|
1901
|
Simplicity Wealth
Summit,
New Jersey
|
$65M
|
+$8.5M
|
8
|
3.69%
|
Increased
|
|
|
1902
|
Ariel Investments
Chicago,
Illinois
|
$64.9M
|
-$73.2M
|
3
|
0.73%
|
Reduced
|
|
|
1903
|
East Coast Asset Management
Essex,
Massachusetts
|
$64.9M
|
-$9.8M
|
5
|
21.4%
|
Reduced
|
|
|
1904
|
Signal Advisors Wealth
Detroit,
Michigan
|
$64.8M
|
+$16.1M
|
8
|
4.45%
|
Increased
|
|
|
1905
|
Yelin Lapidot Holdings Management
Tel Aviv,
Israel
|
$64.7M
|
-$2.98M
|
5
|
13.48%
|
Reduced
|
|
|
1906
|
Toth Financial Advisory
Leesburg,
Virginia
|
$64.7M
|
-$4.6M
|
18
|
7.1%
|
Reduced
|
|
|
1907
|
Cypress Point Investment Management
Mill Valley,
California
|
$64.6M
|
+$21.2M
|
6
|
15.22%
|
Increased
|
|
|
1908
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$64.6M
|
-$7.43M
|
7
|
4.15%
|
Reduced
|
|
|
1909
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$64.4M
|
-$5.36M
|
5
|
2.85%
|
Reduced
|
|
|
1910
|
Arete Wealth Advisors
Chicago,
Illinois
|
$64.4M
|
-$8M
|
6
|
4.83%
|
Reduced
|
|
|
1911
|
FAS Wealth Partners
Leawood,
Kansas
|
$64.4M
|
+$3.51M
|
10
|
4.01%
|
Increased
|
|
|
1912
|
Moody National Bank Trust Division
Galveston,
Texas
|
$64.3M
|
-$669K
|
9
|
6.12%
|
Reduced
|
|
|
1913
|
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
|
$64.2M
|
+$1.98M
|
7
|
9.34%
|
Increased
|
|
|
1914
|
RAM Investment Partners
Bellevue,
Washington
|
$64.2M
|
+$3.54M
|
5
|
11.28%
|
Increased
|
|
|
1915
|
Nelson Capital Management
Menlo Park,
California
|
$64.2M
|
-$301K
|
7
|
7.84%
|
Reduced
|
|
|
1916
|
Campbell Capital Management
Miami,
Florida
|
$64.1M
|
-$14.4M
|
2
|
30.63%
|
Reduced
|
|
|
1917
|
Jupiter Wealth Management
Glendale,
Colorado
|
$63.8M
|
+$647K
|
4
|
25.22%
|
Increased
|
|
|
1918
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$63.8M
|
+$3.6M
|
10
|
3.35%
|
Increased
|
|
|
1919
|
AMS Capital
Sao Paulo,
Brazil
|
$63.7M
|
-$710K
|
3
|
24.75%
|
Reduced
|
|
|
1920
|
Quantum Private Wealth
Tampa,
Florida
|
$63.6M
|
-$1.26M
|
7
|
19.65%
|
Reduced
|
|
|
1921
|
Family Management
New York
|
$63.5M
|
+$8.85M
|
7
|
7.61%
|
Increased
|
|
|
1922
|
Quantbot Technologies
New York
|
$63.5M
|
+$14.8M
|
15
|
2.6%
|
Increased
|
|
|
1923
|
Occidental Asset Management
Burlingame,
California
|
$63.5M
|
+$6.05M
|
7
|
7.52%
|
Increased
|
|
|
1924
|
Zions Bancorporation, National Association
Salt Lake City,
Utah
|
$63.4M
|
-$59.2M
|
22
|
4.09%
|
Reduced
|
|
|
1925
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$63.4M
|
+$989K
|
7
|
10.48%
|
Increased
|
|
