|
2926
|
Capital Investment Counsel (Colorado)
Denver,
Colorado
|
$808M
|
+$78.6M
|
+11%
|
11.8%
|
–
|
168
|
19.64%
|
6.1
|
|
|
2927
|
Eagle Rock Investment Company
Atlanta,
Georgia
|
$808M
|
+$120M
|
+17%
|
26.3%
|
115%
|
165
|
9.7%
|
12.2
|
|
|
2928
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$808M
|
+$200M
|
+33%
|
39%
|
164%
|
1,294
|
13.99%
|
8.3
|
|
|
2929
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$808M
|
+$86M
|
+12%
|
12.4%
|
76.8%
|
218
|
11.93%
|
26.7
|
|
|
2930
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$807M
|
+$252M
|
+45%
|
9.63%
|
53.3%
|
231
|
26.84%
|
6.1
|
|
|
2931
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$803M
|
+$78.4M
|
+11%
|
8.17%
|
36.2%
|
59
|
0%
|
12.1
|
|
|
2932
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$802M
|
+$81.6M
|
+11%
|
11.1%
|
55.3%
|
154
|
7.79%
|
20.9
|
|
|
2933
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$802M
|
+$107M
|
+15%
|
13.1%
|
62.5%
|
759
|
10.28%
|
14.6
|
|
|
2934
|
Newtyn Management
New York
|
$801M
|
-$135M
|
-14%
|
9.17%
|
52%
|
39
|
28.21%
|
6.9
|
|
|
2935
|
Liberty Wealth Management
Oakland,
California
|
$800M
|
$0
|
0%
|
12.2%
|
64.2%
|
268
|
0%
|
10.2
|
|
|
2936
|
Corsair Capital Management
New York
|
$800M
|
+$127M
|
+19%
|
28.6%
|
435%
|
186
|
30.11%
|
7.5
|
|
|
2937
|
HORAN Wealth
Cincinnati,
Ohio
|
$800M
|
-$252M
|
-24%
|
13.5%
|
–
|
228
|
19.3%
|
2.8
|
|
|
2938
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$800M
|
+$82.5M
|
+11%
|
11.8%
|
65%
|
218
|
8.26%
|
16.3
|
|
|
2939
|
Johnson & Johnson
New Brunswick,
New Jersey
|
$799M
|
+$146M
|
+22%
|
24.4%
|
281%
|
17
|
17.65%
|
14.5
|
|
|
2940
|
Suncoast Equity Management
Tampa,
Florida
|
$798M
|
-$34.9M
|
-4%
|
15.8%
|
82.9%
|
102
|
46.08%
|
13
|
|
|
2941
|
TrueMark Investments
Chicago,
Illinois
|
$798M
|
+$285M
|
+55%
|
11.6%
|
–
|
218
|
37.61%
|
2.9
|
|
|
2942
|
Garden Investment Management
Greenwich,
Connecticut
|
$798M
|
+$212M
|
+36%
|
32.8%
|
–
|
2
|
0%
|
3.5
|
|
|
2943
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$798M
|
+$16.1M
|
+2%
|
2.42%
|
22.7%
|
37
|
13.51%
|
22
|
|
|
2944
|
XY Planning Network
Bozeman,
Montana
|
$797M
|
+$171M
|
+27%
|
10.7%
|
–
|
356
|
27.81%
|
2.7
|
|
|
2945
|
Allied Investment Advisors
Billings,
Montana
|
$797M
|
+$99.1M
|
+14%
|
6.24%
|
68.4%
|
112
|
12.5%
|
15.7
|
|
|
2946
|
Emerald Advisors
Bellevue,
Washington
|
$796M
|
-$11.8M
|
-1%
|
1.17%
|
71.8%
|
144
|
22.92%
|
12.3
|
|
|
2947
|
Technology Crossover Management X
Menlo Park,
California
|
$795M
|
+$13.9M
|
+2%
|
5.27%
|
73.1%
|
6
|
0%
|
17.5
|
|
|
2948
|
Harbor Advisors
West Palm Beach,
Florida
|
$795M
|
+$103M
|
+15%
|
29.2%
|
125%
|
207
|
11.11%
|
20.4
|
|
|
2949
|
Bornite Capital Management
New York
|
$795M
|
+$200M
|
+34%
|
19.8%
|
208%
|
28
|
67.86%
|
1.7
|
|
|
2950
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$794M
|
+$44.9M
|
+6%
|
13.2%
|
55.1%
|
1,964
|
12.37%
|
7.2
|
|