|
3351
|
Peak Financial Management
Wellesley,
Massachusetts
|
$217M
|
+$14.2M
|
+7%
|
9.37%
|
51.8%
|
56
|
5.36%
|
|
|
3352
|
Asturias Capital
New York
|
$217M
|
+$3.83M
|
+2%
|
20%
|
94.2%
|
25
|
56%
|
|
|
3353
|
Finepoint Capital
Boston,
Massachusetts
|
$217M
|
+$52.2M
|
+32%
|
7.57%
|
27.4%
|
4
|
75%
|
|
|
3354
|
Pier 88 Investment Partners
San Francisco,
California
|
$217M
|
+$19.7M
|
+10%
|
5.99%
|
36.1%
|
108
|
21.3%
|
|
|
3355
|
Stewardship Financial Advisors
Stockbridge,
Georgia
|
$217M
|
+$22.1M
|
+11%
|
11.1%
|
39.1%
|
73
|
21.92%
|
|
|
3356
|
First Sabrepoint Capital Management
Dallas,
Texas
|
$217M
|
+$26.5M
|
+14%
|
18%
|
218%
|
34
|
35.29%
|
|
|
3357
|
YorkBridge Wealth Partners
New York
|
$217M
|
+$28M
|
+15%
|
13.8%
|
36.5%
|
799
|
7.88%
|
|
|
3358
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$217M
|
+$19.9M
|
+10%
|
10.8%
|
79.9%
|
54
|
9.26%
|
|
|
3359
|
Kestrel Investment Management
San Mateo,
California
|
$216M
|
+$17.9M
|
+9%
|
16.1%
|
89.2%
|
50
|
20%
|
|
|
3360
|
Aveo Capital Partners
Englewood,
Colorado
|
$216M
|
+$16.2M
|
+8%
|
7.87%
|
19.1%
|
175
|
30.86%
|
|
|
3361
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$216M
|
+$37.4M
|
+21%
|
10.7%
|
39.1%
|
39
|
15.38%
|
|
|
3362
|
TrueWealth LLC
Atlanta,
Georgia
|
$216M
|
+$18.6M
|
+9%
|
9.03%
|
–
|
778
|
5.4%
|
|
|
3363
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$216M
|
+$18.2M
|
+9%
|
10.4%
|
62.1%
|
285
|
8.42%
|
|
|
3364
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$215M
|
+$12.6M
|
+6%
|
13.4%
|
29%
|
734
|
11.72%
|
|
|
3365
|
Inspire Investing
Meridian,
Idaho
|
$215M
|
+$66.6M
|
+45%
|
14.7%
|
108%
|
323
|
33.13%
|
|
|
3366
|
Think Investments
San Francisco,
California
|
$215M
|
+$47.6M
|
+28%
|
27.3%
|
285%
|
12
|
41.67%
|
|
|
3367
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$215M
|
-$21.7M
|
-9%
|
9.06%
|
42.6%
|
40
|
5%
|
|
|
3368
|
Continental Advisors
Park City,
Utah
|
$215M
|
-$112M
|
-34%
|
14.3%
|
69%
|
104
|
21.15%
|
|
|
3369
|
Perkins Coie Trust Company
Seattle,
Washington
|
$215M
|
+$24M
|
+13%
|
13.8%
|
70.8%
|
315
|
5.71%
|
|
|
3370
|
Roanoke Asset Management
Jersey City,
New Jersey
|
$215M
|
+$26M
|
+14%
|
16.8%
|
50.3%
|
112
|
13.39%
|
|
|
3371
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$214M
|
+$60.9M
|
+40%
|
11.5%
|
54.6%
|
237
|
12.24%
|
|
|
3372
|
Legacy Capital Partners
Milwaukee,
Wisconsin
|
$214M
|
+$25.6M
|
+14%
|
12.8%
|
85.6%
|
138
|
10.14%
|
|
|
3373
|
Trivium Point Advisory
Westport,
Connecticut
|
$214M
|
+$49.4M
|
+30%
|
13.6%
|
106%
|
167
|
22.75%
|
|
|
3374
|
Permit Capital
West Conshohocken,
Pennsylvania
|
$214M
|
+$46.5M
|
+28%
|
18.4%
|
121%
|
27
|
0%
|
|
|
3375
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$214M
|
+$24.1M
|
+13%
|
13.7%
|
62.5%
|
217
|
10.6%
|
|