|
3051
|
Intelligence Driven Advisers
Carlsbad,
California
|
$532M
|
-$168M
|
-24%
|
0.27%
|
43.8%
|
122
|
22.13%
|
|
|
3052
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$532M
|
+$43.1M
|
+9%
|
0.55%
|
43.5%
|
146
|
7.53%
|
|
|
3053
|
Affinity Capital Advisors
Berkeley,
California
|
$532M
|
+$15.3M
|
+3%
|
0.25%
|
62%
|
157
|
8.28%
|
|
|
3054
|
Hohimer Wealth Management
Seattle,
Washington
|
$531M
|
+$66.4M
|
+14%
|
3%
|
85.5%
|
264
|
22.73%
|
|
|
3055
|
Advocate Group
Minnetonka,
Minnesota
|
$531M
|
-$20.5M
|
-4%
|
3.63%
|
47.3%
|
120
|
5.83%
|
|
|
3056
|
Lawson Kroeker Investment Management
Omaha,
Nebraska
|
$531M
|
-$17.8M
|
-3%
|
0.25%
|
64.5%
|
91
|
3.3%
|
|
|
3057
|
Morton Capital Management
Calabasas,
California
|
$531M
|
+$22.6M
|
+4%
|
1.11%
|
65.8%
|
117
|
8.55%
|
|
|
3058
|
Hutchinson Capital Management
San Rafael,
California
|
$530M
|
+$2.08M
|
+0.4%
|
0.71%
|
46.5%
|
94
|
6.38%
|
|
|
3059
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$530M
|
-$4.2M
|
-0.8%
|
2.58%
|
29.7%
|
90
|
8.89%
|
|
|
3060
|
HeadInvest LLC
Portland,
Maine
|
$530M
|
-$10.5M
|
-2%
|
0.86%
|
45.6%
|
250
|
11.6%
|
|
|
3061
|
Asio Capital
Lexington,
Kentucky
|
$529M
|
+$2.6M
|
+0.5%
|
1.93%
|
88%
|
111
|
10.81%
|
|
|
3062
|
Medicxi Ventures Management
St. Helier,
Jersey
|
$529M
|
+$157K
|
+0%
|
2.54%
|
788%
|
5
|
20%
|
|
|
3063
|
Topline Capital Management
Santa Monica,
California
|
$529M
|
–
|
–
|
7.33%
|
–
|
36
|
–
|
|
|
3064
|
Tufton Capital Management
Hunt Valley,
Maryland
|
$529M
|
-$4.74M
|
-0.9%
|
0.64%
|
86.5%
|
123
|
4.07%
|
|
|
3065
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$529M
|
-$65.7K
|
-0%
|
0.93%
|
10.2%
|
721
|
11.51%
|
|
|
3066
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$529M
|
+$9.53M
|
+2%
|
1.16%
|
70.4%
|
230
|
6.52%
|
|
|
3067
|
Alpine Woods Capital Investors
Purchase,
New York
|
$528M
|
-$41.8M
|
-7%
|
3.94%
|
91.1%
|
185
|
14.59%
|
|
|
3068
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$528M
|
+$44M
|
+9%
|
0.47%
|
58.8%
|
154
|
14.29%
|
|
|
3069
|
HughesLittle Investment Management
Vancouver,
|
$528M
|
+$36.5M
|
+7%
|
8.62%
|
91.2%
|
17
|
0%
|
|
|
3070
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$528M
|
-$17.2M
|
-3%
|
0.66%
|
60.7%
|
211
|
7.58%
|
|
|
3071
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$527M
|
+$18.1M
|
+4%
|
0.76%
|
48.6%
|
95
|
3.16%
|
|
|
3072
|
North Growth Management
Vancouver,
British Columbia, Canada
|
$527M
|
-$9.96M
|
-2%
|
7.82%
|
231%
|
48
|
4.17%
|
|
|
3073
|
Capital Group Investment Management
Raffles Quay,
Singapore
|
$526M
|
+$29.4M
|
+6%
|
7.55%
|
120%
|
145
|
10.34%
|
|
|
3074
|
Rice Partnership
Honolulu,
Hawaii
|
$525M
|
+$28.3M
|
+6%
|
2.14%
|
123%
|
184
|
15.22%
|
|
|
3075
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$525M
|
+$1.5M
|
+0.3%
|
0.21%
|
53.3%
|
712
|
8.71%
|
|