|
2326
|
Apriem Advisors
Irvine,
California
|
$645M
|
+$84.5M
|
+15%
|
7.1%
|
62%
|
151
|
16.56%
|
|
|
2327
|
Vista Capital Partners
Portland,
Oregon
|
$645M
|
+$41.5M
|
+7%
|
7.05%
|
61.2%
|
68
|
14.71%
|
|
|
2328
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$645M
|
+$37.6M
|
+6%
|
5.06%
|
36.7%
|
98
|
15.31%
|
|
|
2329
|
|
$644M
|
+$58.1M
|
+10%
|
1.11%
|
72.6%
|
23
|
30.43%
|
|
|
2330
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$644M
|
+$54.6M
|
+9%
|
4.14%
|
51.5%
|
245
|
24.9%
|
|
|
2331
|
Keebeck Wealth Management
Chicago,
Illinois
|
$644M
|
+$69.5M
|
+12%
|
7.42%
|
64.6%
|
236
|
14.83%
|
|
|
2332
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$643M
|
+$141M
|
+28%
|
5.14%
|
85.6%
|
450
|
42.22%
|
|
|
2333
|
Stokes Family Office
New Orleans,
Louisiana
|
$643M
|
+$136M
|
+27%
|
5.64%
|
56.9%
|
201
|
17.41%
|
|
|
2334
|
GeoWealth Management
Chicago,
Illinois
|
$641M
|
+$17.7M
|
+3%
|
4.01%
|
42.4%
|
244
|
31.15%
|
|
|
2335
|
Gemmer Asset Management
Walnut Creek,
California
|
$640M
|
+$33.2M
|
+5%
|
4.58%
|
90.5%
|
1,560
|
11.35%
|
|
|
2336
|
TPI Fund Managers
London,
United Kingdom
|
$640M
|
+$54.9M
|
+9%
|
7.03%
|
49.6%
|
42
|
21.43%
|
|
|
2337
|
Essex Woodlands Management
The Woodlands,
Texas
|
$640M
|
+$254M
|
+66%
|
4.89%
|
203%
|
9
|
11.11%
|
|
|
2338
|
Mass General Brigham
Somerville,
Massachusetts
|
$639M
|
+$167M
|
+35%
|
2.32%
|
–
|
3
|
0%
|
|
|
2339
|
Torray Investment Partners
Bethesda,
Maryland
|
$639M
|
+$32.7M
|
+5%
|
8.02%
|
75.2%
|
108
|
12.04%
|
|
|
2340
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$639M
|
+$27.4M
|
+4%
|
5.01%
|
81.1%
|
121
|
4.96%
|
|
|
2341
|
Artemis Wealth Advisors
New York
|
$639M
|
+$11.1M
|
+2%
|
0.53%
|
112%
|
85
|
25.88%
|
|
|
2342
|
Beacon Financial Group
Dallas,
Texas
|
$639M
|
$0
|
0%
|
7.01%
|
60.3%
|
202
|
2.48%
|
|
|
2343
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$638M
|
+$97.5M
|
+18%
|
3.85%
|
31.3%
|
349
|
20.34%
|
|
|
2344
|
Landscape Capital Management
Englewood,
New Jersey
|
$638M
|
+$8.86M
|
+1%
|
11.1%
|
73.3%
|
599
|
68.78%
|
|
|
2345
|
Icon Advisers
Greenwood Village,
Colorado
|
$638M
|
+$86.8M
|
+16%
|
14.7%
|
86.9%
|
197
|
28.43%
|
|
|
2346
|
WBI Investments
Red Bank,
New Jersey
|
$637M
|
-$24M
|
-4%
|
8.96%
|
74.4%
|
238
|
57.56%
|
|
|
2347
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$636M
|
+$41M
|
+7%
|
9.03%
|
81.3%
|
241
|
27.39%
|
|
|
2348
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$634M
|
+$58.1M
|
+10%
|
8.84%
|
97.9%
|
320
|
20.63%
|
|
|
2349
|
Raub Brock Capital Management
Larkspur,
California
|
$634M
|
+$17.3M
|
+3%
|
5.45%
|
56.3%
|
72
|
23.61%
|
|
|
2350
|
First American Trust
Santa Ana,
California
|
$633M
|
+$33.3M
|
+6%
|
8.5%
|
75.4%
|
163
|
15.95%
|
|