|
3001
|
Physician Wealth Advisors
Midvale,
Utah
|
$554M
|
+$11.5M
|
+2%
|
6.01%
|
71.3%
|
189
|
6.88%
|
|
|
3002
|
Leelyn Smith
Geneva,
Illinois
|
$554M
|
+$36.7M
|
+7%
|
6.6%
|
77.3%
|
133
|
15.04%
|
|
|
3003
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$554M
|
-$120M
|
-18%
|
6.42%
|
79%
|
1,183
|
39.31%
|
|
|
3004
|
Grace & White Inc
Ny,
New York
|
$554M
|
+$21.2M
|
+4%
|
5.4%
|
61.5%
|
138
|
5.8%
|
|
|
3005
|
Eagle Strategies
New York
|
$554M
|
+$30.8M
|
+6%
|
5.75%
|
70.1%
|
221
|
10.86%
|
|
|
3006
|
Pacific Global Investment Management
Glendale,
California
|
$554M
|
+$27.2M
|
+5%
|
7.17%
|
48%
|
214
|
7.94%
|
|
|
3007
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$554M
|
+$8.16M
|
+1%
|
6.44%
|
110%
|
146
|
8.22%
|
|
|
3008
|
Crane Advisory
Fullerton,
California
|
$553M
|
+$34.6M
|
+7%
|
4.51%
|
34.7%
|
44
|
9.09%
|
|
|
3009
|
Mraz Amerine & Associates
Modesto,
California
|
$553M
|
+$66.2M
|
+14%
|
7.82%
|
69.8%
|
179
|
12.85%
|
|
|
3010
|
James J. Burns & Company
Melville,
New York
|
$553M
|
+$44.4M
|
+9%
|
6.71%
|
63.1%
|
143
|
11.19%
|
|
|
3011
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$553M
|
+$28.3M
|
+5%
|
2.97%
|
141%
|
163
|
15.34%
|
|
|
3012
|
Human Investing
Lake Oswego,
Oregon
|
$553M
|
+$38.4M
|
+7%
|
6.21%
|
52%
|
104
|
15.38%
|
|
|
3013
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$552M
|
+$34.4M
|
+7%
|
7.47%
|
113%
|
161
|
24.84%
|
|
|
3014
|
Kemnay Advisory Services
New York
|
$552M
|
+$71.2M
|
+15%
|
21%
|
167%
|
26
|
11.54%
|
|
|
3015
|
Advocate Group
Minnetonka,
Minnesota
|
$552M
|
+$54.9M
|
+11%
|
9.59%
|
47.3%
|
125
|
8.8%
|
|
|
3016
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$551M
|
+$89.4M
|
+19%
|
5.02%
|
90.8%
|
175
|
35.43%
|
|
|
3017
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$551M
|
+$33.1M
|
+6%
|
6.62%
|
24.6%
|
1,109
|
11.36%
|
|
|
3018
|
Wedgewood Partners
St Louis,
Missouri
|
$551M
|
+$60.8M
|
+12%
|
7.21%
|
78.1%
|
19
|
0%
|
|
|
3019
|
Wealthstream Advisors
New York
|
$550M
|
+$277M
|
+101%
|
7.21%
|
88.2%
|
166
|
13.25%
|
|
|
3020
|
Elk River Wealth Management
Denver,
Colorado
|
$550M
|
+$38.7M
|
+8%
|
6.32%
|
81.8%
|
98
|
6.12%
|
|
|
3021
|
Moody Aldrich Partners
Marblehead,
Massachusetts
|
$550M
|
+$36.7M
|
+7%
|
14.3%
|
336%
|
218
|
22.94%
|
|
|
3022
|
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
|
$549M
|
-$14.9M
|
-3%
|
8.56%
|
94.6%
|
1,071
|
70.68%
|
|
|
3023
|
Lawson Kroeker Investment Management
Omaha,
Nebraska
|
$549M
|
+$30.9M
|
+6%
|
8.18%
|
64.5%
|
92
|
6.52%
|
|
|
3024
|
Stablepoint Partners
Braintree,
Massachusetts
|
$549M
|
+$32.9M
|
+6%
|
7.97%
|
–
|
245
|
4.08%
|
|
|
3025
|
|
$548M
|
-$89.4M
|
-14%
|
4.72%
|
56%
|
348
|
14.66%
|
|