|
2801
|
Baxter Bros Inc
Riverside,
Connecticut
|
$864M
|
+$54.2M
|
+7%
|
9.61%
|
73.8%
|
184
|
16.3%
|
|
|
2802
|
D'Orazio & Associates
Falls Church,
Virginia
|
$864M
|
+$91.9M
|
+12%
|
15.2%
|
61.2%
|
345
|
19.71%
|
|
|
2803
|
Berman McAleer
Timonium,
Maryland
|
$864M
|
+$131M
|
+18%
|
13.7%
|
–
|
182
|
14.84%
|
|
|
2804
|
New England Asset Management
Farmington,
Connecticut
|
$863M
|
+$77.2M
|
+10%
|
8.61%
|
55.6%
|
133
|
27.07%
|
|
|
2805
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$863M
|
+$86.8M
|
+11%
|
9.84%
|
42.9%
|
129
|
24.81%
|
|
|
2806
|
Curated Wealth Partners
El Segundo,
California
|
$863M
|
+$69.7M
|
+9%
|
10.1%
|
48.7%
|
271
|
26.94%
|
|
|
2807
|
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
|
$863M
|
+$176M
|
+26%
|
17.9%
|
68.3%
|
464
|
44.18%
|
|
|
2808
|
|
$863M
|
+$63.5M
|
+8%
|
20.2%
|
19.7%
|
45
|
51.11%
|
|
|
2809
|
EQT Fund Management
Luxembourg
|
$863M
|
-$158M
|
-15%
|
12.7%
|
–
|
5
|
0%
|
|
|
2810
|
Bernicke Wealth Management
Altoona,
Wisconsin
|
$861M
|
+$87.3M
|
+11%
|
10%
|
–
|
113
|
10.62%
|
|
|
2811
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$860M
|
+$117M
|
+16%
|
11.4%
|
56.3%
|
155
|
17.42%
|
|
|
2812
|
PSG Equity
Boston,
Massachusetts
|
$860M
|
-$117M
|
-12%
|
12%
|
15%
|
1
|
0%
|
|
|
2813
|
Foundation Resource Management
Little Rock,
Arkansas
|
$860M
|
-$28.8M
|
-3%
|
1.32%
|
67.8%
|
57
|
5.26%
|
|
|
2814
|
Culbertson A N & Co
Charlottesville,
Virginia
|
$859M
|
+$87.8M
|
+11%
|
12.7%
|
80.7%
|
142
|
8.45%
|
|
|
2815
|
Portside Wealth Group
Provo,
Utah
|
$858M
|
+$120M
|
+16%
|
15.8%
|
81.1%
|
564
|
26.42%
|
|
|
2816
|
Unique Wealth
Clearwater,
Florida
|
$858M
|
+$135M
|
+19%
|
13.7%
|
63.3%
|
211
|
18.48%
|
|
|
2817
|
Stokes Family Office
New Orleans,
Louisiana
|
$858M
|
-$111M
|
-11%
|
13.4%
|
68.1%
|
292
|
12.33%
|
|
|
2818
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$857M
|
+$49M
|
+6%
|
9.87%
|
48.4%
|
141
|
11.35%
|
|
|
2819
|
Mattern Capital Management
Lakewood,
Colorado
|
$857M
|
+$21.9M
|
+3%
|
4.29%
|
31.5%
|
173
|
5.78%
|
|
|
2820
|
Slow Capital
Greenbrae,
California
|
$857M
|
+$86.7M
|
+11%
|
26.1%
|
124%
|
111
|
6.31%
|
|
|
2821
|
ACK Asset Management
Greenwich,
Connecticut
|
$856M
|
+$55.2M
|
+7%
|
33.2%
|
132%
|
27
|
48.15%
|
|
|
2822
|
Alley Investment Management Company
Lake Forest,
Illinois
|
$856M
|
+$34.9M
|
+4%
|
9.31%
|
54.6%
|
90
|
6.67%
|
|
|
2823
|
Quest Investment Management
Lake Oswego,
Oregon
|
$856M
|
-$855K
|
-0.1%
|
21.9%
|
105%
|
127
|
13.39%
|
|
|
2824
|
Evolution Wealth Advisors
Aventura,
Florida
|
$855M
|
-$127M
|
-13%
|
17.6%
|
84.5%
|
198
|
19.7%
|
|
|
2825
|
Talon Private Wealth
The Villages,
Florida
|
$855M
|
+$102M
|
+14%
|
13%
|
–
|
254
|
35.43%
|
|