|
2501
|
Intelligence Driven Advisers
Carlsbad,
California
|
$706M
|
+$29.1M
|
+4%
|
2.03%
|
43.8%
|
121
|
27.27%
|
|
|
2502
|
Global X Japan
Chiyoda-Ku, Tokyo,
Japan
|
$706M
|
+$235M
|
+50%
|
9.09%
|
–
|
288
|
14.58%
|
|
|
2503
|
Spirepoint Private Client
Vero Beach,
Florida
|
$705M
|
+$48.9M
|
+7%
|
3.61%
|
–
|
224
|
17.86%
|
|
|
2504
|
Rockbridge Investment Management
Syracuse,
New York
|
$705M
|
+$23M
|
+3%
|
0.68%
|
31.1%
|
125
|
12%
|
|
|
2505
|
Skylands Capital
Milwaukee,
Wisconsin
|
$705M
|
-$18.5M
|
-3%
|
2.4%
|
64.3%
|
164
|
12.2%
|
|
|
2506
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$704M
|
+$36.2M
|
+5%
|
2.77%
|
109%
|
217
|
11.98%
|
|
|
2507
|
Dean Investment Associates
Beavercreek,
Ohio
|
$704M
|
-$23.4M
|
-3%
|
2.26%
|
46.9%
|
226
|
13.27%
|
|
|
2508
|
American Financial Advisors
Marietta,
Georgia
|
$703M
|
-$6.83M
|
-1%
|
0.33%
|
52.7%
|
154
|
7.79%
|
|
|
2509
|
Aviance Capital Partners
Naples,
Florida
|
$703M
|
+$30.2M
|
+4%
|
4.05%
|
83.6%
|
332
|
8.43%
|
|
|
2510
|
Insight Wealth Strategies
San Ramon,
California
|
$703M
|
+$21.6M
|
+3%
|
0.7%
|
79.5%
|
170
|
14.12%
|
|
|
2511
|
Fidelis Capital Partners
Tampa,
Florida
|
$702M
|
+$43.7M
|
+7%
|
5.29%
|
98.3%
|
413
|
16.71%
|
|
|
2512
|
Opus Capital Group
Cincinnati,
Ohio
|
$701M
|
+$16.7M
|
+2%
|
0.35%
|
39.5%
|
127
|
7.87%
|
|
|
2513
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$701M
|
+$28.7M
|
+4%
|
2.12%
|
51.5%
|
118
|
11.86%
|
|
|
2514
|
JGP Wealth Management
Bend,
Oregon
|
$701M
|
+$12.3M
|
+2%
|
1.9%
|
78.2%
|
178
|
13.48%
|
|
|
2515
|
Perennial Investment Advisors
Los Angeles,
California
|
$701M
|
+$41.9M
|
+6%
|
3.92%
|
68.4%
|
401
|
17.96%
|
|
|
2516
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$700M
|
+$4.19M
|
+0.6%
|
0.98%
|
56.7%
|
229
|
1.31%
|
|
|
2517
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$700M
|
+$17.3M
|
+3%
|
2.6%
|
64.8%
|
557
|
17.77%
|
|
|
2518
|
HCR Wealth Advisors
Los Angeles,
California
|
$700M
|
+$40.3M
|
+6%
|
7.15%
|
91%
|
234
|
10.68%
|
|
|
2519
|
Focused Wealth Management
Newburgh,
New York
|
$699M
|
+$48.4M
|
+7%
|
3.46%
|
57.9%
|
275
|
42.18%
|
|
|
2520
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$699M
|
+$17.7M
|
+3%
|
3.2%
|
67.2%
|
202
|
7.43%
|
|
|
2521
|
NTV Asset Management
Charleston,
West Virginia
|
$699M
|
+$42.5M
|
+6%
|
3.34%
|
82%
|
264
|
7.2%
|
|
|
2522
|
McGuire Investment Group
Wakefield,
Rhode Island
|
$697M
|
+$12.9M
|
+2%
|
5.41%
|
184%
|
117
|
4.27%
|
|
|
2523
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$697M
|
+$9.3M
|
+1%
|
2.95%
|
67.7%
|
209
|
8.13%
|
|
|
2524
|
Heritage Financial Services
Westwood,
Massachusetts
|
$697M
|
+$25M
|
+4%
|
1.29%
|
38.3%
|
108
|
6.48%
|
|
|
2525
|
Hendershot Investments
Centreville,
Virginia
|
$696M
|
-$3.5M
|
-0.5%
|
0.29%
|
52.6%
|
137
|
8.76%
|
|