|
2726
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$320M
|
+$36M
|
+13%
|
5.74%
|
55.2%
|
261
|
16.86%
|
|
|
2727
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$320M
|
+$15.4M
|
+5%
|
3.73%
|
80.8%
|
504
|
10.52%
|
|
|
2728
|
Avidian Wealth Enterprises
Houston,
Texas
|
$320M
|
+$2.75M
|
+0.9%
|
4.43%
|
63.7%
|
124
|
33.87%
|
|
|
2729
|
Exane Asset Management
Paris,
France
|
$319M
|
+$88.3M
|
+38%
|
6.98%
|
77.5%
|
197
|
75.13%
|
|
|
2730
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$319M
|
+$37.1M
|
+13%
|
10.5%
|
28.3%
|
1,059
|
26.53%
|
|
|
2731
|
Pathstone Family Office
Englewood,
New Jersey
|
$319M
|
+$184M
|
+135%
|
7.6%
|
38.9%
|
264
|
50.38%
|
|
|
2732
|
Regent Investment Management
Louisville,
Kentucky
|
$319M
|
+$19.8M
|
+7%
|
7.23%
|
44%
|
211
|
8.06%
|
|
|
2733
|
Security National Trust
Wheeling,
West Virginia
|
$319M
|
+$17.5M
|
+6%
|
7.73%
|
58.3%
|
398
|
6.28%
|
|
|
2734
|
Greenline Partners
New York
|
$319M
|
+$13.9M
|
+5%
|
5.19%
|
69.6%
|
69
|
7.25%
|
|
|
2735
|
GM Advisory Group
Melville,
New York
|
$319M
|
-$17.7M
|
-5%
|
2.87%
|
53.6%
|
133
|
15.79%
|
|
|
2736
|
George Kaiser Family Foundation
Tulsa,
Oklahoma
|
$319M
|
+$12.1M
|
+4%
|
3.26%
|
106%
|
19
|
21.05%
|
|
|
2737
|
Harvest Capital Management
Concord,
New Hampshire
|
$319M
|
+$20.8M
|
+7%
|
3.7%
|
19.5%
|
106
|
7.55%
|
|
|
2738
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$318M
|
+$19.8M
|
+7%
|
5.55%
|
63.5%
|
105
|
10.48%
|
|
|
2739
|
Value Holdings Management Company
Hampton Bays,
New York
|
$318M
|
+$8.63M
|
+3%
|
6.3%
|
125%
|
36
|
11.11%
|
|
|
2740
|
Financial Enhancement Group
Anderson,
Indiana
|
$318M
|
+$27.6M
|
+10%
|
4.43%
|
57.5%
|
282
|
15.96%
|
|
|
2741
|
Greatmark Investment Partners
Columbus,
Georgia
|
$318M
|
+$27.9M
|
+10%
|
9.27%
|
62%
|
127
|
7.87%
|
|
|
2742
|
Circle Wealth Management
Summit,
New Jersey
|
$317M
|
+$22.8M
|
+8%
|
6.43%
|
71.8%
|
105
|
12.38%
|
|
|
2743
|
First Personal Financial Services
Charlotte,
North Carolina
|
$317M
|
+$17.8M
|
+6%
|
6.4%
|
31.5%
|
708
|
11.86%
|
|
|
2744
|
America First Investment Advisors
Omaha,
Nebraska
|
$317M
|
+$9.41M
|
+3%
|
3.55%
|
78.2%
|
100
|
4%
|
|
|
2745
|
American Assets Inc
San Diego,
California
|
$316M
|
-$11M
|
-3%
|
3.36%
|
63.2%
|
3
|
0%
|
|
|
2746
|
Spectrum Management Group
Indianapolis,
Indiana
|
$316M
|
+$28.5M
|
+10%
|
7.26%
|
44%
|
256
|
23.44%
|
|
|
2747
|
Income Research & Management
Boston,
Massachusetts
|
$316M
|
-$8.41M
|
-3%
|
0.07%
|
0.7%
|
27
|
92.59%
|
|
|
2748
|
Sanoor Capital Management
Greenwich,
Connecticut
|
$316M
|
+$82.3M
|
+35%
|
13%
|
–
|
21
|
66.67%
|
|
|
2749
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$316M
|
+$26.4M
|
+9%
|
3.6%
|
12.6%
|
189
|
11.64%
|
|
|
2750
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$315M
|
+$77.3M
|
+33%
|
3.07%
|
71.3%
|
395
|
44.81%
|
|