|
2201
|
Apriem Advisors
Irvine,
California
|
$522M
|
+$70.5M
|
+16%
|
8.29%
|
62%
|
145
|
17.93%
|
|
|
2202
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$521M
|
+$34.4M
|
+7%
|
9.28%
|
73.3%
|
212
|
10.85%
|
|
|
2203
|
Tanglewood Wealth Management
Houston,
Texas
|
$520M
|
+$61.2M
|
+13%
|
5.54%
|
59.7%
|
19
|
5.26%
|
|
|
2204
|
Serenity Capital
Palo Alto,
California
|
$519M
|
+$85.9M
|
+20%
|
29.8%
|
–
|
8
|
12.5%
|
|
|
2205
|
Weld Capital Management
New York
|
$519M
|
-$26.6M
|
-5%
|
8.44%
|
–
|
1,086
|
79.74%
|
|
|
2206
|
Soltis Investment Advisors
St. George,
Utah
|
$519M
|
–
|
–
|
5.47%
|
67%
|
153
|
–
|
|
|
2207
|
Merriman Wealth Management
Seattle,
Washington
|
$519M
|
+$24.5M
|
+5%
|
8.6%
|
18.3%
|
197
|
19.8%
|
|
|
2208
|
Atika Capital Management
New York
|
$518M
|
+$42.9M
|
+9%
|
24.2%
|
553%
|
98
|
46.94%
|
|
|
2209
|
Cabot Wealth Management
Salem,
Massachusetts
|
$518M
|
+$44.5M
|
+9%
|
9.42%
|
55.6%
|
136
|
8.82%
|
|
|
2210
|
Maple Capital Management
Montpelier,
Vermont
|
$517M
|
+$52.7M
|
+11%
|
7.26%
|
94.4%
|
128
|
11.72%
|
|
|
2211
|
Alpha Wave Global
New York
|
$517M
|
-$16M
|
-3%
|
10.6%
|
219%
|
25
|
36%
|
|
|
2212
|
Skyline Asset Management
Chicago,
Illinois
|
$517M
|
+$10.4M
|
+2%
|
11.3%
|
26.1%
|
63
|
15.87%
|
|
|
2213
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$516M
|
+$43.1M
|
+9%
|
8.89%
|
75.5%
|
302
|
21.52%
|
|
|
2214
|
Main Management ETF Advisors
San Francisco,
California
|
$516M
|
+$55.9M
|
+12%
|
9.34%
|
69.8%
|
12
|
0%
|
|
|
2215
|
Bronte Capital Management
Bondi Junction,
Australia
|
$515M
|
+$154M
|
+43%
|
10.3%
|
112%
|
12
|
25%
|
|
|
2216
|
Verity & Verity
Beaufort,
South Carolina
|
$515M
|
+$42.8M
|
+9%
|
6.89%
|
76.4%
|
118
|
6.78%
|
|
|
2217
|
United Asset Strategies
Garden City,
New York
|
$515M
|
+$58.2M
|
+13%
|
7.34%
|
94.6%
|
218
|
26.15%
|
|
|
2218
|
Shanda Asset Management Holdings
Tortola,,
British Virgin Islands
|
$515M
|
-$6.56M
|
-1%
|
3.55%
|
115%
|
40
|
42.5%
|
|
|
2219
|
Valley Forge Capital Management
Miami,
Florida
|
$515M
|
+$66.4M
|
+15%
|
14.6%
|
52.2%
|
9
|
0%
|
|
|
2220
|
|
$514M
|
+$27.4M
|
+6%
|
16.5%
|
281%
|
57
|
17.54%
|
|
|
2221
|
Berkshire Money Management
Dalton,
Massachusetts
|
$514M
|
+$29.8M
|
+6%
|
6.03%
|
56.5%
|
38
|
10.53%
|
|
|
2222
|
Arrow Financial
Glens Falls,
New York
|
$513M
|
+$31.4M
|
+7%
|
8.37%
|
53.2%
|
339
|
10.62%
|
|
|
2223
|
Bruce & Co
Chicago,
Illinois
|
$513M
|
+$30.9M
|
+6%
|
6.19%
|
65.7%
|
42
|
2.38%
|
|
|
2224
|
AWM Investment Company
New York
|
$512M
|
+$40.5M
|
+9%
|
14.8%
|
488%
|
95
|
16.84%
|
|
|
2225
|
JD Capital Management
Darien,
Connecticut
|
$511M
|
+$149M
|
+41%
|
0.45%
|
47.8%
|
19
|
31.58%
|
|