|
1526
|
Forte Capital
Rochester,
New York
|
$88.7M
|
-$1.2M
|
8
|
9.97%
|
Reduced
|
|
|
1527
|
WMS Partners
Towson,
Maryland
|
$88.6M
|
+$2.48M
|
6
|
4.97%
|
Increased
|
|
|
1528
|
Trust Asset Management
Houston,
Texas
|
$88.6M
|
$0
|
7
|
6.93%
|
Maintained
|
|
|
1529
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$88.4M
|
+$1.96M
|
6
|
7.12%
|
Increased
|
|
|
1530
|
Kora Management
Brooklyn,
New York
|
$88.4M
|
+$77.8M
|
1
|
10.26%
|
New
|
|
|
1531
|
Birinyi Associates
Westport,
Connecticut
|
$88.4M
|
-$1.97M
|
6
|
24.32%
|
Reduced
|
|
|
1532
|
Tandem Investment Advisors
Charleston,
South Carolina
|
$88.4M
|
-$659K
|
4
|
3.35%
|
Reduced
|
|
|
1533
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$88.3M
|
-$658K
|
6
|
6.76%
|
Reduced
|
|
|
1534
|
TrinityPoint Wealth
Milford,
Connecticut
|
$88.3M
|
-$527K
|
6
|
12.4%
|
Reduced
|
|
|
1535
|
No Street GP LP
San Francisco,
California
|
$88.2M
|
$0
|
1
|
5.84%
|
Maintained
|
|
|
1536
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$88.2M
|
+$916K
|
6
|
11.75%
|
Increased
|
|
|
1537
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$88M
|
-$1.37M
|
9
|
2.44%
|
Reduced
|
|
|
1538
|
Hilton Capital Management
Garden City,
New York
|
$87.9M
|
+$11.5M
|
8
|
7.61%
|
Increased
|
|
|
1539
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$87.9M
|
-$632K
|
5
|
22.03%
|
Reduced
|
|
|
1540
|
Cat Rock Capital Management
Greenwich,
Connecticut
|
$87.9M
|
-$11.4M
|
2
|
11.49%
|
Reduced
|
|
|
1541
|
Point72 Hong Kong
Hong Kong
|
$87.8M
|
+$72.5M
|
7
|
5.36%
|
Increased
|
|
|
1542
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$87.8M
|
+$12.4M
|
9
|
3.03%
|
Increased
|
|
|
1543
|
Mitchell Capital Management
Leawood,
Kansas
|
$87.7M
|
-$306K
|
4
|
15.36%
|
Reduced
|
|
|
1544
|
Icon Wealth Advisors
Houston,
Texas
|
$87.6M
|
+$276K
|
9
|
7.21%
|
Increased
|
|
|
1545
|
Zuckerman Investment Group
Chicago,
Illinois
|
$87.6M
|
+$2.14M
|
7
|
8.41%
|
Increased
|
|
|
1546
|
Progressive Investment Management
Lake Oswego,
Oregon
|
$87.6M
|
-$2.24M
|
5
|
22.49%
|
Reduced
|
|
|
1547
|
Hudson Valley Investment Advisors
Goshen,
New York
|
$87.4M
|
-$658K
|
6
|
9.9%
|
Reduced
|
|
|
1548
|
Whetstone Capital Advisors
Shawnee Mission,
Kansas
|
$87.2M
|
-$3.03M
|
5
|
28.11%
|
Reduced
|
|
|
1549
|
Tompkins Financial
Ithaca,
New York
|
$87.2M
|
+$4.85M
|
10
|
8.11%
|
Increased
|
|
|
1550
|
WS Management
Jacksonville,
Florida
|
$87.2M
|
+$8.96M
|
2
|
8.09%
|
Increased
|
|
