|
2351
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$775M
|
+$11.5M
|
+2%
|
2.68%
|
62.3%
|
222
|
6.76%
|
|
|
2352
|
Talbot Financial
Bellevue,
Washington
|
$775M
|
+$27.3M
|
+4%
|
6.11%
|
99.9%
|
62
|
9.68%
|
|
|
2353
|
Infrastructure Capital Advisors
New York
|
$775M
|
-$12.6M
|
-2%
|
1.28%
|
49%
|
115
|
30.43%
|
|
|
2354
|
Trust Company
Manhattan,
Kansas
|
$774M
|
+$13.4M
|
+2%
|
0.72%
|
36.5%
|
359
|
11.7%
|
|
|
2355
|
Wealth Alliance
Mellville,
New York
|
$774M
|
+$12.1M
|
+2%
|
4.44%
|
65.1%
|
550
|
13.27%
|
|
|
2356
|
Monashee Investment Management
Boston,
Massachusetts
|
$773M
|
-$71.9M
|
-9%
|
2.18%
|
447%
|
144
|
77.08%
|
|
|
2357
|
Lake Street Private Wealth
Chicago,
Illinois
|
$772M
|
+$48M
|
+7%
|
5.36%
|
77%
|
336
|
10.71%
|
|
|
2358
|
Savoie Capital
Chicago,
Illinois
|
$772M
|
+$54.3M
|
+8%
|
12.3%
|
–
|
96
|
15.63%
|
|
|
2359
|
M Holdings Securities
Portland,
Oregon
|
$771M
|
+$177M
|
+30%
|
3.98%
|
68.2%
|
348
|
74.14%
|
|
|
2360
|
Makaira Partners
La Jolla,
California
|
$771M
|
-$57.8M
|
-7%
|
5.49%
|
22%
|
11
|
9.09%
|
|
|
2361
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$771M
|
+$29.6M
|
+4%
|
4.31%
|
77.1%
|
174
|
8.62%
|
|
|
2362
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$771M
|
+$3.39M
|
+0.4%
|
0.95%
|
54.2%
|
1,717
|
17.41%
|
|
|
2363
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$770M
|
+$130M
|
+20%
|
2.23%
|
–
|
984
|
19%
|
|
|
2364
|
Nexpoint Asset Management
Dallas,
Texas
|
$770M
|
+$104M
|
+16%
|
5.95%
|
209%
|
116
|
50.86%
|
|
|
2365
|
Falcon Wealth Planning
Ontario,
California
|
$770M
|
+$139M
|
+22%
|
2.34%
|
52.7%
|
142
|
11.27%
|
|
|
2366
|
Hudson Valley Investment Advisors
Goshen,
New York
|
$769M
|
-$65.5M
|
-8%
|
2.65%
|
94.6%
|
185
|
5.95%
|
|
|
2367
|
Private Advisory Group
Redmond,
Washington
|
$768M
|
+$67.3M
|
+10%
|
7.25%
|
134%
|
216
|
38.43%
|
|
|
2368
|
H. Partners Management
New York
|
$767M
|
-$49.3M
|
-6%
|
0.93%
|
30.8%
|
2
|
0%
|
|
|
2369
|
Adams Asset Advisors
Dallas,
Texas
|
$767M
|
-$6.31M
|
-0.8%
|
0.66%
|
63.2%
|
78
|
7.69%
|
|
|
2370
|
Planning Center Inc
Moline,
Illinois
|
$765M
|
+$306M
|
+67%
|
0.29%
|
35.7%
|
66
|
13.64%
|
|
|
2371
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$765M
|
-$27.6M
|
-3%
|
2.12%
|
45.4%
|
42
|
14.29%
|
|
|
2372
|
GFI Investment Counsel
Toronto,
Ontario, Canada
|
$764M
|
-$24.9M
|
-3%
|
1.22%
|
46.9%
|
20
|
15%
|
|
|
2373
|
Baxter Bros Inc
Riverside,
Connecticut
|
$764M
|
-$15.7M
|
-2%
|
1.26%
|
68.8%
|
162
|
8.02%
|
|
|
2374
|
Broad Bay Capital Management
New York
|
$763M
|
-$20.3M
|
-3%
|
11.5%
|
242%
|
24
|
37.5%
|
|
|
2375
|
Cabot Wealth Management
Salem,
Massachusetts
|
$763M
|
-$2.15M
|
-0.3%
|
2.94%
|
55.6%
|
145
|
11.03%
|
|