|
2751
|
Total Wealth Planning
Cincinnati,
Ohio
|
$654M
|
+$11.6M
|
+2%
|
0.45%
|
37.2%
|
94
|
4.26%
|
|
|
2752
|
TFC Financial Management
Boston,
Massachusetts
|
$653M
|
+$20.9M
|
+3%
|
0.33%
|
60%
|
1,068
|
18.63%
|
|
|
2753
|
Consolidated Investment Group
Englewood,
Colorado
|
$653M
|
-$61M
|
-9%
|
6.35%
|
140%
|
70
|
11.43%
|
|
|
2754
|
CVA Family Office
Denver,
Colorado
|
$652M
|
+$20.7M
|
+3%
|
0.67%
|
71.6%
|
1,485
|
19.93%
|
|
|
2755
|
Planning Alternatives
Birmingham,
Michigan
|
$652M
|
+$1.77M
|
+0.3%
|
2.74%
|
69.6%
|
78
|
24.36%
|
|
|
2756
|
Phocas Financial Corp
Alameda,
California
|
$652M
|
-$96.5M
|
-13%
|
4.13%
|
–
|
168
|
22.02%
|
|
|
2757
|
Pandi LLC
Leawood,
Kansas
|
$651M
|
-$18.2M
|
-3%
|
4.89%
|
–
|
4
|
0%
|
|
|
2758
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$650M
|
+$32.5M
|
+5%
|
1.54%
|
44.3%
|
117
|
10.26%
|
|
|
2759
|
One River Asset Management
Stamford,
Connecticut
|
$650M
|
-$544M
|
-46%
|
6.41%
|
24%
|
272
|
79.04%
|
|
|
2760
|
Stanley-Laman Group
Berwyn,
Pennsylvania
|
$650M
|
-$62.2M
|
-9%
|
3.27%
|
124%
|
319
|
23.2%
|
|
|
2761
|
AE Industrial Partners
Boca Raton,
Florida
|
$650M
|
-$384M
|
-37%
|
37.3%
|
–
|
5
|
20%
|
|
|
2762
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$650M
|
-$32.2M
|
-5%
|
2.06%
|
85.7%
|
135
|
5.19%
|
|
|
2763
|
GR Financial Group
Tucson,
Arizona
|
$649M
|
+$57.4M
|
+10%
|
3.8%
|
66.6%
|
27
|
33.33%
|
|
|
2764
|
John G. Ullman & Associates
Corning,
New York
|
$648M
|
-$31.3M
|
-5%
|
2%
|
156%
|
180
|
10%
|
|
|
2765
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
$648M
|
-$8.69M
|
-1%
|
1.34%
|
76.1%
|
268
|
13.06%
|
|
|
2766
|
Capital Planning Advisors
Roseville,
California
|
$648M
|
+$294K
|
+0%
|
0.05%
|
64.2%
|
143
|
9.79%
|
|
|
2767
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$648M
|
-$37.6M
|
-5%
|
4.92%
|
70.7%
|
200
|
14%
|
|
|
2768
|
Sanders Morris Harris
Houston,
Texas
|
$647M
|
-$22.5M
|
-3%
|
6.41%
|
83.1%
|
311
|
13.83%
|
|
|
2769
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$647M
|
+$15.5M
|
+2%
|
0.95%
|
51.3%
|
155
|
12.26%
|
|
|
2770
|
GCM Grosvenor Holdings
Chicago,
Illinois
|
$646M
|
-$52.9M
|
-8%
|
4.42%
|
78.7%
|
22
|
31.82%
|
|
|
2771
|
Portfolio Strategies
Monsey,
New York
|
$646M
|
-$58.6M
|
-8%
|
9.91%
|
120%
|
48
|
18.75%
|
|
|
2772
|
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
|
$646M
|
+$8.08M
|
+1%
|
0.58%
|
77.6%
|
132
|
0.76%
|
|
|
2773
|
Fox Run Management
Greenwich,
Connecticut
|
$646M
|
+$94.9M
|
+17%
|
5.25%
|
64%
|
1,295
|
68.88%
|
|
|
2774
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$645M
|
+$5.53M
|
+0.9%
|
0.46%
|
42.9%
|
75
|
4%
|
|
|
2775
|
Brandywine Trust
Hockessin,
Delaware
|
$645M
|
+$10.9M
|
+2%
|
0.21%
|
32.7%
|
36
|
13.89%
|
|