|
2526
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$855M
|
+$50.8M
|
+6%
|
7.66%
|
67.7%
|
209
|
6.22%
|
|
|
2527
|
Grove Bank & Trust
Miami,
Florida
|
$855M
|
+$53M
|
+7%
|
7.55%
|
71.8%
|
896
|
12.39%
|
|
|
2528
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$855M
|
+$69.8M
|
+9%
|
7.21%
|
53.7%
|
249
|
12.85%
|
|
|
2529
|
Novem Group
Rochester,
New York
|
$854M
|
+$60M
|
+8%
|
6.38%
|
–
|
452
|
17.7%
|
|
|
2530
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$853M
|
+$93.1M
|
+12%
|
6.53%
|
64.8%
|
514
|
17.7%
|
|
|
2531
|
Sendero Wealth Management
San Antonio,
Texas
|
$853M
|
+$51.7M
|
+6%
|
8.46%
|
77.4%
|
198
|
9.6%
|
|
|
2532
|
Criteria Caixa
Barcelona,
Spain
|
$853M
|
+$91.1M
|
+12%
|
13.6%
|
35.5%
|
22
|
27.27%
|
|
|
2533
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$853M
|
+$61M
|
+8%
|
9.77%
|
74.9%
|
85
|
8.24%
|
|
|
2534
|
Rivulet Capital
Summit,
New Jersey
|
$852M
|
-$178M
|
-17%
|
1.52%
|
27.4%
|
16
|
18.75%
|
|
|
2535
|
Slow Capital
Greenbrae,
California
|
$851M
|
+$34.6M
|
+4%
|
7.35%
|
124%
|
121
|
5.79%
|
|
|
2536
|
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
|
$851M
|
-$73M
|
-8%
|
19%
|
106%
|
24
|
29.17%
|
|
|
2537
|
Mattern Capital Management
Lakewood,
Colorado
|
$851M
|
+$18.2M
|
+2%
|
2.4%
|
31.5%
|
174
|
3.45%
|
|
|
2538
|
Fort Point Capital Partners
San Francisco,
California
|
$849M
|
-$538M
|
-39%
|
6.08%
|
53.4%
|
326
|
37.42%
|
|
|
2539
|
Insight Wealth Strategies
San Ramon,
California
|
$849M
|
+$57.1M
|
+7%
|
6.82%
|
79.5%
|
187
|
17.11%
|
|
|
2540
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$849M
|
+$58M
|
+7%
|
5.63%
|
48.1%
|
599
|
6.51%
|
|
|
2541
|
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
|
$848M
|
+$65.7M
|
+8%
|
5.72%
|
47.4%
|
16
|
0%
|
|
|
2542
|
Quadcap Wealth Management
Frisco,
Texas
|
$848M
|
+$60.3M
|
+8%
|
8.52%
|
–
|
435
|
16.09%
|
|
|
2543
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$848M
|
+$94M
|
+12%
|
7.18%
|
–
|
1,148
|
10.19%
|
|
|
2544
|
Cortland Associates
St Louis,
Missouri
|
$847M
|
-$10.2M
|
-1%
|
2.45%
|
57.1%
|
65
|
10.77%
|
|
|
2545
|
RPG Investment Advisory
Pleasanton,
California
|
$847M
|
+$42.6M
|
+5%
|
11.5%
|
123%
|
87
|
5.75%
|
|
|
2546
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$846M
|
+$77.6M
|
+10%
|
5.92%
|
46.3%
|
117
|
8.55%
|
|
|
2547
|
Keebeck Wealth Management
Chicago,
Illinois
|
$846M
|
+$81.9M
|
+11%
|
7.38%
|
64.6%
|
380
|
17.89%
|
|
|
2548
|
Bay Colony Advisors
Concord,
Massachusetts
|
$845M
|
+$121M
|
+17%
|
8.71%
|
91.8%
|
555
|
23.24%
|
|
|
2549
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$845M
|
+$88.1M
|
+12%
|
6.18%
|
42.9%
|
227
|
14.54%
|
|
|
2550
|
BDF Gestion
Paris,
France
|
$845M
|
-$48.5M
|
-5%
|
9.4%
|
–
|
147
|
9.52%
|
|