|
2976
|
MJP Associates
Farmington,
Connecticut
|
$557M
|
+$29.1M
|
+6%
|
2.33%
|
50.4%
|
249
|
23.69%
|
|
|
2977
|
Essex Investment Management
Boston,
Massachusetts
|
$556M
|
-$17.5M
|
-3%
|
12%
|
272%
|
322
|
10.87%
|
|
|
2978
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$556M
|
+$11.1M
|
+2%
|
1.79%
|
73.8%
|
226
|
18.58%
|
|
|
2979
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$556M
|
-$25.7M
|
-4%
|
1.6%
|
39.9%
|
113
|
7.08%
|
|
|
2980
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$555M
|
+$45.1M
|
+9%
|
0.26%
|
56.7%
|
70
|
10%
|
|
|
2981
|
Peterson Wealth Advisors
Orem,
Utah
|
$555M
|
+$25.6M
|
+5%
|
0.88%
|
38.9%
|
88
|
11.36%
|
|
|
2982
|
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
|
$555M
|
+$5.88M
|
+1%
|
3.11%
|
67.4%
|
1,018
|
69.94%
|
|
|
2983
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$554M
|
+$45.4M
|
+9%
|
1.96%
|
53.8%
|
325
|
14.77%
|
|
|
2984
|
Strategic Advisors
New York
|
$554M
|
+$17.7M
|
+3%
|
5.53%
|
87.3%
|
219
|
17.81%
|
|
|
2985
|
Sphera Funds Management
Tel Aviv,
Israel
|
$553M
|
-$75.2M
|
-12%
|
0.94%
|
218%
|
133
|
33.08%
|
|
|
2986
|
Elk River Wealth Management
Denver,
Colorado
|
$552M
|
+$2.49M
|
+0.5%
|
1.33%
|
68%
|
102
|
7.84%
|
|
|
2987
|
DSG Capital Advisors
Edina,
Minnesota
|
$552M
|
–
|
–
|
3.77%
|
–
|
122
|
–
|
|
|
2988
|
Mirador Capital Partners
Pleasanton,
California
|
$552M
|
-$4.12M
|
-0.7%
|
2.45%
|
102%
|
211
|
15.17%
|
|
|
2989
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$551M
|
-$7.89M
|
-1%
|
2.91%
|
76.4%
|
150
|
5.33%
|
|
|
2990
|
Fox Run Management
Greenwich,
Connecticut
|
$551M
|
+$101M
|
+23%
|
1.23%
|
44.8%
|
1,228
|
70.6%
|
|
|
2991
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$550M
|
+$38.7M
|
+8%
|
5.71%
|
102%
|
1,905
|
20.68%
|
|
|
2992
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$550M
|
+$9.13M
|
+2%
|
2.48%
|
51.9%
|
68
|
2.94%
|
|
|
2993
|
United Capital Management of KS
Salina,
Kansas
|
$550M
|
+$89.8M
|
+20%
|
17.2%
|
231%
|
96
|
21.88%
|
|
|
2994
|
Bell Asset Management
Melbourne,
Australia
|
$549M
|
+$3.24M
|
+0.6%
|
1.89%
|
29.1%
|
71
|
19.72%
|
|
|
2995
|
Capital Advantage
Walnut Creek,
California
|
$549M
|
+$26.9M
|
+5%
|
3.31%
|
44.4%
|
135
|
63.7%
|
|
|
2996
|
Fountainhead AM
Warren,
New Jersey
|
$548M
|
+$71.4M
|
+15%
|
1.79%
|
50%
|
177
|
20.9%
|
|
|
2997
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$548M
|
+$55M
|
+11%
|
0.35%
|
50.8%
|
214
|
26.17%
|
|
|
2998
|
Beck Bode LLC
Dedham,
Massachusetts
|
$547M
|
+$16.1M
|
+3%
|
5.81%
|
128%
|
129
|
36.43%
|
|
|
2999
|
Pilgrim Global Advisors
Reno,
Nevada
|
$547M
|
-$106M
|
-16%
|
16.1%
|
–
|
5
|
20%
|
|
|
3000
|
Blue Grotto Capital
Atlanta,
Georgia
|
$547M
|
+$8.75M
|
+2%
|
13.5%
|
283%
|
32
|
37.5%
|
|