|
2151
|
Canal Insurance Company
Greenville,
South Carolina
|
$31.9M
|
$0
|
3
|
9.15%
|
Maintained
|
|
|
2152
|
Advisornet Financial
Minnetonka,
Minnesota
|
$31.9M
|
-$4.69M
|
27
|
2.9%
|
Reduced
|
|
|
2153
|
Personal CFO Solutions
Chester,
New Jersey
|
$31.9M
|
+$131K
|
7
|
6.31%
|
Increased
|
|
|
2154
|
|
$31.9M
|
+$141K
|
4
|
10.82%
|
Increased
|
|
|
2155
|
9258 Wealth Management
Blue Ash,
Ohio
|
$31.8M
|
-$141K
|
7
|
6.19%
|
Reduced
|
|
|
2156
|
Draper Asset Management
Smithtown,
New York
|
$31.8M
|
-$1.64M
|
5
|
33.72%
|
Reduced
|
|
|
2157
|
Litman Gregory Wealth Management
Larkspur,
California
|
$31.8M
|
+$31.6M
|
4
|
3.28%
|
Increased
|
|
|
2158
|
Wealth Advisors of Tampa Bay
Tampa,
Florida
|
$31.7M
|
+$16.1M
|
3
|
8.74%
|
Increased
|
|
|
2159
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$31.7M
|
+$7.01M
|
7
|
1.54%
|
Increased
|
|
|
2160
|
Ancient Art
Austin,
Texas
|
$31.6M
|
-$2.68M
|
2
|
6.79%
|
Reduced
|
|
|
2161
|
Claro Advisors
Boston,
Massachusetts
|
$31.6M
|
+$731K
|
7
|
7.9%
|
Increased
|
|
|
2162
|
Lombard Odier Asset Management (USA)
New York
|
$31.6M
|
+$17.2M
|
6
|
0.71%
|
Increased
|
|
|
2163
|
Keel Point
Huntsville,
Alabama
|
$31.5M
|
-$432K
|
7
|
4.32%
|
Reduced
|
|
|
2164
|
|
$31.5M
|
-$793K
|
6
|
20.32%
|
Reduced
|
|
|
2165
|
Eudaimonia Partners
Winchester,
Tennessee
|
$31.5M
|
+$564K
|
7
|
7.62%
|
Increased
|
|
|
2166
|
Clearstead Trust
Portland,
Maine
|
$31.5M
|
+$2.16M
|
8
|
10.35%
|
Increased
|
|
|
2167
|
Alaska Permanent Fund
Juneau,
Alaska
|
$31.4M
|
+$3.97M
|
6
|
0.59%
|
Increased
|
|
|
2168
|
Strategy Asset Managers
Pasadena,
California
|
$31.3M
|
-$1.87M
|
5
|
8.2%
|
Reduced
|
|
|
2169
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$31.3M
|
-$40.5K
|
9
|
8.41%
|
Reduced
|
|
|
2170
|
Private Capital Advisors
Darien,
Connecticut
|
$31.3M
|
+$651K
|
4
|
4.83%
|
Increased
|
|
|
2171
|
Peachtree Investment Partners
Indian River Shores,,
Florida
|
$31.3M
|
-$2.09M
|
5
|
15.97%
|
Reduced
|
|
|
2172
|
Financial Insights
Tacoma,
Washington
|
$31.3M
|
+$354K
|
5
|
11.16%
|
Increased
|
|
|
2173
|
GCM Grosvenor Holdings
Chicago,
Illinois
|
$31.2M
|
$0
|
1
|
6.21%
|
Maintained
|
|
|
2174
|
SOA Wealth Advisors
New York
|
$31.2M
|
-$23.4K
|
13
|
7.75%
|
Reduced
|
|
|
2175
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$31.2M
|
+$3.19M
|
5
|
0.75%
|
Increased
|
|