|
3001
|
Montecito Bank & Trust
Santa Barbara,
California
|
$440M
|
+$20.9M
|
+5%
|
6.12%
|
–
|
238
|
4.62%
|
|
|
3002
|
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
|
$440M
|
+$33.5M
|
+8%
|
5.05%
|
112%
|
135
|
5.93%
|
|
|
3003
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$439M
|
+$19.8M
|
+5%
|
3.05%
|
40.7%
|
70
|
10%
|
|
|
3004
|
Fort Sheridan Advisors
Highland Park,
Illinois
|
$438M
|
+$44.4M
|
+11%
|
7.71%
|
87.2%
|
209
|
8.61%
|
|
|
3005
|
Human Investing
Lake Oswego,
Oregon
|
$438M
|
+$26.3M
|
+6%
|
4.12%
|
52%
|
108
|
16.67%
|
|
|
3006
|
Marcho Partners
London,
United Kingdom
|
$438M
|
+$15.3M
|
+4%
|
16.2%
|
112%
|
14
|
21.43%
|
|
|
3007
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$438M
|
+$49M
|
+13%
|
4.64%
|
56%
|
154
|
11.69%
|
|
|
3008
|
Second Half Financial Partners
Sebring,
Florida
|
$438M
|
+$269M
|
+160%
|
3.1%
|
36.8%
|
153
|
76.47%
|
|
|
3009
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$438M
|
-$49.1M
|
-10%
|
1.06%
|
43.5%
|
118
|
7.63%
|
|
|
3010
|
Mitchell Capital Management
Leawood,
Kansas
|
$437M
|
+$34.2M
|
+8%
|
11%
|
155%
|
121
|
5.79%
|
|
|
3011
|
Brant Point Investment Management
New York
|
$437M
|
-$163M
|
-27%
|
8.96%
|
126%
|
93
|
34.41%
|
|
|
3012
|
Affinity Wealth Management
Wilmington,
Delaware
|
$436M
|
+$10.5M
|
+2%
|
6.49%
|
116%
|
122
|
27.87%
|
|
|
3013
|
Galibier Capital Management
Toronto,
Ontario, Canada
|
$436M
|
+$13.1M
|
+3%
|
1.34%
|
66.8%
|
40
|
12.5%
|
|
|
3014
|
Longfellow Investment Management
Boston,
Massachusetts
|
$435M
|
-$1.58M
|
-0.4%
|
3.02%
|
49.9%
|
311
|
24.76%
|
|
|
3015
|
EagleClaw Capital Management
Boston,
Massachusetts
|
$435M
|
+$10.6M
|
+3%
|
4.84%
|
96.5%
|
130
|
6.92%
|
|
|
3016
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$435M
|
+$25.4M
|
+6%
|
6%
|
62.7%
|
180
|
7.22%
|
|
|
3017
|
Permanens Capital
New York
|
$434M
|
-$26.7M
|
-6%
|
5.59%
|
74.7%
|
43
|
51.16%
|
|
|
3018
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$434M
|
+$35.5M
|
+9%
|
7.44%
|
63%
|
1,141
|
12.01%
|
|
|
3019
|
Y.D. More Investments
Ramat Gan,
Israel
|
$434M
|
-$10.2M
|
-2%
|
6.88%
|
231%
|
359
|
10.58%
|
|
|
3020
|
Compound Global Advisors
Mercer Island,
Washington
|
$433M
|
+$40M
|
+10%
|
8.09%
|
–
|
45
|
42.22%
|
|
|
3021
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$433M
|
-$8M
|
-2%
|
2.51%
|
86.7%
|
327
|
23.85%
|
|
|
3022
|
Gyroscope Capital Management Group
Naples,
Florida
|
$433M
|
+$40.7M
|
+10%
|
5.54%
|
24.8%
|
220
|
39.09%
|
|
|
3023
|
JAT Capital Management
Greenwich,
Connecticut
|
$433M
|
+$97.6M
|
+29%
|
25.2%
|
446%
|
50
|
68%
|
|
|
3024
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$433M
|
+$11M
|
+3%
|
1.77%
|
61.5%
|
134
|
15.67%
|
|
|
3025
|
Peak Asset Management
Louisville,
Colorado
|
$432M
|
+$23.3M
|
+6%
|
6.99%
|
58.1%
|
145
|
6.21%
|
|