|
1226
|
Mishpacha Holdings
Road Town,
|
$40.2M
|
+$40.2M
|
+215,712
|
New
|
|
|
1227
|
King Wealth Management Group
Naples,
Florida
|
$40.2M
|
-$263K
|
-1,414
|
-0.7%
|
|
|
1228
|
Titleist Asset Management
San Antonio,
Texas
|
$40.1M
|
+$266K
|
+1,427
|
+0.7%
|
|
|
1229
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$40.1M
|
-$812K
|
-4,360
|
-2%
|
|
|
1230
|
Pathway Wealth Management
Dallas,
Texas
|
$40.1M
|
+$40M
|
+214,858
|
New
|
|
|
1231
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$39.9M
|
+$14.9M
|
+79,829
|
+60%
|
|
|
1232
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$39.9M
|
+$299K
|
+1,606
|
+0.8%
|
|
|
1233
|
West Branch Capital
Amherst,
Massachusetts
|
$39.8M
|
-$476K
|
-2,555
|
-1%
|
|
|
1234
|
CCM Investment Advisers
Columbia,
South Carolina
|
$39.7M
|
-$809K
|
-4,345
|
-2%
|
|
|
1235
|
Hodges Capital Management
Dallas,
Texas
|
$39.6M
|
+$570K
|
+3,061
|
+1%
|
|
|
1236
|
Burr Financial Services
Pleasant Hill,
California
|
$39.6M
|
-$1.49K
|
-8
|
-0%
|
|
|
1237
|
Financial Engines Advisors
Santa Clara,
California
|
$39.5M
|
-$981K
|
-5,269
|
-2%
|
|
|
1238
|
Alkeon Capital Management
New York
|
$39.4M
|
–
|
–
|
–
|
|
|
1239
|
Ratan Capital Management
Miami Beach,
Florida
|
$39.3M
|
+$22.1M
|
+118,600
|
+129%
|
|
|
1240
|
LMCG Investments
Boston,
Massachusetts
|
$39.3M
|
-$1.55M
|
-8,322
|
-4%
|
|
|
1241
|
Fideuram Asset Management (Ireland)
Dublin 1,
|
$39.2M
|
+$57.9M
|
+311,236
|
New
|
|
|
1242
|
Meiji Yasuda America
New York
|
$39.2M
|
+$39.1M
|
+210,060
|
New
|
|
|
1243
|
Cary Street Partners
Richmond,
Virginia
|
$39.1M
|
+$7.5M
|
+40,308
|
+24%
|
|
|
1244
|
First National Advisers
Omaha,
Nebraska
|
$39.1M
|
-$1.23M
|
-6,586
|
-3%
|
|
|
1245
|
Golden State Equity Partners
South Coast Metro,
California
|
$38.9M
|
+$870K
|
+4,674
|
+2%
|
|
|
1246
|
Mather Group
Chicago,
Illinois
|
$38.9M
|
+$3.8M
|
+20,411
|
+11%
|
|
|
1247
|
Moody National Bank Trust Division
Galveston,
Texas
|
$38.8M
|
-$15.3M
|
-81,964
|
-28%
|
|
|
1248
|
Hilltop Holdings
Dallas,
Texas
|
$38.8M
|
-$2.2M
|
-11,813
|
-5%
|
|
|
1249
|
Freemont Management
Vaud,
Switzerland
|
$38.8M
|
+$25.6M
|
+137,400
|
+195%
|
|
|
1250
|
Strategic Global Advisors
Newport Beach,
California
|
$38.6M
|
-$1.65M
|
-8,854
|
-4%
|
|
