|
1851
|
TIFF Advisory Services
Radnor,
Pennsylvania
|
$32.6M
|
+$32.1M
|
2
|
13.5%
|
Increased
|
|
|
1852
|
Lakehouse Capital
Sydney NSW,
Australia
|
$32.6M
|
+$7.37M
|
4
|
35.7%
|
Increased
|
|
|
1853
|
Jackson Hill Advisors
Houston,
Texas
|
$32.6M
|
+$4.38M
|
3
|
28.84%
|
Increased
|
|
|
1854
|
Avidian Wealth Enterprises
Houston,
Texas
|
$32.5M
|
+$1.29M
|
8
|
2.35%
|
Increased
|
|
|
1855
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$32.5M
|
-$746K
|
8
|
7.86%
|
Reduced
|
|
|
1856
|
Sycomore Asset Management
Paris,
France
|
$32.4M
|
+$2.6M
|
4
|
9.15%
|
Increased
|
|
|
1857
|
Proficio Capital Partners
Newton,
Massachusetts
|
$32.4M
|
-$556K
|
6
|
5.96%
|
Reduced
|
|
|
1858
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$32.4M
|
-$1.43M
|
7
|
10.3%
|
Reduced
|
|
|
1859
|
Mather Group
Chicago,
Illinois
|
$32.3M
|
+$1.07M
|
6
|
0.7%
|
Increased
|
|
|
1860
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$32.3M
|
+$11.1M
|
5
|
14.9%
|
Increased
|
|
|
1861
|
Act Two Investors
Santa Cruz,
California
|
$32.3M
|
+$7.16K
|
3
|
32.68%
|
Increased
|
|
|
1862
|
XML Financial
Bethesda,
Maryland
|
$32.3M
|
+$25.4M
|
6
|
4.48%
|
Increased
|
|
|
1863
|
Buffington Mohr McNeal
Boise,
Idaho
|
$32.3M
|
-$1.65M
|
7
|
7.77%
|
Reduced
|
|
|
1864
|
GDS Wealth Management
Flower Mound,
Texas
|
$32.2M
|
+$5.15M
|
5
|
7.18%
|
Increased
|
|
|
1865
|
Clearline Capital
New York
|
$32.2M
|
+$408K
|
3
|
3.85%
|
Increased
|
|
|
1866
|
Romano Brothers & Co
Evanston,
Illinois
|
$32.2M
|
+$36.7M
|
7
|
5.19%
|
New
|
|
|
1867
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$32.2M
|
-$1.17M
|
5
|
4.81%
|
Reduced
|
|
|
1868
|
Circle Wealth Management
Summit,
New Jersey
|
$32M
|
-$277K
|
8
|
5.28%
|
Reduced
|
|
|
1869
|
Physicians Financial Services
Raleigh,
North Carolina
|
$32M
|
-$640K
|
7
|
15.46%
|
Reduced
|
|
|
1870
|
WealthSource Partners
San Luis Obispo,
California
|
$32M
|
-$1.39M
|
7
|
2.37%
|
Reduced
|
|
|
1871
|
Stewart & Patten Company
Lafayette,
California
|
$32M
|
+$580K
|
6
|
6.16%
|
Increased
|
|
|
1872
|
Bensler
Bellevue,
Washington
|
$32M
|
+$1.23M
|
4
|
7.62%
|
Increased
|
|
|
1873
|
K.J. Harrison & Partners
Toronto,
Ontario, Canada
|
$32M
|
-$16M
|
5
|
11.3%
|
Reduced
|
|
|
1874
|
Boundary Creek Advisors
New York
|
$31.9M
|
+$7.95M
|
2
|
0.9%
|
Increased
|
|
|
1875
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$31.9M
|
-$602K
|
8
|
15.06%
|
Reduced
|
|