|
3001
|
Liberty Wealth Management
Oakland,
California
|
$512M
|
+$46M
|
+10%
|
7.85%
|
55.5%
|
200
|
21.5%
|
|
|
3002
|
HeadInvest LLC
Portland,
Maine
|
$512M
|
+$31.6M
|
+7%
|
8.3%
|
45.6%
|
241
|
7.05%
|
|
|
3003
|
Hudson Edge Investment Partners
Jersey City,
New Jersey
|
$512M
|
+$81.6M
|
+19%
|
11.1%
|
68.8%
|
160
|
8.75%
|
|
|
3004
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$512M
|
+$20.8M
|
+4%
|
11.3%
|
99%
|
146
|
10.96%
|
|
|
3005
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$512M
|
+$49.8M
|
+11%
|
5.65%
|
39.9%
|
106
|
5.66%
|
|
|
3006
|
Bell Investment Advisors
Oakland,
California
|
$512M
|
+$24.3M
|
+5%
|
4.62%
|
31.2%
|
1,965
|
5.75%
|
|
|
3007
|
Abacus Planning Group
Columbia,
South Carolina
|
$512M
|
+$37.4M
|
+8%
|
7.37%
|
59.1%
|
217
|
9.22%
|
|
|
3008
|
Walter Public Investments
Westmount,
Canada
|
$511M
|
+$35.3M
|
+7%
|
8.88%
|
57.9%
|
43
|
11.63%
|
|
|
3009
|
Bourgeon Capital Management
Darien,
Connecticut
|
$511M
|
+$58.6M
|
+13%
|
9.82%
|
117%
|
406
|
73.65%
|
|
|
3010
|
Tolleson Wealth Management
Dallas,
Texas
|
$511M
|
+$25.7M
|
+5%
|
8.31%
|
48.1%
|
86
|
9.3%
|
|
|
3011
|
Two Seas Capital
Rye,
New York
|
$511M
|
+$101M
|
+25%
|
27.2%
|
280%
|
22
|
59.09%
|
|
|
3012
|
Aprio Wealth Management
Atlanta,
Georgia
|
$510M
|
+$62.3M
|
+14%
|
6.99%
|
60.6%
|
263
|
31.18%
|
|
|
3013
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$510M
|
+$16.8M
|
+3%
|
9.24%
|
76.4%
|
377
|
62.33%
|
|
|
3014
|
Embree Financial Group
Chicago,
Illinois
|
$510M
|
+$34.3M
|
+7%
|
8.92%
|
–
|
203
|
18.23%
|
|
|
3015
|
Iridian Asset Management
Westport,
Connecticut
|
$510M
|
-$41.6M
|
-8%
|
7.67%
|
82.5%
|
57
|
12.28%
|
|
|
3016
|
Tufton Capital Management
Hunt Valley,
Maryland
|
$509M
|
+$32.5M
|
+7%
|
9.6%
|
86.5%
|
124
|
5.65%
|
|
|
3017
|
|
$509M
|
+$48.8M
|
+11%
|
9.74%
|
61.8%
|
154
|
9.09%
|
|
|
3018
|
Cannon Financial Strategists
Athens,
Georgia
|
$509M
|
+$41.7M
|
+9%
|
5.29%
|
41.8%
|
96
|
8.33%
|
|
|
3019
|
Well Done LLC
Holland,
Michigan
|
$508M
|
-$2.67M
|
-0.5%
|
8.36%
|
77%
|
200
|
17%
|
|
|
3020
|
Vise Technologies
New York
|
$508M
|
+$43.2M
|
+9%
|
9.18%
|
–
|
404
|
20.05%
|
|
|
3021
|
Matthews International Capital Management
San Francisco,
California
|
$508M
|
-$204M
|
-29%
|
8.99%
|
90.7%
|
42
|
21.43%
|
|
|
3022
|
Biltmore Family Office
Charlotte,
North Carolina
|
$508M
|
+$22M
|
+5%
|
3.78%
|
73.5%
|
241
|
6.64%
|
|
|
3023
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$507M
|
+$47.5M
|
+10%
|
8.2%
|
24.6%
|
1,180
|
28.05%
|
|
|
3024
|
Strategic Advisors
New York
|
$507M
|
-$21.3M
|
-4%
|
10.9%
|
87.3%
|
213
|
12.21%
|
|
|
3025
|
Deltec Asset Management
New York
|
$507M
|
+$62.7M
|
+14%
|
17.6%
|
128%
|
175
|
30.29%
|
|