|
1601
|
ProVise Management Group
Clearwater,
Florida
|
$813M
|
+$58.6M
|
+8%
|
|
|
320
|
|
|
|
1602
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$813M
|
+$103M
|
+14%
|
|
|
380
|
|
|
|
1603
|
SigFig Wealth Management
San Francisco,
California
|
$812M
|
+$110M
|
+16%
|
|
|
46
|
|
|
|
1604
|
Fidelity National Financial
Jacksonville,
Florida
|
$812M
|
+$128M
|
+19%
|
|
|
33
|
|
|
|
1605
|
HighTower Trust
Houston,
Texas
|
$810M
|
+$19.6M
|
+2%
|
|
|
129
|
|
|
|
1606
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$807M
|
+$61.4M
|
+8%
|
|
|
220
|
|
|
|
1607
|
Glazer Capital LLC
New York
|
$804M
|
-$11.5M
|
-1%
|
|
|
236
|
|
|
|
1608
|
Delta Asset Management
Memphis,
Tennessee
|
$803M
|
+$50.7M
|
+7%
|
|
|
645
|
|
|
|
1609
|
Doyle Wealth Management
St. Petersburg,
Florida
|
$800M
|
+$75.5M
|
+10%
|
|
|
217
|
|
|
|
1610
|
|
$799M
|
+$409M
|
+105%
|
|
|
20
|
|
|
|
1611
|
Pacific Heights Asset Management
San Francisco,
California
|
$799M
|
+$58.2M
|
+8%
|
|
|
74
|
|
|
|
1612
|
Howard Capital Management (New York)
New York
|
$799M
|
+$96M
|
+14%
|
|
|
99
|
|
|
|
1613
|
Gladstone Capital Management
London,
United Kingdom
|
$799M
|
+$326M
|
+69%
|
|
|
16
|
|
|
|
1614
|
Foster & Motley
Cincinnati,
Ohio
|
$798M
|
+$64.4M
|
+9%
|
|
|
264
|
|
|
|
1615
|
Beacon Financial Group
Dallas,
Texas
|
$798M
|
+$211M
|
+36%
|
|
|
189
|
|
|
|
1616
|
Guardian Capital Advisors
Toronto,
Ontario, Canada
|
$798M
|
+$49.1M
|
+7%
|
|
|
166
|
|
|
|
1617
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$797M
|
+$161M
|
+25%
|
|
|
495
|
|
|
|
1618
|
CapWealth Advisors
Franklin,
Tennessee
|
$795M
|
+$42.9M
|
+6%
|
|
|
105
|
|
|
|
1619
|
J.W. Cole Advisors
Tampa,
Florida
|
$793M
|
–
|
–
|
|
|
547
|
|
|
|
1620
|
Park Presidio Capital
San Francisco,
California
|
$792M
|
-$28.1M
|
-3%
|
|
|
18
|
|
|
|
1621
|
Hartford Funds Management
Wayne,
Pennsylvania
|
$791M
|
$0
|
0%
|
|
|
4
|
|
|
|
1622
|
Valiant Capital Management
San Francisco,
California
|
$789M
|
-$600M
|
-43%
|
|
|
17
|
|
|
|
1623
|
Belpointe Asset Management
Reno,
Nevada
|
$788M
|
+$194M
|
+33%
|
|
|
823
|
|
|
|
1624
|
MP Global Advisers III
New York
|
$788M
|
-$243M
|
-24%
|
|
|
1
|
|
|
|
1625
|
Connors Investor Services
Wyomissing,
Pennsylvania
|
$787M
|
+$59.1M
|
+8%
|
|
|
154
|
|
|