|
3076
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$298M
|
+$5.48M
|
+2%
|
0.11%
|
55%
|
103
|
12.62%
|
|
|
3077
|
Strategic Advisors
New York
|
$298M
|
+$30.1M
|
+11%
|
11.2%
|
87.3%
|
160
|
15.63%
|
|
|
3078
|
American Investment Services
Great Barrington,
Massachusetts
|
$298M
|
+$13.5M
|
+5%
|
6.5%
|
63.1%
|
138
|
5.07%
|
|
|
3079
|
Optimum Investment Advisors
Chicago,
Illinois
|
$298M
|
+$10.8M
|
+4%
|
9.99%
|
125%
|
968
|
16.12%
|
|
|
3080
|
Lake Street Private Wealth
Chicago,
Illinois
|
$298M
|
+$27.8M
|
+10%
|
9.55%
|
92.5%
|
162
|
8.02%
|
|
|
3081
|
Goldstein Munger & Associates
San Ramon,
California
|
$298M
|
+$32.4M
|
+12%
|
7.61%
|
11.9%
|
39
|
5.13%
|
|
|
3082
|
Avion Wealth
The Woodlands,
Texas
|
$297M
|
+$10M
|
+3%
|
1.84%
|
45.4%
|
321
|
18.07%
|
|
|
3083
|
Bishop Rock Capital
New York
|
$297M
|
-$7.17M
|
-2%
|
8.62%
|
35.4%
|
23
|
0%
|
|
|
3084
|
Blue Pool Management
Causeway Bay,
Hong Kong
|
$297M
|
+$76.4M
|
+35%
|
8.79%
|
72.8%
|
37
|
24.32%
|
|
|
3085
|
Consolidated Investment Group
Englewood,
Colorado
|
$297M
|
+$32.6M
|
+12%
|
11.7%
|
140%
|
62
|
0%
|
|
|
3086
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$297M
|
+$43.3M
|
+17%
|
8.78%
|
24.6%
|
1,031
|
32.2%
|
|
|
3087
|
Westwind Capital
Las Cruces,
New Mexico
|
$297M
|
+$33.4M
|
+13%
|
22.8%
|
78.1%
|
44
|
15.91%
|
|
|
3088
|
Oberweis Asset Management
Lisle,
Illinois
|
$297M
|
+$42.4M
|
+17%
|
31.3%
|
485%
|
152
|
36.18%
|
|
|
3089
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
$297M
|
–
|
–
|
6.86%
|
25%
|
107
|
–
|
|
|
3090
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$297M
|
+$36.1M
|
+14%
|
9.16%
|
77.2%
|
146
|
18.49%
|
|
|
3091
|
Hourglass Capital
Houston,
Texas
|
$296M
|
+$14M
|
+5%
|
5.02%
|
89.6%
|
120
|
3.33%
|
|
|
3092
|
Gould Asset Management
Claremont,
California
|
$296M
|
+$10.8M
|
+4%
|
5.76%
|
42.8%
|
141
|
9.93%
|
|
|
3093
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$296M
|
+$31.1M
|
+12%
|
5.33%
|
66.1%
|
193
|
21.24%
|
|
|
3094
|
Copper Rock Capital Partners
Boston,
Massachusetts
|
$296M
|
-$286M
|
-49%
|
16.9%
|
–
|
67
|
35.82%
|
|
|
3095
|
Mediatel Partners
Fort Worth,
Texas
|
$296M
|
+$40.8M
|
+16%
|
16.5%
|
11.6%
|
2
|
0%
|
|
|
3096
|
Carderock Capital Management
Chevy Chase,
Maryland
|
$296M
|
+$24.7M
|
+9%
|
14%
|
88.6%
|
73
|
10.96%
|
|
|
3097
|
Peavine Capital
Reno,
Nevada
|
$296M
|
+$1.42M
|
+0.5%
|
3.81%
|
27.7%
|
11
|
9.09%
|
|
|
3098
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$295M
|
+$15.7M
|
+6%
|
5.59%
|
42.6%
|
51
|
11.76%
|
|
|
3099
|
Rip Road Capital Partners
Boston,
Massachusetts
|
$295M
|
+$85.9M
|
+41%
|
38.3%
|
121%
|
19
|
15.79%
|
|
|
3100
|
CFO4Life Group
Coppell,
Texas
|
$295M
|
+$35.1M
|
+13%
|
17.5%
|
56.7%
|
141
|
19.15%
|
|