|
4026
|
Meridian Wealth Advisors
Austin,
Texas
|
$143M
|
+$6.17M
|
+4%
|
2.22%
|
68.8%
|
134
|
8.21%
|
|
|
4027
|
BigSur Wealth Management
Miami,
Florida
|
$143M
|
-$9.14M
|
-6%
|
4.07%
|
83.1%
|
109
|
11.01%
|
|
|
4028
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$143M
|
-$2.42M
|
-2%
|
3.83%
|
84.9%
|
360
|
5.56%
|
|
|
4029
|
OptiFour Integrated Wealth Management
Mc Lean,
Virginia
|
$143M
|
+$20.8M
|
+17%
|
2.76%
|
–
|
79
|
37.97%
|
|
|
4030
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$143M
|
+$9.98M
|
+7%
|
3.67%
|
119%
|
50
|
12%
|
|
|
4031
|
Aries Wealth Management
Portland,
Maine
|
$143M
|
+$9.3M
|
+7%
|
3.34%
|
75%
|
169
|
14.2%
|
|
|
4032
|
Perkins Capital Management
Wayzata,
Minnesota
|
$143M
|
-$9.08M
|
-6%
|
5.62%
|
303%
|
128
|
16.41%
|
|
|
4033
|
Towerpoint Wealth
Sacramento,
California
|
$143M
|
-$610K
|
-0.4%
|
2.4%
|
62.4%
|
58
|
13.79%
|
|
|
4034
|
|
$142M
|
+$4.27M
|
+3%
|
4.46%
|
60.1%
|
140
|
5%
|
|
|
4035
|
Riverview Trust Company
Vancouver,
Washington
|
$142M
|
+$10.1M
|
+8%
|
2.11%
|
67.6%
|
449
|
41.43%
|
|
|
4036
|
|
$142M
|
+$38.8M
|
+38%
|
14%
|
460%
|
46
|
65.22%
|
|
|
4037
|
DeDora Capital
Napa,
California
|
$142M
|
+$9.51M
|
+7%
|
3.93%
|
81.7%
|
92
|
10.87%
|
|
|
4038
|
Emory University
Atlanta,
Georgia
|
$142M
|
-$208K
|
-0.1%
|
5.99%
|
–
|
51
|
21.57%
|
|
|
4039
|
Kayak Investment Partners
San Francisco,
California
|
$142M
|
+$12.3M
|
+9%
|
3.77%
|
27%
|
19
|
52.63%
|
|
|
4040
|
Axel Capital Management
New York
|
$142M
|
-$45.9M
|
-24%
|
10.6%
|
194%
|
17
|
41.18%
|
|
|
4041
|
Harbour Investment Management
Edmonds,
Washington
|
$142M
|
+$6.31M
|
+5%
|
5.03%
|
58.8%
|
69
|
4.35%
|
|
|
4042
|
Marshall & Sullivan
Seattle,
Washington
|
$142M
|
+$5.56M
|
+4%
|
4.68%
|
82%
|
45
|
13.33%
|
|
|
4043
|
Brandywine Trust
Hockessin,
Delaware
|
$142M
|
+$28M
|
+25%
|
1.06%
|
11.9%
|
39
|
5.13%
|
|
|
4044
|
Laurus Investment Counsel
Toronto,
Canada
|
$142M
|
+$13.7M
|
+11%
|
7.11%
|
14.1%
|
29
|
3.45%
|
|
|
4045
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$141M
|
-$18.8M
|
-12%
|
3.25%
|
29.8%
|
182
|
16.48%
|
|
|
4046
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$141M
|
+$6.85M
|
+5%
|
3.69%
|
20%
|
105
|
14.29%
|
|
|
4047
|
WealthOne
Albany,
New York
|
$141M
|
+$52.8M
|
+60%
|
3.31%
|
23.4%
|
107
|
39.25%
|
|
|
4048
|
Shamrock Asset Management
Dallas,
Texas
|
$141M
|
+$15.1M
|
+12%
|
2.61%
|
31%
|
271
|
16.61%
|
|
|
4049
|
Martin Capital Partners
Eugene,
Oregon
|
$141M
|
+$11.8M
|
+9%
|
4.43%
|
35.2%
|
64
|
26.56%
|
|
|
4050
|
Peninsula Asset Management
Bradenton,
Florida
|
$141M
|
+$2.61M
|
+2%
|
3.34%
|
41.8%
|
47
|
2.13%
|
|