|
2076
|
Team Hewins
Redwood City,
California
|
$34.1M
|
+$35.1M
|
4
|
7.83%
|
New
|
|
|
2077
|
Soros Capital Management
New York
|
$34.1M
|
+$24.4M
|
2
|
14.28%
|
Increased
|
|
|
2078
|
Alpha Capital Management
Austin,
Texas
|
$34.1M
|
+$1.38M
|
6
|
7.97%
|
Increased
|
|
|
2079
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$34M
|
-$916K
|
8
|
9.96%
|
Reduced
|
|
|
2080
|
Syon Capital
San Francisco,
California
|
$34M
|
+$35.2M
|
5
|
4.24%
|
New
|
|
|
2081
|
Lakehouse Capital
Sydney NSW,
Australia
|
$33.9M
|
-$1.48M
|
3
|
30.61%
|
Reduced
|
|
|
2082
|
Kiltearn Partners
Edinburgh,
United Kingdom
|
$33.9M
|
-$17.8M
|
1
|
2.68%
|
Reduced
|
|
|
2083
|
Executive Wealth Management
Brighton,
Michigan
|
$33.8M
|
+$893K
|
6
|
3.5%
|
Increased
|
|
|
2084
|
Innovis Asset Management
Chicago,
Illinois
|
$33.8M
|
+$4.75M
|
7
|
13.01%
|
Increased
|
|
|
2085
|
Iowa State Bank
Urbandale,
Iowa
|
$33.7M
|
-$794K
|
5
|
8.75%
|
Reduced
|
|
|
2086
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$33.7M
|
-$932K
|
2
|
14.98%
|
Reduced
|
|
|
2087
|
Wealth Alliance
Mellville,
New York
|
$33.7M
|
-$1.22M
|
8
|
5.31%
|
Reduced
|
|
|
2088
|
Segment Wealth Management
Houston,
Texas
|
$33.6M
|
+$2.38M
|
8
|
3.42%
|
Increased
|
|
|
2089
|
Infusive Asset Management
New York
|
$33.6M
|
+$10.5M
|
2
|
21.72%
|
Increased
|
|
|
2090
|
First Personal Financial Services
Charlotte,
North Carolina
|
$33.6M
|
-$755K
|
7
|
8.73%
|
Reduced
|
|
|
2091
|
Valmark Advisers
Akron,
Ohio
|
$33.5M
|
+$906K
|
9
|
0.69%
|
Increased
|
|
|
2092
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$33.4M
|
+$1.87M
|
7
|
11.02%
|
Increased
|
|
|
2093
|
Field & Main Bank
Henderson,
Kentucky
|
$33.4M
|
+$13.4M
|
7
|
15.62%
|
Increased
|
|
|
2094
|
Angeles Wealth Management
Santa Monica,
California
|
$33.4M
|
+$2.52M
|
6
|
4.71%
|
Increased
|
|
|
2095
|
Heartland Advisors
Milwaukee,
Wisconsin
|
$33.3M
|
+$8.02M
|
3
|
1.87%
|
Increased
|
|
|
2096
|
AQR Arbitrage
Greenwich,
Connecticut
|
$33.3M
|
+$3.19M
|
2
|
1.5%
|
Increased
|
|
|
2097
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$33.2M
|
-$134K
|
6
|
9.56%
|
Reduced
|
|
|
2098
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$33.2M
|
+$5.07M
|
7
|
5.89%
|
Increased
|
|
|
2099
|
WESPAC Advisors SoCal
Pasadena,
California
|
$33.2M
|
+$571K
|
3
|
11.21%
|
Increased
|
|
|
2100
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$33.2M
|
+$492K
|
20
|
6.37%
|
Increased
|
|