|
2626
|
Zevin Asset Management
Boston,
Massachusetts
|
$490M
|
+$29.9M
|
+6%
|
|
|
83
|
|
|
|
2627
|
PFG Investments
Woodbury,
New York
|
$490M
|
–
|
–
|
|
|
496
|
|
|
|
2628
|
Laidlaw Wealth Management
New York City,
New York
|
$490M
|
+$23.6M
|
+5%
|
|
|
382
|
|
|
|
2629
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$490M
|
+$52.3M
|
+12%
|
|
|
835
|
|
|
|
2630
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$490M
|
+$20.2M
|
+4%
|
|
|
242
|
|
|
|
2631
|
Culbertson A N & Co
Charlottesville,
Virginia
|
$490M
|
+$14.8M
|
+3%
|
|
|
120
|
|
|
|
2632
|
Legacy Financial Advisors
Covington,
Kentucky
|
$489M
|
+$25.3M
|
+5%
|
|
|
268
|
|
|
|
2633
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$489M
|
+$19.1M
|
+4%
|
|
|
347
|
|
|
|
2634
|
Solel Partners
Boston,
Massachusetts
|
$489M
|
+$42.6M
|
+10%
|
|
|
28
|
|
|
|
2635
|
|
$489M
|
-$17.1M
|
-3%
|
|
|
83
|
|
|
|
2636
|
River Global Investors
London,
United Kingdom
|
$488M
|
+$22.8M
|
+5%
|
|
|
202
|
|
|
|
2637
|
BSW Wealth Partners
Boulder,
Colorado
|
$488M
|
+$22.5M
|
+5%
|
|
|
341
|
|
|
|
2638
|
CAS Investment Partners
Westport,
Connecticut
|
$488M
|
+$68.8M
|
+16%
|
|
|
6
|
|
|
|
2639
|
South Street Advisors
New York
|
$487M
|
+$34.2M
|
+8%
|
|
|
78
|
|
|
|
2640
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$487M
|
+$30.6M
|
+7%
|
|
|
117
|
|
|
|
2641
|
Qtron Investments
Boston,
Massachusetts
|
$486M
|
+$10.4M
|
+2%
|
|
|
459
|
|
|
|
2642
|
American Investment Services
Great Barrington,
Massachusetts
|
$486M
|
+$64
|
+0%
|
|
|
134
|
|
|
|
2643
|
McMorgan & Co
San Francisco,
California
|
$486M
|
+$19.5M
|
+4%
|
|
|
60
|
|
|
|
2644
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$486M
|
+$63.3M
|
+15%
|
|
|
157
|
|
|
|
2645
|
Bridgecreek Investment Management
Tulsa,
Oklahoma
|
$486M
|
+$37.7M
|
+8%
|
|
|
102
|
|
|
|
2646
|
Liberty Wealth Management
Oakland,
California
|
$485M
|
–
|
–
|
|
|
230
|
|
|
|
2647
|
Personal CFO Solutions
Chester,
New Jersey
|
$484M
|
+$11.8M
|
+3%
|
|
|
516
|
|
|
|
2648
|
Bernzott Capital Advisors
Camarillo,
California
|
$484M
|
-$289M
|
-37%
|
|
|
54
|
|
|
|
2649
|
Samsara BioCapital
Palo Alto,
California
|
$484M
|
+$19.4M
|
+4%
|
|
|
58
|
|
|
|
2650
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$484M
|
+$278K
|
+0.1%
|
|
|
174
|
|
|