|
2301
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$988M
|
+$69.6M
|
+8%
|
6.93%
|
72.3%
|
95
|
7.37%
|
|
|
2302
|
Alpha Wave Global
New York
|
$987M
|
+$59.2M
|
+6%
|
20.8%
|
219%
|
37
|
35.14%
|
|
|
2303
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$986M
|
+$113M
|
+13%
|
7.31%
|
51.2%
|
293
|
53.24%
|
|
|
2304
|
Navellier & Associates
Reno,
Nevada
|
$986M
|
+$179M
|
+22%
|
17.8%
|
262%
|
384
|
27.86%
|
|
|
2305
|
Wealthcare Capital Management
Richmond,
Virginia
|
$985M
|
+$39M
|
+4%
|
5.81%
|
41.4%
|
86
|
12.79%
|
|
|
2306
|
|
$984M
|
+$63M
|
+7%
|
8.65%
|
92.5%
|
628
|
20.38%
|
|
|
2307
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$984M
|
+$55.7M
|
+6%
|
8.37%
|
81.1%
|
119
|
3.36%
|
|
|
2308
|
Vista Capital Partners
Portland,
Oregon
|
$983M
|
+$69.6M
|
+8%
|
6.99%
|
61.2%
|
153
|
22.22%
|
|
|
2309
|
Nuance Investments
Kansas City,
Missouri
|
$982M
|
-$302M
|
-23%
|
0.64%
|
6.33%
|
53
|
26.42%
|
|
|
2310
|
Barton Investment Management
West Conshohocken,
Pennsylvania
|
$982M
|
+$16.8M
|
+2%
|
4.69%
|
80.3%
|
51
|
5.88%
|
|
|
2311
|
Sentinel Trust
Houston,
Texas
|
$981M
|
+$60.5M
|
+7%
|
9.12%
|
79.2%
|
136
|
10.29%
|
|
|
2312
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$980M
|
+$90.1M
|
+10%
|
5.63%
|
84%
|
270
|
11.48%
|
|
|
2313
|
Trivium Point Advisory
Westport,
Connecticut
|
$979M
|
+$58.1M
|
+6%
|
9.71%
|
86.7%
|
372
|
14.78%
|
|
|
2314
|
LVW Advisors
Pittsford,
New York
|
$979M
|
+$62.6M
|
+7%
|
6.9%
|
71.5%
|
367
|
15.26%
|
|
|
2315
|
Iron Gate Global Advisors
Nsl,
Utah
|
$979M
|
+$81.8M
|
+9%
|
9.78%
|
110%
|
117
|
29.91%
|
|
|
2316
|
Arrow Financial
Glens Falls,
New York
|
$978M
|
+$28.3M
|
+3%
|
6.65%
|
53.2%
|
166
|
7.23%
|
|
|
2317
|
Trust Company
Manhattan,
Kansas
|
$978M
|
+$91.6M
|
+10%
|
4.26%
|
36.5%
|
428
|
10.28%
|
|
|
2318
|
Technology Crossover Management XI
Menlo Park,
California
|
$977M
|
-$75.9M
|
-7%
|
6.51%
|
177%
|
3
|
0%
|
|
|
2319
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$976M
|
+$79.4M
|
+9%
|
5.39%
|
42.8%
|
329
|
41.03%
|
|
|
2320
|
|
$976M
|
+$115M
|
+13%
|
6.16%
|
81.7%
|
10
|
40%
|
|
|
2321
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$975M
|
+$41.8M
|
+4%
|
6.1%
|
36.4%
|
20
|
0%
|
|
|
2322
|
Hackensack Meridian Health
Edison,
New Jersey
|
$973M
|
+$70.6M
|
+8%
|
6.19%
|
44.2%
|
6
|
0%
|
|
|
2323
|
Wealth Alliance
Mellville,
New York
|
$972M
|
+$76.8M
|
+9%
|
8.68%
|
65.1%
|
603
|
18.24%
|
|
|
2324
|
Berkshire Money Management
Dalton,
Massachusetts
|
$972M
|
+$21.3M
|
+2%
|
6.27%
|
56.5%
|
157
|
70.7%
|
|
|
2325
|
Kadensa Capital
Central,
Hong Kong
|
$971M
|
+$343M
|
+55%
|
23.6%
|
125%
|
68
|
60.29%
|
|