|
2301
|
First American Trust
Santa Ana,
California
|
$412M
|
+$5.63M
|
+1%
|
0.9%
|
75.4%
|
136
|
19.12%
|
|
|
2302
|
Toth Financial Advisory
Leesburg,
Virginia
|
$411M
|
-$10.8M
|
-3%
|
0.65%
|
82.5%
|
482
|
20.33%
|
|
|
2303
|
GCM Grosvenor
Chicago,
Illinois
|
$411M
|
+$149M
|
+57%
|
4.17%
|
–
|
13
|
23.08%
|
|
|
2304
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$410M
|
-$19M
|
-4%
|
0.2%
|
81.3%
|
246
|
36.18%
|
|
|
2305
|
Apriem Advisors
Irvine,
California
|
$410M
|
+$6.37M
|
+2%
|
1.12%
|
62%
|
155
|
18.71%
|
|
|
2306
|
Capital Advantage
Walnut Creek,
California
|
$409M
|
+$21M
|
+5%
|
0.6%
|
44.4%
|
83
|
16.87%
|
|
|
2307
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$409M
|
-$9.84M
|
-2%
|
1.28%
|
26.1%
|
132
|
6.82%
|
|
|
2308
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$408M
|
+$10M
|
+3%
|
0.19%
|
51.2%
|
161
|
16.77%
|
|
|
2309
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$408M
|
-$7.87M
|
-2%
|
1.06%
|
46.9%
|
13
|
15.38%
|
|
|
2310
|
Glendon Capital Management
Santa Monica,
California
|
$408M
|
-$18.5M
|
-4%
|
7.8%
|
125%
|
32
|
15.63%
|
|
|
2311
|
CWA Asset Management Group
Naples,
Florida
|
$406M
|
+$28M
|
+7%
|
0.75%
|
–
|
201
|
17.91%
|
|
|
2312
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$406M
|
-$20M
|
-5%
|
0.53%
|
62.3%
|
119
|
14.29%
|
|
|
2313
|
Segantii Capital Management
Hong Kong
|
$406M
|
+$80.1M
|
+25%
|
0.27%
|
33.1%
|
64
|
79.69%
|
|
|
2314
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$406M
|
-$50K
|
-0%
|
0.13%
|
81.1%
|
114
|
7.02%
|
|
|
2315
|
NumerixS Investment Technologies
Vancouver,
British Columbia, Canada
|
$405M
|
-$35.1M
|
-8%
|
0.15%
|
24.6%
|
1,438
|
52.85%
|
|
|
2316
|
GVO Asset Management
Zug,
Switzerland
|
$405M
|
-$28.8M
|
-7%
|
1.31%
|
71.2%
|
26
|
50%
|
|
|
2317
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$404M
|
-$9.08M
|
-2%
|
0.71%
|
36.6%
|
48
|
22.92%
|
|
|
2318
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$404M
|
-$7.79M
|
-2%
|
1.26%
|
65.5%
|
110
|
10.91%
|
|
|
2319
|
361 Capital
Denver,
Colorado
|
$404M
|
+$107K
|
+0%
|
4.26%
|
118%
|
384
|
71.09%
|
|
|
2320
|
Northcape Capital
Sydney,
Australia
|
$403M
|
+$6M
|
+2%
|
4.78%
|
–
|
12
|
0%
|
|
|
2321
|
|
$402M
|
+$13.8M
|
+4%
|
1.57%
|
72.6%
|
9
|
55.56%
|
|
|
2322
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$402M
|
+$122M
|
+44%
|
0.07%
|
55.8%
|
442
|
29.41%
|
|
|
2323
|
Segment Wealth Management
Houston,
Texas
|
$402M
|
-$11.6M
|
-3%
|
1.46%
|
102%
|
221
|
19.91%
|
|
|
2324
|
Maple Rock Capital Partners
Toronto,
Ontario, Canada
|
$402M
|
+$101M
|
+34%
|
1.46%
|
323%
|
18
|
33.33%
|
|
|
2325
|
Raub Brock Capital Management
Larkspur,
California
|
$402M
|
-$2.1M
|
-0.5%
|
0.46%
|
56.3%
|
47
|
19.15%
|
|