|
2701
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$479M
|
+$60.8M
|
+15%
|
11%
|
63.3%
|
181
|
8.29%
|
|
|
2702
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$478M
|
+$71.4M
|
+18%
|
14%
|
103%
|
267
|
19.48%
|
|
|
2703
|
Hardy Reed
Tupelo,
Mississippi
|
$478M
|
+$79.3M
|
+20%
|
13.5%
|
69.7%
|
103
|
17.48%
|
|
|
2704
|
Tarbox Family Office
Newport Beach,
California
|
$478M
|
+$67.6M
|
+16%
|
16%
|
60.5%
|
1,224
|
9.4%
|
|
|
2705
|
Transform Wealth
Greenwood Village,
Colorado
|
$478M
|
-$142M
|
-23%
|
13.5%
|
48.4%
|
234
|
24.36%
|
|
|
2706
|
Sycomore Asset Management
Paris,
France
|
$478M
|
+$135M
|
+39%
|
18.8%
|
151%
|
83
|
40.96%
|
|
|
2707
|
Spectrum Management Group
Indianapolis,
Indiana
|
$478M
|
+$50.9M
|
+12%
|
10.7%
|
44%
|
295
|
35.93%
|
|
|
2708
|
City Holding Co
Charleston,
West Virginia
|
$478M
|
+$38.9M
|
+9%
|
13%
|
81.3%
|
551
|
13.61%
|
|
|
2709
|
HCR Wealth Advisors
Los Angeles,
California
|
$478M
|
+$40.4M
|
+9%
|
13.4%
|
91%
|
278
|
17.63%
|
|
|
2710
|
Absher Wealth Management
Chapel Hill,
North Carolina
|
$478M
|
+$61.7M
|
+15%
|
13.7%
|
54.5%
|
72
|
6.94%
|
|
|
2711
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$477M
|
+$39.8M
|
+9%
|
11.6%
|
79%
|
894
|
10.07%
|
|
|
2712
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$477M
|
+$277M
|
+139%
|
13.3%
|
91.1%
|
1,706
|
49.47%
|
|
|
2713
|
RGT Wealth Advisors
Dallas,
Texas
|
$477M
|
+$82M
|
+21%
|
10.3%
|
9.35%
|
76
|
55.26%
|
|
|
2714
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$476M
|
+$55.7M
|
+13%
|
13%
|
54.8%
|
650
|
20.92%
|
|
|
2715
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$476M
|
+$46.6M
|
+11%
|
13.4%
|
19%
|
957
|
18.5%
|
|
|
2716
|
Chemung Canal Trust
Elmira,
New York
|
$476M
|
+$57M
|
+14%
|
13.6%
|
80.9%
|
115
|
1.74%
|
|
|
2717
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$476M
|
+$53.4M
|
+13%
|
12.6%
|
–
|
661
|
55.98%
|
|
|
2718
|
Tanglewood Wealth Management
Houston,
Texas
|
$476M
|
+$37M
|
+8%
|
12.8%
|
59.7%
|
21
|
19.05%
|
|
|
2719
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$476M
|
+$122M
|
+34%
|
11.3%
|
51.1%
|
137
|
32.12%
|
|
|
2720
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$475M
|
-$4.41M
|
-0.9%
|
18.6%
|
109%
|
134
|
57.46%
|
|
|
2721
|
Permanens Capital
New York
|
$475M
|
+$186M
|
+64%
|
13.8%
|
76.9%
|
133
|
14.29%
|
|
|
2722
|
Greenhaven Road Investment Management
Greenwich,
Connecticut
|
$475M
|
+$216M
|
+83%
|
66.5%
|
70.2%
|
33
|
45.45%
|
|
|
2723
|
Laidlaw Wealth Management
New York City,
New York
|
$475M
|
+$250M
|
+111%
|
11.4%
|
150%
|
361
|
45.43%
|
|
|
2724
|
Dalton, Greiner, Hartman, Maher & Co
New York
|
$475M
|
-$137M
|
-22%
|
26.6%
|
63%
|
175
|
10.86%
|
|
|
2725
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$474M
|
+$72.3M
|
+18%
|
13.3%
|
98%
|
156
|
10.26%
|
|