|
1651
|
|
$83.6M
|
+$11.5M
|
14
|
7.16%
|
Increased
|
|
|
1652
|
Segment Wealth Management
Houston,
Texas
|
$83.5M
|
+$514K
|
6
|
4.33%
|
Increased
|
|
|
1653
|
Evolve Private Wealth
Los Angeles,
California
|
$83.4M
|
-$54.3M
|
19
|
5.1%
|
Reduced
|
|
|
1654
|
American Assets Investment Management
San Diego,
California
|
$83M
|
$0
|
4
|
5.03%
|
Maintained
|
|
|
1655
|
|
$82.8M
|
-$7.09M
|
3
|
13.36%
|
Reduced
|
|
|
1656
|
Wedgewood Partners
St Louis,
Missouri
|
$82.7M
|
+$7.16M
|
3
|
17.08%
|
Increased
|
|
|
1657
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$82.7M
|
-$880K
|
3
|
19%
|
Reduced
|
|
|
1658
|
Zevin Asset Management
Boston,
Massachusetts
|
$82.6M
|
-$7.32M
|
5
|
11.59%
|
Reduced
|
|
|
1659
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$82.5M
|
-$1.18M
|
6
|
14.88%
|
Reduced
|
|
|
1660
|
3G Capital Partners
New York
|
$82.4M
|
-$35.5M
|
4
|
22.07%
|
Reduced
|
|
|
1661
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$82.3M
|
+$1.96M
|
11
|
10.6%
|
Increased
|
|
|
1662
|
Valmark Advisers
Akron,
Ohio
|
$82.2M
|
+$62.3K
|
7
|
0.87%
|
Increased
|
|
|
1663
|
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
|
$82.2M
|
-$1.79M
|
3
|
14.79%
|
Reduced
|
|
|
1664
|
Powszechne Towarzystwo Emerytalne Allianz Polska
Warszawa,
Poland
|
$82.1M
|
$0
|
2
|
27.68%
|
Maintained
|
|
|
1665
|
Fortis Capital Management
Bellevue,
Washington
|
$82.1M
|
+$6.98M
|
6
|
9.18%
|
Increased
|
|
|
1666
|
Compass Capital Management
Minneapolis,
Minnesota
|
$82M
|
-$3.06M
|
3
|
4.94%
|
Reduced
|
|
|
1667
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$81.9M
|
-$2.65M
|
6
|
1.37%
|
Reduced
|
|
|
1668
|
J. Stern & Co
London,
United Kingdom
|
$81.8M
|
-$1.27M
|
1
|
7.72%
|
Reduced
|
|
|
1669
|
Woodstock Corp
Boston,
Massachusetts
|
$81.7M
|
-$149K
|
7
|
6.78%
|
Reduced
|
|
|
1670
|
Ithaka Group
Arlington,
Virginia
|
$81.4M
|
-$5.48M
|
5
|
14.77%
|
Reduced
|
|
|
1671
|
Morningstar Investment Management
Chicago,
Illinois
|
$81.3M
|
$0
|
6
|
5.01%
|
Maintained
|
|
|
1672
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$81.3M
|
-$2.78M
|
17
|
2.67%
|
Reduced
|
|
|
1673
|
Warther Private Wealth
Akron,
Ohio
|
$81.3M
|
-$3.85M
|
5
|
17.82%
|
Reduced
|
|
|
1674
|
Ulysses Management
New York
|
$81.1M
|
-$8.44M
|
3
|
16.04%
|
Reduced
|
|
|
1675
|
GW&K Investment Management
Boston,
Massachusetts
|
$81.1M
|
-$962K
|
22
|
0.63%
|
Reduced
|
|