|
2701
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$487M
|
+$30.6M
|
+7%
|
8.17%
|
43.5%
|
117
|
5.13%
|
|
|
2702
|
Qtron Investments
Boston,
Massachusetts
|
$486M
|
+$10.4M
|
+2%
|
9.72%
|
111%
|
459
|
20.92%
|
|
|
2703
|
American Investment Services
Great Barrington,
Massachusetts
|
$486M
|
+$64
|
+0%
|
5.36%
|
59.4%
|
134
|
0%
|
|
|
2704
|
McMorgan & Co
San Francisco,
California
|
$486M
|
+$19.5M
|
+4%
|
5.65%
|
22.5%
|
60
|
21.67%
|
|
|
2705
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$486M
|
+$63.3M
|
+15%
|
5.06%
|
18.3%
|
157
|
12.1%
|
|
|
2706
|
Bridgecreek Investment Management
Tulsa,
Oklahoma
|
$486M
|
+$37.7M
|
+8%
|
14.2%
|
48.4%
|
102
|
9.8%
|
|
|
2707
|
Honeycomb Asset Management
New York
|
$485M
|
+$109M
|
+29%
|
20.8%
|
49%
|
45
|
71.11%
|
|
|
2708
|
Liberty Wealth Management
Oakland,
California
|
$485M
|
–
|
–
|
8.26%
|
55.5%
|
230
|
–
|
|
|
2709
|
Ulysses Management
New York
|
$484M
|
+$69.2M
|
+17%
|
10.4%
|
48.7%
|
63
|
55.56%
|
|
|
2710
|
Personal CFO Solutions
Chester,
New Jersey
|
$484M
|
+$11.8M
|
+3%
|
4.78%
|
74.8%
|
516
|
19.96%
|
|
|
2711
|
Bernzott Capital Advisors
Camarillo,
California
|
$484M
|
-$289M
|
-37%
|
2.85%
|
46.6%
|
54
|
12.96%
|
|
|
2712
|
Samsara BioCapital
Palo Alto,
California
|
$484M
|
+$19.2M
|
+4%
|
5.92%
|
1,814%
|
59
|
11.86%
|
|
|
2713
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$484M
|
+$278K
|
+0.1%
|
2.86%
|
65%
|
174
|
8.05%
|
|
|
2714
|
HUB Investment Partners
Austin,
Texas
|
$484M
|
+$25.6M
|
+6%
|
6.6%
|
76.5%
|
248
|
56.05%
|
|
|
2715
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$484M
|
+$31.3M
|
+7%
|
5%
|
42.9%
|
71
|
5.63%
|
|
|
2716
|
Adventist Health System West
Roseville,
California
|
$483M
|
+$26.3M
|
+6%
|
5.81%
|
49%
|
5
|
0%
|
|
|
2717
|
Destiny Wealth Partners
Tavares,
Florida
|
$483M
|
+$21.3M
|
+5%
|
5.39%
|
51.9%
|
685
|
74.45%
|
|
|
2718
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$483M
|
+$150M
|
+45%
|
10.2%
|
118%
|
1,252
|
90.58%
|
|
|
2719
|
Wexford Capital
West Palm Beach,
Florida
|
$483M
|
-$3.25M
|
-0.7%
|
6.5%
|
92.6%
|
242
|
73.14%
|
|
|
2720
|
Polunin Capital Partners
London,
United Kingdom
|
$483M
|
+$82.2M
|
+21%
|
10.1%
|
252%
|
25
|
12%
|
|
|
2721
|
SlateStone Wealth
Jupiter,
Florida
|
$483M
|
+$68.4M
|
+16%
|
8.08%
|
79.1%
|
220
|
15%
|
|
|
2722
|
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
|
$482M
|
+$12.2M
|
+3%
|
3.24%
|
77.6%
|
143
|
6.99%
|
|
|
2723
|
HFG Wealth Management
The Woodlands,
Texas
|
$482M
|
–
|
–
|
5.97%
|
–
|
76
|
–
|
|
|
2724
|
Intrua Financial
Houston,
Texas
|
$482M
|
+$49.2M
|
+11%
|
5.59%
|
71%
|
357
|
14.85%
|
|
|
2725
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$481M
|
+$25.1M
|
+6%
|
2.74%
|
39.1%
|
64
|
1.56%
|
|