|
1576
|
Evensky & Katz
Coral Gables,
Florida
|
$1.64B
|
+$147M
|
+10%
|
8.6%
|
57.1%
|
79
|
8.86%
|
|
|
1577
|
SoFi Wealth
San Francisco,
California
|
$1.64B
|
+$307M
|
+23%
|
10.6%
|
48%
|
46
|
13.04%
|
|
|
1578
|
Sofinnova Investments
Menlo Park,
California
|
$1.64B
|
+$104M
|
+7%
|
13.9%
|
429%
|
80
|
41.25%
|
|
|
1579
|
Chai Trust Company
Chicago,
Illinois
|
$1.63B
|
+$23M
|
+1%
|
2.12%
|
20.2%
|
12
|
8.33%
|
|
|
1580
|
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
|
$1.63B
|
+$103M
|
+7%
|
11.2%
|
88.9%
|
263
|
7.6%
|
|
|
1581
|
BloombergSen
Toronto,
Ontario, Canada
|
$1.63B
|
+$17.5M
|
+1%
|
4.75%
|
46%
|
34
|
17.65%
|
|
|
1582
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$1.63B
|
+$161M
|
+11%
|
7.44%
|
33.5%
|
64
|
15.63%
|
|
|
1583
|
Parsons Capital Management
Providence,
Rhode Island
|
$1.63B
|
-$202M
|
-11%
|
7.11%
|
84.9%
|
447
|
5.37%
|
|
|
1584
|
Meeder Asset Management
Dublin,
Ohio
|
$1.63B
|
+$146M
|
+10%
|
14.4%
|
121%
|
1,031
|
30.65%
|
|
|
1585
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$1.63B
|
+$99.7M
|
+7%
|
9.62%
|
77.5%
|
175
|
13.14%
|
|
|
1586
|
BIP Wealth
Atlanta,
Georgia
|
$1.62B
|
+$88.7M
|
+6%
|
7.35%
|
36.9%
|
301
|
11.3%
|
|
|
1587
|
Rakuten Group
Setagaya-Ku, Tokyo,
Japan
|
$1.62B
|
+$787M
|
+94%
|
97.7%
|
–
|
2
|
0%
|
|
|
1588
|
Diversify Wealth Management
Sandy,
Utah
|
$1.62B
|
+$272M
|
+20%
|
11.6%
|
–
|
556
|
12.05%
|
|
|
1589
|
Franklin Street Advisors
Chapel Hill,
North Carolina
|
$1.61B
|
+$199M
|
+14%
|
16.5%
|
113%
|
181
|
12.71%
|
|
|
1590
|
Helikon Investments
London,
United Kingdom
|
$1.61B
|
+$307M
|
+23%
|
14.7%
|
330%
|
23
|
26.09%
|
|
|
1591
|
Evanson Asset Management
Carmel,
California
|
$1.61B
|
+$198M
|
+14%
|
8.17%
|
66.6%
|
339
|
13.57%
|
|
|
1592
|
3EDGE Asset Management
Naples,
Florida
|
$1.61B
|
+$138M
|
+9%
|
4.36%
|
40.3%
|
96
|
19.79%
|
|
|
1593
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$1.61B
|
+$107M
|
+7%
|
7.27%
|
46.9%
|
43
|
34.88%
|
|
|
1594
|
Main Street Research
Lakeville,
Connecticut
|
$1.61B
|
+$76.1M
|
+5%
|
21.8%
|
159%
|
128
|
31.25%
|
|
|
1595
|
|
$1.61B
|
+$190M
|
+13%
|
9.47%
|
51.6%
|
273
|
23.81%
|
|
|
1596
|
Rock Springs Capital Management
Baltimore,
Maryland
|
$1.6B
|
-$143M
|
-8%
|
8.33%
|
228%
|
105
|
20%
|
|
|
1597
|
Global Alpha Capital Management
Montreal,
Quebec, Canada
|
$1.6B
|
+$230M
|
+17%
|
9.25%
|
61.1%
|
61
|
13.11%
|
|
|
1598
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
$1.6B
|
+$156M
|
+11%
|
9.61%
|
70.6%
|
111
|
9.91%
|
|
|
1599
|
Principle Wealth Partners
Madison,
Connecticut
|
$1.6B
|
+$202M
|
+14%
|
10.2%
|
65.9%
|
371
|
11.86%
|
|
|
1600
|
Good Life Advisors
Reading,
Pennsylvania
|
$1.6B
|
+$181M
|
+13%
|
9.92%
|
60%
|
542
|
16.42%
|
|