|
2351
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$998M
|
+$18M
|
+2%
|
2.23%
|
84%
|
279
|
10.39%
|
|
|
2352
|
St. Denis J. Villere & Co
New Orleans,
Louisiana
|
$997M
|
-$42.5M
|
-4%
|
0.53%
|
28.4%
|
83
|
6.02%
|
|
|
2353
|
Lodestar Private Asset Management
Alamo,
California
|
$997M
|
+$38.9M
|
+4%
|
2.06%
|
58.3%
|
232
|
6.47%
|
|
|
2354
|
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
$996M
|
-$24.9M
|
-2%
|
1.54%
|
53.1%
|
219
|
32.88%
|
|
|
2355
|
Trivium Point Advisory
Westport,
Connecticut
|
$994M
|
+$14.2M
|
+1%
|
1.75%
|
86.7%
|
370
|
14.86%
|
|
|
2356
|
Evolution Wealth Advisors
Aventura,
Florida
|
$992M
|
+$247M
|
+33%
|
3.21%
|
84.5%
|
175
|
10.86%
|
|
|
2357
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$990M
|
+$42.8M
|
+5%
|
2.94%
|
82.3%
|
219
|
18.26%
|
|
|
2358
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$990M
|
+$19.3M
|
+2%
|
1.98%
|
126%
|
229
|
20.96%
|
|
|
2359
|
Tower Bridge Advisors
Conshohocken,
Pennsylvania
|
$990M
|
-$11.1M
|
-1%
|
3.35%
|
73.6%
|
197
|
5.58%
|
|
|
2360
|
BCS Wealth Management
Johnson City,
Tennessee
|
$990M
|
+$546M
|
+123%
|
1.89%
|
46.7%
|
358
|
32.96%
|
|
|
2361
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$990M
|
+$38.8M
|
+4%
|
2.74%
|
84.4%
|
277
|
7.94%
|
|
|
2362
|
Suncoast Equity Management
Tampa,
Florida
|
$990M
|
-$12.6M
|
-1%
|
4.21%
|
72.9%
|
95
|
10.53%
|
|
|
2363
|
Volterra Technologies
New York
|
$990M
|
-$176M
|
-15%
|
2.43%
|
–
|
520
|
74.04%
|
|
|
2364
|
|
$989M
|
+$13.2M
|
+1%
|
1.34%
|
81.7%
|
10
|
0%
|
|
|
2365
|
Petrus Trust Company
Dallas,
Texas
|
$989M
|
+$76M
|
+8%
|
0.15%
|
25.1%
|
167
|
86.23%
|
|
|
2366
|
SeaCrest Wealth Management
Purchase,
New York
|
$988M
|
+$40.3M
|
+4%
|
5.74%
|
142%
|
680
|
14.71%
|
|
|
2367
|
MayTech Global Investments
New York
|
$988M
|
+$29.4M
|
+3%
|
3.52%
|
158%
|
28
|
17.86%
|
|
|
2368
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$988M
|
+$17.5M
|
+2%
|
0.79%
|
53.7%
|
111
|
9.01%
|
|
|
2369
|
Stansberry Asset Management
Westlake,
Texas
|
$987M
|
+$31.4M
|
+3%
|
5.09%
|
71%
|
160
|
16.88%
|
|
|
2370
|
Linden Thomas Advisory Services
Charlotte,
North Carolina
|
$987M
|
-$1.56M
|
-0.2%
|
1.49%
|
136%
|
493
|
3.65%
|
|
|
2371
|
LVW Advisors
Pittsford,
New York
|
$987M
|
+$7.36M
|
+0.8%
|
2.36%
|
71.5%
|
374
|
15.78%
|
|
|
2372
|
Cascade Financial Partners
San Diego,
California
|
$987M
|
+$114M
|
+13%
|
12.3%
|
–
|
279
|
9.32%
|
|
|
2373
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$986M
|
-$180M
|
-15%
|
5.98%
|
–
|
360
|
27.5%
|
|
|
2374
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$986M
|
+$2.16M
|
+0.2%
|
1.74%
|
81.1%
|
120
|
5%
|
|
|
2375
|
|
$984M
|
-$363M
|
-27%
|
11.4%
|
4.99%
|
4
|
0%
|
|