|
1201
|
Level Four Advisory Services
Dallas,
Texas
|
$2.22B
|
+$398M
|
+22%
|
2.12%
|
68.7%
|
921
|
35.4%
|
|
|
1202
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$2.22B
|
-$183M
|
-8%
|
6.53%
|
37.2%
|
539
|
26.35%
|
|
|
1203
|
Henshaw Capital
Woburn,
Massachusetts
|
$2.22B
|
+$79.5M
|
+4%
|
5.28%
|
103%
|
297
|
9.76%
|
|
|
1204
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$2.22B
|
+$23.8M
|
+1%
|
1.4%
|
57.1%
|
561
|
6.42%
|
|
|
1205
|
NS Partners
London,
United Kingdom
|
$2.21B
|
+$33.5M
|
+2%
|
5.27%
|
81.7%
|
77
|
6.49%
|
|
|
1206
|
Sand Hill Global Advisors
Palo Alto,
California
|
$2.2B
|
+$94.1M
|
+4%
|
1.71%
|
48%
|
197
|
21.83%
|
|
|
1207
|
Balentine LLC
Atlanta,
Georgia
|
$2.2B
|
-$1.15B
|
-34%
|
2.91%
|
46.3%
|
594
|
69.02%
|
|
|
1208
|
Saratoga Research & Investment Management
Saratoga,
California
|
$2.2B
|
-$1.21M
|
-0.1%
|
2.24%
|
54.3%
|
46
|
10.87%
|
|
|
1209
|
Paradigm Capital Management Inc
Albany,
New York
|
$2.19B
|
+$107M
|
+5%
|
7.54%
|
165%
|
136
|
8.82%
|
|
|
1210
|
Summit Financial
Parsippany,
New Jersey
|
$2.19B
|
+$501M
|
+30%
|
2.77%
|
68.3%
|
501
|
26.75%
|
|
|
1211
|
Covea Finance
Paris,
France
|
$2.18B
|
+$64.9M
|
+3%
|
5.58%
|
115%
|
110
|
8.18%
|
|
|
1212
|
Cambridge Associates
Boston,
Massachusetts
|
$2.18B
|
+$312M
|
+17%
|
1.94%
|
41.5%
|
55
|
16.36%
|
|
|
1213
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$2.18B
|
+$322M
|
+17%
|
5.07%
|
82.6%
|
511
|
18.59%
|
|
|
1214
|
Bank of Hawaii
Honolulu,
Hawaii
|
$2.18B
|
+$124M
|
+6%
|
2.27%
|
60.2%
|
261
|
14.18%
|
|
|
1215
|
Leeward Investments
Boston,
Massachusetts
|
$2.18B
|
-$80.2M
|
-4%
|
3.44%
|
70.5%
|
149
|
4.7%
|
|
|
1216
|
Tweedy, Browne Co
Stamford,
Connecticut
|
$2.17B
|
+$44.5M
|
+2%
|
0.87%
|
71.5%
|
45
|
2.22%
|
|
|
1217
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$2.17B
|
+$31.6M
|
+1%
|
3.29%
|
72.5%
|
188
|
5.85%
|
|
|
1218
|
Venture Visionary Partners
Sylvania,
Ohio
|
$2.17B
|
+$63.9M
|
+3%
|
1.76%
|
68.8%
|
594
|
14.65%
|
|
|
1219
|
Azora Capital LP
Miami,
Florida
|
$2.17B
|
+$792M
|
+57%
|
1.5%
|
155%
|
72
|
50%
|
|
|
1220
|
Northeast Financial Consultants
Westport,
Connecticut
|
$2.17B
|
+$133M
|
+7%
|
4.01%
|
63.8%
|
294
|
8.5%
|
|
|
1221
|
Capital International
Los Angeles,
California
|
$2.17B
|
+$78M
|
+4%
|
5.9%
|
124%
|
152
|
9.21%
|
|
|
1222
|
Corvex Management
New York
|
$2.16B
|
+$7.67M
|
+0.4%
|
3.02%
|
64.1%
|
44
|
34.09%
|
|
|
1223
|
Applied Finance Capital Management
San Juan,
Puerto Rico
|
$2.16B
|
+$740M
|
+52%
|
1.48%
|
68.5%
|
293
|
74.4%
|
|
|
1224
|
North Reef Capital Management
Laguna Beach,
California
|
$2.16B
|
+$241M
|
+13%
|
0.46%
|
68.1%
|
57
|
42.11%
|
|
|
1225
|
SteelPeak Wealth
Woodland Hills,
California
|
$2.16B
|
+$173M
|
+9%
|
5.6%
|
126%
|
613
|
22.35%
|
|