|
2701
|
2Xideas
Kusnacht,
Switzerland
|
$658M
|
-$88.5M
|
-12%
|
2.14%
|
34%
|
64
|
12.5%
|
|
|
2702
|
Wealth Management Nebraska
Norfolk,
Nebraska
|
$657M
|
+$42.6M
|
+7%
|
0.68%
|
–
|
83
|
25.3%
|
|
|
2703
|
Jamison Private Wealth Management
Milton,
Georgia
|
$656M
|
-$21.2M
|
-3%
|
1.08%
|
121%
|
207
|
6.76%
|
|
|
2704
|
ZEGA Investments
Palm Beach Gardens,
Florida
|
$656M
|
+$258M
|
+65%
|
4.41%
|
–
|
165
|
35.15%
|
|
|
2705
|
Bay Colony Advisors
Concord,
Massachusetts
|
$656M
|
-$19.2M
|
-3%
|
1.17%
|
91.8%
|
495
|
19.19%
|
|
|
2706
|
Holt Capital Partners
Fort Worth,
Texas
|
$655M
|
-$6.3M
|
-1%
|
1.25%
|
55.2%
|
151
|
0.66%
|
|
|
2707
|
Lee Financial
Dallas,
Texas
|
$655M
|
-$57.5M
|
-8%
|
0.17%
|
69.7%
|
188
|
27.66%
|
|
|
2708
|
Nottingham Advisors
Amherst,
New York
|
$654M
|
-$134M
|
-17%
|
0.69%
|
44.3%
|
141
|
23.4%
|
|
|
2709
|
Total Wealth Planning
Cincinnati,
Ohio
|
$654M
|
+$11.6M
|
+2%
|
0.45%
|
37.2%
|
94
|
4.26%
|
|
|
2710
|
TFC Financial Management
Boston,
Massachusetts
|
$653M
|
+$20.9M
|
+3%
|
0.33%
|
60%
|
1,068
|
18.63%
|
|
|
2711
|
Consolidated Investment Group
Englewood,
Colorado
|
$653M
|
-$61M
|
-9%
|
6.35%
|
140%
|
70
|
11.43%
|
|
|
2712
|
CVA Family Office
Denver,
Colorado
|
$652M
|
+$20.7M
|
+3%
|
0.67%
|
57.4%
|
1,485
|
19.93%
|
|
|
2713
|
Planning Alternatives
Birmingham,
Michigan
|
$652M
|
+$1.77M
|
+0.3%
|
2.74%
|
50.4%
|
78
|
24.36%
|
|
|
2714
|
Phocas Financial Corp
Alameda,
California
|
$652M
|
-$96.5M
|
-13%
|
4.13%
|
124%
|
168
|
22.02%
|
|
|
2715
|
Pandi LLC
Leawood,
Kansas
|
$651M
|
-$18.2M
|
-3%
|
4.89%
|
–
|
4
|
0%
|
|
|
2716
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$650M
|
+$32.5M
|
+5%
|
1.54%
|
34.4%
|
117
|
10.26%
|
|
|
2717
|
One River Asset Management
Stamford,
Connecticut
|
$650M
|
-$544M
|
-46%
|
6.41%
|
24%
|
272
|
79.04%
|
|
|
2718
|
Stanley-Laman Group
Berwyn,
Pennsylvania
|
$650M
|
-$62.2M
|
-9%
|
3.27%
|
82.9%
|
319
|
23.2%
|
|
|
2719
|
AE Industrial Partners
Boca Raton,
Florida
|
$650M
|
-$384M
|
-37%
|
37.3%
|
–
|
5
|
20%
|
|
|
2720
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$650M
|
-$32.2M
|
-5%
|
2.06%
|
85.7%
|
135
|
5.19%
|
|
|
2721
|
GR Financial Group
Tucson,
Arizona
|
$649M
|
+$57.4M
|
+10%
|
3.8%
|
55.7%
|
27
|
33.33%
|
|
|
2722
|
John G. Ullman & Associates
Corning,
New York
|
$648M
|
-$31.3M
|
-5%
|
2%
|
108%
|
180
|
10%
|
|
|
2723
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
$648M
|
-$8.69M
|
-1%
|
1.34%
|
76.1%
|
268
|
13.06%
|
|
|
2724
|
Capital Planning Advisors
Roseville,
California
|
$648M
|
+$294K
|
+0%
|
0.05%
|
64.2%
|
143
|
9.79%
|
|
|
2725
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$648M
|
-$37.6M
|
-5%
|
4.92%
|
70.7%
|
200
|
14%
|
|