|
2301
|
United Bank (Virginia)
Vienna,
Virginia
|
$859M
|
+$53.4M
|
+7%
|
9.44%
|
64.2%
|
150
|
10.67%
|
|
|
2302
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$859M
|
+$28.9M
|
+3%
|
6.66%
|
51.8%
|
224
|
9.38%
|
|
|
2303
|
Nexpoint Asset Management
Dallas,
Texas
|
$858M
|
+$87.7M
|
+11%
|
9.57%
|
209%
|
114
|
44.74%
|
|
|
2304
|
WNY Asset Management
Williamsville,
New York
|
$857M
|
+$102M
|
+13%
|
6.66%
|
–
|
254
|
16.54%
|
|
|
2305
|
Apriem Advisors
Irvine,
California
|
$856M
|
+$39.3M
|
+5%
|
6.75%
|
62%
|
185
|
11.89%
|
|
|
2306
|
CAAS Capital Management
New York
|
$856M
|
+$546M
|
+176%
|
4.48%
|
11%
|
473
|
62.58%
|
|
|
2307
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$856M
|
+$27.8M
|
+3%
|
5.65%
|
42.5%
|
151
|
5.3%
|
|
|
2308
|
Onex Canada Asset Management
Toronto,
Ontario, Canada
|
$855M
|
-$23M
|
-3%
|
8.61%
|
65.9%
|
115
|
8.7%
|
|
|
2309
|
Quest Investment Management
Lake Oswego,
Oregon
|
$855M
|
-$49.5M
|
-5%
|
4.79%
|
81.3%
|
93
|
17.2%
|
|
|
2310
|
Manchester Capital Management
Manchester,
Vermont
|
$854M
|
+$21.6M
|
+3%
|
6.58%
|
57.7%
|
1,209
|
7.69%
|
|
|
2311
|
Bayesian Capital Management
Brooklyn,
New York
|
$853M
|
-$19.3M
|
-2%
|
10.9%
|
113%
|
1,104
|
80.07%
|
|
|
2312
|
Falcon Wealth Planning
Ontario,
California
|
$852M
|
+$81.6M
|
+11%
|
5.71%
|
52.7%
|
155
|
15.48%
|
|
|
2313
|
Alera Investment Advisors
Deerfield,
Illinois
|
$851M
|
+$19.8M
|
+2%
|
5.4%
|
28.9%
|
313
|
18.21%
|
|
|
2314
|
|
$851M
|
-$441M
|
-34%
|
34.1%
|
44.2%
|
1
|
0%
|
|
|
2315
|
Coastline Trust
Providence,
Rhode Island
|
$851M
|
-$3.02M
|
-0.4%
|
5.76%
|
79.1%
|
455
|
51.87%
|
|
|
2316
|
FORA Capital
Miami,
Florida
|
$850M
|
+$30.2M
|
+4%
|
8.42%
|
120%
|
607
|
73.31%
|
|
|
2317
|
PPSC Investment Service
Tokyo,
Japan
|
$849M
|
+$101M
|
+14%
|
8.91%
|
161%
|
6
|
16.67%
|
|
|
2318
|
American National Bank & Trust
Wichita Falls,
Texas
|
$848M
|
+$45.4M
|
+6%
|
6.67%
|
95.1%
|
592
|
27.03%
|
|
|
2319
|
Galileo PTC
Road Town, Tortola,
British Virgin Islands
|
$848M
|
-$483M
|
-36%
|
12.2%
|
145%
|
7
|
14.29%
|
|
|
2320
|
|
$847M
|
+$353M
|
+71%
|
5.99%
|
92.5%
|
534
|
28.84%
|
|
|
2321
|
Bard Financial Services
Branford,
Connecticut
|
$847M
|
-$120M
|
-12%
|
8.34%
|
90.1%
|
237
|
15.61%
|
|
|
2322
|
Toth Financial Advisory
Leesburg,
Virginia
|
$847M
|
+$60.1M
|
+8%
|
9.68%
|
82.5%
|
790
|
16.08%
|
|
|
2323
|
Spectrum Wealth Counsel
Indianapolis,
Indiana
|
$847M
|
+$56.4M
|
+7%
|
6.27%
|
–
|
446
|
28.92%
|
|
|
2324
|
8 Knots Management
Dallas,
Texas
|
$847M
|
-$189M
|
-18%
|
15.4%
|
–
|
25
|
60%
|
|
|
2325
|
Bell Bank
Fargo,
North Dakota
|
$845M
|
-$344M
|
-29%
|
6.16%
|
64.3%
|
197
|
14.72%
|
|