|
2101
|
First Personal Financial Services
Charlotte,
North Carolina
|
$34.2M
|
-$56.2K
|
8
|
7.97%
|
Reduced
|
|
|
2102
|
Sigma Investment Counselors
Northville,
Michigan
|
$34M
|
+$315K
|
6
|
2.44%
|
Increased
|
|
|
2103
|
Donor Advised Charitable Giving
San Francisco,
California
|
$34M
|
+$497K
|
4
|
3.49%
|
Increased
|
|
|
2104
|
Pentwater Capital Management
Naples,
Florida
|
$33.9M
|
+$20.2M
|
3
|
0.41%
|
Increased
|
|
|
2105
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$33.9M
|
-$3.47M
|
10
|
8.51%
|
Reduced
|
|
|
2106
|
Phraction Management
Colchester,
Connecticut
|
$33.9M
|
+$7.3M
|
5
|
19.5%
|
Increased
|
|
|
2107
|
Carroll Investors
Mt Pleasant,
South Carolina
|
$33.8M
|
+$3.07M
|
9
|
21.63%
|
Increased
|
|
|
2108
|
NVWM LLC
Yardley,
Pennsylvania
|
$33.8M
|
+$1.32M
|
10
|
10.72%
|
Increased
|
|
|
2109
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$33.8M
|
-$8.77M
|
7
|
3.66%
|
Reduced
|
|
|
2110
|
Cooper Financial Group
Irvine,
California
|
$33.8M
|
+$1.9M
|
7
|
12.84%
|
Increased
|
|
|
2111
|
Personal CFO Solutions
Chester,
New Jersey
|
$33.8M
|
-$922K
|
7
|
6.67%
|
Reduced
|
|
|
2112
|
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
|
$33.7M
|
+$10.8M
|
11
|
2.83%
|
Increased
|
|
|
2113
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$33.7M
|
-$286K
|
8
|
6.37%
|
Reduced
|
|
|
2114
|
Canal Insurance Company
Greenville,
South Carolina
|
$33.7M
|
$0
|
3
|
9.25%
|
Maintained
|
|
|
2115
|
Congress Park Capital
Saratoga Springs,
New York
|
$33.7M
|
+$242K
|
8
|
16.91%
|
Increased
|
|
|
2116
|
Sitrin Capital Management
Century City,
California
|
$33.6M
|
-$5.34M
|
6
|
16.88%
|
Reduced
|
|
|
2117
|
SimplyRich
Carlsbad,
California
|
$33.6M
|
-$401K
|
6
|
11.76%
|
Reduced
|
|
|
2118
|
Asset Dedication LLC
San Francisco,
California
|
$33.6M
|
-$1.08M
|
19
|
3.75%
|
Reduced
|
|
|
2119
|
Conway Capital Management
Burbank,
California
|
$33.6M
|
-$1.59M
|
5
|
21.53%
|
Reduced
|
|
|
2120
|
Taika Capital
Sunny Isles Beach,
Florida
|
$33.6M
|
+$14.2M
|
2
|
16.88%
|
Increased
|
|
|
2121
|
SFE Investment Counsel
Los Angeles,
California
|
$33.5M
|
+$2.4M
|
6
|
8.49%
|
Increased
|
|
|
2122
|
American Trust
Lexington,
Kentucky
|
$33.5M
|
+$9.5M
|
8
|
2.25%
|
Increased
|
|
|
2123
|
Riverpark Capital Management
New York
|
$33.4M
|
-$10.6M
|
5
|
18.57%
|
Reduced
|
|
|
2124
|
Fort Point Capital Partners
San Francisco,
California
|
$33.4M
|
+$2.1M
|
6
|
4.66%
|
Increased
|
|
|
2125
|
Liberty Capital Management
Birmingham,
Michigan
|
$33.4M
|
-$9.05K
|
5
|
9.75%
|
Reduced
|
|