|
3401
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$385M
|
+$51.2M
|
+15%
|
9.23%
|
–
|
66
|
13.64%
|
|
|
3402
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$385M
|
-$47.2M
|
-11%
|
10.7%
|
43.5%
|
127
|
19.69%
|
|
|
3403
|
SkyOak Wealth
Southfield,
Michigan
|
$384M
|
+$42.1M
|
+12%
|
11.1%
|
73.4%
|
258
|
14.73%
|
|
|
3404
|
SFE Investment Counsel
Los Angeles,
California
|
$384M
|
+$40.4M
|
+12%
|
14%
|
78.2%
|
120
|
9.17%
|
|
|
3405
|
Legacy Trust
Grand Rapids,
Michigan
|
$384M
|
+$40.2M
|
+12%
|
14.4%
|
95%
|
160
|
5%
|
|
|
3406
|
Kingfisher Capital
Charlotte,
North Carolina
|
$384M
|
+$16.7M
|
+5%
|
12.1%
|
58.5%
|
182
|
17.03%
|
|
|
3407
|
TMD Wealth Management
Scottsdale,
Arizona
|
$384M
|
+$33M
|
+9%
|
6.59%
|
2.41%
|
66
|
28.79%
|
|
|
3408
|
Miramar Capital
Northbrook,
Illinois
|
$384M
|
+$15.8M
|
+4%
|
11.5%
|
47.3%
|
68
|
11.76%
|
|
|
3409
|
Legion Partners Asset Management
Los Angeles,
California
|
$384M
|
+$51M
|
+15%
|
15.4%
|
95.5%
|
15
|
26.67%
|
|
|
3410
|
Owls Nest Partners IA
Chadds Ford,
Pennsylvania
|
$383M
|
+$74.6M
|
+24%
|
32.4%
|
94.2%
|
16
|
31.25%
|
|
|
3411
|
Kettle Hill Capital Management
New York
|
$383M
|
-$66.2M
|
-15%
|
18.5%
|
24%
|
59
|
71.19%
|
|
|
3412
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$383M
|
+$34.4M
|
+10%
|
9.44%
|
56.7%
|
63
|
12.7%
|
|
|
3413
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$383M
|
+$46.8M
|
+14%
|
10.3%
|
71.6%
|
356
|
20.51%
|
|
|
3414
|
Rice Partnership
Honolulu,
Hawaii
|
$383M
|
+$29.7M
|
+8%
|
12.7%
|
123%
|
141
|
14.18%
|
|
|
3415
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$383M
|
+$45.6M
|
+14%
|
9.12%
|
66.9%
|
191
|
10.47%
|
|
|
3416
|
Blume Capital Management
Berkeley,
California
|
$383M
|
+$44.6M
|
+13%
|
10.9%
|
96.9%
|
326
|
6.13%
|
|
|
3417
|
America First Investment Advisors
Omaha,
Nebraska
|
$383M
|
+$22M
|
+6%
|
7.68%
|
89.6%
|
98
|
2.04%
|
|
|
3418
|
Eudaimonia Partners
Winchester,
Tennessee
|
$382M
|
-$30.3M
|
-7%
|
11%
|
–
|
354
|
37.01%
|
|
|
3419
|
O'Dell Group
Cincinnati,
Ohio
|
$382M
|
+$53.9M
|
+16%
|
12.4%
|
72.2%
|
512
|
83.59%
|
|
|
3420
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$382M
|
+$80.5M
|
+27%
|
8.75%
|
41.3%
|
158
|
19.62%
|
|
|
3421
|
LexAurum Advisors
Overland Park,
Kansas
|
$381M
|
+$39.4M
|
+12%
|
9.58%
|
–
|
313
|
13.42%
|
|
|
3422
|
Kirr Marbach & Co
Columbus,
Indiana
|
$381M
|
+$28.6M
|
+8%
|
10.7%
|
135%
|
55
|
7.27%
|
|
|
3423
|
Liberty Capital Management
Birmingham,
Michigan
|
$381M
|
+$42.4M
|
+13%
|
11.8%
|
–
|
156
|
7.69%
|
|
|
3424
|
Punch Card Management
Winter Park,
Florida
|
$381M
|
+$34.9M
|
+10%
|
14%
|
41%
|
5
|
0%
|
|
|
3425
|
AR Asset Management
West Hollywood,
California
|
$381M
|
+$24.4M
|
+7%
|
8.04%
|
59.5%
|
112
|
1.79%
|
|