
|
2754
|
Skaana Management
Brooklyn,
New York
|
$558M
|
+$152M
|
+37%
|
1.91%
|
269%
|
241
|
22.41%
|
|
|
2755
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$558M
|
+$72.7M
|
+15%
|
9.42%
|
70.7%
|
173
|
10.4%
|
|
|
2756
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$557M
|
+$51.6M
|
+10%
|
10.9%
|
68%
|
139
|
30.94%
|
|
|
2757
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$557M
|
+$27.2M
|
+5%
|
11.5%
|
57.8%
|
186
|
8.06%
|
|
|
2758
|
Zevin Asset Management
Boston,
Massachusetts
|
$557M
|
+$59.5M
|
+12%
|
8.74%
|
71.7%
|
94
|
11.7%
|
|
|
2759
|
Hazelview Securities
Toronto,
Ontario, Canada
|
$557M
|
+$6.6M
|
+1%
|
16.5%
|
–
|
53
|
49.06%
|
|
|
2760
|
Covenant Asset Management
Chester,
New Jersey
|
$557M
|
+$177M
|
+47%
|
15.6%
|
158%
|
167
|
11.98%
|
|
|
2761
|
Cynosure Group
Salt Lake City,
Utah
|
$556M
|
+$230M
|
+71%
|
9.74%
|
56.8%
|
158
|
17.72%
|
|
|
2762
|
Moody Aldrich Partners
Marblehead,
Massachusetts
|
$556M
|
+$28.1M
|
+5%
|
17.6%
|
336%
|
230
|
31.74%
|
|
|
2763
|
StepStone Group
La Jolla,
California
|
$556M
|
+$107M
|
+24%
|
34.9%
|
103%
|
28
|
42.86%
|
|
|
2764
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$555M
|
-$72.2M
|
-12%
|
8.55%
|
54.1%
|
177
|
24.86%
|
|
|
2765
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$555M
|
+$42.1M
|
+8%
|
8.34%
|
47%
|
148
|
12.16%
|
|
|
2766
|
Sompo Asset Management
Tokyo,
Japan
|
$554M
|
+$97.8M
|
+21%
|
12.7%
|
84.7%
|
203
|
15.76%
|
|
|
2767
|
Redwood Capital Management
New York
|
$552M
|
+$19.9M
|
+4%
|
17.1%
|
313%
|
22
|
13.64%
|
|
|
2768
|
TrinityPoint Wealth
Milford,
Connecticut
|
$552M
|
+$50M
|
+10%
|
10.5%
|
28.4%
|
303
|
7.26%
|
|
|
2769
|
|
$552M
|
+$107M
|
+24%
|
16.6%
|
80.2%
|
19
|
31.58%
|
|
|
2770
|
Total Wealth Planning
Cincinnati,
Ohio
|
$551M
|
+$62M
|
+13%
|
8.48%
|
37.2%
|
92
|
8.7%
|
|
|
2771
|
Dillon & Associates
Jackson,
Michigan
|
$551M
|
+$31.7M
|
+6%
|
10%
|
98.2%
|
80
|
6.25%
|
|
|
2772
|
Iridian Asset Management
Westport,
Connecticut
|
$551M
|
+$57.4M
|
+12%
|
9.93%
|
82.5%
|
53
|
7.55%
|
|
|
2773
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$551M
|
+$62.9M
|
+13%
|
11.6%
|
100%
|
77
|
9.09%
|
|
|
2774
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$550M
|
+$118M
|
+27%
|
10.6%
|
63.3%
|
2,225
|
16.09%
|
|
|
2775
|
Cooper Financial Group
Irvine,
California
|
$550M
|
+$134M
|
+32%
|
9.49%
|
78.6%
|
359
|
14.48%
|
|