|
1526
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$14.2M
|
+$139K
|
12
|
2.36%
|
Increased
|
|
|
1527
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$14.1M
|
+$703K
|
6
|
6.38%
|
Increased
|
|
|
1528
|
Ashmore Group
London,
United Kingdom
|
$14.1M
|
-$19M
|
1
|
10.61%
|
Reduced
|
|
|
1529
|
EP Wealth Advisors
Torrance,
California
|
$14.1M
|
-$10.3M
|
4
|
2.24%
|
Reduced
|
|
|
1530
|
Sensato Investors
San Francisco,
California
|
$14.1M
|
+$13.8M
|
1
|
2.27%
|
New
|
|
|
1531
|
Sitrin Capital Management
Century City,
California
|
$14M
|
+$653K
|
4
|
11.24%
|
Increased
|
|
|
1532
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$14M
|
+$699K
|
6
|
3.2%
|
Increased
|
|
|
1533
|
Atria Investments
Charlotte,
North Carolina
|
$13.9M
|
+$504K
|
7
|
1.5%
|
Increased
|
|
|
1534
|
Winfield Associates
Cleveland,
Ohio
|
$13.8M
|
+$168K
|
9
|
9.03%
|
Increased
|
|
|
1535
|
Old West Investment Management
Los Angeles,
California
|
$13.8M
|
-$1.21M
|
2
|
10.1%
|
Reduced
|
|
|
1536
|
Capital Planning Advisors
Roseville,
California
|
$13.8M
|
+$1.31M
|
4
|
7.65%
|
Increased
|
|
|
1537
|
Act II Management
New York
|
$13.8M
|
$0
|
1
|
10.92%
|
Maintained
|
|
|
1538
|
University of Notre Dame du Lac
South Bend,
Indiana
|
$13.7M
|
+$826K
|
4
|
12.97%
|
Increased
|
|
|
1539
|
Ulysses Management
New York
|
$13.7M
|
$0
|
1
|
1.62%
|
Maintained
|
|
|
1540
|
American Assets Investment Management
San Diego,
California
|
$13.7M
|
+$152K
|
4
|
3.34%
|
Increased
|
|
|
1541
|
Oakwood Capital Management
Los Angeles,
California
|
$13.7M
|
-$39K
|
3
|
3.58%
|
Reduced
|
|
|
1542
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$13.7M
|
+$623K
|
5
|
10.72%
|
Increased
|
|
|
1543
|
East Coast Asset Management
Essex,
Massachusetts
|
$13.7M
|
+$1.32M
|
4
|
7.48%
|
Increased
|
|
|
1544
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$13.7M
|
-$525K
|
5
|
3.32%
|
Reduced
|
|
|
1545
|
Farmers Trust Company
Youngstown,
Ohio
|
$13.7M
|
-$4.92K
|
4
|
4.45%
|
Reduced
|
|
|
1546
|
Rockland Trust
Hanover,
Massachusetts
|
$13.6M
|
+$267K
|
4
|
2.36%
|
Increased
|
|
|
1547
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$13.6M
|
-$1.43M
|
3
|
2.11%
|
Reduced
|
|
|
1548
|
Connable Office Inc
Kalamazoo,
Michigan
|
$13.6M
|
-$2.54M
|
5
|
3.79%
|
Reduced
|
|
|
1549
|
Insight Capital Research & Management
Walnut Creek,
California
|
$13.6M
|
-$2.2M
|
4
|
4.73%
|
Reduced
|
|
|
1550
|
Community Financial Services Group
Newport,
Vermont
|
$13.6M
|
-$226K
|
3
|
6.7%
|
Reduced
|
|