|
3026
|
Strategic Blueprint
Atlanta,
Georgia
|
$284M
|
+$112M
|
+66%
|
19.3%
|
76.6%
|
185
|
40.54%
|
|
|
3027
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$284M
|
+$46.5M
|
+20%
|
11.7%
|
55.8%
|
1,007
|
14.3%
|
|
|
3028
|
Gibson Capital
Wexford,
Pennsylvania
|
$284M
|
+$50.1M
|
+21%
|
18%
|
60.4%
|
34
|
11.76%
|
|
|
3029
|
Royal Fund Management
Lady Lake,
Florida
|
$284M
|
+$38.2M
|
+16%
|
18.9%
|
92.4%
|
654
|
77.68%
|
|
|
3030
|
Ferris Capital
Marlborough,
Massachusetts
|
$283M
|
+$56.4M
|
+25%
|
24.3%
|
67%
|
169
|
18.93%
|
|
|
3031
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$283M
|
+$33.1M
|
+13%
|
19.4%
|
70.4%
|
97
|
13.4%
|
|
|
3032
|
Human Investing
Lake Oswego,
Oregon
|
$283M
|
+$52.3M
|
+23%
|
16.6%
|
52%
|
372
|
30.11%
|
|
|
3033
|
WESCAP Management Group
Glendale,
California
|
$283M
|
+$43.6M
|
+18%
|
14.5%
|
45.7%
|
92
|
13.04%
|
|
|
3034
|
Portfolio Strategies
Monsey,
New York
|
$283M
|
+$109M
|
+63%
|
38.4%
|
120%
|
48
|
29.17%
|
|
|
3035
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$283M
|
+$31.2M
|
+12%
|
11.4%
|
22.7%
|
110
|
13.64%
|
|
|
3036
|
Intelligence Driven Advisers
Carlsbad,
California
|
$283M
|
+$66.9M
|
+31%
|
14.7%
|
58.5%
|
90
|
12.22%
|
|
|
3037
|
Edgehill Endowment Partners
Hamden,
Connecticut
|
$283M
|
+$35.3M
|
+14%
|
7.85%
|
11.6%
|
7
|
14.29%
|
|
|
3038
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$283M
|
+$80.8M
|
+40%
|
10.2%
|
57.9%
|
81
|
18.52%
|
|
|
3039
|
Hourglass Capital
Houston,
Texas
|
$282M
|
+$46.8M
|
+20%
|
20.5%
|
89.6%
|
124
|
10.48%
|
|
|
3040
|
Cornerstone Management
Duluth,
Georgia
|
$282M
|
+$65.2M
|
+30%
|
10.7%
|
40%
|
48
|
25%
|
|
|
3041
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$282M
|
-$453K
|
-0.2%
|
21.1%
|
52%
|
653
|
20.52%
|
|
|
3042
|
Golden Gate Private Equity
San Francisco,
California
|
$282M
|
+$66.2M
|
+31%
|
32.5%
|
8.72%
|
25
|
12%
|
|
|
3043
|
Hardy Reed
Tupelo,
Mississippi
|
$282M
|
+$62.7M
|
+29%
|
18.8%
|
69.7%
|
80
|
23.75%
|
|
|
3044
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$282M
|
+$47.3M
|
+20%
|
20.4%
|
105%
|
285
|
17.19%
|
|
|
3045
|
Capital Advantage
Walnut Creek,
California
|
$282M
|
+$25.5M
|
+10%
|
15.8%
|
44.4%
|
95
|
10.53%
|
|
|
3046
|
Bourgeon Capital Management
Darien,
Connecticut
|
$281M
|
+$88.2M
|
+46%
|
19.9%
|
117%
|
282
|
14.89%
|
|
|
3047
|
Plimoth Trust
Plymouth,
Massachusetts
|
$281M
|
+$42.7M
|
+18%
|
16.8%
|
94%
|
168
|
10.71%
|
|
|
3048
|
Income Research & Management
Boston,
Massachusetts
|
$281M
|
+$80.9M
|
+40%
|
0.08%
|
0.7%
|
24
|
37.5%
|
|
|
3049
|
Morse Asset Management
Darien,
Connecticut
|
$281M
|
+$71.3M
|
+34%
|
34.1%
|
222%
|
128
|
28.91%
|
|
|
3050
|
Kirr Marbach & Co
Columbus,
Indiana
|
$281M
|
+$46.9M
|
+20%
|
23.3%
|
135%
|
65
|
24.62%
|
|