|
1351
|
Roundview Capital
Princeton,
New Jersey
|
$36.5M
|
+$2.83M
|
+13,760
|
+8%
|
|
|
1352
|
Zions Bancorporation, National Association
Salt Lake City,
Utah
|
$36.4M
|
-$15.9M
|
-77,301
|
-30%
|
|
|
1353
|
PDS Planning
Dublin,
Ohio
|
$36.1M
|
+$775K
|
+3,771
|
+2%
|
|
|
1354
|
Spirepoint Private Client
Vero Beach,
Florida
|
$36.1M
|
+$6.38M
|
+31,016
|
+21%
|
|
|
1355
|
Nan Fung Trinity
Central, Hong Kong,
Hong Kong
|
$36.1M
|
-$10.3M
|
-49,900
|
-22%
|
|
|
1356
|
JBR Co Financial Management
Ardmore,
Oklahoma
|
$36M
|
-$1.31M
|
-6,393
|
-3%
|
|
|
1357
|
Verition Fund Management
Greenwich,
Connecticut
|
$36M
|
-$4.42M
|
-21,501
|
-11%
|
|
|
1358
|
Broadleaf Partners
Hudson,
Ohio
|
$36M
|
-$406K
|
-1,975
|
-1%
|
|
|
1359
|
Harbor Advisors
West Palm Beach,
Florida
|
$36M
|
–
|
–
|
–
|
|
|
1360
|
ZEGA Investments
Palm Beach Gardens,
Florida
|
$36M
|
+$2.07M
|
+10,053
|
+6%
|
|
|
1361
|
SeaCrest Wealth Management
Purchase,
New York
|
$35.9M
|
-$2.07M
|
-10,052
|
-5%
|
|
|
1362
|
Manhattan West Asset Management
Los Angeles,
California
|
$35.8M
|
+$2.28M
|
+11,094
|
+7%
|
|
|
1363
|
Essex Financial Services
Essex,
Connecticut
|
$35.8M
|
-$1.16M
|
-5,647
|
-3%
|
|
|
1364
|
Bogart Wealth LLC
Mclean,
Virginia
|
$35.8M
|
+$2.01M
|
+9,767
|
+6%
|
|
|
1365
|
Monetary Management Group
St Louis,
Missouri
|
$35.8M
|
-$465K
|
-2,260
|
-1%
|
|
|
1366
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$35.8M
|
+$648K
|
+3,154
|
+2%
|
|
|
1367
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$35.7M
|
+$1.05M
|
+5,088
|
+3%
|
|
|
1368
|
Capital Group Private Client Services
Los Angeles,
California
|
$35.7M
|
+$8.07M
|
+39,267
|
+28%
|
|
|
1369
|
Callahan Advisors
Houston,
Texas
|
$35.7M
|
+$1.48M
|
+7,216
|
+4%
|
|
|
1370
|
CenterBook Partners
Greenwich,
Connecticut
|
$35.7M
|
+$5.95M
|
+28,946
|
+19%
|
|
|
1371
|
First National Advisers
Omaha,
Nebraska
|
$35.7M
|
-$1.51M
|
-7,323
|
-4%
|
|
|
1372
|
Osborne Partners Capital Management
San Francisco,
California
|
$35.7M
|
-$1.75M
|
-8,495
|
-5%
|
|
|
1373
|
Bearing Point Capital
Bloomington,
Minnesota
|
$35.6M
|
-$837K
|
-4,069
|
-2%
|
|
|
1374
|
Chescapmanager
Baltimore,
Maryland
|
$35.5M
|
-$9.25M
|
-45,000
|
-20%
|
|
|
1375
|
Angeles Wealth Management
Santa Monica,
California
|
$35.4M
|
+$1.55M
|
+7,515
|
+4%
|
|
