|
3301
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$434M
|
+$49.2M
|
+13%
|
6.16%
|
43.5%
|
143
|
20.28%
|
|
|
3302
|
|
$434M
|
+$79.3M
|
+22%
|
13.9%
|
95.2%
|
54
|
9.26%
|
|
|
3303
|
LWMG LLC
Lake Elmo,
Minnesota
|
$433M
|
+$25.9M
|
+6%
|
6.23%
|
–
|
93
|
13.98%
|
|
|
3304
|
Correct Capital Wealth Management
Clayton,
Missouri
|
$433M
|
+$37.9M
|
+10%
|
9.33%
|
–
|
150
|
20%
|
|
|
3305
|
Sweet Financial Partners
Fairmont,
Minnesota
|
$433M
|
+$12.7M
|
+3%
|
7.8%
|
22.4%
|
202
|
12.87%
|
|
|
3306
|
Opes Wealth Management
Menlo Park,
California
|
$433M
|
+$16.4M
|
+4%
|
2.63%
|
54.1%
|
137
|
11.68%
|
|
|
3307
|
Lynch & Associates
Newburgh,
Indiana
|
$433M
|
+$21.5M
|
+5%
|
8.97%
|
62.9%
|
125
|
5.6%
|
|
|
3308
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$433M
|
+$50M
|
+13%
|
9.52%
|
71.6%
|
384
|
18.23%
|
|
|
3309
|
EAM Global Investors
Solana Beach,
California
|
$433M
|
+$18.5M
|
+4%
|
31.1%
|
2,492%
|
130
|
56.15%
|
|
|
3310
|
Trust Company of the South
Greensboro,
North Carolina
|
$433M
|
+$54.5M
|
+14%
|
6.78%
|
–
|
127
|
18.11%
|
|
|
3311
|
De Lisle Partners
Poole,
United Kingdom
|
$433M
|
–
|
–
|
11.1%
|
–
|
162
|
–
|
|
|
3312
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$432M
|
+$49.3M
|
+13%
|
7.51%
|
56.7%
|
69
|
14.49%
|
|
|
3313
|
Legion Partners Asset Management
Los Angeles,
California
|
$432M
|
+$48.3M
|
+13%
|
10.2%
|
95.5%
|
14
|
14.29%
|
|
|
3314
|
GR Financial Group
Tucson,
Arizona
|
$432M
|
+$150M
|
+53%
|
7.85%
|
55.7%
|
21
|
42.86%
|
|
|
3315
|
M. Kulyk & Associates
Decatur,
Georgia
|
$431M
|
+$1.98M
|
+0.5%
|
9.09%
|
52.3%
|
114
|
12.28%
|
|
|
3316
|
First Personal Financial Services
Charlotte,
North Carolina
|
$431M
|
+$20.1M
|
+5%
|
6.37%
|
31.5%
|
415
|
19.76%
|
|
|
3317
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$431M
|
+$36.7M
|
+9%
|
9.95%
|
114%
|
342
|
9.65%
|
|
|
3318
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$431M
|
+$48M
|
+13%
|
7.92%
|
66.9%
|
199
|
13.57%
|
|
|
3319
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$431M
|
+$52.2M
|
+14%
|
8.29%
|
48.6%
|
95
|
5.26%
|
|
|
3320
|
Tiger Pacific Capital
New York
|
$431M
|
-$39M
|
-8%
|
10.5%
|
69.6%
|
16
|
25%
|
|
|
3321
|
Single Point Partners
Boston,
Massachusetts
|
$430M
|
+$29.2M
|
+7%
|
6.52%
|
52.3%
|
83
|
12.05%
|
|
|
3322
|
Presima Securities
Montreal,
Quebec, Canada
|
$430M
|
-$13.6M
|
-3%
|
3.28%
|
10.3%
|
54
|
3.7%
|
|
|
3323
|
Hussman Strategic Advisors
Ellicott City,
Maryland
|
$430M
|
-$9.91M
|
-2%
|
9.79%
|
35.4%
|
279
|
43.01%
|
|
|
3324
|
Perennial Advisors
New York
|
$430M
|
+$23M
|
+6%
|
9.83%
|
–
|
119
|
8.4%
|
|
|
3325
|
Capricorn Investment Group
Palo Alto,
California
|
$430M
|
-$103M
|
-19%
|
17.1%
|
226%
|
8
|
0%
|
|