|
2851
|
Capital Investment Counsel (Colorado)
Denver,
Colorado
|
$599M
|
+$21.4M
|
+4%
|
0.27%
|
–
|
132
|
15.91%
|
|
|
2852
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$599M
|
+$118M
|
+25%
|
0.91%
|
56%
|
188
|
17.02%
|
|
|
2853
|
Pacific Capital Wealth Advisors
Corona,
California
|
$599M
|
+$3.85M
|
+0.6%
|
0.09%
|
46.9%
|
498
|
20.48%
|
|
|
2854
|
Foundation Resource Management
Little Rock,
Arkansas
|
$599M
|
-$48.2M
|
-7%
|
6.85%
|
67.8%
|
53
|
3.77%
|
|
|
2855
|
Radnor Capital Management
Wayne,
Pennsylvania
|
$598M
|
-$74.9M
|
-11%
|
0.63%
|
86.6%
|
340
|
10.88%
|
|
|
2856
|
Evolution Wealth Advisors
Aventura,
Florida
|
$598M
|
+$41.3M
|
+7%
|
4.01%
|
84.5%
|
157
|
22.93%
|
|
|
2857
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$597M
|
-$6.76M
|
-1%
|
0.03%
|
50.5%
|
169
|
15.98%
|
|
|
2858
|
|
$597M
|
+$23M
|
+4%
|
1.71%
|
61.8%
|
162
|
8.64%
|
|
|
2859
|
Endurance Services Ltd
Purchase,
New York
|
$597M
|
-$102K
|
-0%
|
0.08%
|
–
|
17
|
0%
|
|
|
2860
|
Praesidium Investment Management Company
New York
|
$596M
|
+$56.2K
|
+0%
|
14.7%
|
60.5%
|
14
|
21.43%
|
|
|
2861
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$596M
|
-$12.5M
|
-2%
|
1.79%
|
39.6%
|
98
|
5.1%
|
|
|
2862
|
Mudrick Capital Management
New York
|
$596M
|
+$435M
|
+270%
|
81.5%
|
223%
|
3
|
100%
|
|
|
2863
|
|
$596M
|
-$25.7M
|
-4%
|
0.65%
|
62.7%
|
99
|
8.08%
|
|
|
2864
|
Biltmore Family Office
Charlotte,
North Carolina
|
$595M
|
+$10.8M
|
+2%
|
4.9%
|
73.5%
|
284
|
11.97%
|
|
|
2865
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$595M
|
-$21.3M
|
-3%
|
0.38%
|
65%
|
189
|
7.41%
|
|
|
2866
|
Hoey Investments
Coatesville,
Pennsylvania
|
$595M
|
+$60.5M
|
+11%
|
12.1%
|
200%
|
462
|
33.55%
|
|
|
2867
|
Glassman Wealth Services
Vienna,
Virginia
|
$594M
|
+$7.67M
|
+1%
|
0.17%
|
56.4%
|
202
|
23.76%
|
|
|
2868
|
Nalanda India Equity Fund
Mauritius
|
$594M
|
-$10.8M
|
-2%
|
6.36%
|
23.6%
|
2
|
0%
|
|
|
2869
|
B&D White Capital Company
Lakeway,
Texas
|
$594M
|
+$13.4M
|
+2%
|
3.33%
|
27.9%
|
92
|
50%
|
|
|
2870
|
Disciplina Capital Management
Nashville,
Tennessee
|
$593M
|
-$31M
|
-5%
|
3.06%
|
23.9%
|
73
|
1.37%
|
|
|
2871
|
CFM Wealth Partners
Austin,
Texas
|
$593M
|
+$20.3M
|
+4%
|
5.44%
|
116%
|
147
|
8.16%
|
|
|
2872
|
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
|
$593M
|
+$5.38M
|
+0.9%
|
1.12%
|
70.2%
|
158
|
7.59%
|
|
|
2873
|
Insight Advisors
Newtown,
Pennsylvania
|
$593M
|
+$12.4M
|
+2%
|
2.54%
|
51.7%
|
313
|
10.86%
|
|
|
2874
|
FCPM III Services
Naarden,
Netherlands
|
$592M
|
+$10.1M
|
+2%
|
14.5%
|
–
|
8
|
12.5%
|
|
|
2875
|
Sompo Asset Management
Tokyo,
Japan
|
$592M
|
-$46.1M
|
-7%
|
0.27%
|
84.7%
|
202
|
9.9%
|
|