|
4026
|
Holderness Investments Company
Greensboro,
North Carolina
|
$271M
|
+$20.5M
|
+8%
|
9.28%
|
144%
|
210
|
10.95%
|
|
|
4027
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$271M
|
+$14.9M
|
+6%
|
8%
|
88.7%
|
148
|
12.16%
|
|
|
4028
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$270M
|
+$10.9M
|
+4%
|
3.46%
|
44.7%
|
83
|
3.61%
|
|
|
4029
|
SW Investment Management
Telluride,
Colorado
|
$270M
|
+$22.2M
|
+9%
|
4.35%
|
143%
|
12
|
16.67%
|
|
|
4030
|
Old Mission Investment Co
Traverse City,
Michigan
|
$270M
|
+$14M
|
+5%
|
6.7%
|
70.7%
|
117
|
6.84%
|
|
|
4031
|
Goodman Advisory Group
Needham,
Massachusetts
|
$270M
|
+$86.1M
|
+47%
|
3.76%
|
88.8%
|
182
|
25.27%
|
|
|
4032
|
Drive Wealth Management
Lehi,
Utah
|
$270M
|
+$30.8M
|
+13%
|
6.54%
|
94.4%
|
325
|
24%
|
|
|
4033
|
|
$270M
|
+$3.09M
|
+1%
|
4.79%
|
57.4%
|
181
|
10.5%
|
|
|
4034
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$269M
|
+$31.4M
|
+13%
|
10.5%
|
115%
|
146
|
19.18%
|
|
|
4035
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
$269M
|
+$20.7M
|
+8%
|
5.46%
|
63.3%
|
243
|
18.11%
|
|
|
4036
|
Brown University
Providence,
Rhode Island
|
$269M
|
+$7.71M
|
+3%
|
5.17%
|
37.9%
|
8
|
37.5%
|
|
|
4037
|
Tri Locum Partners
New York
|
$269M
|
-$59.3M
|
-18%
|
26%
|
357%
|
84
|
73.81%
|
|
|
4038
|
Hi-Line Capital Management
Watertown,
South Dakota
|
$269M
|
-$23.9M
|
-8%
|
3.21%
|
57.5%
|
41
|
9.76%
|
|
|
4039
|
Solus Alternative Asset Management
Summit,
New Jersey
|
$269M
|
+$7.55M
|
+3%
|
7.87%
|
79.3%
|
11
|
27.27%
|
|
|
4040
|
Hobart Private Capital
Charlotte,
North Carolina
|
$269M
|
+$15.3M
|
+6%
|
5.5%
|
52.5%
|
39
|
2.56%
|
|
|
4041
|
Brady Family Wealth
Saint Louis,
Missouri
|
$269M
|
+$15.4M
|
+6%
|
6.17%
|
61.8%
|
118
|
5.93%
|
|
|
4042
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$269M
|
+$15.3M
|
+6%
|
2.21%
|
31.1%
|
45
|
6.67%
|
|
|
4043
|
Permit Capital
West Conshohocken,
Pennsylvania
|
$269M
|
+$928K
|
+0.3%
|
3.3%
|
121%
|
25
|
8%
|
|
|
4044
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$268M
|
-$1.15M
|
-0.4%
|
7.12%
|
72.9%
|
1,096
|
12.59%
|
|
|
4045
|
NovaPoint Capital
Atlanta,
Georgia
|
$268M
|
+$24M
|
+10%
|
5.44%
|
88.2%
|
139
|
10.79%
|
|
|
4046
|
Clare Market Investments
Dallas,
Texas
|
$268M
|
+$28.8M
|
+12%
|
13.8%
|
–
|
145
|
25.52%
|
|
|
4047
|
Manhattan West Asset Management
Los Angeles,
California
|
$268M
|
+$38.3M
|
+17%
|
3.79%
|
65.6%
|
135
|
14.81%
|
|
|
4048
|
White Pine Capital
Bloomington,
Minnesota
|
$268M
|
+$10.6M
|
+4%
|
4.73%
|
143%
|
211
|
8.53%
|
|
|
4049
|
Keystone Wealth Services
Palm Desert,
California
|
$268M
|
+$23.2M
|
+9%
|
7.05%
|
80.1%
|
212
|
14.62%
|
|
|
4050
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$267M
|
+$15.9M
|
+6%
|
4.45%
|
53.8%
|
104
|
24.04%
|
|