|
2351
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$963M
|
+$2.42M
|
+0.3%
|
1.87%
|
51.5%
|
160
|
10%
|
|
|
2352
|
Triple Frond Partners
San Francisco,
California
|
$963M
|
+$720K
|
+0.1%
|
6.8%
|
87.8%
|
13
|
15.38%
|
|
|
2353
|
Quantitative Investment Management
Charlottesville,
Virginia
|
$963M
|
-$65.8M
|
-6%
|
9.34%
|
35.3%
|
583
|
73.24%
|
|
|
2354
|
MASTERINVEST Kapitalanlage
Vienna,
|
$962M
|
-$90.6M
|
-9%
|
2.67%
|
–
|
312
|
21.15%
|
|
|
2355
|
Red Door Wealth Management
Memphis,
Tennessee
|
$962M
|
+$560K
|
+0.1%
|
0.49%
|
100%
|
318
|
12.26%
|
|
|
2356
|
JGP Wealth Management
Bend,
Oregon
|
$961M
|
+$1.88M
|
+0.2%
|
1.64%
|
78.2%
|
244
|
12.3%
|
|
|
2357
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$961M
|
+$18.1M
|
+2%
|
0.26%
|
45%
|
199
|
5.03%
|
|
|
2358
|
Navellier & Associates
Reno,
Nevada
|
$960M
|
+$67.1M
|
+8%
|
14.2%
|
262%
|
372
|
24.19%
|
|
|
2359
|
Center for Financial Planning
Southfied,
Michigan
|
$958M
|
-$3.11M
|
-0.3%
|
1.62%
|
57.5%
|
735
|
14.83%
|
|
|
2360
|
J.V. Bruni & Co
Colorado Springs,
Colorado
|
$958M
|
-$60.7M
|
-6%
|
3.55%
|
70.5%
|
33
|
9.09%
|
|
|
2361
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$958M
|
-$102M
|
-10%
|
8.31%
|
50.7%
|
82
|
3.66%
|
|
|
2362
|
Lombard Odier Asset Management (USA)
New York
|
$957M
|
-$119M
|
-11%
|
3.23%
|
77.1%
|
363
|
68.87%
|
|
|
2363
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$957M
|
-$125M
|
-12%
|
10.5%
|
97.9%
|
523
|
21.8%
|
|
|
2364
|
GuoLine Advisory
Singapore
|
$956M
|
-$132M
|
-12%
|
11.2%
|
81.9%
|
24
|
4.17%
|
|
|
2365
|
Paradigm Operations
San Francisco,
California
|
$954M
|
-$403M
|
-30%
|
25.8%
|
207%
|
3
|
0%
|
|
|
2366
|
Isthmus Partners
Madison,
Wisconsin
|
$953M
|
+$52.8M
|
+6%
|
0.47%
|
61.1%
|
232
|
14.22%
|
|
|
2367
|
Wellesley Asset Management
Portsmouth,
New Hampshire
|
$953M
|
-$8.28M
|
-0.9%
|
0%
|
0%
|
54
|
0%
|
|
|
2368
|
Legacy Edge Advisors
Syosset,
New York
|
$951M
|
+$37.8M
|
+4%
|
0.63%
|
–
|
234
|
11.97%
|
|
|
2369
|
Inscription Capital
Houston,
Texas
|
$951M
|
-$22.8M
|
-2%
|
1.71%
|
–
|
815
|
28.59%
|
|
|
2370
|
Dock Street Asset Management
Palm Beach,
Florida
|
$951M
|
-$141M
|
-13%
|
8.93%
|
167%
|
61
|
27.87%
|
|
|
2371
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$950M
|
+$196M
|
+26%
|
0.86%
|
–
|
353
|
26.63%
|
|
|
2372
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$950M
|
+$410M
|
+76%
|
0.45%
|
–
|
199
|
19.1%
|
|
|
2373
|
CVA Family Office
Denver,
Colorado
|
$950M
|
+$80.2M
|
+9%
|
0.52%
|
57.4%
|
1,882
|
33.9%
|
|
|
2374
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$949M
|
-$13.6M
|
-1%
|
2.83%
|
79.7%
|
237
|
21.94%
|
|
|
2375
|
Gemsstock Ltd
London,
United Kingdom
|
$949M
|
+$155M
|
+20%
|
2.76%
|
237%
|
35
|
57.14%
|
|