|
2501
|
Lucia Wealth Services
San Diego,
California
|
$426M
|
+$47.8M
|
+13%
|
7.38%
|
45.6%
|
185
|
9.19%
|
|
|
2502
|
Soltis Investment Advisors
St. George,
Utah
|
$426M
|
+$40.1M
|
+10%
|
4.29%
|
67%
|
207
|
16.43%
|
|
|
2503
|
Harbor Advisors
West Palm Beach,
Florida
|
$426M
|
+$35.3M
|
+9%
|
9.41%
|
125%
|
160
|
10%
|
|
|
2504
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$426M
|
+$63.4M
|
+18%
|
6.23%
|
66.3%
|
197
|
16.75%
|
|
|
2505
|
FCG Advisors
Chatham,
New Jersey
|
$425M
|
+$42M
|
+11%
|
6.15%
|
19.7%
|
202
|
23.27%
|
|
|
2506
|
Stieven Capital Advisors
St. Louis,
Missouri
|
$425M
|
-$8.07M
|
-2%
|
2.47%
|
82.8%
|
50
|
16%
|
|
|
2507
|
Galibier Capital Management
Toronto,
Ontario, Canada
|
$425M
|
+$113M
|
+36%
|
8.29%
|
66.8%
|
40
|
12.5%
|
|
|
2508
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$425M
|
+$56.5M
|
+15%
|
8.2%
|
62.3%
|
136
|
15.44%
|
|
|
2509
|
Gateway Advisory
Westfield,
New Jersey
|
$425M
|
+$83.9M
|
+25%
|
5.75%
|
26%
|
70
|
20%
|
|
|
2510
|
WT Asset Management
Hong Kong
|
$424M
|
+$8.48M
|
+2%
|
33.4%
|
1,369%
|
19
|
63.16%
|
|
|
2511
|
MA Private Wealth
San Carlos,
California
|
$424M
|
+$23.9M
|
+6%
|
6.24%
|
57.5%
|
83
|
1.2%
|
|
|
2512
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$423M
|
+$45.3M
|
+12%
|
11.6%
|
59.5%
|
98
|
6.12%
|
|
|
2513
|
Kettle Hill Capital Management
New York
|
$422M
|
+$34.3M
|
+9%
|
11.2%
|
24%
|
64
|
70.31%
|
|
|
2514
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$422M
|
-$4.03M
|
-0.9%
|
8.81%
|
–
|
679
|
56.7%
|
|
|
2515
|
Rockbridge Investment Management
Syracuse,
New York
|
$422M
|
+$36.5M
|
+9%
|
4.64%
|
31.1%
|
695
|
11.8%
|
|
|
2516
|
EAM Investors
Solana Beach,
California
|
$422M
|
-$30.6M
|
-7%
|
64.2%
|
5,228%
|
395
|
69.11%
|
|
|
2517
|
Gilbert & Cook
West Des Moines,
Iowa
|
$422M
|
+$22.6M
|
+6%
|
5.98%
|
63.2%
|
166
|
16.87%
|
|
|
2518
|
NTV Asset Management
Charleston,
West Virginia
|
$421M
|
+$34.7M
|
+9%
|
7.55%
|
82%
|
197
|
8.63%
|
|
|
2519
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$421M
|
-$56.3M
|
-12%
|
5.88%
|
56.9%
|
195
|
6.67%
|
|
|
2520
|
MGO One Seven
Beachwood,
Ohio
|
$421M
|
+$36.1M
|
+9%
|
10.1%
|
73.8%
|
504
|
17.26%
|
|
|
2521
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$421M
|
+$34.7M
|
+9%
|
5.89%
|
54.8%
|
612
|
14.38%
|
|
|
2522
|
SIR Capital Management
New York
|
$421M
|
+$12.3M
|
+3%
|
11.2%
|
80%
|
63
|
52.38%
|
|
|
2523
|
Pinpoint Asset Management
Hong Kong
|
$420M
|
+$73.6M
|
+21%
|
19.2%
|
185%
|
54
|
51.85%
|
|
|
2524
|
Chemung Canal Trust
Elmira,
New York
|
$419M
|
+$36M
|
+9%
|
9.21%
|
80.9%
|
118
|
7.63%
|
|
|
2525
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$419M
|
+$25.5M
|
+6%
|
7.37%
|
85.6%
|
308
|
34.09%
|
|