|
2501
|
Freedom Together Foundation
New York
|
$817M
|
+$51.6M
|
+7%
|
9.09%
|
–
|
23
|
95.65%
|
|
|
2502
|
Slow Capital
Greenbrae,
California
|
$817M
|
+$69.6M
|
+9%
|
21.6%
|
124%
|
122
|
13.11%
|
|
|
2503
|
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
$814M
|
+$80.6M
|
+11%
|
7.84%
|
–
|
127
|
25.2%
|
|
|
2504
|
Kora Management
Brooklyn,
New York
|
$814M
|
+$49.2M
|
+6%
|
39.6%
|
197%
|
8
|
25%
|
|
|
2505
|
|
$813M
|
–
|
–
|
16.4%
|
–
|
1
|
–
|
|
|
2506
|
Symmetry Partners
Glastonbury,
Connecticut
|
$813M
|
+$93.6M
|
+13%
|
7.33%
|
58.5%
|
159
|
22.01%
|
|
|
2507
|
Evermay Wealth Management
Arlington,
Virginia
|
$812M
|
+$51M
|
+7%
|
7.48%
|
56.2%
|
609
|
11%
|
|
|
2508
|
Naviter Wealth
Little Rock,
Arkansas
|
$812M
|
-$13M
|
-2%
|
7.97%
|
67.3%
|
310
|
23.55%
|
|
|
2509
|
Westerkirk Capital
Victoria,
|
$811M
|
–
|
–
|
10.7%
|
–
|
231
|
–
|
|
|
2510
|
HBW Advisory Services
Simi Valley,
California
|
$811M
|
+$108M
|
+15%
|
9.6%
|
62.1%
|
428
|
16.82%
|
|
|
2511
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$811M
|
+$76.8M
|
+10%
|
10.4%
|
59.7%
|
134
|
22.39%
|
|
|
2512
|
Two Sigma Securities
New York
|
$811M
|
+$151M
|
+23%
|
9.29%
|
86.8%
|
2,253
|
74.21%
|
|
|
2513
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$811M
|
+$51.4M
|
+7%
|
9.01%
|
54.2%
|
1,686
|
19.75%
|
|
|
2514
|
Ascent Wealth Partners
New Hartford,
New York
|
$810M
|
+$64.8M
|
+9%
|
12.9%
|
72.3%
|
187
|
18.18%
|
|
|
2515
|
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
|
$809M
|
+$89.3M
|
+12%
|
14.6%
|
140%
|
31
|
12.9%
|
|
|
2516
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$809M
|
+$69.5M
|
+9%
|
8.32%
|
86%
|
540
|
15.74%
|
|
|
2517
|
Romano Brothers & Co
Evanston,
Illinois
|
$809M
|
+$35.5M
|
+5%
|
9.28%
|
101%
|
312
|
4.81%
|
|
|
2518
|
Morgan Stanley Institutional Investment Advisors
Greenwood Village,
Colorado
|
$808M
|
+$382M
|
+90%
|
2.01%
|
–
|
4
|
50%
|
|
|
2519
|
Absolute Investment Advisers
Rosemary Beach,
Florida
|
$808M
|
+$125M
|
+18%
|
0.93%
|
0.22%
|
133
|
29.32%
|
|
|
2520
|
Oak Root LLC
Santa Barbara,
California
|
$807M
|
+$61.4M
|
+8%
|
10.5%
|
–
|
14
|
21.43%
|
|
|
2521
|
Navellier & Associates
Reno,
Nevada
|
$807M
|
+$83.4M
|
+12%
|
27.6%
|
262%
|
321
|
11.21%
|
|
|
2522
|
Absher Wealth Management
Chapel Hill,
North Carolina
|
$807M
|
+$44.3M
|
+6%
|
5.78%
|
52.3%
|
72
|
8.33%
|
|
|
2523
|
Cahill Financial Advisors
Edina,
Minnesota
|
$806M
|
+$69.8M
|
+9%
|
7.87%
|
45.2%
|
281
|
8.19%
|
|
|
2524
|
Savoie Capital
Chicago,
Illinois
|
$805M
|
-$34.6M
|
-4%
|
22.1%
|
–
|
99
|
12.12%
|
|
|
2525
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$804M
|
+$85M
|
+12%
|
10.1%
|
67.7%
|
205
|
5.37%
|
|