|
3001
|
Welch Capital Partners
Harrison,
New York
|
$360M
|
+$34.2M
|
+10%
|
|
|
24
|
|
|
|
3002
|
Harber Asset Management
Asheville,
North Carolina
|
$360M
|
+$3.19M
|
+0.9%
|
|
|
39
|
|
|
|
3003
|
Meditor Group
Hamilton,
Bermuda
|
$359M
|
-$86.9M
|
-19%
|
|
|
5
|
|
|
|
3004
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$359M
|
+$61M
|
+20%
|
|
|
107
|
|
|
|
3005
|
Kesler Norman & Wride
Ogden,
Utah
|
$359M
|
–
|
–
|
|
|
146
|
|
|
|
3006
|
Tikvah Management
Charlotte,
North Carolina
|
$359M
|
+$35M
|
+11%
|
|
|
17
|
|
|
|
3007
|
Paradigm Asset Management
New York
|
$359M
|
+$36.7M
|
+11%
|
|
|
491
|
|
|
|
3008
|
Cypress Asset Management
Houston,
Texas
|
$359M
|
+$38.3M
|
+12%
|
|
|
151
|
|
|
|
3009
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
$358M
|
+$61.5M
|
+21%
|
|
|
377
|
|
|
|
3010
|
Darwin Global Management
St. Helier,
Jersey
|
$358M
|
–
|
–
|
|
|
12
|
|
|
|
3011
|
Rikoon Group
Santa Fe,
New Mexico
|
$358M
|
+$34.6M
|
+11%
|
|
|
229
|
|
|
|
3012
|
Ferris Capital
Marlborough,
Massachusetts
|
$357M
|
+$48M
|
+16%
|
|
|
183
|
|
|
|
3013
|
Bayberry Capital Partners
New York
|
$357M
|
+$7.45M
|
+2%
|
|
|
20
|
|
|
|
3014
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$357M
|
+$65.8M
|
+23%
|
|
|
148
|
|
|
|
3015
|
IMA Advisory Services
Denver,
Colorado
|
$357M
|
+$58.4M
|
+20%
|
|
|
335
|
|
|
|
3016
|
Financial Management Professionals
Austin,
Texas
|
$357M
|
+$76.2M
|
+27%
|
|
|
701
|
|
|
|
3017
|
Arctis Global
San Juan,
Puerto Rico
|
$356M
|
–
|
–
|
|
|
13
|
|
|
|
3018
|
Stansberry Asset Management
Westlake,
Texas
|
$356M
|
+$63.7M
|
+22%
|
|
|
44
|
|
|
|
3019
|
Antipodean Advisors
New York
|
$356M
|
+$82.8M
|
+30%
|
|
|
10
|
|
|
|
3020
|
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
|
$356M
|
+$33.8M
|
+10%
|
|
|
67
|
|
|
|
3021
|
First Trust Capital Management
Chicago,
Illinois
|
$356M
|
-$16.2M
|
-4%
|
|
|
185
|
|
|
|
3022
|
Matrix Trust Company
Denver,
Colorado
|
$356M
|
+$15M
|
+4%
|
|
|
26
|
|
|
|
3023
|
Thames Capital Management
Roseland,
New Jersey
|
$356M
|
+$72.1M
|
+25%
|
|
|
60
|
|
|
|
3024
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$355M
|
+$64.3M
|
+22%
|
|
|
85
|
|
|
|
3025
|
McDonald Partners
Cleveland,
Ohio
|
$355M
|
–
|
–
|
|
|
278
|
|
|