|
2951
|
JB Capital Partners
Armonk,
New York
|
$422M
|
+$40.9M
|
+11%
|
9.75%
|
149%
|
79
|
7.59%
|
|
|
2952
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$422M
|
+$7.37M
|
+2%
|
3.3%
|
61.5%
|
135
|
13.33%
|
|
|
2953
|
Symmetry Investments
St Helier,
Jersey
|
$421M
|
+$49M
|
+13%
|
4.81%
|
140%
|
166
|
77.71%
|
|
|
2954
|
OLP Capital Management
Causeway Bay,
Hong Kong
|
$421M
|
-$49.5M
|
-11%
|
9.41%
|
149%
|
4
|
25%
|
|
|
2955
|
Chandler Asset Management
San Diego,
California
|
$421M
|
+$74.3M
|
+21%
|
4.08%
|
29.4%
|
24
|
12.5%
|
|
|
2956
|
WNY Asset Management
Williamsville,
New York
|
$421M
|
+$51M
|
+14%
|
5.71%
|
–
|
196
|
9.69%
|
|
|
2957
|
Value Holdings Management Company
Hampton Bays,
New York
|
$421M
|
-$22.5M
|
-5%
|
2.53%
|
112%
|
44
|
27.27%
|
|
|
2958
|
First National Corp
Rockland,
Massachusetts
|
$420M
|
+$15.9M
|
+4%
|
4.79%
|
56.3%
|
165
|
7.27%
|
|
|
2959
|
Covenant Asset Management
Chester,
New Jersey
|
$420M
|
+$1.42M
|
+0.3%
|
14.5%
|
158%
|
187
|
10.16%
|
|
|
2960
|
Bourgeon Capital Management
Darien,
Connecticut
|
$420M
|
+$12.4M
|
+3%
|
3.46%
|
117%
|
384
|
19.01%
|
|
|
2961
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$420M
|
+$7.62M
|
+2%
|
5.73%
|
54.7%
|
221
|
12.22%
|
|
|
2962
|
Duncker Streett & Co
St. Louis,
Missouri
|
$420M
|
+$5.69M
|
+1%
|
5.19%
|
90.9%
|
512
|
5.66%
|
|
|
2963
|
Glynn Capital Management
Menlo Park,
California
|
$420M
|
+$6.78M
|
+2%
|
20.3%
|
126%
|
47
|
4.26%
|
|
|
2964
|
Montecito Bank & Trust
Santa Barbara,
California
|
$419M
|
+$6.85M
|
+2%
|
5.93%
|
–
|
241
|
4.98%
|
|
|
2965
|
ICA Group Wealth Management
Denver,
Colorado
|
$419M
|
-$6.58M
|
-2%
|
7.02%
|
–
|
1,388
|
13.54%
|
|
|
2966
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$419M
|
+$90.9M
|
+28%
|
4.98%
|
40.7%
|
69
|
13.04%
|
|
|
2967
|
Orion Resource Partners (USA)
New York
|
$419M
|
+$18.9M
|
+5%
|
5.4%
|
–
|
3
|
0%
|
|
|
2968
|
EFG Asset Management (Americas)
Miami,
Florida
|
$418M
|
+$13.9M
|
+3%
|
9.99%
|
112%
|
142
|
13.38%
|
|
|
2969
|
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
|
$418M
|
+$1.79M
|
+0.4%
|
3.97%
|
70.2%
|
136
|
5.15%
|
|
|
2970
|
Synergy Asset Management
Vancouver,
Washington
|
$418M
|
+$27.4M
|
+7%
|
5.52%
|
97.3%
|
132
|
34.09%
|
|
|
2971
|
Dark Forest Capital Management
San Juan,
Puerto Rico
|
$418M
|
+$11M
|
+3%
|
3.19%
|
51.2%
|
1,684
|
66.15%
|
|
|
2972
|
PAX Financial Group
San Antonio,
Texas
|
$417M
|
+$23.5M
|
+6%
|
5.71%
|
42.5%
|
230
|
30.87%
|
|
|
2973
|
Evolution Wealth Advisors
Aventura,
Florida
|
$417M
|
+$19.7M
|
+5%
|
7.01%
|
84.5%
|
138
|
27.54%
|
|
|
2974
|
Advisor OS
Chicago,
Illinois
|
$417M
|
+$40M
|
+11%
|
4.02%
|
51.1%
|
251
|
19.52%
|
|
|
2975
|
Strategic Vision Investment
Hong Kong
|
$416M
|
+$138M
|
+50%
|
31.1%
|
95.6%
|
37
|
72.97%
|
|