|
2601
|
Institute for Wealth Management
Denver,
Colorado
|
$469M
|
+$23.5M
|
+5%
|
|
|
473
|
|
|
|
2602
|
Academy Capital Management
Waco,
Texas
|
$468M
|
+$6.18M
|
+1%
|
|
|
39
|
|
|
|
2603
|
Consolidated Investment Group
Englewood,
Colorado
|
$468M
|
+$6.45M
|
+1%
|
|
|
71
|
|
|
|
2604
|
Oasis Management Company
Grand Cayman,
Cayman Islands
|
$467M
|
-$114M
|
-20%
|
|
|
148
|
|
|
|
2605
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$467M
|
+$6.75M
|
+1%
|
|
|
137
|
|
|
|
2606
|
WBI Investments
Red Bank,
New Jersey
|
$466M
|
+$123M
|
+36%
|
|
|
177
|
|
|
|
2607
|
|
$466M
|
+$106M
|
+29%
|
|
|
305
|
|
|
|
2608
|
McMorgan & Co
San Francisco,
California
|
$466M
|
+$43.4M
|
+10%
|
|
|
55
|
|
|
|
2609
|
Laidlaw Wealth Management
New York City,
New York
|
$466M
|
+$38.3M
|
+9%
|
|
|
391
|
|
|
|
2610
|
Speece Thorson Capital Group
Minnetonka,
Minnesota
|
$466M
|
+$27.6M
|
+6%
|
|
|
38
|
|
|
|
2611
|
BSW Wealth Partners
Boulder,
Colorado
|
$466M
|
+$58.5M
|
+14%
|
|
|
334
|
|
|
|
2612
|
River Global Investors
London,
United Kingdom
|
$466M
|
-$56M
|
-11%
|
|
|
192
|
|
|
|
2613
|
Well Done LLC
Holland,
Michigan
|
$465M
|
+$56.5M
|
+14%
|
|
|
193
|
|
|
|
2614
|
Ascent Wealth Partners
New Hartford,
New York
|
$465M
|
+$45.3M
|
+11%
|
|
|
146
|
|
|
|
2615
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$465M
|
–
|
–
|
|
|
86
|
|
|
|
2616
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$465M
|
+$77.5M
|
+20%
|
|
|
574
|
|
|
|
2617
|
Advocate Group
Minnetonka,
Minnesota
|
$464M
|
+$59.9M
|
+15%
|
|
|
121
|
|
|
|
2618
|
Summit Financial Strategies
Columbus,
Ohio
|
$464M
|
+$43.3M
|
+10%
|
|
|
128
|
|
|
|
2619
|
Samsara BioCapital
Palo Alto,
California
|
$464M
|
+$36M
|
+8%
|
|
|
57
|
|
|
|
2620
|
Land & Buildings Investment Management
Stamford,
Connecticut
|
$464M
|
+$9.95M
|
+2%
|
|
|
22
|
|
|
|
2621
|
Legacy Financial Advisors
Covington,
Kentucky
|
$464M
|
+$45.9M
|
+11%
|
|
|
258
|
|
|
|
2622
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$464M
|
+$105M
|
+29%
|
|
|
160
|
|
|
|
2623
|
VPR Management
Houston,
Texas
|
$463M
|
+$19.8M
|
+4%
|
|
|
53
|
|
|
|
2624
|
Dillon & Associates
Jackson,
Michigan
|
$462M
|
+$31.2M
|
+7%
|
|
|
77
|
|
|
|
2625
|
9258 Wealth Management
Blue Ash,
Ohio
|
$462M
|
+$71M
|
+18%
|
|
|
347
|
|
|