|
1051
|
Congress Wealth Management
Boston,
Massachusetts
|
$89.7M
|
+$5.77M
|
9
|
2.42%
|
Increased
|
|
|
1052
|
Adell Harriman & Carpenter
Houston,
Texas
|
$89.7M
|
-$96.2K
|
6
|
10.91%
|
Reduced
|
|
|
1053
|
Melqart Asset Management
London,
United Kingdom
|
$89.5M
|
+$67.6M
|
5
|
6.85%
|
Increased
|
|
|
1054
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$89.4M
|
+$14.5M
|
8
|
3.83%
|
Increased
|
|
|
1055
|
Valiant Capital Management
San Francisco,
California
|
$89.3M
|
+$3.55M
|
2
|
8.91%
|
Increased
|
|
|
1056
|
|
$89.1M
|
+$64.3M
|
4
|
22.06%
|
Increased
|
|
|
1057
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$89M
|
+$1.29M
|
5
|
13.92%
|
Increased
|
|
|
1058
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$89M
|
+$63M
|
7
|
16.4%
|
Increased
|
|
|
1059
|
Levin Capital Strategies
New York
|
$88.7M
|
-$929K
|
6
|
12.01%
|
Reduced
|
|
|
1060
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$88.6M
|
-$1.46M
|
14
|
8.3%
|
Reduced
|
|
|
1061
|
McDaniel Terry & Co
Austin,
Texas
|
$88.5M
|
+$241K
|
5
|
11.46%
|
Increased
|
|
|
1062
|
Ulysses Management
New York
|
$88.4M
|
+$13.4M
|
3
|
12.64%
|
Increased
|
|
|
1063
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$88.1M
|
-$12.5M
|
6
|
14.06%
|
Reduced
|
|
|
1064
|
Sonora Investment Management Group
Tucson,
Arizona
|
$88M
|
-$26M
|
6
|
11.31%
|
Reduced
|
|
|
1065
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$87.8M
|
+$2.61M
|
5
|
8.25%
|
Increased
|
|
|
1066
|
Rockland Trust
Hanover,
Massachusetts
|
$87.6M
|
+$2.55M
|
6
|
6.25%
|
Increased
|
|
|
1067
|
Hoey Investments
Coatesville,
Pennsylvania
|
$87.4M
|
+$207K
|
11
|
34.33%
|
Increased
|
|
|
1068
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$87.3M
|
-$529K
|
19
|
14.38%
|
Reduced
|
|
|
1069
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$87.2M
|
-$9.9M
|
20
|
2.86%
|
Reduced
|
|
|
1070
|
Massachusetts Institute of Technology
Cambridge,
Massachusetts
|
$86.7M
|
$0
|
1
|
14.75%
|
Maintained
|
|
|
1071
|
Parker Investment Management
Menlo Park,
California
|
$86.1M
|
-$47.9M
|
4
|
28.17%
|
Reduced
|
|
|
1072
|
Venture Visionary Partners
Sylvania,
Ohio
|
$86M
|
+$1.98M
|
8
|
6.98%
|
Increased
|
|
|
1073
|
Senator Investment Group
New York
|
$85.8M
|
+$96.5M
|
2
|
7.8%
|
New
|
|
|
1074
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$85.3M
|
-$112K
|
7
|
8.18%
|
Reduced
|
|
|
1075
|
Narwhal Capital Management
Marietta,
Georgia
|
$85.3M
|
-$3.56M
|
4
|
12.35%
|
Reduced
|
|