|
2151
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$50M
|
+$35.1K
|
4
|
13.19%
|
Increased
|
|
|
2152
|
Regal Investment Advisors
Kentwood,
Michigan
|
$50M
|
+$2.34M
|
7
|
3.74%
|
Increased
|
|
|
2153
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$50M
|
-$470K
|
6
|
2.38%
|
Reduced
|
|
|
2154
|
Asset Dedication LLC
San Francisco,
California
|
$49.8M
|
-$502K
|
18
|
3.62%
|
Reduced
|
|
|
2155
|
Wright Investors Service
Shelton,
Connecticut
|
$49.8M
|
-$4.3M
|
7
|
15.03%
|
Reduced
|
|
|
2156
|
Wishbone Management
Chicago,
Illinois
|
$49.7M
|
+$43.4M
|
1
|
22.51%
|
New
|
|
|
2157
|
Roberts Wealth Advisors
Palo Alto,
California
|
$49.7M
|
-$2.29M
|
6
|
14.29%
|
Reduced
|
|
|
2158
|
Trek Financial
Scottsdale,
Arizona
|
$49.6M
|
+$285K
|
8
|
3.33%
|
Increased
|
|
|
2159
|
First Western Trust Bank
Denver,
Colorado
|
$49.5M
|
-$7.11M
|
6
|
2.23%
|
Reduced
|
|
|
2160
|
Kercheville Advisors
San Antonio,
Texas
|
$49.5M
|
-$1.63M
|
6
|
17.09%
|
Reduced
|
|
|
2161
|
City of London Investment Management
London,
United Kingdom
|
$49.4M
|
+$161K
|
3
|
4.59%
|
Increased
|
|
|
2162
|
|
$49.4M
|
-$110K
|
6
|
16.34%
|
Reduced
|
|
|
2163
|
Chemung Canal Trust
Elmira,
New York
|
$49.4M
|
-$576K
|
5
|
10.38%
|
Reduced
|
|
|
2164
|
Field & Main Bank
Henderson,
Kentucky
|
$49.3M
|
-$692K
|
7
|
16.05%
|
Reduced
|
|
|
2165
|
Vega Investment Solutions
Paris,
France
|
$49.3M
|
-$10.6M
|
9
|
11.6%
|
Reduced
|
|
|
2166
|
Brookwood Investment Group
Phoenix,
Arizona
|
$49.3M
|
-$2.18M
|
6
|
7.95%
|
Reduced
|
|
|
2167
|
Once Capital Management
New York
|
$49.3M
|
+$1.88M
|
3
|
13.52%
|
Increased
|
|
|
2168
|
Embree Financial Group
Chicago,
Illinois
|
$49.2M
|
+$618K
|
6
|
7.41%
|
Increased
|
|
|
2169
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$49.2M
|
+$748K
|
4
|
14.94%
|
Increased
|
|
|
2170
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$49.1M
|
+$843K
|
11
|
10.02%
|
Increased
|
|
|
2171
|
|
$49.1M
|
+$23.2M
|
16
|
0.8%
|
Increased
|
|
|
2172
|
EFG Asset Management
Portland,
Oregon
|
$49.1M
|
+$1.93M
|
5
|
6.94%
|
Increased
|
|
|
2173
|
O'Neil Global Advisors
Los Angeles,
California
|
$49.1M
|
+$38.1M
|
4
|
11.29%
|
Increased
|
|
|
2174
|
Union Heritage Capital
Bloomfield Hills,
Michigan
|
$49M
|
$0
|
5
|
17.07%
|
Maintained
|
|
|
2175
|
Lynwood Price Capital Management
Austin,
Texas
|
$48.9M
|
$0
|
2
|
24.33%
|
Maintained
|
|