|
5051
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$218M
|
+$5.49M
|
+3%
|
0.22%
|
66%
|
248
|
16.13%
|
|
|
5052
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$218M
|
-$1.95M
|
-0.9%
|
0.92%
|
66.8%
|
100
|
12%
|
|
|
5053
|
Tidemark
San Diego,
California
|
$217M
|
+$38.2M
|
+21%
|
1.99%
|
–
|
732
|
20.36%
|
|
|
5054
|
HGC Investment Management
Toronto,
Ontario, Canada
|
$217M
|
-$62.9M
|
-22%
|
0.67%
|
33.2%
|
117
|
29.91%
|
|
|
5055
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$217M
|
-$30.1M
|
-12%
|
1.48%
|
66.1%
|
293
|
70.31%
|
|
|
5056
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$217M
|
-$217M
|
-50%
|
2.95%
|
94.7%
|
150
|
60.67%
|
|
|
5057
|
Astor Investment Management
Chicago,
Illinois
|
$217M
|
-$34.5M
|
-14%
|
0.84%
|
23.3%
|
38
|
42.11%
|
|
|
5058
|
Mirabaud Asset Management
London,
United Kingdom
|
$217M
|
-$30.3M
|
-12%
|
5.31%
|
–
|
53
|
22.64%
|
|
|
5059
|
Orin Green Financial
San Diego,
California
|
$217M
|
+$4.34M
|
+2%
|
1.93%
|
53.3%
|
77
|
90.91%
|
|
|
5060
|
Wills Financial Group
Richmond,
Virginia
|
$217M
|
+$4.82M
|
+2%
|
1.96%
|
57.5%
|
66
|
9.09%
|
|
|
5061
|
Bernzott Capital Advisors
Camarillo,
California
|
$217M
|
-$35.5M
|
-14%
|
5.66%
|
46.6%
|
40
|
15%
|
|
|
5062
|
Monolith Management
Hong Kong
|
$217M
|
-$35.1M
|
-14%
|
12.7%
|
–
|
17
|
58.82%
|
|
|
5063
|
BOS Asset Management
Springfield,
Illinois
|
$217M
|
+$26.5M
|
+14%
|
2.83%
|
67.8%
|
166
|
15.06%
|
|
|
5064
|
One Advisory Partners
Overland Park,
Kansas
|
$217M
|
+$13.4M
|
+7%
|
2.55%
|
54.2%
|
46
|
8.7%
|
|
|
5065
|
CVS Health
Woonsocket,
Rhode Island
|
$217M
|
+$5.07M
|
+2%
|
2.45%
|
48.7%
|
6
|
0%
|
|
|
5066
|
Ausbil Investment Management
Sydney,
Australia
|
$217M
|
+$17.1M
|
+9%
|
3.73%
|
120%
|
72
|
38.89%
|
|
|
5067
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$217M
|
+$8.74M
|
+4%
|
1.26%
|
56.6%
|
168
|
8.93%
|
|
|
5068
|
Reliant Wealth Planning
Louisville,
Kentucky
|
$217M
|
+$7.7M
|
+4%
|
0.65%
|
39.4%
|
24
|
12.5%
|
|
|
5069
|
Verde Servicos Internacionais
Sao Paulo,
Brazil
|
$217M
|
-$51.9M
|
-19%
|
7.45%
|
120%
|
38
|
52.63%
|
|
|
5070
|
SimpliFi Inc
San Diego,
California
|
$217M
|
-$2.13M
|
-1%
|
0.85%
|
26.7%
|
41
|
7.32%
|
|
|
5071
|
Harbour Investment Management
Edmonds,
Washington
|
$216M
|
+$3.37M
|
+2%
|
2.91%
|
58.8%
|
89
|
3.37%
|
|
|
5072
|
Ruggaard & Associates
Hudson,
Ohio
|
$216M
|
+$5.93M
|
+3%
|
0.97%
|
47.6%
|
123
|
12.2%
|
|
|
5073
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$216M
|
-$17M
|
-7%
|
0.81%
|
62.9%
|
112
|
25%
|
|
|
5074
|
Boothe Investment Group
Dover,
Delaware
|
$216M
|
+$17.6M
|
+9%
|
0.85%
|
59.8%
|
44
|
25%
|
|
|
5075
|
Greenhaven Road Investment Management
Greenwich,
Connecticut
|
$216M
|
-$20.3M
|
-9%
|
1.06%
|
70.2%
|
20
|
15%
|
|