|
1876
|
Premier Fund Managers
Guildford,
United Kingdom
|
$63.4M
|
+$17.8M
|
5
|
2.26%
|
Increased
|
|
|
1877
|
Covenant Asset Management
Chester,
New Jersey
|
$63.3M
|
-$2.67M
|
5
|
9.71%
|
Reduced
|
|
|
1878
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$63.3M
|
-$3.31M
|
5
|
11.12%
|
Reduced
|
|
|
1879
|
Makena Capital Management
Menlo Park,
California
|
$63.2M
|
+$6.23M
|
3
|
10.25%
|
Increased
|
|
|
1880
|
CoreCap Advisors
Southfield,
Michigan
|
$63.2M
|
-$3.82M
|
25
|
2.88%
|
Reduced
|
|
|
1881
|
Maestria Partners
Atlanta,
Georgia
|
$63.1M
|
+$59.7M
|
4
|
25.01%
|
New
|
|
|
1882
|
UNICOM Systems
Las Vegas,
Nevada
|
$63.1M
|
+$60.2M
|
7
|
15.32%
|
New
|
|
|
1883
|
Alua Capital Management
New York
|
$63M
|
+$58.2M
|
1
|
3.91%
|
New
|
|
|
1884
|
Nelson Capital Management
Menlo Park,
California
|
$62.9M
|
-$1.57M
|
6
|
10.41%
|
Reduced
|
|
|
1885
|
Stokes Family Office
New Orleans,
Louisiana
|
$62.9M
|
+$1.5M
|
6
|
6.72%
|
Increased
|
|
|
1886
|
Institute for Wealth Management
Denver,
Colorado
|
$62.8M
|
-$151K
|
11
|
7.86%
|
Reduced
|
|
|
1887
|
EdenTree Asset Management
London,
United Kingdom
|
$62.7M
|
-$139K
|
3
|
18.21%
|
Reduced
|
|
|
1888
|
Capital Planning Advisors
Roseville,
California
|
$62.7M
|
+$636K
|
6
|
9.68%
|
Increased
|
|
|
1889
|
Csenge Advisory Group
Clearwater,
Florida
|
$62.5M
|
-$7.86M
|
10
|
3.39%
|
Reduced
|
|
|
1890
|
ODDO BHF Asset Management
Paris,
France
|
$62.5M
|
-$21.8M
|
6
|
3.15%
|
Reduced
|
|
|
1891
|
Segment Wealth Management
Houston,
Texas
|
$62.5M
|
+$10.7M
|
7
|
4.26%
|
Increased
|
|
|
1892
|
Angeles Wealth Management
Santa Monica,
California
|
$62.4M
|
+$6.51M
|
7
|
5.14%
|
Increased
|
|
|
1893
|
SageView Advisory Group
Newport Beach,
California
|
$62.4M
|
+$16.3M
|
7
|
2.69%
|
Increased
|
|
|
1894
|
Jackson Square Capital
San Francisco,
California
|
$62.4M
|
+$1.76M
|
6
|
15.03%
|
Increased
|
|
|
1895
|
West Coast Financial
Santa Barbara,
California
|
$62.3M
|
+$10.4M
|
6
|
6.87%
|
Increased
|
|
|
1896
|
East Coast Asset Management
Essex,
Massachusetts
|
$62.3M
|
-$3.91M
|
5
|
20.8%
|
Reduced
|
|
|
1897
|
Vishria Bird Financial Group
Memphis,
Tennessee
|
$62.3M
|
+$12.4M
|
7
|
21.81%
|
Increased
|
|
|
1898
|
Physicians Financial Services
Raleigh,
North Carolina
|
$62.2M
|
+$404K
|
6
|
18.9%
|
Increased
|
|
|
1899
|
Heron Bay Capital Management
Bloomfield Hills,
Michigan
|
$62.2M
|
+$1.01M
|
4
|
12.99%
|
Increased
|
|
|
1900
|
Naples Global Advisors
Naples,
Florida
|
$62.2M
|
+$1.15M
|
7
|
5.81%
|
Increased
|
|
