|
2676
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$508M
|
+$5.67M
|
+1%
|
3.2%
|
57.2%
|
190
|
13.68%
|
|
|
2677
|
Strategic Advisors
New York
|
$507M
|
-$17.7M
|
-3%
|
2.56%
|
87.3%
|
205
|
8.78%
|
|
|
2678
|
Sherborne Investors Management
New York
|
$507M
|
-$40.1M
|
-7%
|
7.32%
|
48.8%
|
1
|
0%
|
|
|
2679
|
GuoLine Advisory
Singapore
|
$507M
|
-$439K
|
-0.1%
|
3.41%
|
81.9%
|
13
|
15.38%
|
|
|
2680
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$507M
|
+$34.9M
|
+7%
|
2.85%
|
64.5%
|
274
|
9.49%
|
|
|
2681
|
Kadensa Capital
Central,
Hong Kong
|
$507M
|
-$61.3M
|
-11%
|
2.55%
|
125%
|
33
|
48.48%
|
|
|
2682
|
Private Advisory Group
Redmond,
Washington
|
$506M
|
+$1.2M
|
+0.2%
|
2.47%
|
134%
|
226
|
24.34%
|
|
|
2683
|
Personal CFO Solutions
Chester,
New Jersey
|
$506M
|
+$13.2M
|
+3%
|
1.56%
|
74.8%
|
506
|
17.79%
|
|
|
2684
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$506M
|
+$39.8M
|
+9%
|
3.11%
|
59.7%
|
133
|
36.84%
|
|
|
2685
|
Bremer Bank National Association
St Paul,
Minnesota
|
$506M
|
-$19M
|
-4%
|
2.86%
|
37.4%
|
201
|
6.97%
|
|
|
2686
|
|
$505M
|
-$12.8M
|
-2%
|
1.71%
|
22.4%
|
87
|
14.94%
|
|
|
2687
|
World Investment Advisors
Santa Barbara,
California
|
$505M
|
-$12.2M
|
-2%
|
3.28%
|
55.4%
|
286
|
15.73%
|
|
|
2688
|
Nordwand Advisors
Radnor,
Pennsylvania
|
$505M
|
-$78.7M
|
-13%
|
4.32%
|
66.9%
|
130
|
13.08%
|
|
|
2689
|
Principal Street Partners
Memphis,
Tennessee
|
$505M
|
+$84M
|
+20%
|
5.47%
|
73%
|
236
|
16.95%
|
|
|
2690
|
Synergy Asset Management
Vancouver,
Washington
|
$504M
|
+$100M
|
+25%
|
2.77%
|
97.3%
|
158
|
62.03%
|
|
|
2691
|
Bricktown Capital
Detroit,
Michigan
|
$504M
|
-$286M
|
-36%
|
3.88%
|
40.8%
|
24
|
8.33%
|
|
|
2692
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$504M
|
+$812K
|
+0.2%
|
3.44%
|
46.3%
|
97
|
6.19%
|
|
|
2693
|
Marietta Wealth Management
Marietta,
Georgia
|
$503M
|
-$27.3M
|
-5%
|
2.59%
|
74.7%
|
110
|
11.82%
|
|
|
2694
|
Raub Brock Capital Management
Larkspur,
California
|
$503M
|
-$29.6M
|
-6%
|
0.99%
|
56.3%
|
67
|
8.96%
|
|
|
2695
|
Shannon River Fund Management
New York
|
$503M
|
+$102M
|
+25%
|
6.88%
|
337%
|
23
|
65.22%
|
|
|
2696
|
Radnor Capital Management
Wayne,
Pennsylvania
|
$503M
|
+$269M
|
+115%
|
2.72%
|
86.6%
|
306
|
60.46%
|
|
|
2697
|
GCM Grosvenor Holdings
Chicago,
Illinois
|
$502M
|
+$271M
|
+117%
|
4.17%
|
87.6%
|
22
|
45.45%
|
|
|
2698
|
TrinityPoint Wealth
Milford,
Connecticut
|
$502M
|
-$10.3M
|
-2%
|
2.7%
|
28.4%
|
301
|
11.96%
|
|
|
2699
|
Alpine Investment Management
Hong Kong
|
$500M
|
+$73.3M
|
+17%
|
4.76%
|
37.4%
|
18
|
77.78%
|
|
|
2700
|
Archford Capital Strategies
Swansea,
Illinois
|
$500M
|
-$27.5M
|
-5%
|
3.36%
|
76.2%
|
283
|
6.71%
|
|