|
1101
|
TD Private Client Wealth
New York
|
$2.41B
|
+$68.5M
|
+3%
|
7.72%
|
48.2%
|
1,296
|
17.13%
|
|
|
1102
|
RGM Capital
Naples,
Florida
|
$2.4B
|
+$364M
|
+18%
|
6.79%
|
48.6%
|
21
|
14.29%
|
|
|
1103
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$2.4B
|
+$293M
|
+14%
|
8.85%
|
55.8%
|
1,067
|
28.3%
|
|
|
1104
|
Cutler Group
San Francisco,
California
|
$2.39B
|
+$167M
|
+8%
|
1.66%
|
57.7%
|
6,601
|
32.77%
|
|
|
1105
|
Check Capital Management
Costa Mesa,
California
|
$2.39B
|
+$234M
|
+11%
|
8.86%
|
69.9%
|
50
|
12%
|
|
|
1106
|
Mayfield XIV Management
Menlo Park,
California
|
$2.39B
|
–
|
–
|
6.87%
|
–
|
1
|
–
|
|
|
1107
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$2.39B
|
+$706M
|
+42%
|
9.36%
|
79.3%
|
405
|
32.59%
|
|
|
1108
|
Stonegate Investment Group
Birmingham,
Alabama
|
$2.38B
|
–
|
–
|
10.3%
|
88.8%
|
287
|
–
|
|
|
1109
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$2.38B
|
+$201M
|
+9%
|
7.28%
|
51.2%
|
288
|
6.94%
|
|
|
1110
|
Freestone Capital Holdings
Seattle,
Washington
|
$2.37B
|
+$373M
|
+19%
|
10%
|
69.8%
|
530
|
25.09%
|
|
|
1111
|
|
$2.36B
|
+$328M
|
+16%
|
16.5%
|
69.9%
|
58
|
6.9%
|
|
|
1112
|
Lakewood Capital Management
New York
|
$2.36B
|
+$84.8M
|
+4%
|
7.31%
|
41%
|
69
|
26.09%
|
|
|
1113
|
Technology Crossover Management VIII
Menlo Park,
California
|
$2.35B
|
-$470M
|
-17%
|
7.01%
|
59.7%
|
9
|
11.11%
|
|
|
1114
|
Graham Capital Management
Rowayton,
Connecticut
|
$2.35B
|
+$383M
|
+19%
|
1.11%
|
41.1%
|
554
|
85.38%
|
|
|
1115
|
Saratoga Research & Investment Management
Saratoga,
California
|
$2.35B
|
+$182M
|
+8%
|
9.01%
|
54.3%
|
50
|
12%
|
|
|
1116
|
Interval Partners
New York
|
$2.34B
|
-$131M
|
-5%
|
8.53%
|
102%
|
372
|
57.53%
|
|
|
1117
|
TCTC Holdings
Dallas,
Texas
|
$2.34B
|
+$175M
|
+8%
|
8.76%
|
65.1%
|
472
|
10.17%
|
|
|
1118
|
SC XII Management
Menlo Park,
California
|
$2.33B
|
+$44.2M
|
+2%
|
13.3%
|
73.4%
|
1
|
0%
|
|
|
1119
|
Addenda Capital
Montreal,
Quebec, Canada
|
$2.33B
|
+$207M
|
+10%
|
9.36%
|
86%
|
99
|
6.06%
|
|
|
1120
|
Simplify Asset Management
Las Vegas,
Nevada
|
$2.33B
|
+$883M
|
+61%
|
10.5%
|
45%
|
79
|
59.49%
|
|
|
1121
|
Wedbush Securities
Los Angeles,
California
|
$2.32B
|
+$214M
|
+10%
|
9.19%
|
79.8%
|
1,252
|
13.26%
|
|
|
1122
|
Burney Company
Reston,
Virginia
|
$2.32B
|
+$186M
|
+9%
|
11%
|
122%
|
608
|
11.18%
|
|
|
1123
|
Prospera Financial Services
Dallas,
Texas
|
$2.31B
|
+$306M
|
+15%
|
9.15%
|
97.4%
|
920
|
19.67%
|
|
|
1124
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
$2.31B
|
+$163M
|
+8%
|
11.8%
|
98.6%
|
560
|
9.11%
|
|
|
1125
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$2.31B
|
+$100M
|
+5%
|
11.2%
|
90.8%
|
354
|
18.08%
|
|