|
1001
|
Overbrook Management Corp
New York
|
$32.3M
|
+$4.88M
|
+38,481
|
+15%
|
|
|
1002
|
Gemmer Asset Management
Walnut Creek,
California
|
$32.2M
|
-$182K
|
-1,435
|
-0.5%
|
|
|
1003
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$32.2M
|
-$381K
|
-3,010
|
-1%
|
|
|
1004
|
Rosenblum Silverman Sutton
San Francisco,
California
|
$32.2M
|
-$1.01M
|
-7,960
|
-3%
|
|
|
1005
|
Venturi Wealth Management
Austin,
Texas
|
$32.2M
|
+$4.07M
|
+32,082
|
+12%
|
|
|
1006
|
Slow Capital
Greenbrae,
California
|
$32.2M
|
+$5.9M
|
+46,516
|
+19%
|
|
|
1007
|
Lattice Capital Management
Kirkland,
Washington
|
$32.1M
|
-$1.27M
|
-10,000
|
-3%
|
|
|
1008
|
Global Assets Advisory
Orlando,
Florida
|
$32.1M
|
+$27.9M
|
+220,453
|
+275%
|
|
|
1009
|
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
|
$32.1M
|
–
|
–
|
–
|
|
|
1010
|
Columbus Hill Capital Management
Short Hills,
New Jersey
|
$31.9M
|
+$37.4M
|
+294,701
|
New
|
|
|
1011
|
Ratan Capital Management
Miami Beach,
Florida
|
$31.9M
|
-$68.5M
|
-540,313
|
-65%
|
|
|
1012
|
Synergy Asset Management
Vancouver,
Washington
|
$31.9M
|
-$34.8M
|
-274,208
|
-48%
|
|
|
1013
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$31.9M
|
+$1.17M
|
+9,253
|
+3%
|
|
|
1014
|
Transform Wealth
Greenwood Village,
Colorado
|
$31.8M
|
+$343K
|
+2,710
|
+0.9%
|
|
|
1015
|
Kingswood Wealth Advisors
San Diego,
California
|
$31.7M
|
-$8M
|
-63,128
|
-18%
|
|
|
1016
|
Jay A. Fishman Ltd
Troy,
Michigan
|
$31.6M
|
+$6.58M
|
+51,948
|
+22%
|
|
|
1017
|
Granite Investment Partners
El Segundo,
California
|
$31.5M
|
-$3.64M
|
-28,734
|
-9%
|
|
|
1018
|
Sky Investment Group
Hartford,
Connecticut
|
$31.5M
|
+$239K
|
+1,885
|
+0.7%
|
|
|
1019
|
HCR Wealth Advisors
Los Angeles,
California
|
$31.5M
|
+$2.76M
|
+21,779
|
+8%
|
|
|
1020
|
Rakuten Securities
Tokyo,
Japan
|
$31.5M
|
-$9.78M
|
-77,191
|
-21%
|
|
|
1021
|
Qtron Investments
Boston,
Massachusetts
|
$31.4M
|
-$450K
|
-3,547
|
-1%
|
|
|
1022
|
RWA Wealth Partners
Newton,
Massachusetts
|
$31.3M
|
-$1.54M
|
-12,159
|
-4%
|
|
|
1023
|
Hudson Valley Investment Advisors
Goshen,
New York
|
$31.3M
|
-$1.23M
|
-9,720
|
-3%
|
|
|
1024
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$31.3M
|
-$522K
|
-4,118
|
-1%
|
|
|
1025
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$31.3M
|
+$9.89M
|
+78,046
|
+43%
|
|
