|
3001
|
First National Corp
Rockland,
Massachusetts
|
$420M
|
+$15.9M
|
+4%
|
4.79%
|
56.3%
|
165
|
7.27%
|
|
|
3002
|
Covenant Asset Management
Chester,
New Jersey
|
$420M
|
+$1.42M
|
+0.3%
|
14.5%
|
158%
|
187
|
10.16%
|
|
|
3003
|
Bourgeon Capital Management
Darien,
Connecticut
|
$420M
|
+$12.4M
|
+3%
|
3.46%
|
117%
|
384
|
19.01%
|
|
|
3004
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$420M
|
+$7.62M
|
+2%
|
5.73%
|
64%
|
221
|
12.22%
|
|
|
3005
|
Duncker Streett & Co
St. Louis,
Missouri
|
$420M
|
+$5.69M
|
+1%
|
5.19%
|
90.9%
|
512
|
5.66%
|
|
|
3006
|
Glynn Capital Management
Menlo Park,
California
|
$420M
|
+$6.78M
|
+2%
|
20.3%
|
218%
|
47
|
4.26%
|
|
|
3007
|
Montecito Bank & Trust
Santa Barbara,
California
|
$419M
|
+$6.85M
|
+2%
|
5.93%
|
–
|
241
|
4.98%
|
|
|
3008
|
ICA Group Wealth Management
Denver,
Colorado
|
$419M
|
-$6.58M
|
-2%
|
7.02%
|
–
|
1,388
|
13.54%
|
|
|
3009
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$419M
|
+$90.9M
|
+28%
|
4.98%
|
58.2%
|
69
|
13.04%
|
|
|
3010
|
Orion Resource Partners (USA)
New York
|
$419M
|
+$18.9M
|
+5%
|
5.4%
|
–
|
3
|
0%
|
|
|
3011
|
EFG Asset Management (Americas)
Miami,
Florida
|
$418M
|
+$13.9M
|
+3%
|
9.99%
|
112%
|
142
|
13.38%
|
|
|
3012
|
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
|
$418M
|
+$1.79M
|
+0.4%
|
3.97%
|
70.2%
|
136
|
5.15%
|
|
|
3013
|
Synergy Asset Management
Vancouver,
Washington
|
$418M
|
+$27.4M
|
+7%
|
5.52%
|
97.3%
|
132
|
34.09%
|
|
|
3014
|
Dark Forest Capital Management
San Juan,
Puerto Rico
|
$418M
|
+$11M
|
+3%
|
3.19%
|
63%
|
1,684
|
66.21%
|
|
|
3015
|
PAX Financial Group
San Antonio,
Texas
|
$417M
|
+$23.5M
|
+6%
|
5.71%
|
56%
|
230
|
30.87%
|
|
|
3016
|
Evolution Wealth Advisors
Aventura,
Florida
|
$417M
|
+$19.7M
|
+5%
|
7.01%
|
84.5%
|
138
|
27.54%
|
|
|
3017
|
Advisor OS
Chicago,
Illinois
|
$417M
|
+$40M
|
+11%
|
4.02%
|
61.2%
|
251
|
19.52%
|
|
|
3018
|
Strategic Vision Investment
Hong Kong
|
$416M
|
+$138M
|
+50%
|
31.1%
|
95.6%
|
37
|
72.97%
|
|
|
3019
|
Ghisallo Capital Management
Boston,
Massachusetts
|
$416M
|
-$146M
|
-26%
|
2.97%
|
122%
|
170
|
82.35%
|
|
|
3020
|
Cheviot Value Management
Beverly Hills,
California
|
$416M
|
+$9.4M
|
+2%
|
2.45%
|
77.8%
|
70
|
2.86%
|
|
|
3021
|
Eudaimonia Partners
Winchester,
Tennessee
|
$416M
|
+$7.79M
|
+2%
|
7.73%
|
–
|
389
|
21.34%
|
|
|
3022
|
Centre Asset Management
New York
|
$414M
|
+$36.1M
|
+10%
|
7.68%
|
45.3%
|
88
|
29.55%
|
|
|
3023
|
Pier 88 Investment Partners
San Francisco,
California
|
$413M
|
+$750K
|
+0.2%
|
2.82%
|
36.1%
|
101
|
19.8%
|
|
|
3024
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$413M
|
+$26.9M
|
+7%
|
5.16%
|
36.5%
|
93
|
5.38%
|
|
|
3025
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$413M
|
-$1.4M
|
-0.3%
|
3.88%
|
23.6%
|
1,193
|
1.17%
|
|