|
2851
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$718M
|
+$349M
|
+95%
|
0.68%
|
67%
|
300
|
30%
|
|
|
2852
|
Sycomore Asset Management
Paris,
France
|
$718M
|
+$113M
|
+19%
|
9.87%
|
151%
|
75
|
16%
|
|
|
2853
|
Herald Investment Management
London,
United Kingdom
|
$718M
|
-$47.9M
|
-6%
|
9.81%
|
493%
|
100
|
6%
|
|
|
2854
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$717M
|
-$16.9M
|
-2%
|
2.41%
|
65%
|
210
|
7.14%
|
|
|
2855
|
Nuance Investments
Kansas City,
Missouri
|
$717M
|
-$190M
|
-21%
|
2.09%
|
6.33%
|
53
|
33.96%
|
|
|
2856
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$717M
|
+$23.5M
|
+3%
|
1.21%
|
39.1%
|
95
|
4.21%
|
|
|
2857
|
Cambient Family Office
Ada,
Michigan
|
$716M
|
+$15.6M
|
+2%
|
2.12%
|
–
|
282
|
15.25%
|
|
|
2858
|
Anatole Investment Management
Central,
Hong Kong
|
$716M
|
+$116M
|
+19%
|
79.7%
|
1,629%
|
23
|
69.57%
|
|
|
2859
|
Biltmore Family Office
Charlotte,
North Carolina
|
$716M
|
-$8.85M
|
-1%
|
1.97%
|
73.5%
|
356
|
15.73%
|
|
|
2860
|
Ovata Capital Management
Hong Kong
|
$715M
|
-$108M
|
-13%
|
5.55%
|
68.1%
|
64
|
57.81%
|
|
|
2861
|
Strategic Planning Group
Bountiful,
Utah
|
$715M
|
-$61.5M
|
-8%
|
1.51%
|
–
|
92
|
42.39%
|
|
|
2862
|
Legacy Financial Advisors
Covington,
Kentucky
|
$715M
|
-$7.81M
|
-1%
|
0.52%
|
65.8%
|
431
|
16.01%
|
|
|
2863
|
Nexus Investment Management
Toronto,
Ontario, Canada
|
$715M
|
-$18.7M
|
-3%
|
1.76%
|
77.5%
|
75
|
13.33%
|
|
|
2864
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$715M
|
-$36.5M
|
-5%
|
1.5%
|
67.1%
|
91
|
6.59%
|
|
|
2865
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$715M
|
+$14.5M
|
+2%
|
2%
|
48.6%
|
108
|
7.41%
|
|
|
2866
|
EagleClaw Capital Management
Boston,
Massachusetts
|
$714M
|
+$23M
|
+3%
|
7.71%
|
96.5%
|
151
|
8.61%
|
|
|
2867
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$714M
|
-$20.7M
|
-3%
|
0.89%
|
63%
|
1,067
|
6.28%
|
|
|
2868
|
Atmos Capital Gestao de Recursos
Leblon - Rio De Janeiro,
Brazil
|
$714M
|
-$46.8M
|
-6%
|
10.3%
|
210%
|
16
|
0%
|
|
|
2869
|
Affinity Capital Advisors
Berkeley,
California
|
$713M
|
-$9.42M
|
-1%
|
2.57%
|
62%
|
189
|
12.7%
|
|
|
2870
|
Leelyn Smith
Geneva,
Illinois
|
$713M
|
+$21.5M
|
+3%
|
0.36%
|
77.3%
|
162
|
12.35%
|
|
|
2871
|
Insight Wealth Partners
Plano,
Texas
|
$713M
|
-$16.7M
|
-2%
|
0.42%
|
38.9%
|
131
|
20.61%
|
|
|
2872
|
Dimension Capital Management
Coral Gables,
Florida
|
$713M
|
-$1.69M
|
-0.2%
|
1.16%
|
59.4%
|
130
|
17.69%
|
|
|
2873
|
Tri Locum Partners
New York
|
$713M
|
-$57.6M
|
-7%
|
0.53%
|
378%
|
21
|
47.62%
|
|
|
2874
|
Defilade Capital Management
Emeryville,
California
|
$712M
|
-$25.6M
|
-3%
|
0.08%
|
–
|
42
|
47.62%
|
|
|
2875
|
Alvarez & Marsal Private Wealth Partners
West Palm Beach,
Florida
|
$712M
|
+$192M
|
+37%
|
2.44%
|
–
|
192
|
49.48%
|
|