|
2901
|
CFM Wealth Partners
Austin,
Texas
|
$689M
|
+$60.5M
|
+10%
|
10.2%
|
116%
|
152
|
10.53%
|
|
|
2902
|
MIG Capital
Newport Beach,
California
|
$688M
|
-$281M
|
-29%
|
12.4%
|
118%
|
60
|
33.33%
|
|
|
2903
|
Strategic Financial Concepts
San Antonio,
Texas
|
$688M
|
-$22.7M
|
-3%
|
6.34%
|
56.8%
|
325
|
32.31%
|
|
|
2904
|
CFO4Life Group
Coppell,
Texas
|
$688M
|
+$48.5M
|
+8%
|
6.99%
|
43.4%
|
245
|
11.02%
|
|
|
2905
|
J.P. Marvel Investment Advisors
Boston,
Massachusetts
|
$688M
|
+$66.9M
|
+11%
|
13.2%
|
141%
|
66
|
10.61%
|
|
|
2906
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$688M
|
+$116M
|
+20%
|
10.3%
|
–
|
155
|
24.52%
|
|
|
2907
|
Zevin Asset Management
Boston,
Massachusetts
|
$687M
|
-$7.75M
|
-1%
|
5.31%
|
57.5%
|
99
|
16.16%
|
|
|
2908
|
|
$687M
|
+$39.1M
|
+6%
|
6.78%
|
61.8%
|
169
|
9.47%
|
|
|
2909
|
Summit Creek Advisors
Minneapolis,
Minnesota
|
$686M
|
-$32.5M
|
-5%
|
5%
|
47.8%
|
71
|
7.04%
|
|
|
2910
|
Estabrook Capital Management
New York
|
$686M
|
+$36.4M
|
+6%
|
7.9%
|
76.2%
|
336
|
4.17%
|
|
|
2911
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$686M
|
+$38.7M
|
+6%
|
6.75%
|
54.7%
|
273
|
10.26%
|
|
|
2912
|
Claro Advisors
Boston,
Massachusetts
|
$686M
|
+$80M
|
+13%
|
8.52%
|
85.5%
|
417
|
15.35%
|
|
|
2913
|
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
|
$686M
|
+$36.3M
|
+6%
|
17.4%
|
124%
|
36
|
30.56%
|
|
|
2914
|
Banco BTG Pactual
Rio De Janeiro,
Brazil
|
$685M
|
+$193M
|
+39%
|
10.1%
|
142%
|
228
|
64.47%
|
|
|
2915
|
Lonestar Capital Management
San Francisco,
California
|
$685M
|
+$415M
|
+154%
|
14.2%
|
237%
|
29
|
44.83%
|
|
|
2916
|
Crews Bank & Trust
Wauchula,
Florida
|
$683M
|
+$48M
|
+8%
|
6.06%
|
–
|
660
|
10%
|
|
|
2917
|
Affinity Wealth Management
Wilmington,
Delaware
|
$683M
|
+$57.2M
|
+9%
|
9.99%
|
116%
|
116
|
21.55%
|
|
|
2918
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$683M
|
+$58.7M
|
+9%
|
6.63%
|
44%
|
152
|
9.21%
|
|
|
2919
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$683M
|
+$49.6M
|
+8%
|
6.52%
|
61.4%
|
174
|
14.94%
|
|
|
2920
|
Unique Wealth
Clearwater,
Florida
|
$682M
|
+$62.5M
|
+10%
|
6.34%
|
63.3%
|
190
|
14.21%
|
|
|
2921
|
Ogborne Capital Management
San Francisco,
California
|
$682M
|
+$279M
|
+69%
|
11.6%
|
223%
|
16
|
50%
|
|
|
2922
|
Eagle Rock Investment Company
Atlanta,
Georgia
|
$682M
|
+$49.6M
|
+8%
|
9.01%
|
115%
|
170
|
8.24%
|
|
|
2923
|
Tarbox Family Office
Newport Beach,
California
|
$681M
|
+$16.3M
|
+2%
|
7.52%
|
49.1%
|
117
|
3.42%
|
|
|
2924
|
Horizon Wealth Management
La Grange,
Illinois
|
$681M
|
+$112M
|
+20%
|
8.68%
|
82.8%
|
131
|
20.61%
|
|
|
2925
|
Polunin Capital Partners
London,
United Kingdom
|
$680M
|
+$68.1M
|
+11%
|
37.1%
|
252%
|
29
|
24.14%
|
|