|
2726
|
PFG Investments
Woodbury,
New York
|
$492M
|
–
|
–
|
10.8%
|
106%
|
496
|
–
|
|
|
2727
|
|
$491M
|
+$90.4M
|
+23%
|
23.9%
|
261%
|
6
|
0%
|
|
|
2728
|
Zevin Asset Management
Boston,
Massachusetts
|
$490M
|
+$29.9M
|
+6%
|
8.64%
|
71.7%
|
83
|
10.84%
|
|
|
2729
|
Laidlaw Wealth Management
New York City,
New York
|
$490M
|
+$23.6M
|
+5%
|
8.71%
|
150%
|
382
|
9.69%
|
|
|
2730
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$490M
|
+$52.3M
|
+12%
|
5.62%
|
62.3%
|
835
|
19.52%
|
|
|
2731
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$490M
|
+$20.2M
|
+4%
|
5.28%
|
48.5%
|
242
|
5.37%
|
|
|
2732
|
Culbertson A N & Co
Charlottesville,
Virginia
|
$490M
|
+$14.8M
|
+3%
|
4.03%
|
80.7%
|
120
|
4.17%
|
|
|
2733
|
Legacy Financial Advisors
Covington,
Kentucky
|
$489M
|
+$25.3M
|
+5%
|
5.81%
|
86.3%
|
268
|
16.04%
|
|
|
2734
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$489M
|
+$19.1M
|
+4%
|
5.18%
|
53.3%
|
347
|
8.65%
|
|
|
2735
|
Solel Partners
Boston,
Massachusetts
|
$489M
|
+$42.6M
|
+10%
|
11.7%
|
25.9%
|
28
|
25%
|
|
|
2736
|
HGC Investment Management
Toronto,
Ontario, Canada
|
$489M
|
-$482M
|
-50%
|
2.96%
|
33.2%
|
392
|
55.1%
|
|
|
2737
|
|
$489M
|
-$17.1M
|
-3%
|
4.88%
|
60.2%
|
83
|
10.84%
|
|
|
2738
|
River Global Investors
London,
United Kingdom
|
$488M
|
+$22.8M
|
+5%
|
10.2%
|
49.7%
|
202
|
11.88%
|
|
|
2739
|
BSW Wealth Partners
Boulder,
Colorado
|
$488M
|
+$22.5M
|
+5%
|
6.85%
|
75.4%
|
341
|
16.72%
|
|
|
2740
|
CAS Investment Partners
Westport,
Connecticut
|
$488M
|
+$68.8M
|
+16%
|
26.3%
|
527%
|
6
|
16.67%
|
|
|
2741
|
South Street Advisors
New York
|
$487M
|
+$34.2M
|
+8%
|
10.9%
|
169%
|
78
|
12.82%
|
|
|
2742
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$487M
|
+$30.6M
|
+7%
|
8.17%
|
55%
|
117
|
5.13%
|
|
|
2743
|
Qtron Investments
Boston,
Massachusetts
|
$486M
|
+$10.4M
|
+2%
|
9.72%
|
139%
|
459
|
20.92%
|
|
|
2744
|
American Investment Services
Great Barrington,
Massachusetts
|
$486M
|
+$64
|
+0%
|
5.36%
|
63.1%
|
134
|
0%
|
|
|
2745
|
McMorgan & Co
San Francisco,
California
|
$486M
|
+$19.5M
|
+4%
|
5.65%
|
30.1%
|
60
|
21.67%
|
|
|
2746
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$486M
|
+$63.3M
|
+15%
|
5.06%
|
18.3%
|
157
|
12.1%
|
|
|
2747
|
Bridgecreek Investment Management
Tulsa,
Oklahoma
|
$486M
|
+$37.7M
|
+8%
|
14.2%
|
48.4%
|
102
|
9.8%
|
|
|
2748
|
Honeycomb Asset Management
New York
|
$485M
|
+$109M
|
+29%
|
20.8%
|
49%
|
45
|
71.11%
|
|
|
2749
|
Liberty Wealth Management
Oakland,
California
|
$485M
|
–
|
–
|
8.26%
|
64.2%
|
230
|
–
|
|
|
2750
|
Ulysses Management
New York
|
$484M
|
+$69.2M
|
+17%
|
10.4%
|
51.8%
|
63
|
55.56%
|
|