|
801
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$51.9M
|
-$1.79M
|
-14,144
|
-3%
|
|
|
802
|
Harvey Capital Management
Palm Beach,
Florida
|
$51.8M
|
+$5.88M
|
+46,402
|
+11%
|
|
|
803
|
Coastline Trust
Providence,
Rhode Island
|
$51.7M
|
-$3.26M
|
-25,732
|
-5%
|
|
|
804
|
Oakmont Corp
Los Angeles,
California
|
$51.6M
|
-$14.7M
|
-115,910
|
-20%
|
|
|
805
|
|
$51.6M
|
+$4.66M
|
+36,740
|
+8%
|
|
|
806
|
Miracle Mile Advisors
Los Angeles,
California
|
$51.5M
|
-$3.64M
|
-28,690
|
-6%
|
|
|
807
|
Cypress Funds
Los Angeles,
California
|
$51.5M
|
–
|
–
|
–
|
|
|
808
|
Summit Partners Public Asset Management
Boston,
Massachusetts
|
$51.4M
|
-$27.6M
|
-218,151
|
-31%
|
|
|
809
|
Chesley Taft & Associates
Chicago,
Illinois
|
$51.3M
|
+$114K
|
+898
|
+0.2%
|
|
|
810
|
Knollwood Investment Advisory
Hunt Valley,
Maryland
|
$51M
|
+$14.6K
|
+115
|
+0%
|
|
|
811
|
Investment House LLC
Redondo Beach,
California
|
$51M
|
-$504K
|
-3,975
|
-0.8%
|
|
|
812
|
Ballentine Partners
Waltham,
Massachusetts
|
$50.9M
|
+$2.17M
|
+17,097
|
+4%
|
|
|
813
|
Frank Rimerman Advisors
Palo Alto,
California
|
$50.6M
|
-$3.28M
|
-25,907
|
-5%
|
|
|
814
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$50.3M
|
-$1.61M
|
-12,694
|
-3%
|
|
|
815
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$50.3M
|
+$1.26M
|
+9,926
|
+2%
|
|
|
816
|
Cohen Klingenstein
New York
|
$50.3M
|
-$212K
|
-1,670
|
-0.4%
|
|
|
817
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$50.2M
|
+$2.37M
|
+18,725
|
+4%
|
|
|
818
|
Chescapmanager
Baltimore,
Maryland
|
$50.1M
|
+$31.7M
|
+250,000
|
+118%
|
|
|
819
|
Financial Advocates Investment Management
Olympia,
Washington
|
$49.8M
|
-$2.45M
|
-19,355
|
-4%
|
|
|
820
|
|
$49.7M
|
-$77.7M
|
-612,739
|
-57%
|
|
|
821
|
Wesleyan Assurance Society
Birmingham,
United Kingdom
|
$49.6M
|
+$23.3M
|
+183,580
|
+67%
|
|
|
822
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$49.4M
|
-$197K
|
-1,553
|
-0.3%
|
|
|
823
|
Richard Bernstein Advisors
New York
|
$49.3M
|
-$4.27M
|
-33,658
|
-7%
|
|
|
824
|
One Capital Management
Westlake Village,
California
|
$49.3M
|
+$8.6M
|
+67,871
|
+18%
|
|
|
825
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$49M
|
+$171K
|
+1,353
|
+0.3%
|
|
