|
2951
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$378M
|
+$55.1M
|
+17%
|
|
|
155
|
|
|
|
2952
|
George Kaiser Family Foundation
Tulsa,
Oklahoma
|
$378M
|
+$87.2M
|
+30%
|
|
|
45
|
|
|
|
2953
|
Terril Brothers
St. Louis,
Missouri
|
$378M
|
+$51.9M
|
+16%
|
|
|
63
|
|
|
|
2954
|
Toronado Partners
San Francisco,
California
|
$377M
|
+$18.3M
|
+5%
|
|
|
13
|
|
|
|
2955
|
Hohimer Wealth Management
Seattle,
Washington
|
$377M
|
+$26.2M
|
+7%
|
|
|
206
|
|
|
|
2956
|
Hartford Financial Management
Hartford,
Connecticut
|
$377M
|
+$39.9M
|
+12%
|
|
|
361
|
|
|
|
2957
|
Crestone Asset Management
Boulder,
Colorado
|
$376M
|
+$56.5M
|
+18%
|
|
|
68
|
|
|
|
2958
|
Anson Funds Management
Dallas,
Texas
|
$374M
|
+$231M
|
+162%
|
|
|
205
|
|
|
|
2959
|
Qtron Investments
Boston,
Massachusetts
|
$374M
|
+$86.8M
|
+30%
|
|
|
362
|
|
|
|
2960
|
Madison Wealth Management
Cincinnati,
Ohio
|
$374M
|
+$45M
|
+14%
|
|
|
140
|
|
|
|
2961
|
|
$373M
|
+$135M
|
+57%
|
|
|
17
|
|
|
|
2962
|
Rational Advisors
Huntington,
New York
|
$373M
|
+$139M
|
+60%
|
|
|
647
|
|
|
|
2963
|
Advisor OS
Chicago,
Illinois
|
$373M
|
+$134M
|
+56%
|
|
|
166
|
|
|
|
2964
|
Luminus Management
Houston,
Texas
|
$373M
|
-$50.9M
|
-12%
|
|
|
61
|
|
|
|
2965
|
SC Israel Venture V Management
Herzelia,
Israel
|
$373M
|
–
|
–
|
|
|
1
|
|
|
|
2966
|
Ogborne Capital Management
San Francisco,
California
|
$372M
|
+$104M
|
+39%
|
|
|
13
|
|
|
|
2967
|
Managed Account Services
Coconut Grove,
Florida
|
$372M
|
+$54.7M
|
+17%
|
|
|
109
|
|
|
|
2968
|
Vantage Wealth
Pasadena,
California
|
$372M
|
+$60.3M
|
+19%
|
|
|
34
|
|
|
|
2969
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$372M
|
+$74.6M
|
+25%
|
|
|
1,092
|
|
|
|
2970
|
Cambridge Advisors
Omaha,
Nebraska
|
$371M
|
+$32M
|
+9%
|
|
|
161
|
|
|
|
2971
|
Strid Group
Newtown Square,
Pennsylvania
|
$371M
|
+$44.3M
|
+14%
|
|
|
36
|
|
|
|
2972
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$371M
|
–
|
–
|
|
|
1,127
|
|
|
|
2973
|
University of Notre Dame du Lac
South Bend,
Indiana
|
$371M
|
+$52.1M
|
+16%
|
|
|
38
|
|
|
|
2974
|
Patten Group
Chattanooga,
Tennessee
|
$370M
|
+$114M
|
+45%
|
|
|
235
|
|
|
|
2975
|
RP Investment Advisors
Toronto,
Ontario, Canada
|
$370M
|
+$82.4M
|
+29%
|
|
|
74
|
|
|