|
3051
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$303M
|
-$5.05M
|
-2%
|
4.9%
|
82.1%
|
293
|
14.33%
|
|
|
3052
|
Divisar Capital Management
San Francisco,
California
|
$303M
|
-$43.2M
|
-13%
|
1.35%
|
194%
|
30
|
10%
|
|
|
3053
|
Cedar Capital
Barrington,
Illinois
|
$302M
|
+$41.3M
|
+16%
|
10.7%
|
98%
|
194
|
24.23%
|
|
|
3054
|
Viridian RIA
Bothell,
Washington
|
$302M
|
+$25.2M
|
+9%
|
8.61%
|
63.1%
|
65
|
12.31%
|
|
|
3055
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$301M
|
+$61.9M
|
+26%
|
6.69%
|
62.7%
|
204
|
34.31%
|
|
|
3056
|
Totem Point Management
New York
|
$301M
|
+$27M
|
+10%
|
16.5%
|
577%
|
19
|
31.58%
|
|
|
3057
|
Strategic Investment Management
Arlington,
Virginia
|
$301M
|
+$14.5M
|
+5%
|
6.73%
|
53.3%
|
13
|
15.38%
|
|
|
3058
|
Renaissance Investment Group
Lenox,
Massachusetts
|
$301M
|
+$29.3M
|
+11%
|
12.8%
|
99.6%
|
78
|
5.13%
|
|
|
3059
|
Gibson Capital
Wexford,
Pennsylvania
|
$300M
|
+$16.7M
|
+6%
|
7.15%
|
60.4%
|
35
|
11.43%
|
|
|
3060
|
WESCAP Management Group
Glendale,
California
|
$300M
|
+$17.1M
|
+6%
|
6.01%
|
45.7%
|
85
|
5.88%
|
|
|
3061
|
NewFocus Financial Group
Vancouver,
Washington
|
$300M
|
+$21.1M
|
+8%
|
8.67%
|
55.4%
|
120
|
15%
|
|
|
3062
|
Personal CFO Solutions
Chester,
New Jersey
|
$300M
|
-$37.9M
|
-11%
|
7.14%
|
91.4%
|
361
|
21.61%
|
|
|
3063
|
NBW Capital
Boston,
Massachusetts
|
$300M
|
+$21.2M
|
+8%
|
5%
|
86%
|
73
|
5.48%
|
|
|
3064
|
HughesLittle Investment Management
Vancouver,
|
$299M
|
+$24.4M
|
+9%
|
9.53%
|
106%
|
14
|
0%
|
|
|
3065
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$299M
|
+$40.8M
|
+16%
|
7.52%
|
70.1%
|
131
|
25.95%
|
|
|
3066
|
Golden State Wealth Management
Santa Ana,
California
|
$299M
|
-$90.4M
|
-23%
|
8.39%
|
–
|
505
|
63.17%
|
|
|
3067
|
Foresight Wealth Management
Draper,
Utah
|
$299M
|
+$79.5M
|
+36%
|
7.18%
|
19.1%
|
123
|
26.02%
|
|
|
3068
|
Realta Investment Advisors
Wilmington,
Delaware
|
$299M
|
-$5.38M
|
-2%
|
11%
|
126%
|
388
|
30.41%
|
|
|
3069
|
Sunflower Bank Wealth Management
Scottsdale,
Arizona
|
$299M
|
+$852K
|
+0.3%
|
8.26%
|
33.7%
|
128
|
15.63%
|
|
|
3070
|
Radnor Capital Management
Wayne,
Pennsylvania
|
$298M
|
+$21.7M
|
+8%
|
5.93%
|
86.6%
|
198
|
12.63%
|
|
|
3071
|
Great Hill Partners
Boston,
Massachusetts
|
$298M
|
+$7.07M
|
+2%
|
40.7%
|
24%
|
2
|
0%
|
|
|
3072
|
WrapManager Inc
Mill Valley,
California
|
$298M
|
+$28.8M
|
+11%
|
5.68%
|
64.6%
|
255
|
12.16%
|
|
|
3073
|
McRae Capital Management
Morristown,
New Jersey
|
$298M
|
+$31.4M
|
+12%
|
10.4%
|
59.2%
|
96
|
8.33%
|
|
|
3074
|
IMA Advisory Services
Denver,
Colorado
|
$298M
|
+$21.7M
|
+8%
|
7.48%
|
74.5%
|
311
|
24.44%
|
|
|
3075
|
Plimoth Trust
Plymouth,
Massachusetts
|
$298M
|
+$17M
|
+6%
|
8.56%
|
94%
|
163
|
2.45%
|
|