|
1851
|
CapWealth Advisors
Franklin,
Tennessee
|
$569M
|
-$40.3M
|
-7%
|
13.2%
|
143%
|
117
|
19.66%
|
|
|
1852
|
Cardan Capital Partners
Denver,
Colorado
|
$569M
|
-$69.3M
|
-11%
|
10.7%
|
64%
|
209
|
35.89%
|
|
|
1853
|
Executive Wealth Management
Brighton,
Michigan
|
$568M
|
–
|
–
|
8.2%
|
18.4%
|
927
|
–
|
|
|
1854
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$567M
|
-$144M
|
-20%
|
9.52%
|
84%
|
1,109
|
79.98%
|
|
|
1855
|
Ensemble Capital Management
San Francisco,
California
|
$567M
|
-$40.6M
|
-7%
|
16.4%
|
36.2%
|
31
|
19.35%
|
|
|
1856
|
Osborn Williams & Donohoe
Cincinnati,
Ohio
|
$567M
|
-$76.4M
|
-12%
|
10.5%
|
23.7%
|
237
|
9.7%
|
|
|
1857
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$566M
|
-$78.8M
|
-12%
|
11.8%
|
86%
|
454
|
24.89%
|
|
|
1858
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$566M
|
-$77M
|
-12%
|
9.57%
|
68%
|
114
|
9.65%
|
|
|
1859
|
Bowling Portfolio Management
Cincinnati,
Ohio
|
$565M
|
-$149M
|
-21%
|
16.3%
|
45.7%
|
436
|
48.39%
|
|
|
1860
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$565M
|
+$9.43M
|
+2%
|
11.1%
|
135%
|
492
|
40.24%
|
|
|
1861
|
Echinus Advisors
New York
|
$565M
|
-$18.1M
|
-3%
|
12.8%
|
91.4%
|
10
|
20%
|
|
|
1862
|
Garde Capital
Seattle,
Washington
|
$565M
|
-$30.1M
|
-5%
|
9.75%
|
57.6%
|
173
|
8.67%
|
|
|
1863
|
City Financial Investment Company
London,
United Kingdom
|
$562M
|
-$2.53B
|
-82%
|
1.23%
|
–
|
191
|
55.5%
|
|
|
1864
|
Vicus Capital
State College,
Pennsylvania
|
$562M
|
-$60.5M
|
-10%
|
11.6%
|
59.6%
|
243
|
14.81%
|
|
|
1865
|
Corient Capital Partners
Newport Beach,
California
|
$561M
|
-$39.7M
|
-7%
|
12.1%
|
39.2%
|
327
|
29.66%
|
|
|
1866
|
Cornerstone Capital
Palo Alto,
California
|
$561M
|
-$96.9M
|
-15%
|
10.8%
|
91.2%
|
83
|
10.84%
|
|
|
1867
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$561M
|
-$105M
|
-16%
|
11.8%
|
50.7%
|
74
|
10.81%
|
|
|
1868
|
Provident Investment Management
Novi,
Michigan
|
$560M
|
-$144M
|
-20%
|
13.6%
|
69.5%
|
61
|
6.56%
|
|
|
1869
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$560M
|
-$103M
|
-16%
|
11.7%
|
85.7%
|
201
|
16.92%
|
|
|
1870
|
Hilton Capital Management
Garden City,
New York
|
$559M
|
-$110M
|
-16%
|
8.36%
|
58.2%
|
366
|
27.87%
|
|
|
1871
|
|
$559M
|
-$64.2M
|
-10%
|
9.33%
|
53%
|
111
|
35.14%
|
|
|
1872
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$559M
|
+$404M
|
+262%
|
13.5%
|
24.3%
|
1,339
|
21.21%
|
|
|
1873
|
BTC Capital Management
Des Moines,
Iowa
|
$558M
|
-$27.3M
|
-5%
|
11.7%
|
–
|
189
|
19.05%
|
|
|
1874
|
Sound Point Capital Management
New York
|
$558M
|
-$70.8M
|
-11%
|
13.9%
|
61.5%
|
42
|
54.76%
|
|
|
1875
|
Exane Derivatives
Paris,
France
|
$557M
|
+$24M
|
+5%
|
11.3%
|
42.7%
|
771
|
22.7%
|
|