|
901
|
Bollard Group
Boston,
Massachusetts
|
$3.61B
|
-$151M
|
-4%
|
3.48%
|
72.6%
|
307
|
7.17%
|
|
|
902
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$3.6B
|
+$90.9M
|
+3%
|
0.3%
|
60.4%
|
941
|
13.18%
|
|
|
903
|
Valeo Financial Advisors
Carmel,
Indiana
|
$3.59B
|
+$85.8M
|
+2%
|
0.4%
|
75.9%
|
798
|
19.05%
|
|
|
904
|
Evoke Wealth
Los Angeles,
California
|
$3.59B
|
-$92M
|
-2%
|
1.33%
|
55.1%
|
461
|
15.18%
|
|
|
905
|
Marathon Asset Management (UK)
London,
United Kingdom
|
$3.58B
|
-$39.7M
|
-1%
|
1.35%
|
67.7%
|
84
|
5.95%
|
|
|
906
|
TD Private Client Wealth
New York
|
$3.58B
|
+$98M
|
+3%
|
0.14%
|
48.2%
|
1,361
|
9.48%
|
|
|
907
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$3.57B
|
-$212M
|
-6%
|
4.48%
|
64.3%
|
240
|
19.17%
|
|
|
908
|
First Horizon Advisors
Memphis,
Tennessee
|
$3.57B
|
-$29.1M
|
-0.8%
|
0.36%
|
55.2%
|
2,442
|
11.26%
|
|
|
909
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$3.56B
|
+$53.3M
|
+2%
|
1.61%
|
77.9%
|
2,421
|
14.29%
|
|
|
910
|
Oversea-Chinese Banking Corp (OCBC)
Singapore
|
$3.56B
|
-$38.1M
|
-1%
|
4.29%
|
90%
|
459
|
37.25%
|
|
|
911
|
Close Asset Management
London,
United Kingdom
|
$3.55B
|
+$298M
|
+9%
|
3.73%
|
85.9%
|
272
|
2.21%
|
|
|
912
|
BlueCrest Capital Management
St Helier,
Jersey
|
$3.55B
|
+$1.68B
|
+90%
|
4.03%
|
41.7%
|
122
|
54.1%
|
|
|
913
|
Argent Capital Management
St Louis,
Missouri
|
$3.54B
|
-$70.1M
|
-2%
|
1.72%
|
110%
|
165
|
11.52%
|
|
|
914
|
RFG Advisory
Birmingham,
Alabama
|
$3.54B
|
+$252M
|
+8%
|
0.06%
|
52.3%
|
817
|
17.63%
|
|
|
915
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$3.51B
|
-$257M
|
-7%
|
2.42%
|
54.7%
|
257
|
10.89%
|
|
|
916
|
Nearwater Capital Markets
Dublin 4, Dublin,
Ireland
|
$3.5B
|
–
|
–
|
9.11%
|
–
|
78
|
–
|
|
|
917
|
Bain Capital Investors
Boston,
Massachusetts
|
$3.5B
|
-$327M
|
-9%
|
1.47%
|
87%
|
5
|
0%
|
|
|
918
|
Global Retirement Partners
San Rafael,
California
|
$3.49B
|
+$181M
|
+5%
|
2.17%
|
–
|
3,833
|
13.2%
|
|
|
919
|
Horizon Investments
Charlotte,
North Carolina
|
$3.49B
|
-$283M
|
-8%
|
0.41%
|
66.7%
|
936
|
18.48%
|
|
|
920
|
Harbour Investments
Madison,
Wisconsin
|
$3.48B
|
+$160M
|
+5%
|
0.58%
|
49.9%
|
3,621
|
10.05%
|
|
|
921
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$3.48B
|
+$86.8M
|
+3%
|
7.38%
|
93.6%
|
488
|
11.68%
|
|
|
922
|
Grimes & Company
Westborough,
Massachusetts
|
$3.47B
|
-$224M
|
-6%
|
0.8%
|
66.2%
|
402
|
14.43%
|
|
|
923
|
Whitebox Advisors
Minneapolis,
Minnesota
|
$3.47B
|
-$203M
|
-6%
|
1.02%
|
25.7%
|
376
|
41.22%
|
|
|
924
|
Brighton Jones LLC
Seattle,
Washington
|
$3.46B
|
+$803M
|
+30%
|
6.81%
|
81%
|
714
|
22.69%
|
|
|
925
|
Contour Asset Management
New York
|
$3.46B
|
+$429M
|
+14%
|
13.7%
|
116%
|
39
|
56.41%
|
|