|
1201
|
Montis Financial
Waltham,
Massachusetts
|
US$ 275 mil
|
+US$ 207 mil
|
+1.792
|
Nova
|
|
|
1202
|
Bridgewater Advisors
New York
|
US$ 275 mil
|
+US$ 195 mil
|
+1.685
|
Nova
|
|
|
1203
|
PCM Encore
Aspen,
Colorado
|
US$ 275 mil
|
+US$ 207 mil
|
+1.789
|
Nova
|
|
|
1204
|
Valmark Advisers
Akron,
Ohio
|
US$ 275 mil
|
+US$ 207 mil
|
+1.788
|
Nova
|
|
|
1205
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
US$ 275 mil
|
+US$ 207 mil
|
+1.787
|
Nova
|
|
|
1206
|
Laurel Oak Wealth Management
Marlton,
New Jersey
|
US$ 273 mil
|
+US$ 205 mil
|
+1.778
|
Nova
|
|
|
1207
|
Fort Sheridan Advisors
Highland Park,
Illinois
|
US$ 272 mil
|
+US$ 205 mil
|
+1.770
|
Nova
|
|
|
1208
|
Cambria Investment Management
Manhattan Beach,
California
|
US$ 272 mil
|
+US$ 204 mil
|
+1.768
|
Nova
|
|
|
1209
|
Purkiss Capital Advisors
Ridgefield,
Connecticut
|
US$ 269 mil
|
+US$ 202 mil
|
+1.750
|
Nova
|
|
|
1210
|
Collaborative Fund Advisors
Reno,
Nevada
|
US$ 267 mil
|
-US$ 188 mil
|
-1.630
|
-48%
|
|
|
1211
|
Kane Investment Management
Los Gatos,
California
|
US$ 265 mil
|
+US$ 200 mil
|
+1.728
|
Nova
|
|
|
1212
|
Asset Planning Inc
Cypress,
California
|
US$ 265 mil
|
–
|
–
|
–
|
|
|
1213
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
US$ 264 mil
|
+US$ 199 mil
|
+1.720
|
Nova
|
|
|
1214
|
Ameliora Wealth Management
Zurich,
Switzerland
|
US$ 263 mil
|
–
|
–
|
–
|
|
|
1215
|
Signature Equity Partners
Columbus,
Ohio
|
US$ 262 mil
|
-US$ 61,2 mil
|
-530
|
-24%
|
|
|
1216
|
iSAM Funds (UK)
London,
United Kingdom
|
US$ 261 mil
|
-US$ 303 mil
|
-2.619
|
-61%
|
|
|
1217
|
CVA Family Office
Denver,
Colorado
|
US$ 261 mil
|
-US$ 47,7 mil
|
-413
|
-20%
|
|
|
1218
|
OneFund LLC
Saint Petersburg,
Florida
|
US$ 261 mil
|
-US$ 3,12 mil
|
-27
|
-2%
|
|
|
1219
|
Swiss Re
Zurich,
Switzerland
|
US$ 260 mil
|
+US$ 141 mil
|
+1.219
|
+257%
|
|
|
1220
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
US$ 259 mil
|
+US$ 195 mil
|
+1.689
|
Nova
|
|
|
1221
|
True Wealth Design
Akron,
Ohio
|
US$ 259 mil
|
-US$ 50 mil
|
-433
|
-20%
|
|
|
1222
|
EWA LLC
Pittsbugh,
Pennsylvania
|
US$ 258 mil
|
+US$ 194 mil
|
+1.680
|
Nova
|
|
|
1223
|
Strata Wealth Advisors
Dallas,
Texas
|
US$ 258 mil
|
+US$ 194 mil
|
+1.679
|
Nova
|
|
|
1224
|
Equitable Trust
Nashville,
Tennessee
|
US$ 257 mil
|
+US$ 193 mil
|
+1.673
|
Nova
|
|
|
1225
|
PFG Investments
Woodbury,
New York
|
US$ 257 mil
|
+US$ 193 mil
|
+1.671
|
Nova
|
|
