|
2501
|
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
$906M
|
+$32.2M
|
+4%
|
1.57%
|
–
|
137
|
18.25%
|
|
|
2502
|
Wolf Hill Capital Management
Greenwich,
Connecticut
|
$906M
|
-$186M
|
-17%
|
5.19%
|
292%
|
38
|
47.37%
|
|
|
2503
|
|
$905M
|
+$76M
|
+9%
|
17.2%
|
–
|
1
|
0%
|
|
|
2504
|
NWF Advisory Services
Los Angeles,
California
|
$905M
|
-$6.46M
|
-0.7%
|
5.4%
|
111%
|
447
|
14.77%
|
|
|
2505
|
Cabot Wealth Management
Salem,
Massachusetts
|
$905M
|
+$2.93M
|
+0.3%
|
2.65%
|
55.6%
|
143
|
10.49%
|
|
|
2506
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$905M
|
+$14.9M
|
+2%
|
4.48%
|
64.3%
|
189
|
5.82%
|
|
|
2507
|
Ninepoint Partners
Toronto,
Ontario, Canada
|
$904M
|
+$145M
|
+19%
|
12%
|
38.6%
|
195
|
49.23%
|
|
|
2508
|
Hudson Valley Investment Advisors
Goshen,
New York
|
$904M
|
-$56.6M
|
-6%
|
6.65%
|
94.6%
|
179
|
17.88%
|
|
|
2509
|
SIR Capital Management
New York
|
$904M
|
-$211M
|
-19%
|
5.27%
|
80%
|
99
|
40.4%
|
|
|
2510
|
J.W. Burns & Co
Dewitt,
New York
|
$903M
|
+$19.7M
|
+2%
|
3.37%
|
78.5%
|
190
|
6.84%
|
|
|
2511
|
Caledonia Investments plc (UK)
London England,
United Kingdom
|
$902M
|
-$114M
|
-11%
|
7.74%
|
48.7%
|
17
|
23.53%
|
|
|
2512
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$902M
|
+$129M
|
+17%
|
1.9%
|
55.9%
|
446
|
8.07%
|
|
|
2513
|
Sendero Wealth Management
San Antonio,
Texas
|
$902M
|
+$48.8M
|
+6%
|
3.86%
|
77.4%
|
202
|
9.41%
|
|
|
2514
|
Denali Advisors
San Diego,
California
|
$901M
|
+$15.9M
|
+2%
|
0.96%
|
85.8%
|
352
|
24.43%
|
|
|
2515
|
Euro Pacific Asset Management
Dorado,
Puerto Rico
|
$901M
|
+$72.2M
|
+9%
|
12.1%
|
137%
|
97
|
12.37%
|
|
|
2516
|
Isthmus Partners
Madison,
Wisconsin
|
$901M
|
+$450M
|
+100%
|
3.29%
|
61.1%
|
222
|
24.32%
|
|
|
2517
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$900M
|
+$77M
|
+9%
|
8.9%
|
62.7%
|
325
|
13.23%
|
|
|
2518
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$898M
|
+$158M
|
+21%
|
2.02%
|
46.3%
|
484
|
20.45%
|
|
|
2519
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$898M
|
–
|
–
|
4.38%
|
–
|
971
|
–
|
|
|
2520
|
EAM Investors
Solana Beach,
California
|
$898M
|
+$25.6M
|
+3%
|
35.8%
|
5,228%
|
377
|
61.54%
|
|
|
2521
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$898M
|
+$52.4M
|
+6%
|
1.68%
|
42.9%
|
229
|
10.92%
|
|
|
2522
|
Ashford Capital Management
Wilmington,
Delaware
|
$898M
|
-$96.4K
|
-0%
|
9.75%
|
111%
|
120
|
17.5%
|
|
|
2523
|
Think Investments
San Francisco,
California
|
$897M
|
+$141M
|
+19%
|
4.15%
|
119%
|
29
|
41.38%
|
|
|
2524
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$897M
|
+$67.6M
|
+8%
|
4.4%
|
98.6%
|
343
|
13.41%
|
|
|
2525
|
Violich Capital Management
San Francisco,
California
|
$896M
|
+$55.6M
|
+7%
|
7.05%
|
100%
|
119
|
12.61%
|
|