|
2051
|
Chai Trust Company
Chicago,
Illinois
|
$922M
|
-$270M
|
-23%
|
|
|
14
|
|
|
|
2052
|
Morningstar Investment Management
Chicago,
Illinois
|
$922M
|
+$51.9M
|
+6%
|
|
|
208
|
|
|
|
2053
|
Harvey Partners
Tarrytown,
New York
|
$922M
|
+$65.2M
|
+8%
|
|
|
46
|
|
|
|
2054
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$919M
|
+$69.3M
|
+8%
|
|
|
33
|
|
|
|
2055
|
Fiduciary Group
Savannah,
Georgia
|
$918M
|
+$64.3M
|
+8%
|
|
|
271
|
|
|
|
2056
|
Aveo Capital Partners
Englewood,
Colorado
|
$917M
|
+$88.4M
|
+11%
|
|
|
398
|
|
|
|
2057
|
Fairmount Funds Management
West Conshohocken,
Pennsylvania
|
$917M
|
-$29.1M
|
-3%
|
|
|
18
|
|
|
|
2058
|
Freedom Together Foundation
New York
|
$916M
|
-$16.6M
|
-2%
|
|
|
26
|
|
|
|
2059
|
Howard Capital Management
Roswell,
Georgia
|
$915M
|
+$106M
|
+13%
|
|
|
86
|
|
|
|
2060
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$914M
|
+$26.9M
|
+3%
|
|
|
210
|
|
|
|
2061
|
KWMG LLC
Overland Park,
Kansas
|
$914M
|
+$60.1M
|
+7%
|
|
|
138
|
|
|
|
2062
|
Tensile Capital Management
Larkspur,
California
|
$914M
|
+$58.5M
|
+7%
|
|
|
19
|
|
|
|
2063
|
Ironvine Capital Partners
Omaha,
Nebraska
|
$912M
|
+$78.1M
|
+9%
|
|
|
45
|
|
|
|
2064
|
SNS Financial Group
Minneapolis,
Minnesota
|
$911M
|
+$67.5M
|
+8%
|
|
|
195
|
|
|
|
2065
|
Strategic Wealth Partners
Independence,
Ohio
|
$911M
|
+$100M
|
+12%
|
|
|
311
|
|
|
|
2066
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$910M
|
+$64.4M
|
+8%
|
|
|
229
|
|
|
|
2067
|
Clough Capital Partners
Boston,
Massachusetts
|
$910M
|
+$5.58M
|
+0.6%
|
|
|
205
|
|
|
|
2068
|
Progeny 3 Inc
Kirkland,
Washington
|
$909M
|
+$102M
|
+13%
|
|
|
27
|
|
|
|
2069
|
Proficio Capital Partners
Newton,
Massachusetts
|
$908M
|
+$99.5M
|
+12%
|
|
|
346
|
|
|
|
2070
|
Caption Management
Oklahoma City,
Oklahoma
|
$908M
|
-$11.7M
|
-1%
|
|
|
1,012
|
|
|
|
2071
|
Kontiki Capital Management (HK)
Hong Kong
|
$907M
|
+$59.8M
|
+7%
|
|
|
8
|
|
|
|
2072
|
Strategic Wealth Partners Group
Deerfield,
Illinois
|
$906M
|
+$113M
|
+14%
|
|
|
70
|
|
|
|
2073
|
Conifer Management
New York
|
$906M
|
-$124M
|
-12%
|
|
|
7
|
|
|
|
2074
|
Jay A. Fishman Ltd
Troy,
Michigan
|
$905M
|
+$31.3M
|
+4%
|
|
|
97
|
|
|
|
2075
|
OneAscent Financial Services
Birmingham,
Alabama
|
$905M
|
+$99.1M
|
+12%
|
|
|
405
|
|
|