|
3026
|
Bison Wealth
Atlanta,
Georgia
|
$171M
|
+$6.77M
|
+4%
|
0.6%
|
37.4%
|
271
|
25.09%
|
|
|
3027
|
Strategic Global Advisors
Newport Beach,
California
|
$171M
|
+$36.2M
|
+27%
|
6.97%
|
110%
|
149
|
18.12%
|
|
|
3028
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$171M
|
-$28.2M
|
-14%
|
1.18%
|
64%
|
211
|
34.6%
|
|
|
3029
|
Hartford Financial Management
Hartford,
Connecticut
|
$171M
|
+$8.42M
|
+5%
|
0.5%
|
79.6%
|
278
|
62.23%
|
|
|
3030
|
E&G Advisors
Houston,
Texas
|
$171M
|
+$1.61M
|
+1%
|
1.25%
|
92.3%
|
93
|
4.3%
|
|
|
3031
|
Lubar & Co
Milwaukee,
Wisconsin
|
$170M
|
+$30M
|
+21%
|
5.66%
|
–
|
21
|
52.38%
|
|
|
3032
|
Capital Planning Advisors
Roseville,
California
|
$170M
|
+$26.9M
|
+19%
|
0.03%
|
64.2%
|
114
|
17.54%
|
|
|
3033
|
Aull & Monroe Investment Management
Mobile,
Alabama
|
$170M
|
-$7.79M
|
-4%
|
1.39%
|
96.6%
|
129
|
11.63%
|
|
|
3034
|
Schnieders Capital Management
Pasadena,
California
|
$170M
|
+$5.08M
|
+3%
|
1.29%
|
103%
|
133
|
7.52%
|
|
|
3035
|
CWH Capital Management
Spokane,
Washington
|
$170M
|
+$6.19M
|
+4%
|
2.3%
|
29.9%
|
54
|
7.41%
|
|
|
3036
|
Cheviot Value Management
Beverly Hills,
California
|
$169M
|
-$372K
|
-0.2%
|
0.73%
|
83.7%
|
34
|
5.88%
|
|
|
3037
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$169M
|
-$1.05M
|
-0.6%
|
0.87%
|
67.6%
|
1,327
|
19.59%
|
|
|
3038
|
Banbury Partners
Charlotte,
North Carolina
|
$169M
|
+$11.4M
|
+7%
|
5.31%
|
138%
|
12
|
8.33%
|
|
|
3039
|
Financial Engines Advisors
Santa Clara,
California
|
$169M
|
+$50.7M
|
+43%
|
3.14%
|
34%
|
60
|
15%
|
|
|
3040
|
Bender Robert & Associates
Pasadena,
California
|
$168M
|
-$3.01M
|
-2%
|
3.04%
|
98.1%
|
59
|
11.86%
|
|
|
3041
|
Evermay Wealth Management
Arlington,
Virginia
|
$168M
|
-$995K
|
-0.6%
|
1.67%
|
51%
|
89
|
8.99%
|
|
|
3042
|
|
$168M
|
-$21.9M
|
-12%
|
11.5%
|
23.8%
|
1
|
0%
|
|
|
3043
|
Equinox Partners Investment Management
Stamford,
Connecticut
|
$168M
|
-$3.05M
|
-2%
|
8.74%
|
284%
|
20
|
15%
|
|
|
3044
|
|
$168M
|
-$8.19M
|
-5%
|
2.87%
|
11.3%
|
22
|
27.27%
|
|
|
3045
|
Capital Wealth Planning
Naples,
Florida
|
$168M
|
-$24.5M
|
-13%
|
0.42%
|
66%
|
146
|
28.77%
|
|
|
3046
|
Park Circle Company
Baltimore,
Maryland
|
$167M
|
+$13.7M
|
+9%
|
1.83%
|
58.1%
|
103
|
13.59%
|
|
|
3047
|
Elkhorn Partners
Omaha,
Nebraska
|
$167M
|
-$7.85M
|
-4%
|
5.21%
|
31.5%
|
45
|
0%
|
|
|
3048
|
Madden Advisory Services
Jacksonville,
Florida
|
$167M
|
+$1.5M
|
+0.9%
|
1.75%
|
44.7%
|
302
|
68.87%
|
|
|
3049
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$167M
|
+$12M
|
+8%
|
1.14%
|
13%
|
34
|
8.82%
|
|
|
3050
|
First Personal Financial Services
Charlotte,
North Carolina
|
$167M
|
+$2.01M
|
+1%
|
1.88%
|
31.5%
|
578
|
21.45%
|
|