|
2501
|
Waverly Advisors
Birmingham,
Alabama
|
$269M
|
+$29.7M
|
+12%
|
|
|
127
|
|
|
|
2502
|
Serenity Capital Management (Cayman)
George Town,
Cayman Islands
|
$269M
|
-$34.8M
|
-11%
|
|
|
6
|
|
|
|
2503
|
Amarillo National Bank
Amarillo,
Texas
|
$269M
|
+$38.8M
|
+17%
|
|
|
81
|
|
|
|
2504
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$269M
|
+$6.63M
|
+3%
|
|
|
140
|
|
|
|
2505
|
HeadInvest LLC
Portland,
Maine
|
$269M
|
-$13.1M
|
-5%
|
|
|
140
|
|
|
|
2506
|
Chapter IV Investors
Charlotte,
North Carolina
|
$269M
|
-$33.2M
|
-11%
|
|
|
9
|
|
|
|
2507
|
Wintergreen Advisers
Mount Olive,
New Jersey
|
$269M
|
+$11.9M
|
+5%
|
|
|
8
|
|
|
|
2508
|
Integrated Wealth Management
Palm Desert,
California
|
$268M
|
-$11M
|
-4%
|
|
|
1,311
|
|
|
|
2509
|
Kestrel Investment Management
San Mateo,
California
|
$268M
|
+$31.7M
|
+13%
|
|
|
44
|
|
|
|
2510
|
CG Asset Management
New York
|
$268M
|
+$539K
|
+0.2%
|
|
|
156
|
|
|
|
2511
|
Covalent Partners
Concord,
Massachusetts
|
$268M
|
+$13.3M
|
+5%
|
|
|
39
|
|
|
|
2512
|
Monarch Capital Management
Fort Wayne,
Indiana
|
$268M
|
+$3.85M
|
+1%
|
|
|
101
|
|
|
|
2513
|
Avior Wealth Management
Omaha,
Nebraska
|
$268M
|
+$12.6M
|
+5%
|
|
|
538
|
|
|
|
2514
|
Anchor Investment Management
Columbia,
South Carolina
|
$268M
|
+$9.57M
|
+4%
|
|
|
694
|
|
|
|
2515
|
Forte Capital
Rochester,
New York
|
$267M
|
+$4.4M
|
+2%
|
|
|
156
|
|
|
|
2516
|
Lexington Advisors
New York
|
$267M
|
+$19.1M
|
+8%
|
|
|
6
|
|
|
|
2517
|
Signature Financial Management
Norfolk,
Virginia
|
$266M
|
+$19.4M
|
+8%
|
|
|
144
|
|
|
|
2518
|
Optimum Investment Advisors
Chicago,
Illinois
|
$266M
|
-$264K
|
-0.1%
|
|
|
305
|
|
|
|
2519
|
Whitney & Co
Rochester,
New York
|
$265M
|
+$15.7M
|
+6%
|
|
|
108
|
|
|
|
2520
|
|
$265M
|
-$64.2M
|
-19%
|
|
|
39
|
|
|
|
2521
|
Thrax Management
New York
|
$265M
|
-$7.07M
|
-3%
|
|
|
220
|
|
|
|
2522
|
Bridgewater Wealth & Financial Management
Bethesda,
Maryland
|
$264M
|
-$6.95M
|
-3%
|
|
|
119
|
|
|
|
2523
|
Second Curve Capital
Radnor,
Pennsylvania
|
$264M
|
+$89.4M
|
+51%
|
|
|
25
|
|
|
|
2524
|
Edge Wealth Management
New York
|
$264M
|
+$28.9M
|
+12%
|
|
|
553
|
|
|
|
2525
|
Intrust Bank
Wichita,
Kansas
|
$264M
|
+$12.8M
|
+5%
|
|
|
363
|
|
|