|
2976
|
Eagle Strategies
New York
|
$554M
|
+$30.8M
|
+6%
|
5.75%
|
70.1%
|
221
|
10.86%
|
|
|
2977
|
Pacific Global Investment Management
Glendale,
California
|
$554M
|
+$27.2M
|
+5%
|
7.17%
|
48%
|
214
|
7.94%
|
|
|
2978
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$554M
|
+$8.16M
|
+1%
|
6.44%
|
97.1%
|
146
|
8.22%
|
|
|
2979
|
Crane Advisory
Fullerton,
California
|
$553M
|
+$34.6M
|
+7%
|
4.51%
|
34.7%
|
44
|
9.09%
|
|
|
2980
|
Mraz Amerine & Associates
Modesto,
California
|
$553M
|
+$66.2M
|
+14%
|
7.82%
|
69.8%
|
179
|
12.85%
|
|
|
2981
|
James J. Burns & Company
Melville,
New York
|
$553M
|
+$44.4M
|
+9%
|
6.71%
|
52.3%
|
143
|
11.19%
|
|
|
2982
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$553M
|
+$28.3M
|
+5%
|
2.97%
|
141%
|
163
|
15.34%
|
|
|
2983
|
Human Investing
Lake Oswego,
Oregon
|
$553M
|
+$38.4M
|
+7%
|
6.21%
|
52%
|
104
|
15.38%
|
|
|
2984
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$552M
|
+$34.4M
|
+7%
|
7.47%
|
99%
|
161
|
24.84%
|
|
|
2985
|
Kemnay Advisory Services
New York
|
$552M
|
+$71.2M
|
+15%
|
21%
|
153%
|
26
|
11.54%
|
|
|
2986
|
Advocate Group
Minnetonka,
Minnesota
|
$552M
|
+$54.9M
|
+11%
|
9.59%
|
47.3%
|
125
|
8.8%
|
|
|
2987
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$551M
|
+$89.4M
|
+19%
|
5.02%
|
75.1%
|
175
|
35.43%
|
|
|
2988
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$551M
|
+$33.1M
|
+6%
|
6.62%
|
24.6%
|
1,109
|
11.36%
|
|
|
2989
|
Wedgewood Partners
St Louis,
Missouri
|
$551M
|
+$60.8M
|
+12%
|
7.21%
|
71.7%
|
19
|
0%
|
|
|
2990
|
Wealthstream Advisors
New York
|
$550M
|
+$277M
|
+101%
|
7.21%
|
88.2%
|
166
|
13.25%
|
|
|
2991
|
Elk River Wealth Management
Denver,
Colorado
|
$550M
|
+$38.7M
|
+8%
|
6.32%
|
68%
|
98
|
6.12%
|
|
|
2992
|
Moody Aldrich Partners
Marblehead,
Massachusetts
|
$550M
|
+$36.7M
|
+7%
|
14.3%
|
336%
|
218
|
22.94%
|
|
|
2993
|
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
|
$549M
|
-$14.9M
|
-3%
|
8.56%
|
67.4%
|
1,071
|
70.68%
|
|
|
2994
|
Lawson Kroeker Investment Management
Omaha,
Nebraska
|
$549M
|
+$30.9M
|
+6%
|
8.18%
|
64.5%
|
92
|
6.52%
|
|
|
2995
|
Stablepoint Partners
Braintree,
Massachusetts
|
$549M
|
+$32.9M
|
+6%
|
7.97%
|
–
|
245
|
4.08%
|
|
|
2996
|
|
$548M
|
-$89.4M
|
-14%
|
4.72%
|
36.7%
|
348
|
14.66%
|
|
|
2997
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$548M
|
+$30.6M
|
+6%
|
10.9%
|
18.3%
|
173
|
13.87%
|
|
|
2998
|
Duncker Streett & Co
St. Louis,
Missouri
|
$548M
|
+$27.8M
|
+5%
|
7.22%
|
90.9%
|
499
|
4.61%
|
|
|
2999
|
Amarillo National Bank
Amarillo,
Texas
|
$547M
|
+$21.7M
|
+4%
|
6.27%
|
56.3%
|
93
|
9.68%
|
|
|
3000
|
Well Done LLC
Holland,
Michigan
|
$547M
|
+$66M
|
+14%
|
15.2%
|
77%
|
189
|
10.58%
|
|