|
2276
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$426M
|
+$18M
|
+4%
|
3.81%
|
46.9%
|
14
|
14.29%
|
|
|
2277
|
First American Trust
Santa Ana,
California
|
$425M
|
+$13.3M
|
+3%
|
3.11%
|
75.4%
|
145
|
17.93%
|
|
|
2278
|
Premier Asset Management
Chicago,
Illinois
|
$425M
|
-$21.4M
|
-5%
|
2%
|
104%
|
137
|
19.71%
|
|
|
2279
|
Intel Corp
Santa Clara,
California
|
$425M
|
-$187M
|
-31%
|
32.8%
|
55.6%
|
11
|
45.45%
|
|
|
2280
|
Catawba Capital Management
Roanoke,
Virginia
|
$425M
|
+$8.18M
|
+2%
|
3.43%
|
33.1%
|
216
|
7.87%
|
|
|
2281
|
Capital Advantage
Walnut Creek,
California
|
$424M
|
+$15.5M
|
+4%
|
0.06%
|
44.4%
|
84
|
14.29%
|
|
|
2282
|
Bath Savings Trust
Bath,
Maine
|
$424M
|
+$24.2M
|
+6%
|
5.6%
|
47.3%
|
120
|
2.5%
|
|
|
2283
|
Lee Financial
Dallas,
Texas
|
$424M
|
+$30.2M
|
+8%
|
2.45%
|
69.7%
|
871
|
19.4%
|
|
|
2284
|
Segment Wealth Management
Houston,
Texas
|
$424M
|
+$21.8M
|
+5%
|
3.14%
|
102%
|
219
|
15.98%
|
|
|
2285
|
Miura Global Management
New York
|
$424M
|
-$78.1M
|
-16%
|
13.7%
|
375%
|
28
|
60.71%
|
|
|
2286
|
Raub Brock Capital Management
Larkspur,
California
|
$423M
|
+$21.7M
|
+5%
|
4.19%
|
56.3%
|
45
|
8.89%
|
|
|
2287
|
Fort LP
Chevy Chase,
Maryland
|
$423M
|
+$7.08M
|
+2%
|
7.51%
|
56.8%
|
245
|
80%
|
|
|
2288
|
BTC Capital Management
Des Moines,
Iowa
|
$423M
|
-$188M
|
-31%
|
1.63%
|
–
|
190
|
27.37%
|
|
|
2289
|
New Amsterdam Partners
New York
|
$423M
|
-$35.3M
|
-8%
|
7.08%
|
73.9%
|
131
|
25.95%
|
|
|
2290
|
NWAM LLC
Mercer Island,
Washington
|
$422M
|
+$26.4M
|
+7%
|
3.4%
|
112%
|
375
|
17.87%
|
|
|
2291
|
Toews Corporation
Northfield,
New Jersey
|
$422M
|
+$113M
|
+37%
|
0.66%
|
14.4%
|
135
|
39.26%
|
|
|
2292
|
Trustees of General Electric Pension Trust
Norwalk,
Connecticut
|
$422M
|
+$4.03M
|
+1%
|
0.98%
|
184%
|
1
|
0%
|
|
|
2293
|
Arete Wealth Advisors
Chicago,
Illinois
|
$419M
|
+$118M
|
+39%
|
2.52%
|
63.9%
|
387
|
23.51%
|
|
|
2294
|
Verde Servicos Internacionais
Sao Paulo,
Brazil
|
$419M
|
-$186M
|
-31%
|
2.39%
|
131%
|
112
|
41.96%
|
|
|
2295
|
Stillwater Capital Advisors
Devon,
Pennsylvania
|
$419M
|
+$2.89M
|
+0.7%
|
3.21%
|
121%
|
82
|
21.95%
|
|
|
2296
|
Banbury Partners
Charlotte,
North Carolina
|
$419M
|
+$46.1M
|
+12%
|
4.35%
|
138%
|
25
|
40%
|
|
|
2297
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$419M
|
+$16.4M
|
+4%
|
2.71%
|
55.8%
|
421
|
23.28%
|
|
|
2298
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
|
$419M
|
-$88.5M
|
-17%
|
4.07%
|
89.2%
|
457
|
12.91%
|
|
|
2299
|
White Elm Capital
Greenwich,
Connecticut
|
$419M
|
-$37.2M
|
-8%
|
9.35%
|
103%
|
36
|
33.33%
|
|
|
2300
|
3D Asset Management
Hartford,
Connecticut
|
$418M
|
-$5.21M
|
-1%
|
0.03%
|
0.82%
|
61
|
14.75%
|
|