|
3001
|
McMorgan & Co
San Francisco,
California
|
$458M
|
–
|
–
|
3.43%
|
30.1%
|
39
|
–
|
|
|
3002
|
Minot Wealth Management
Westwood,
Massachusetts
|
$458M
|
+$66M
|
+17%
|
8.63%
|
–
|
233
|
26.61%
|
|
|
3003
|
TRUADVICE
Sarasota,
Florida
|
$458M
|
+$120M
|
+35%
|
5.73%
|
21.6%
|
327
|
24.77%
|
|
|
3004
|
Parkman Healthcare Partners
Stamford,
Connecticut
|
$457M
|
+$26.6M
|
+6%
|
11.2%
|
306%
|
99
|
33.33%
|
|
|
3005
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$457M
|
+$28.8M
|
+7%
|
7.23%
|
47.2%
|
1,694
|
8.68%
|
|
|
3006
|
Oberweis Asset Management
Lisle,
Illinois
|
$456M
|
-$32.4M
|
-7%
|
20.9%
|
485%
|
201
|
34.33%
|
|
|
3007
|
Mitchell Capital Management
Leawood,
Kansas
|
$456M
|
+$45.9M
|
+11%
|
10.7%
|
219%
|
159
|
9.43%
|
|
|
3008
|
Rush Island Management
New York
|
$456M
|
+$156M
|
+52%
|
14.6%
|
15.5%
|
30
|
56.67%
|
|
|
3009
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$455M
|
+$41.5M
|
+10%
|
8.71%
|
100%
|
78
|
2.56%
|
|
|
3010
|
Susquehanna Foundation
Bala Cynwyd,
Pennsylvania
|
$455M
|
+$22.4M
|
+5%
|
19%
|
36.7%
|
5
|
0%
|
|
|
3011
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$455M
|
+$43.9M
|
+11%
|
7.08%
|
24.6%
|
1,033
|
11.04%
|
|
|
3012
|
XML Financial
Bethesda,
Maryland
|
$455M
|
+$44.3M
|
+11%
|
6.07%
|
69.5%
|
231
|
9.09%
|
|
|
3013
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$454M
|
+$40.3M
|
+10%
|
8.11%
|
63.5%
|
255
|
12.94%
|
|
|
3014
|
Carrhae Capital
London,
United Kingdom
|
$454M
|
+$96.8M
|
+27%
|
3.98%
|
159%
|
20
|
60%
|
|
|
3015
|
Round Table Services
Westfield,
New Jersey
|
$454M
|
+$41M
|
+10%
|
5.97%
|
16.1%
|
138
|
19.57%
|
|
|
3016
|
Well Done LLC
Holland,
Michigan
|
$454M
|
+$18.2M
|
+4%
|
5.61%
|
77%
|
182
|
12.09%
|
|
|
3017
|
Golden State Wealth Management
Santa Ana,
California
|
$454M
|
+$150M
|
+50%
|
6.92%
|
–
|
313
|
38.34%
|
|
|
3018
|
Madison Wealth Management
Cincinnati,
Ohio
|
$453M
|
+$44.8M
|
+11%
|
9.81%
|
35.1%
|
147
|
7.48%
|
|
|
3019
|
Walthausen & Co
Malta,
New York
|
$453M
|
-$21.4M
|
-5%
|
3.68%
|
63.3%
|
158
|
18.99%
|
|
|
3020
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$453M
|
+$45.6M
|
+11%
|
5.53%
|
65%
|
165
|
7.88%
|
|
|
3021
|
Aveo Capital Partners
Englewood,
Colorado
|
$453M
|
+$55.7M
|
+14%
|
5.7%
|
19.1%
|
280
|
23.21%
|
|
|
3022
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$452M
|
+$11M
|
+3%
|
2.63%
|
122%
|
119
|
17.65%
|
|
|
3023
|
Farmers Trust Company
Youngstown,
Ohio
|
$452M
|
+$17.5M
|
+4%
|
7.01%
|
73.5%
|
174
|
7.47%
|
|
|
3024
|
Foresight Wealth Management
Draper,
Utah
|
$451M
|
+$57.1M
|
+14%
|
5.61%
|
19.1%
|
142
|
19.72%
|
|
|
3025
|
Berylson Capital Partners
Boston,
Massachusetts
|
$451M
|
+$40.4M
|
+10%
|
4.97%
|
57.7%
|
75
|
46.67%
|
|