|
2901
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$658M
|
+$59.2M
|
+10%
|
|
|
767
|
|
|
|
2902
|
Kemnay Advisory Services
New York
|
$658M
|
+$28.8M
|
+5%
|
|
|
26
|
|
|
|
2903
|
Brandywine Trust
Hockessin,
Delaware
|
$657M
|
+$2.78M
|
+0.4%
|
|
|
35
|
|
|
|
2904
|
Radnor Capital Management
Wayne,
Pennsylvania
|
$657M
|
+$30.5M
|
+5%
|
|
|
326
|
|
|
|
2905
|
Nextech Invest
Zurich,
Switzerland
|
$657M
|
+$129M
|
+24%
|
|
|
16
|
|
|
|
2906
|
|
$656M
|
-$23M
|
-3%
|
|
|
660
|
|
|
|
2907
|
Sierra Summit Advisors
Incline Village,
Nevada
|
$656M
|
+$94.3M
|
+17%
|
|
|
221
|
|
|
|
2908
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$656M
|
+$41.2M
|
+7%
|
|
|
142
|
|
|
|
2909
|
Trustees of Columbia University in the City of New York
New York
|
$655M
|
-$35.6M
|
-5%
|
|
|
10
|
|
|
|
2910
|
LifeWealth Investments
Winter Garden,
Florida
|
$655M
|
+$71.7M
|
+12%
|
|
|
235
|
|
|
|
2911
|
Enclave Advisors
Austin,
Texas
|
$655M
|
+$35.7M
|
+6%
|
|
|
128
|
|
|
|
2912
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$655M
|
+$50.7M
|
+8%
|
|
|
183
|
|
|
|
2913
|
Essex Investment Management
Boston,
Massachusetts
|
$653M
|
+$103M
|
+19%
|
|
|
327
|
|
|
|
2914
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$653M
|
+$56.8M
|
+10%
|
|
|
701
|
|
|
|
2915
|
ThornTree Capital Partners
Boston,
Massachusetts
|
$653M
|
+$52.7M
|
+9%
|
|
|
20
|
|
|
|
2916
|
Security National Bank
Omaha,
Nebraska
|
$653M
|
+$75.2M
|
+13%
|
|
|
393
|
|
|
|
2917
|
Insight Advisors
Newtown,
Pennsylvania
|
$653M
|
+$32.5M
|
+5%
|
|
|
292
|
|
|
|
2918
|
Ardsley Advisory Partners
Stamford,
Connecticut
|
$652M
|
+$40.2M
|
+7%
|
|
|
177
|
|
|
|
2919
|
von Borstel & Associates
The Dalles,
Oregon
|
$652M
|
+$273M
|
+72%
|
|
|
171
|
|
|
|
2920
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$652M
|
+$41.8M
|
+7%
|
|
|
214
|
|
|
|
2921
|
WS Management
Jacksonville,
Florida
|
$652M
|
+$78.7M
|
+14%
|
|
|
37
|
|
|
|
2922
|
Affinity Capital Advisors
Berkeley,
California
|
$651M
|
+$69.5M
|
+12%
|
|
|
166
|
|
|
|
2923
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$651M
|
+$76.3M
|
+13%
|
|
|
147
|
|
|
|
2924
|
Summit Asset Management
Memphis,
Tennessee
|
$650M
|
+$36.5M
|
+6%
|
|
|
179
|
|
|
|
2925
|
Globeflex Capital
San Diego,
California
|
$650M
|
-$558M
|
-46%
|
|
|
477
|
|
|