|
2776
|
Brio Consultants
San Francisco,
California
|
$629M
|
+$22M
|
+4%
|
5.44%
|
35.6%
|
107
|
11.21%
|
|
|
2777
|
Sphera Funds Management
Tel Aviv,
Israel
|
$628M
|
-$105M
|
-14%
|
2.81%
|
218%
|
141
|
34.75%
|
|
|
2778
|
Bison Wealth
Atlanta,
Georgia
|
$628M
|
+$13.2M
|
+2%
|
7.41%
|
37.4%
|
496
|
30.44%
|
|
|
2779
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$628M
|
+$14.1M
|
+2%
|
5.99%
|
57.8%
|
199
|
5.53%
|
|
|
2780
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$628M
|
+$51.1M
|
+9%
|
6%
|
63.3%
|
755
|
21.19%
|
|
|
2781
|
First National Advisers
Omaha,
Nebraska
|
$627M
|
+$80M
|
+15%
|
5.95%
|
87.9%
|
221
|
8.6%
|
|
|
2782
|
Madrone Advisors
Menlo Park,
California
|
$626M
|
+$56.7M
|
+10%
|
21.2%
|
34.6%
|
7
|
28.57%
|
|
|
2783
|
JMAC Enterprises
Newtown,
Pennsylvania
|
$626M
|
+$56.5M
|
+10%
|
6.04%
|
65%
|
181
|
4.97%
|
|
|
2784
|
Canal Capital Management
Richmond,
Virginia
|
$626M
|
+$40.4M
|
+7%
|
8.07%
|
67.8%
|
159
|
10.06%
|
|
|
2785
|
Formidable Asset Management
Cincinnati,
Ohio
|
$626M
|
+$7.58M
|
+1%
|
7.4%
|
52.2%
|
420
|
18.33%
|
|
|
2786
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$626M
|
–
|
–
|
4.53%
|
–
|
427
|
–
|
|
|
2787
|
Aprio Wealth Management
Atlanta,
Georgia
|
$625M
|
+$76.3M
|
+14%
|
6.88%
|
60.6%
|
300
|
16.33%
|
|
|
2788
|
Root Financial Partners
Encinitas,
California
|
$625M
|
+$198M
|
+46%
|
6.18%
|
57%
|
157
|
31.21%
|
|
|
2789
|
ORG Partners
Roanoke,
Indiana
|
$625M
|
-$179M
|
-22%
|
6.53%
|
69.5%
|
1,934
|
45.19%
|
|
|
2790
|
Disciplina Capital Management
Nashville,
Tennessee
|
$624M
|
+$20.7M
|
+3%
|
5.63%
|
23.9%
|
72
|
22.22%
|
|
|
2791
|
Lake Street Private Wealth
Chicago,
Illinois
|
$624M
|
-$148M
|
-19%
|
5.61%
|
77%
|
330
|
24.24%
|
|
|
2792
|
North Point Portfolio Managers
Orange Village,
Ohio
|
$624M
|
+$55.6M
|
+10%
|
6.33%
|
55%
|
94
|
34.04%
|
|
|
2793
|
Evermay Wealth Management
Arlington,
Virginia
|
$622M
|
-$1.35M
|
-0.2%
|
6.57%
|
56.2%
|
640
|
13.13%
|
|
|
2794
|
JAT Capital Management
Greenwich,
Connecticut
|
$621M
|
-$154M
|
-20%
|
6.98%
|
446%
|
65
|
67.69%
|
|
|
2795
|
|
$621M
|
+$28M
|
+5%
|
6.18%
|
62.7%
|
99
|
4.04%
|
|
|
2796
|
Culbertson A N & Co
Charlottesville,
Virginia
|
$621M
|
+$48.5M
|
+8%
|
8.02%
|
80.7%
|
126
|
3.97%
|
|
|
2797
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$621M
|
+$13M
|
+2%
|
5.33%
|
31.4%
|
110
|
10.91%
|
|
|
2798
|
Gateway Advisory
Westfield,
New Jersey
|
$620M
|
+$31.4M
|
+5%
|
5.67%
|
26%
|
146
|
14.38%
|
|
|
2799
|
Occidental Asset Management
Burlingame,
California
|
$620M
|
+$50M
|
+9%
|
5.67%
|
65.6%
|
234
|
17.52%
|
|
|
2800
|
Vision Capital
Toronto,
Ontario, Canada
|
$620M
|
+$4.16M
|
+0.7%
|
19.6%
|
12.9%
|
24
|
58.33%
|
|