|
4026
|
DFPG Investments
Sandy,
Utah
|
$217M
|
+$30.2M
|
+16%
|
13.2%
|
38.2%
|
196
|
28.06%
|
|
|
4027
|
Peoples Financial Services Corp
Dunmore,
Pennsylvania
|
$217M
|
+$18.8M
|
+9%
|
11.1%
|
93%
|
298
|
1.34%
|
|
|
4028
|
Union Bancaire Privee Asset Management
New York
|
$217M
|
-$44.8M
|
-17%
|
8.06%
|
–
|
40
|
12.5%
|
|
|
4029
|
Arlington Partners
Birmingham,
Alabama
|
$217M
|
+$34.7M
|
+19%
|
15.2%
|
43.7%
|
241
|
46.47%
|
|
|
4030
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$217M
|
+$23.5M
|
+12%
|
14.1%
|
–
|
88
|
5.68%
|
|
|
4031
|
Heritage Way Advisors
Rockford,
Illinois
|
$217M
|
+$26.6M
|
+14%
|
13.9%
|
79.4%
|
67
|
5.97%
|
|
|
4032
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$217M
|
+$19.9M
|
+10%
|
9.64%
|
36.7%
|
91
|
25.27%
|
|
|
4033
|
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
|
$217M
|
+$23.7M
|
+12%
|
13.5%
|
110%
|
37
|
0%
|
|
|
4034
|
RB Capital Management
Reno,
Nevada
|
$217M
|
+$3.76M
|
+2%
|
11.7%
|
73.5%
|
154
|
10.39%
|
|
|
4035
|
Prosight Management
Dallas,
Texas
|
$216M
|
+$6.19M
|
+3%
|
15.9%
|
46.2%
|
62
|
56.45%
|
|
|
4036
|
Cowen Investment Management
New York
|
$216M
|
-$21.4M
|
-9%
|
9.88%
|
1.87%
|
198
|
70.71%
|
|
|
4037
|
Monument Capital Management
Alexandria,
Virginia
|
$216M
|
+$26.8M
|
+14%
|
10.7%
|
160%
|
99
|
15.15%
|
|
|
4038
|
Total Wealth Planning
Cincinnati,
Ohio
|
$216M
|
+$23.6M
|
+12%
|
10.8%
|
37.2%
|
42
|
4.76%
|
|
|
4039
|
Hemington Wealth Management
Falls Church,
Virginia
|
$216M
|
–
|
–
|
13.9%
|
76.1%
|
81
|
–
|
|
|
4040
|
Riversedge Advisors
Wilmington,
Delaware
|
$216M
|
+$26.8M
|
+14%
|
11.8%
|
60.4%
|
50
|
12%
|
|
|
4041
|
Kowal Investment Group
Brookfield,
Wisconsin
|
$215M
|
–
|
–
|
11.4%
|
21.1%
|
90
|
–
|
|
|
4042
|
One Fin Capital Management
San Francisco,
California
|
$215M
|
+$59.4M
|
+38%
|
24.2%
|
75.5%
|
30
|
70%
|
|
|
4043
|
West Oak Capital
Westlake Village,
California
|
$215M
|
+$33.4M
|
+18%
|
10.8%
|
110%
|
357
|
15.13%
|
|
|
4044
|
Radnor Financial Advisors
Wayne,
Pennsylvania
|
$215M
|
+$40.6M
|
+23%
|
17.3%
|
3.04%
|
21
|
14.29%
|
|
|
4045
|
Blue Ridge Capital
New York
|
$215M
|
–
|
–
|
148%
|
–
|
1
|
–
|
|
|
4046
|
Guardian Life Insurance
New York
|
$215M
|
–
|
–
|
2.54%
|
–
|
1
|
–
|
|
|
4047
|
SimpliFi Inc
San Diego,
California
|
$215M
|
+$13.8M
|
+7%
|
6.99%
|
26.7%
|
26
|
26.92%
|
|
|
4048
|
Hotaling Investment Management
Wayne,
Pennsylvania
|
$214M
|
+$29.4M
|
+16%
|
13.2%
|
52.6%
|
120
|
17.5%
|
|
|
4049
|
BHK Investment Advisors
Birmingham,
Alabama
|
$214M
|
+$36.6M
|
+21%
|
13.9%
|
54.6%
|
63
|
7.94%
|
|
|
4050
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$214M
|
+$65.4M
|
+44%
|
18.8%
|
17.9%
|
313
|
23.64%
|
|