|
3501
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$463M
|
+$53.4M
|
+13%
|
9.35%
|
40.7%
|
117
|
18.8%
|
|
|
3502
|
TrueMark Investments
Chicago,
Illinois
|
$463M
|
+$81M
|
+21%
|
4.97%
|
–
|
251
|
64.94%
|
|
|
3503
|
Whalerock Point Partners
Providence,
Rhode Island
|
$463M
|
+$41.3M
|
+10%
|
11.7%
|
92.1%
|
192
|
6.77%
|
|
|
3504
|
ALM First Financial Advisors
Dallas,
Texas
|
$462M
|
+$24.8M
|
+6%
|
5.87%
|
43.5%
|
23
|
0%
|
|
|
3505
|
Ovata Capital Management
Hong Kong
|
$462M
|
+$199M
|
+75%
|
16%
|
69.1%
|
57
|
52.63%
|
|
|
3506
|
Requisite Capital Management
Dallas,
Texas
|
$462M
|
+$18.7M
|
+4%
|
5.76%
|
31.7%
|
96
|
18.75%
|
|
|
3507
|
Kapitalo Investimentos
Sao Paulo,
Brazil
|
$461M
|
-$31.7M
|
-6%
|
16.3%
|
58.1%
|
171
|
81.29%
|
|
|
3508
|
SR One Capital Management
Wayne,
Pennsylvania
|
$461M
|
+$72.1M
|
+19%
|
18.4%
|
485%
|
13
|
7.69%
|
|
|
3509
|
Renaissance Investment Group
Lenox,
Massachusetts
|
$461M
|
+$49M
|
+12%
|
16.1%
|
99.6%
|
80
|
11.25%
|
|
|
3510
|
Liberty Mutual Group Asset Management
Boston,
Massachusetts
|
$461M
|
+$160M
|
+53%
|
14%
|
46.4%
|
24
|
50%
|
|
|
3511
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$461M
|
+$42.6M
|
+10%
|
7.45%
|
50.7%
|
126
|
15.87%
|
|
|
3512
|
M. Kulyk & Associates
Decatur,
Georgia
|
$460M
|
+$23.2M
|
+5%
|
8.12%
|
52.3%
|
110
|
10%
|
|
|
3513
|
Eclectic Associates
Fullerton,
California
|
$460M
|
+$86.8M
|
+23%
|
8.11%
|
49.7%
|
125
|
5.6%
|
|
|
3514
|
VisionPoint Advisory Group
Dallas,
Texas
|
$460M
|
+$168M
|
+58%
|
8.66%
|
74.2%
|
376
|
50.27%
|
|
|
3515
|
Technology Crossover Management VIII
Menlo Park,
California
|
$460M
|
-$10.2M
|
-2%
|
1.92%
|
59.7%
|
6
|
16.67%
|
|
|
3516
|
Independent Investors Inc
Nesconset,
New York
|
$459M
|
-$12.2M
|
-3%
|
1.42%
|
61.6%
|
70
|
4.29%
|
|
|
3517
|
Raub Brock Capital Management
Larkspur,
California
|
$459M
|
+$11.1M
|
+2%
|
8.77%
|
56.3%
|
45
|
28.89%
|
|
|
3518
|
Madison Wealth Partners
Madison,
Wisconsin
|
$458M
|
+$53.1M
|
+13%
|
9.77%
|
55.3%
|
178
|
14.04%
|
|
|
3519
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$458M
|
+$33.3M
|
+8%
|
12.1%
|
89.5%
|
322
|
10.87%
|
|
|
3520
|
Liquid Strategies
Atlanta,
Georgia
|
$458M
|
-$73.3M
|
-14%
|
7.55%
|
46.8%
|
14
|
50%
|
|
|
3521
|
Single Point Partners
Boston,
Massachusetts
|
$457M
|
+$31.2M
|
+7%
|
7.41%
|
52.3%
|
93
|
11.83%
|
|
|
3522
|
Montag & Caldwell
Atlanta,
Georgia
|
$457M
|
+$25.8M
|
+6%
|
12.9%
|
91.3%
|
135
|
19.26%
|
|
|
3523
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$457M
|
+$41.8M
|
+10%
|
15.2%
|
125%
|
165
|
12.12%
|
|
|
3524
|
Boundary Creek Advisors
New York
|
$457M
|
+$80.9M
|
+22%
|
13.4%
|
15%
|
21
|
71.43%
|
|
|
3525
|
|
$457M
|
+$93.6M
|
+26%
|
16.8%
|
16%
|
26
|
23.08%
|
|