|
1301
|
Neville Rodie & Shaw
New York
|
$850M
|
+$14.7M
|
+2%
|
|
|
271
|
|
|
|
1302
|
Valiant Capital Management
San Francisco,
California
|
$848M
|
-$29.8M
|
-3%
|
|
|
16
|
|
|
|
1303
|
Brenham Capital Management
Dallas,
Texas
|
$843M
|
+$61.2M
|
+8%
|
|
|
12
|
|
|
|
1304
|
Capital International Inc
Los Angeles,
California
|
$842M
|
+$11.2M
|
+1%
|
|
|
155
|
|
|
|
1305
|
Hikari Power
Tokyo,
Japan
|
$842M
|
-$25.8M
|
-3%
|
|
|
83
|
|
|
|
1306
|
Jet Capital Investors
New York
|
$841M
|
-$142M
|
-14%
|
|
|
43
|
|
|
|
1307
|
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
|
$839M
|
+$75.4M
|
+10%
|
|
|
119
|
|
|
|
1308
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$837M
|
+$72.1M
|
+9%
|
|
|
792
|
|
|
|
1309
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$837M
|
+$193M
|
+30%
|
|
|
124
|
|
|
|
1310
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$836M
|
+$27M
|
+3%
|
|
|
137
|
|
|
|
1311
|
Amerigo Asset Management
George Town,
Cayman Islands
|
$831M
|
-$147M
|
-15%
|
|
|
11
|
|
|
|
1312
|
QV Investors
Calgary,
Alberta, Canada
|
$831M
|
+$43.9M
|
+6%
|
|
|
32
|
|
|
|
1313
|
Concert Wealth Management
San Jose,
California
|
$823M
|
+$86M
|
+12%
|
|
|
1,046
|
|
|
|
1314
|
Penserra Capital Management
Orinda,
California
|
$822M
|
+$113M
|
+16%
|
|
|
1,046
|
|
|
|
1315
|
Truepoint Inc
Cincinnati,
Ohio
|
$822M
|
+$43.8M
|
+6%
|
|
|
81
|
|
|
|
1316
|
|
$822M
|
+$124M
|
+18%
|
|
|
56
|
|
|
|
1317
|
Tower Bridge Advisors
Conshohocken,
Pennsylvania
|
$821M
|
+$18.6M
|
+2%
|
|
|
214
|
|
|
|
1318
|
Lee, Danner & Bass
Nashville,
Tennessee
|
$821M
|
-$5.37M
|
-0.6%
|
|
|
167
|
|
|
|
1319
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$820M
|
+$128M
|
+18%
|
|
|
134
|
|
|
|
1320
|
Rothschild Investment LLC
Chicago,
Illinois
|
$817M
|
+$33M
|
+4%
|
|
|
522
|
|
|
|
1321
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$814M
|
+$39.1M
|
+5%
|
|
|
313
|
|
|
|
1322
|
E.S. Barr & Co
Lexington,
Kentucky
|
$813M
|
-$13.2M
|
-2%
|
|
|
88
|
|
|
|
1323
|
Century Capital Management
Boston,
Massachusetts
|
$813M
|
-$92.3M
|
-10%
|
|
|
225
|
|
|
|
1324
|
WealthTrust Fairport
Cleveland,
Ohio
|
$813M
|
+$38.4M
|
+5%
|
|
|
159
|
|
|
|
1325
|
Wharton Business Group
Malvern,
Pennsylvania
|
$811M
|
-$33.7M
|
-4%
|
|
|
128
|
|
|