|
2401
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$805M
|
+$63M
|
+8%
|
6.56%
|
72.3%
|
79
|
15.19%
|
|
|
2402
|
Paradigm Operations
San Francisco,
California
|
$805M
|
-$199M
|
-20%
|
19.8%
|
207%
|
1
|
0%
|
|
|
2403
|
RW Investment Management
Eagle,
Idaho
|
$804M
|
+$64.1M
|
+9%
|
5.53%
|
–
|
97
|
8.25%
|
|
|
2404
|
Kryger Capital
London,
United Kingdom
|
$804M
|
-$68.4M
|
-8%
|
6.54%
|
420%
|
22
|
63.64%
|
|
|
2405
|
MONECO Advisors
Fairfield,
Connecticut
|
$803M
|
+$123M
|
+18%
|
5.93%
|
58.4%
|
454
|
12.78%
|
|
|
2406
|
Romano Brothers & Co
Evanston,
Illinois
|
$803M
|
+$80.9M
|
+11%
|
8.67%
|
101%
|
315
|
6.35%
|
|
|
2407
|
Hartline Investment Corp
Winnetka,
Illinois
|
$802M
|
+$57.6M
|
+8%
|
5.93%
|
201%
|
106
|
6.6%
|
|
|
2408
|
Ashford Capital Management
Wilmington,
Delaware
|
$801M
|
+$60.6M
|
+8%
|
11.8%
|
111%
|
106
|
12.26%
|
|
|
2409
|
Stansberry Asset Management
Westlake,
Texas
|
$801M
|
+$38.2M
|
+5%
|
10.1%
|
71%
|
131
|
6.87%
|
|
|
2410
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$800M
|
+$85.1M
|
+12%
|
7.07%
|
55.9%
|
604
|
15.89%
|
|
|
2411
|
RIT Capital Partners
London,
United Kingdom
|
$800M
|
+$375M
|
+88%
|
11.9%
|
75.8%
|
19
|
63.16%
|
|
|
2412
|
Opus Capital Group
Cincinnati,
Ohio
|
$800M
|
+$98.7M
|
+14%
|
5.69%
|
39.5%
|
133
|
15.79%
|
|
|
2413
|
Cabot Wealth Management
Salem,
Massachusetts
|
$800M
|
+$37.1M
|
+5%
|
6.27%
|
55.6%
|
141
|
13.48%
|
|
|
2414
|
Barton Investment Management
West Conshohocken,
Pennsylvania
|
$800M
|
+$48M
|
+6%
|
7.37%
|
80.3%
|
49
|
12.24%
|
|
|
2415
|
SG Capital Management
Chicago,
Illinois
|
$799M
|
+$160M
|
+25%
|
12.5%
|
187%
|
100
|
72%
|
|
|
2416
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$798M
|
+$67.7M
|
+9%
|
3.44%
|
74.8%
|
218
|
8.26%
|
|
|
2417
|
Cascade Financial Partners
San Diego,
California
|
$798M
|
+$37.2M
|
+5%
|
4.51%
|
–
|
244
|
6.97%
|
|
|
2418
|
Hook Mill Capital Partners
New York
|
$797M
|
+$127M
|
+19%
|
14.7%
|
148%
|
50
|
38%
|
|
|
2419
|
Hudson Way Capital Management
Dallas,
Texas
|
$797M
|
+$72.3M
|
+10%
|
13.9%
|
57.5%
|
15
|
6.67%
|
|
|
2420
|
Portland Global Advisors
Portland,
Maine
|
$796M
|
+$58.5M
|
+8%
|
5.53%
|
32.8%
|
136
|
5.15%
|
|
|
2421
|
Condire Management
Dallas,
Texas
|
$796M
|
+$55.1M
|
+7%
|
3.73%
|
252%
|
18
|
16.67%
|
|
|
2422
|
Mattern Capital Management
Lakewood,
Colorado
|
$795M
|
+$70.7M
|
+10%
|
10.6%
|
31.5%
|
163
|
7.98%
|
|
|
2423
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$793M
|
-$45.5M
|
-5%
|
6.8%
|
–
|
969
|
14.14%
|
|
|
2424
|
Bensler
Bellevue,
Washington
|
$793M
|
+$49.6M
|
+7%
|
5.6%
|
106%
|
170
|
7.65%
|
|
|
2425
|
Community Bank
Dewitt,
New York
|
$793M
|
+$33M
|
+4%
|
8.37%
|
58.7%
|
411
|
6.33%
|
|