|
2551
|
Discerene Group
Stamford,
Connecticut
|
$689M
|
-$110M
|
-14%
|
3.95%
|
48.6%
|
14
|
21.43%
|
|
|
2552
|
JGP Wealth Management
Bend,
Oregon
|
$689M
|
+$15.3M
|
+2%
|
6.75%
|
78.2%
|
177
|
13.56%
|
|
|
2553
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$688M
|
+$61.7M
|
+10%
|
11.2%
|
80.3%
|
222
|
13.06%
|
|
|
2554
|
Managed Asset Portfolios
Rochester,
Michigan
|
$687M
|
+$27.5M
|
+4%
|
8.1%
|
99.2%
|
42
|
11.9%
|
|
|
2555
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$686M
|
+$111M
|
+19%
|
10.1%
|
116%
|
355
|
18.31%
|
|
|
2556
|
Wilkins Investment Counsel
Boston,
Massachusetts
|
$685M
|
+$275M
|
+67%
|
6.98%
|
56.2%
|
129
|
40.31%
|
|
|
2557
|
Opus Capital Group
Cincinnati,
Ohio
|
$685M
|
+$69.4M
|
+11%
|
6.27%
|
49.7%
|
129
|
8.53%
|
|
|
2558
|
McGuire Investment Group
Wakefield,
Rhode Island
|
$685M
|
+$85.2M
|
+14%
|
14.8%
|
184%
|
122
|
10.66%
|
|
|
2559
|
Resources Management Corp
West Hartford,
Connecticut
|
$684M
|
+$11.1M
|
+2%
|
8.48%
|
78.5%
|
469
|
9.17%
|
|
|
2560
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$683M
|
+$43.7M
|
+7%
|
5.09%
|
44.3%
|
113
|
10.62%
|
|
|
2561
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$683M
|
+$46M
|
+7%
|
9.87%
|
82.1%
|
538
|
16.17%
|
|
|
2562
|
Rockbridge Investment Management
Syracuse,
New York
|
$682M
|
+$28.6M
|
+4%
|
3.57%
|
38.6%
|
666
|
82.28%
|
|
|
2563
|
Bell Asset Management
Melbourne,
Australia
|
$682M
|
+$26.6M
|
+4%
|
6.61%
|
32.7%
|
64
|
4.69%
|
|
|
2564
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$681M
|
+$40.2M
|
+6%
|
7.67%
|
67.2%
|
196
|
8.67%
|
|
|
2565
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$681M
|
+$124M
|
+22%
|
7.86%
|
68%
|
165
|
40%
|
|
|
2566
|
Insight Wealth Strategies
San Ramon,
California
|
$681M
|
+$62M
|
+10%
|
7.18%
|
79.5%
|
185
|
31.35%
|
|
|
2567
|
Curated Wealth Partners
El Segundo,
California
|
$681M
|
+$68.4M
|
+11%
|
0%
|
48.7%
|
280
|
100%
|
|
|
2568
|
Conversant Capital
Summit,
New Jersey
|
$680M
|
+$447M
|
+192%
|
99.9%
|
228%
|
20
|
60%
|
|
|
2569
|
Keebeck Wealth Management
Chicago,
Illinois
|
$680M
|
+$73.7M
|
+12%
|
9.7%
|
81.3%
|
289
|
14.53%
|
|
|
2570
|
Financial Management Professionals
Austin,
Texas
|
$679M
|
+$64.8M
|
+11%
|
7.9%
|
62.1%
|
1,131
|
16.27%
|
|
|
2571
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$678M
|
+$31.6M
|
+5%
|
8.87%
|
–
|
276
|
7.97%
|
|
|
2572
|
Praesidium Investment Management Company
New York
|
$678M
|
-$132M
|
-16%
|
8.2%
|
79%
|
15
|
33.33%
|
|
|
2573
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$677M
|
+$109M
|
+19%
|
7.56%
|
67.9%
|
242
|
18.6%
|
|
|
2574
|
Intelligence Driven Advisers
Carlsbad,
California
|
$677M
|
+$57.9M
|
+9%
|
6.21%
|
58.5%
|
109
|
22.02%
|
|
|
2575
|
Great Lakes Retirement
Sandusky,
Ohio
|
$676M
|
+$68.4M
|
+11%
|
12%
|
108%
|
234
|
17.95%
|
|