|
3001
|
Oak Hill Advisors
New York
|
$542M
|
-$126M
|
-19%
|
|
|
14
|
|
|
|
3002
|
Wealthstream Advisors
New York
|
$542M
|
-$8.64M
|
-2%
|
|
|
179
|
|
|
|
3003
|
Sphera Funds Management
Tel Aviv,
Israel
|
$541M
|
-$69.8M
|
-11%
|
|
|
125
|
|
|
|
3004
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$541M
|
+$15.9M
|
+3%
|
|
|
141
|
|
|
|
3005
|
Peak Asset Management
Louisville,
Colorado
|
$541M
|
+$9.96M
|
+2%
|
|
|
153
|
|
|
|
3006
|
Northwest Bancshares
Warren,
Pennsylvania
|
$540M
|
-$46.9M
|
-8%
|
|
|
188
|
|
|
|
3007
|
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
$540M
|
-$2.87M
|
-0.5%
|
|
|
791
|
|
|
|
3008
|
Moody Aldrich Partners
Marblehead,
Massachusetts
|
$540M
|
-$9.94M
|
-2%
|
|
|
222
|
|
|
|
3009
|
NBW Capital
Boston,
Massachusetts
|
$540M
|
+$9.25M
|
+2%
|
|
|
110
|
|
|
|
3010
|
Wilsey Asset Management
San Diego,
California
|
$539M
|
-$5.84M
|
-1%
|
|
|
24
|
|
|
|
3011
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$539M
|
+$20M
|
+4%
|
|
|
117
|
|
|
|
3012
|
Duncker Streett & Co
St. Louis,
Missouri
|
$539M
|
-$9.38M
|
-2%
|
|
|
559
|
|
|
|
3013
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$538M
|
+$12.5M
|
+2%
|
|
|
103
|
|
|
|
3014
|
Fortis Capital Management
Bellevue,
Washington
|
$538M
|
+$41.5M
|
+8%
|
|
|
141
|
|
|
|
3015
|
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
|
$538M
|
-$260K
|
-0%
|
|
|
77
|
|
|
|
3016
|
Fortis Group Advisors
Westwood,
New Jersey
|
$537M
|
-$3.96M
|
-0.7%
|
|
|
527
|
|
|
|
3017
|
Coerente Capital Management
Toronto,
Ontario, Canada
|
$536M
|
-$95.2K
|
-0%
|
|
|
46
|
|
|
|
3018
|
Farmers Trust Company
Youngstown,
Ohio
|
$536M
|
-$554K
|
-0.1%
|
|
|
198
|
|
|
|
3019
|
Heritage Investment Group
Pompano Beach,
Florida
|
$536M
|
+$10.1M
|
+2%
|
|
|
114
|
|
|
|
3020
|
Fermata Advisors
Sonoma,
California
|
$536M
|
+$43M
|
+9%
|
|
|
290
|
|
|
|
3021
|
Bourgeon Capital Management
Darien,
Connecticut
|
$536M
|
+$15.7M
|
+3%
|
|
|
130
|
|
|
|
3022
|
Clark Asset Management
Stratham,
New Hampshire
|
$535M
|
+$69.7M
|
+15%
|
|
|
147
|
|
|
|
3023
|
Waterfront Capital Partners
New York
|
$535M
|
-$8.92M
|
-2%
|
|
|
49
|
|
|
|
3024
|
Bell Investment Advisors
Oakland,
California
|
$535M
|
-$10M
|
-2%
|
|
|
1,975
|
|
|
|
3025
|
KFG Wealth Management
Granger,
Indiana
|
$535M
|
+$75M
|
+16%
|
|
|
190
|
|
|