|
2126
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$523M
|
+$36.9M
|
+8%
|
|
|
333
|
|
|
|
2127
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$523M
|
–
|
–
|
|
|
85
|
|
|
|
2128
|
First American Trust
Santa Ana,
California
|
$522M
|
+$24M
|
+5%
|
|
|
151
|
|
|
|
2129
|
Nan Fung Trinity
Central, Hong Kong,
Hong Kong
|
$522M
|
–
|
–
|
|
|
28
|
|
|
|
2130
|
White Mountains Advisors
Guilford,
Connecticut
|
$522M
|
+$15.5M
|
+3%
|
|
|
3
|
|
|
|
2131
|
Apriem Advisors
Irvine,
California
|
$522M
|
+$70.5M
|
+16%
|
|
|
145
|
|
|
|
2132
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$521M
|
+$39.4M
|
+8%
|
|
|
208
|
|
|
|
2133
|
Oracle Investment Management
Greenwich,
Connecticut
|
$520M
|
+$118M
|
+29%
|
|
|
18
|
|
|
|
2134
|
Tanglewood Wealth Management
Houston,
Texas
|
$520M
|
+$61.2M
|
+13%
|
|
|
19
|
|
|
|
2135
|
Serenity Capital
Palo Alto,
California
|
$519M
|
+$85.9M
|
+20%
|
|
|
8
|
|
|
|
2136
|
Weld Capital Management
New York
|
$519M
|
-$26.6M
|
-5%
|
|
|
1,086
|
|
|
|
2137
|
Soltis Investment Advisors
St. George,
Utah
|
$519M
|
–
|
–
|
|
|
153
|
|
|
|
2138
|
Merriman Wealth Management
Seattle,
Washington
|
$519M
|
+$24.5M
|
+5%
|
|
|
197
|
|
|
|
2139
|
Checchi Capital Advisers
Beverly Hills,
California
|
$518M
|
+$39.2M
|
+8%
|
|
|
459
|
|
|
|
2140
|
Cabot Wealth Management
Salem,
Massachusetts
|
$518M
|
+$44.5M
|
+9%
|
|
|
136
|
|
|
|
2141
|
Maple Capital Management
Montpelier,
Vermont
|
$517M
|
+$52.7M
|
+11%
|
|
|
128
|
|
|
|
2142
|
Alpha Wave Global
New York
|
$517M
|
+$46.8M
|
+10%
|
|
|
24
|
|
|
|
2143
|
Skyline Asset Management
Chicago,
Illinois
|
$517M
|
+$10.4M
|
+2%
|
|
|
63
|
|
|
|
2144
|
Exane Derivatives
Paris,
France
|
$516M
|
+$6.02M
|
+1%
|
|
|
686
|
|
|
|
2145
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$516M
|
+$43.1M
|
+9%
|
|
|
302
|
|
|
|
2146
|
Main Management ETF Advisors
San Francisco,
California
|
$516M
|
+$55.9M
|
+12%
|
|
|
12
|
|
|
|
2147
|
Verity & Verity
Beaufort,
South Carolina
|
$515M
|
+$42.8M
|
+9%
|
|
|
118
|
|
|
|
2148
|
United Asset Strategies
Garden City,
New York
|
$515M
|
+$58.2M
|
+13%
|
|
|
218
|
|
|
|
2149
|
Valley Forge Capital Management
Miami,
Florida
|
$515M
|
+$66.4M
|
+15%
|
|
|
9
|
|
|
|
2150
|
Berkshire Money Management
Dalton,
Massachusetts
|
$514M
|
+$29.8M
|
+6%
|
|
|
38
|
|
|