|
2851
|
Pasadena Private Wealth
Pasadena,
California
|
$735M
|
+$40.6M
|
+6%
|
1.84%
|
44.9%
|
292
|
31.85%
|
|
|
2852
|
Vivaldi Capital Management
Chicago,
Illinois
|
$735M
|
+$28.1M
|
+4%
|
6.58%
|
69.2%
|
293
|
9.9%
|
|
|
2853
|
Vancity Investment Management
Vancouver,
British Columbia, Canada
|
$735M
|
-$16.6M
|
-2%
|
0.5%
|
–
|
88
|
15.91%
|
|
|
2854
|
Emerald Advisors
Bellevue,
Washington
|
$735M
|
-$18.7M
|
-2%
|
4.57%
|
78.4%
|
114
|
11.4%
|
|
|
2855
|
Manchester Capital Management
Manchester,
Vermont
|
$735M
|
-$3.24M
|
-0.4%
|
4.55%
|
57.7%
|
1,531
|
28.09%
|
|
|
2856
|
Rovida Investment Management
Grand Cayman,
Cayman Islands
|
$735M
|
-$147M
|
-17%
|
10.6%
|
–
|
18
|
16.67%
|
|
|
2857
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$735M
|
+$15.1M
|
+2%
|
2.54%
|
63%
|
1,166
|
13.89%
|
|
|
2858
|
|
$734M
|
+$47.7M
|
+7%
|
3.4%
|
61.8%
|
170
|
10%
|
|
|
2859
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$734M
|
+$16M
|
+2%
|
5.99%
|
65%
|
203
|
6.9%
|
|
|
2860
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$734M
|
+$33.5M
|
+5%
|
1.95%
|
63.8%
|
229
|
10.48%
|
|
|
2861
|
Claro Advisors
Boston,
Massachusetts
|
$734M
|
+$48.3M
|
+7%
|
1.78%
|
72%
|
447
|
17.67%
|
|
|
2862
|
Nexus Investment Management
Toronto,
Ontario, Canada
|
$734M
|
+$29.4M
|
+4%
|
8.27%
|
77.5%
|
71
|
2.82%
|
|
|
2863
|
Berman McAleer
Timonium,
Maryland
|
$732M
|
+$16.9M
|
+2%
|
1.06%
|
–
|
171
|
9.36%
|
|
|
2864
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$732M
|
-$32.2M
|
-4%
|
5.43%
|
81.1%
|
79
|
11.39%
|
|
|
2865
|
Financial Consulate
Hunt Valley,
Maryland
|
$731M
|
+$23.2M
|
+3%
|
2.3%
|
53.3%
|
1,462
|
29.62%
|
|
|
2866
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$731M
|
+$24.2M
|
+3%
|
2.08%
|
62.8%
|
340
|
15.59%
|
|
|
2867
|
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
$731M
|
+$27.3M
|
+4%
|
5.39%
|
78%
|
241
|
10.37%
|
|
|
2868
|
Asset One Wealth Management
Bellevue,
Washington
|
$730M
|
–
|
–
|
5.76%
|
–
|
275
|
–
|
|
|
2869
|
Insight Wealth Partners
Plano,
Texas
|
$730M
|
+$401M
|
+122%
|
1.89%
|
38.9%
|
127
|
18.9%
|
|
|
2870
|
Financial Advisors Network
Tustin,
California
|
$730M
|
+$23.5M
|
+3%
|
1.97%
|
–
|
203
|
6.9%
|
|
|
2871
|
Mirador Capital Partners
Pleasanton,
California
|
$730M
|
+$24.1M
|
+3%
|
3.98%
|
102%
|
224
|
12.5%
|
|
|
2872
|
Larch Capital Partners
Miami,
Florida
|
$729M
|
–
|
–
|
4.42%
|
–
|
34
|
–
|
|
|
2873
|
Culbertson A N & Co
Charlottesville,
Virginia
|
$729M
|
+$22.3M
|
+3%
|
3.86%
|
80.7%
|
129
|
2.33%
|
|
|
2874
|
Two Sigma Securities
New York
|
$728M
|
+$49.8M
|
+7%
|
0.75%
|
86.8%
|
2,184
|
74.08%
|
|
|
2875
|
Camden National Bank
Camden,
Maine
|
$727M
|
+$12.7M
|
+2%
|
1.33%
|
48.8%
|
176
|
10.8%
|
|