|
651
|
Hibernia Wealth Partners
Baton Rouge,
Louisiana
|
$38.4M
|
+$18.3M
|
+27,137
|
+93%
|
|
|
652
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$38.4M
|
-$684K
|
-1,012
|
-2%
|
|
|
653
|
Teachers Retirement System of the State of Kentucky
Frankfort,
Kentucky
|
$38.4M
|
-$216K
|
-319
|
-0.6%
|
|
|
654
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$38.4M
|
-$1.75M
|
-2,586
|
-4%
|
|
|
655
|
Welch & Forbes
Boston,
Massachusetts
|
$38.3M
|
+$10.7M
|
+15,846
|
+39%
|
|
|
656
|
HMS Capital Management
Nashville,
Tennessee
|
$38.3M
|
-$16.4M
|
-24,247
|
-30%
|
|
|
657
|
Kellett Wealth Advisors
Cincinnati,
Ohio
|
$38.2M
|
+$322K
|
+477
|
+0.9%
|
|
|
658
|
Calamos Wealth Management
Naperville,
Illinois
|
$38.2M
|
-$3.15M
|
-4,661
|
-8%
|
|
|
659
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$38.2M
|
-$33.8M
|
-50,000
|
-47%
|
|
|
660
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$38.1M
|
-$962K
|
-1,424
|
-2%
|
|
|
661
|
McAlister Sweet & Associates
Houston,
Texas
|
$38.1M
|
-$16.9M
|
-25,050
|
-31%
|
|
|
662
|
RPO LLC
Stamford,
Connecticut
|
$38.1M
|
+$24.6M
|
+36,389
|
+187%
|
|
|
663
|
Cercano Management
Bellevue,
Washington
|
$38M
|
+$2.43M
|
+3,601
|
+7%
|
|
|
664
|
Capasso Planning Partners
Charleston,
South Carolina
|
$38M
|
-$1.37M
|
-2,031
|
-4%
|
|
|
665
|
Sherman Porfolios
Coeur D'alene,
Idaho
|
$37.8M
|
+$25.1M
|
+37,172
|
+203%
|
|
|
666
|
Angeles Wealth Management
Santa Monica,
California
|
$37.7M
|
+$5.87M
|
+8,684
|
+19%
|
|
|
667
|
McElhenny Sheffield Capital Management
Dallas,
Texas
|
$37.7M
|
-$2.02M
|
-2,988
|
-5%
|
|
|
668
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$37.6M
|
-$147K
|
-217
|
-0.4%
|
|
|
669
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$37.3M
|
+$2.34M
|
+3,464
|
+7%
|
|
|
670
|
ADAR1 Capital Management
Austin,
Texas
|
$37.3M
|
–
|
–
|
–
|
|
|
671
|
Swiss Life Asset Management
Zurich,
|
$37.2M
|
-$946K
|
-1,400
|
-3%
|
|
|
672
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$37M
|
-$29.1K
|
-43
|
-0.1%
|
|
|
673
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$37M
|
+$18.2M
|
+26,899
|
+98%
|
|
|
674
|
Safeguard Investment Advisory Group
Corona,
California
|
$36.8M
|
-$2.7M
|
-3,993
|
-7%
|
|
|
675
|
Focus Financial Network
Minneapolis,
Minnesota
|
$36.7M
|
+$159K
|
+235
|
+0.4%
|
|
