|
2226
|
Royal Fund Management
Lady Lake,
Florida
|
$708M
|
+$44M
|
+7%
|
|
|
230
|
|
|
|
2227
|
West Coast Financial
Santa Barbara,
California
|
$707M
|
+$53.5M
|
+8%
|
|
|
154
|
|
|
|
2228
|
WealthPLAN Partners
Omaha,
Nebraska
|
$707M
|
-$172M
|
-20%
|
|
|
1,431
|
|
|
|
2229
|
Capricorn Investment Group
Palo Alto,
California
|
$707M
|
+$242M
|
+52%
|
|
|
9
|
|
|
|
2230
|
Fort Baker Capital Management
Larkspur,
California
|
$707M
|
+$243M
|
+52%
|
|
|
114
|
|
|
|
2231
|
Willow Creek Wealth Management
Sebastopol,
California
|
$706M
|
+$57.6M
|
+9%
|
|
|
146
|
|
|
|
2232
|
Verus Capital Partners
Scottsdale,
Arizona
|
$706M
|
+$66.6M
|
+10%
|
|
|
315
|
|
|
|
2233
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$705M
|
+$34M
|
+5%
|
|
|
149
|
|
|
|
2234
|
FORA Capital
Miami,
Florida
|
$704M
|
-$294M
|
-29%
|
|
|
678
|
|
|
|
2235
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$704M
|
-$442M
|
-39%
|
|
|
402
|
|
|
|
2236
|
CDAM (UK)
London,
United Kingdom
|
$704M
|
+$20.9M
|
+3%
|
|
|
11
|
|
|
|
2237
|
Cartenna Capital
Stamford,
Connecticut
|
$703M
|
+$175M
|
+33%
|
|
|
48
|
|
|
|
2238
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$702M
|
+$35.7M
|
+5%
|
|
|
157
|
|
|
|
2239
|
Valiant Capital Management
San Francisco,
California
|
$702M
|
+$127M
|
+22%
|
|
|
29
|
|
|
|
2240
|
JLB & Associates
Plymouth,
Michigan
|
$702M
|
+$37.4M
|
+6%
|
|
|
74
|
|
|
|
2241
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$702M
|
-$22.4M
|
-3%
|
|
|
165
|
|
|
|
2242
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$702M
|
+$81.5M
|
+13%
|
|
|
388
|
|
|
|
2243
|
Magnus Financial Group
New York
|
$701M
|
+$45.2M
|
+7%
|
|
|
291
|
|
|
|
2244
|
NBT Bank
Norwich,
New York
|
$700M
|
+$16.1M
|
+2%
|
|
|
255
|
|
|
|
2245
|
Tanglewood Wealth Management
Houston,
Texas
|
$699M
|
+$10.9M
|
+2%
|
|
|
35
|
|
|
|
2246
|
Zuckerman Investment Group
Chicago,
Illinois
|
$699M
|
+$40.6M
|
+6%
|
|
|
127
|
|
|
|
2247
|
Maven Securities
St Helier,
Jersey
|
$698M
|
+$60.7M
|
+10%
|
|
|
576
|
|
|
|
2248
|
Greenland Capital Management
New York
|
$697M
|
-$140M
|
-17%
|
|
|
385
|
|
|
|
2249
|
Pier Capital
Stamford,
Connecticut
|
$697M
|
+$37.7M
|
+6%
|
|
|
129
|
|
|
|
2250
|
CGN Advisors
Manhattan,
Kansas
|
$697M
|
+$62.5M
|
+10%
|
|
|
234
|
|
|