|
1601
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$1.56B
|
+$14.6M
|
+0.9%
|
0.05%
|
46.9%
|
45
|
8.89%
|
|
|
1602
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$1.56B
|
+$27.4M
|
+2%
|
1.69%
|
106%
|
252
|
9.52%
|
|
|
1603
|
Fairfax Financial Holdings
Toronto,
Ontario, Canada
|
$1.56B
|
+$457M
|
+42%
|
7.19%
|
70.7%
|
35
|
22.86%
|
|
|
1604
|
Heitman Real Estate Securities
Chicago,
Illinois
|
$1.55B
|
-$281M
|
-15%
|
4.96%
|
48.3%
|
64
|
25%
|
|
|
1605
|
Lombard Odier Asset Management (Europe)
London,
United Kingdom
|
$1.55B
|
-$801M
|
-34%
|
1.03%
|
79.7%
|
215
|
18.14%
|
|
|
1606
|
Efficient Advisors
Mason,
Ohio
|
$1.55B
|
-$41.1M
|
-3%
|
3.57%
|
30.6%
|
68
|
5.88%
|
|
|
1607
|
Edgar Lomax Company
Kingstowne,
Virginia
|
$1.55B
|
-$86.6M
|
-5%
|
4.06%
|
66.2%
|
68
|
4.41%
|
|
|
1608
|
Adero Partners
Pleasanton,
California
|
$1.55B
|
+$44.3M
|
+3%
|
0.6%
|
27.7%
|
270
|
14.07%
|
|
|
1609
|
Gilead Sciences
Foster City,
California
|
$1.55B
|
–
|
–
|
5.89%
|
–
|
16
|
–
|
|
|
1610
|
Aureus Asset Management
Boston,
Massachusetts
|
$1.55B
|
+$19.1M
|
+1%
|
4.85%
|
93.9%
|
229
|
16.59%
|
|
|
1611
|
Insight Holdings Group
New York
|
$1.55B
|
-$755M
|
-33%
|
0.8%
|
111%
|
33
|
27.27%
|
|
|
1612
|
Oxford Financial Group
Carmel,
Indiana
|
$1.54B
|
-$33.5M
|
-2%
|
0.02%
|
77.2%
|
327
|
18.04%
|
|
|
1613
|
Politan Capital Management
New York
|
$1.54B
|
-$228M
|
-13%
|
5.89%
|
75.4%
|
4
|
0%
|
|
|
1614
|
Everence Capital Management
Goshen,
Indiana
|
$1.54B
|
-$45.7M
|
-3%
|
4.34%
|
108%
|
1,062
|
52.92%
|
|
|
1615
|
First National Bank of Omaha
Omaha,
Nebraska
|
$1.54B
|
-$27.6M
|
-2%
|
0.1%
|
70.9%
|
313
|
4.79%
|
|
|
1616
|
Foster & Motley
Cincinnati,
Ohio
|
$1.54B
|
-$39.1M
|
-2%
|
2.84%
|
68.8%
|
385
|
5.71%
|
|
|
1617
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$1.54B
|
+$170M
|
+12%
|
1.36%
|
64.5%
|
353
|
10.48%
|
|
|
1618
|
Tectonic Advisors
Frisco,
Texas
|
$1.54B
|
+$4.96M
|
+0.3%
|
1.98%
|
43.4%
|
334
|
13.17%
|
|
|
1619
|
Baader Bank Aktiengesellschaft
Unterschleissheim,
Germany
|
$1.53B
|
-$177M
|
-10%
|
3.47%
|
155%
|
517
|
40.81%
|
|
|
1620
|
Boundary Creek Advisors
New York
|
$1.53B
|
+$245M
|
+19%
|
4.09%
|
15%
|
34
|
32.35%
|
|
|
1621
|
Legacy Private Trust
Neenah,
Wisconsin
|
$1.53B
|
+$40.9M
|
+3%
|
1.17%
|
63.5%
|
249
|
10.44%
|
|
|
1622
|
Evensky & Katz
Coral Gables,
Florida
|
$1.53B
|
-$7.44M
|
-0.5%
|
0.58%
|
57.1%
|
85
|
9.41%
|
|
|
1623
|
Consulta
London,
United Kingdom
|
$1.53B
|
-$92.8M
|
-6%
|
3.94%
|
30.7%
|
15
|
13.33%
|
|
|
1624
|
Rothschild Investment LLC
Chicago,
Illinois
|
$1.53B
|
-$70.2K
|
-0%
|
1.63%
|
99.4%
|
3,089
|
10.97%
|
|
|
1625
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$1.53B
|
-$41.3M
|
-3%
|
1.07%
|
79.2%
|
273
|
8.06%
|
|