|
2801
|
Altavista Wealth Management
Asheville,
North Carolina
|
$245M
|
-$23.8M
|
-9%
|
|
|
155
|
|
|
|
2802
|
Strid Group
Newtown Square,
Pennsylvania
|
$245M
|
-$37.7M
|
-13%
|
|
|
36
|
|
|
|
2803
|
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
|
$245M
|
-$115M
|
-32%
|
|
|
40
|
|
|
|
2804
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$244M
|
-$43.9M
|
-15%
|
|
|
334
|
|
|
|
2805
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$244M
|
-$52M
|
-18%
|
|
|
236
|
|
|
|
2806
|
Hardy Reed
Tupelo,
Mississippi
|
$244M
|
–
|
–
|
|
|
57
|
|
|
|
2807
|
Wealthquest
Cincinnati,
Ohio
|
$244M
|
–
|
–
|
|
|
132
|
|
|
|
2808
|
Lynrock Lake LP
Rye Brook,
New York
|
$244M
|
–
|
–
|
|
|
21
|
|
|
|
2809
|
Asset Dedication LLC
San Francisco,
California
|
$244M
|
-$22.5M
|
-8%
|
|
|
684
|
|
|
|
2810
|
Institute for Wealth Management
Denver,
Colorado
|
$244M
|
-$52.6M
|
-18%
|
|
|
358
|
|
|
|
2811
|
Asset Management Group
Stamford,
Connecticut
|
$244M
|
-$51.9M
|
-18%
|
|
|
108
|
|
|
|
2812
|
Martel Wealth Advisors
Vancouver,
Washington
|
$243M
|
-$19M
|
-7%
|
|
|
42
|
|
|
|
2813
|
Meritech Capital Associates IV
Palo Alto,
California
|
$243M
|
+$182M
|
+299%
|
|
|
5
|
|
|
|
2814
|
HNA Capital Group
Haikou,
China
|
$243M
|
-$96.2M
|
-28%
|
|
|
1
|
|
|
|
2815
|
White Pine Capital
Bloomington,
Minnesota
|
$243M
|
-$40.4M
|
-14%
|
|
|
235
|
|
|
|
2816
|
Haverford Financial Services
Radnor,
Pennsylvania
|
$242M
|
-$39.5M
|
-14%
|
|
|
81
|
|
|
|
2817
|
RMR Advisors
Newton,
Massachusetts
|
$242M
|
-$25.4M
|
-9%
|
|
|
126
|
|
|
|
2818
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$242M
|
-$36.4M
|
-13%
|
|
|
475
|
|
|
|
2819
|
AIA Investment Management
Singapore
|
$242M
|
-$227M
|
-48%
|
|
|
13
|
|
|
|
2820
|
Cooper Creek Partners Management
New York
|
$242M
|
+$108M
|
+80%
|
|
|
67
|
|
|
|
2821
|
Pinnacle Holdings
Tulsa,
Oklahoma
|
$242M
|
-$47.5M
|
-16%
|
|
|
217
|
|
|
|
2822
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$242M
|
-$2.36M
|
-1%
|
|
|
677
|
|
|
|
2823
|
JGP Wealth Management
Bend,
Oregon
|
$242M
|
-$8.15M
|
-3%
|
|
|
126
|
|
|
|
2824
|
Stadium Capital Management
New Canaan,
Connecticut
|
$242M
|
-$18.7M
|
-7%
|
|
|
16
|
|
|
|
2825
|
Rikoon Group
Santa Fe,
New Mexico
|
$241M
|
-$41M
|
-15%
|
|
|
213
|
|
|