|
3101
|
Peak Asset Management
Louisville,
Colorado
|
$454M
|
+$40.3M
|
+10%
|
9.41%
|
58.1%
|
143
|
6.29%
|
|
|
3102
|
Schnieders Capital Management
Pasadena,
California
|
$454M
|
+$7.28M
|
+2%
|
11.5%
|
103%
|
206
|
15.05%
|
|
|
3103
|
Citizens Business Bank
Ontario,
California
|
$454M
|
+$28.2M
|
+7%
|
12%
|
84.4%
|
116
|
17.24%
|
|
|
3104
|
First Fiduciary Investment Counsel
Cleveland,
Ohio
|
$453M
|
+$26.8M
|
+6%
|
7.67%
|
48.1%
|
65
|
9.23%
|
|
|
3105
|
Bourgeon Capital Management
Darien,
Connecticut
|
$453M
|
+$26.5M
|
+6%
|
11%
|
117%
|
424
|
11.32%
|
|
|
3106
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$452M
|
–
|
–
|
12.2%
|
–
|
333
|
–
|
|
|
3107
|
Fidelis Capital Partners
Tampa,
Florida
|
$452M
|
+$160M
|
+55%
|
11.9%
|
98.3%
|
336
|
21.73%
|
|
|
3108
|
Pinpoint Asset Management
Hong Kong
|
$452M
|
+$24.8M
|
+6%
|
17%
|
185%
|
90
|
53.33%
|
|
|
3109
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$451M
|
+$35.3M
|
+8%
|
10.4%
|
79.9%
|
94
|
7.45%
|
|
|
3110
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$451M
|
+$39.9M
|
+10%
|
11.4%
|
86.7%
|
272
|
15.44%
|
|
|
3111
|
Private Wealth Strategies
New Albany,
Ohio
|
$451M
|
+$49.8M
|
+12%
|
10.3%
|
18.8%
|
82
|
21.95%
|
|
|
3112
|
Patton Fund Management
Dallas,
Texas
|
$450M
|
+$81.4M
|
+22%
|
13.7%
|
188%
|
100
|
50%
|
|
|
3113
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$450M
|
+$66.7M
|
+17%
|
10.7%
|
47%
|
436
|
16.97%
|
|
|
3114
|
|
$450M
|
+$44.2M
|
+11%
|
13.9%
|
197%
|
81
|
13.58%
|
|
|
3115
|
Chicago Trust
Grayslake,
Illinois
|
$450M
|
+$51.6M
|
+13%
|
9.25%
|
85.9%
|
305
|
16.39%
|
|
|
3116
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$449M
|
+$73.4M
|
+20%
|
10.9%
|
73.8%
|
197
|
15.23%
|
|
|
3117
|
SOA Wealth Advisors
New York
|
$449M
|
+$47.1M
|
+12%
|
12%
|
79.1%
|
962
|
7.69%
|
|
|
3118
|
Heritage Investment Group
Pompano Beach,
Florida
|
$449M
|
+$83M
|
+23%
|
9.61%
|
51.2%
|
100
|
13%
|
|
|
3119
|
Crow's Nest Holdings
Richmond,
Virginia
|
$449M
|
+$55.4M
|
+14%
|
21.4%
|
100%
|
10
|
20%
|
|
|
3120
|
ICA Group Wealth Management
Denver,
Colorado
|
$448M
|
+$92.4M
|
+26%
|
10.3%
|
–
|
1,338
|
82.36%
|
|
|
3121
|
Physician Wealth Advisors
Midvale,
Utah
|
$448M
|
+$59.2M
|
+15%
|
10.8%
|
71.3%
|
169
|
13.61%
|
|
|
3122
|
Aprio Wealth Management
Atlanta,
Georgia
|
$448M
|
+$83.9M
|
+23%
|
9.19%
|
60.6%
|
217
|
23.04%
|
|
|
3123
|
EVR Research
Richmond,
Virginia
|
$447M
|
+$69.5M
|
+18%
|
16.8%
|
104%
|
46
|
39.13%
|
|
|
3124
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$447M
|
+$46.4M
|
+12%
|
8.1%
|
42.6%
|
67
|
7.46%
|
|
|
3125
|
Nelson Capital Management
Menlo Park,
California
|
$447M
|
+$39.1M
|
+10%
|
10.4%
|
121%
|
96
|
7.29%
|
|