|
3026
|
IMA Advisory Services
Denver,
Colorado
|
$378M
|
+$5.5M
|
+1%
|
6.68%
|
55.7%
|
420
|
22.86%
|
|
|
3027
|
New Hampshire Trust
Concord,
New Hampshire
|
$378M
|
–
|
–
|
9.78%
|
75.9%
|
397
|
–
|
|
|
3028
|
Centre Asset Management
New York
|
$378M
|
+$15.5M
|
+4%
|
11.1%
|
45.3%
|
84
|
27.38%
|
|
|
3029
|
Financial Advisors Network
Tustin,
California
|
$378M
|
+$39.2M
|
+12%
|
9.85%
|
–
|
131
|
13.74%
|
|
|
3030
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$378M
|
+$72.6M
|
+24%
|
9.82%
|
59.7%
|
93
|
26.88%
|
|
|
3031
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$377M
|
+$29.4M
|
+8%
|
6.51%
|
42.6%
|
65
|
13.85%
|
|
|
3032
|
Pine Ridge Advisers
New York
|
$377M
|
+$54.4M
|
+17%
|
6.47%
|
80%
|
27
|
14.81%
|
|
|
3033
|
Spruce House Investment Management
New York
|
$377M
|
-$178M
|
-32%
|
13.4%
|
1,495%
|
7
|
28.57%
|
|
|
3034
|
Summit Wealth Partners
Orlando,
Florida
|
$377M
|
+$22.5M
|
+6%
|
5.8%
|
35.5%
|
180
|
15.56%
|
|
|
3035
|
Greenspring Advisors
Towson,
Maryland
|
$377M
|
+$52.3M
|
+16%
|
8.13%
|
–
|
115
|
10.43%
|
|
|
3036
|
Advisor OS
Chicago,
Illinois
|
$377M
|
+$44.9M
|
+14%
|
8.32%
|
51.1%
|
222
|
14.41%
|
|
|
3037
|
Disciplina Capital Management
Nashville,
Tennessee
|
$376M
|
-$83.5M
|
-18%
|
4.43%
|
23.9%
|
55
|
5.45%
|
|
|
3038
|
Honeycomb Asset Management
New York
|
$376M
|
-$376M
|
-50%
|
0.19%
|
49%
|
47
|
76.6%
|
|
|
3039
|
Kingfisher Capital
Charlotte,
North Carolina
|
$376M
|
+$13.2M
|
+4%
|
7.03%
|
58.5%
|
191
|
21.47%
|
|
|
3040
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$376M
|
+$132M
|
+54%
|
10.8%
|
–
|
136
|
33.09%
|
|
|
3041
|
Parkman Healthcare Partners
Stamford,
Connecticut
|
$376M
|
+$23.8M
|
+7%
|
23.8%
|
313%
|
101
|
31.68%
|
|
|
3042
|
|
$375M
|
+$3.55M
|
+1%
|
31.8%
|
88.2%
|
26
|
15.38%
|
|
|
3043
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$375M
|
+$24.9M
|
+7%
|
3.25%
|
95.2%
|
173
|
24.86%
|
|
|
3044
|
Fagan Associates
Troy,
New York
|
$375M
|
+$17.3M
|
+5%
|
6.88%
|
87.7%
|
126
|
8.73%
|
|
|
3045
|
Truxt Investmentos
Rio De Janeiro,
Brazil
|
$375M
|
-$137M
|
-27%
|
4.57%
|
–
|
16
|
25%
|
|
|
3046
|
Private Wealth Strategies
New Albany,
Ohio
|
$375M
|
+$32.1M
|
+9%
|
7.15%
|
18.8%
|
83
|
18.07%
|
|
|
3047
|
Allen Operations
New York
|
$374M
|
-$581K
|
-0.2%
|
4.3%
|
221%
|
44
|
6.82%
|
|
|
3048
|
Scarborough Advisors
Annapolis,
Maryland
|
$373M
|
+$52.4M
|
+16%
|
7.42%
|
58.4%
|
62
|
29.03%
|
|
|
3049
|
Regent Investment Management
Louisville,
Kentucky
|
$373M
|
+$30.6M
|
+9%
|
11.3%
|
44%
|
203
|
4.93%
|
|
|
3050
|
Cambridge Advisors
Omaha,
Nebraska
|
$373M
|
+$23.6M
|
+7%
|
7.91%
|
52.9%
|
186
|
9.14%
|
|