|
2276
|
Three Seasons Wealth
Salt Lake City,
Utah
|
$1.05B
|
+$41.7M
|
+4%
|
4.24%
|
–
|
223
|
38.12%
|
|
|
2277
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$1.05B
|
+$30.6M
|
+3%
|
2.04%
|
53.5%
|
259
|
9.65%
|
|
|
2278
|
Berkshire Money Management
Dalton,
Massachusetts
|
$1.05B
|
+$76.6M
|
+8%
|
1.99%
|
56.5%
|
132
|
64.39%
|
|
|
2279
|
Shellback Capital
Boston,
Massachusetts
|
$1.05B
|
-$530M
|
-34%
|
8.43%
|
174%
|
130
|
54.62%
|
|
|
2280
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$1.05B
|
+$42.1M
|
+4%
|
2.71%
|
67.9%
|
272
|
13.24%
|
|
|
2281
|
Spirepoint Private Client
Vero Beach,
Florida
|
$1.05B
|
+$95.2M
|
+10%
|
4.45%
|
–
|
325
|
17.54%
|
|
|
2282
|
CCM Investment Advisers
Columbia,
South Carolina
|
$1.04B
|
+$29.5M
|
+3%
|
5.96%
|
118%
|
98
|
14.29%
|
|
|
2283
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$1.04B
|
-$31.9M
|
-3%
|
0.8%
|
62.8%
|
342
|
16.96%
|
|
|
2284
|
Penn Davis McFarland
Dallas,
Texas
|
$1.04B
|
+$76.2M
|
+8%
|
7.66%
|
86.8%
|
77
|
3.9%
|
|
|
2285
|
Limestone Investment Advisors
New York
|
$1.04B
|
-$219M
|
-17%
|
0.1%
|
–
|
680
|
57.79%
|
|
|
2286
|
Randolph Company
Cincinnati,
Ohio
|
$1.04B
|
+$14.1M
|
+1%
|
2.18%
|
120%
|
45
|
11.11%
|
|
|
2287
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$1.04B
|
-$189K
|
-0%
|
2.29%
|
59.5%
|
973
|
20.66%
|
|
|
2288
|
SG Capital Management
Chicago,
Illinois
|
$1.04B
|
-$80.2M
|
-7%
|
2.7%
|
187%
|
96
|
73.96%
|
|
|
2289
|
IMA Advisory Services
Denver,
Colorado
|
$1.04B
|
+$48.9M
|
+5%
|
3.17%
|
55.7%
|
1,020
|
46.96%
|
|
|
2290
|
Petersen Hastings Wealth Advisors
Kennewick,
Washington
|
$1.04B
|
–
|
–
|
2.18%
|
–
|
76
|
–
|
|
|
2291
|
Voya Financial Advisors
Windsor,
Connecticut
|
$1.04B
|
+$4.69M
|
+0.5%
|
1.44%
|
36.1%
|
231
|
9.96%
|
|
|
2292
|
MV Capital Management
Bethesda,
Maryland
|
$1.04B
|
-$1.08M
|
-0.1%
|
2.28%
|
59%
|
1,223
|
15.78%
|
|
|
2293
|
Sentinus LLC
Oak Brook,
Illinois
|
$1.04B
|
+$582M
|
+127%
|
2.72%
|
–
|
545
|
57.8%
|
|
|
2294
|
Tetrad Corporation
Omaha,
Nebraska
|
$1.04B
|
-$29.5M
|
-3%
|
0.45%
|
50.4%
|
3
|
0%
|
|
|
2295
|
Moody National Bank Trust Division
Galveston,
Texas
|
$1.04B
|
-$145M
|
-12%
|
2.71%
|
112%
|
539
|
14.84%
|
|
|
2296
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$1.04B
|
+$47.9M
|
+5%
|
2.21%
|
72.3%
|
108
|
14.81%
|
|
|
2297
|
AWM Investment Company
New York
|
$1.04B
|
-$31.1M
|
-3%
|
22.1%
|
488%
|
116
|
24.14%
|
|
|
2298
|
PSG Equity
Boston,
Massachusetts
|
$1.03B
|
+$83.8M
|
+9%
|
8.81%
|
8.03%
|
1
|
0%
|
|
|
2299
|
Nextech Invest
Zurich,
Switzerland
|
$1.03B
|
+$377M
|
+57%
|
64.2%
|
631%
|
17
|
17.65%
|
|
|
2300
|
Infrastructure Capital Advisors
New York
|
$1.03B
|
+$30.1M
|
+3%
|
0.43%
|
49%
|
167
|
26.35%
|
|