|
1801
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$1.35B
|
+$135M
|
+11%
|
7.6%
|
60.5%
|
435
|
9.43%
|
|
|
1802
|
FAS Wealth Partners
Leawood,
Kansas
|
$1.35B
|
+$126M
|
+10%
|
8.1%
|
58%
|
471
|
11.68%
|
|
|
1803
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$1.35B
|
+$146M
|
+12%
|
11.7%
|
98%
|
296
|
6.76%
|
|
|
1804
|
Trust Asset Management
Houston,
Texas
|
$1.35B
|
+$129M
|
+11%
|
12%
|
91.1%
|
228
|
5.7%
|
|
|
1805
|
Kanawha Capital Management
Richmond,
Virginia
|
$1.35B
|
+$61.3M
|
+5%
|
8.31%
|
54%
|
218
|
5.05%
|
|
|
1806
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$1.35B
|
+$120M
|
+10%
|
8.56%
|
56.3%
|
1,393
|
22.4%
|
|
|
1807
|
Neville Rodie & Shaw
New York
|
$1.35B
|
+$70.5M
|
+6%
|
12.5%
|
115%
|
258
|
6.98%
|
|
|
1808
|
Sonora Investment Management Group
Tucson,
Arizona
|
$1.35B
|
+$84.4M
|
+7%
|
9.89%
|
78.3%
|
325
|
13.85%
|
|
|
1809
|
Avity Investment Management
Greenwich,
Connecticut
|
$1.35B
|
+$109M
|
+9%
|
12.5%
|
104%
|
110
|
9.09%
|
|
|
1810
|
Coho Partners
Berwyn,
Pennsylvania
|
$1.34B
|
-$313M
|
-19%
|
0.25%
|
35.6%
|
38
|
15.79%
|
|
|
1811
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$1.34B
|
+$181M
|
+16%
|
10.6%
|
81.1%
|
291
|
15.46%
|
|
|
1812
|
Cormorant Asset Management
Boston,
Massachusetts
|
$1.34B
|
+$12.5M
|
+0.9%
|
14.8%
|
5,257%
|
47
|
17.02%
|
|
|
1813
|
PDS Planning
Dublin,
Ohio
|
$1.34B
|
+$155M
|
+13%
|
8.23%
|
48.6%
|
533
|
13.88%
|
|
|
1814
|
Fiduciary Alliance
Greenville,
South Carolina
|
$1.34B
|
+$323M
|
+32%
|
14.4%
|
94.3%
|
487
|
22.59%
|
|
|
1815
|
Lakewood Capital Management
New York
|
$1.34B
|
+$193M
|
+17%
|
4.88%
|
41%
|
57
|
31.58%
|
|
|
1816
|
Diversified Enterprises
Wilmington,
Delaware
|
$1.34B
|
+$151M
|
+13%
|
8.73%
|
–
|
328
|
11.89%
|
|
|
1817
|
|
$1.33B
|
+$159M
|
+14%
|
19.9%
|
1,447%
|
40
|
30%
|
|
|
1818
|
Regal Investment Advisors
Kentwood,
Michigan
|
$1.33B
|
+$98M
|
+8%
|
7.5%
|
53.9%
|
507
|
14.6%
|
|
|
1819
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$1.33B
|
+$67.6M
|
+5%
|
9.88%
|
71.8%
|
442
|
15.16%
|
|
|
1820
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$1.33B
|
+$125M
|
+10%
|
11.4%
|
96.5%
|
335
|
17.31%
|
|
|
1821
|
Charles Schwab Trust
Henderson,
Nevada
|
$1.33B
|
+$138M
|
+12%
|
7.17%
|
45.6%
|
183
|
14.75%
|
|
|
1822
|
SFMG Wealth Advisors
Plano,
Texas
|
$1.33B
|
+$65.2M
|
+5%
|
5.89%
|
63.3%
|
303
|
14.52%
|
|
|
1823
|
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
|
$1.33B
|
+$115M
|
+9%
|
12%
|
67.4%
|
51
|
3.92%
|
|
|
1824
|
Fifth Third Securities
Cincinnati,
Ohio
|
$1.33B
|
+$146M
|
+12%
|
8.49%
|
58.9%
|
317
|
11.04%
|
|
|
1825
|
Plato Investment Management
Sydney, NSW,
Australia
|
$1.33B
|
+$143M
|
+12%
|
14.5%
|
–
|
560
|
13.75%
|
|