|
4001
|
Searle & Co
Greenwich,
Connecticut
|
$208M
|
+$24.5M
|
+13%
|
|
|
147
|
|
|
|
4002
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$208M
|
+$33.7M
|
+19%
|
|
|
154
|
|
|
|
4003
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$208M
|
+$40.5M
|
+24%
|
|
|
115
|
|
|
|
4004
|
SageGuard Financial Group
Goodlettsville,
Tennessee
|
$208M
|
–
|
–
|
|
|
123
|
|
|
|
4005
|
Newport Asia
San Francisco,
California
|
$208M
|
-$16.6M
|
-7%
|
|
|
5
|
|
|
|
4006
|
SV Health Investors
Boston,
Massachusetts
|
$208M
|
+$10.2M
|
+5%
|
|
|
10
|
|
|
|
4007
|
APEIRON Capital Ltd
Hong Kong
|
$208M
|
–
|
–
|
|
|
9
|
|
|
|
4008
|
Ashburton (Jersey)
St Helier,
Jersey
|
$207M
|
+$13.7M
|
+7%
|
|
|
94
|
|
|
|
4009
|
WealthOne
Albany,
New York
|
$207M
|
+$29.8M
|
+17%
|
|
|
122
|
|
|
|
4010
|
Vivid Financial Management
Orcutt,
California
|
$207M
|
+$44.7M
|
+27%
|
|
|
140
|
|
|
|
4011
|
Copperwynd Financial
Scottsdale,
Arizona
|
$207M
|
+$19.2M
|
+10%
|
|
|
127
|
|
|
|
4012
|
Physicians Financial Services
Raleigh,
North Carolina
|
$207M
|
+$6.82M
|
+3%
|
|
|
111
|
|
|
|
4013
|
WP Advisors
San Francisco,
California
|
$207M
|
+$41.1M
|
+25%
|
|
|
88
|
|
|
|
4014
|
First United Bank & Trust
Oakland,
Maryland
|
$207M
|
+$28.5M
|
+16%
|
|
|
140
|
|
|
|
4015
|
Sonic Fund II
Honolulu,
Hawaii
|
$207M
|
+$64.6M
|
+45%
|
|
|
20
|
|
|
|
4016
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
$207M
|
–
|
–
|
|
|
62
|
|
|
|
4017
|
Hayek Kallen Investment Management
Fairhope,
Alabama
|
$207M
|
+$27.8M
|
+16%
|
|
|
73
|
|
|
|
4018
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$207M
|
+$29.4M
|
+17%
|
|
|
78
|
|
|
|
4019
|
Opes Wealth Management
Menlo Park,
California
|
$206M
|
-$1.97M
|
-0.9%
|
|
|
80
|
|
|
|
4020
|
Dalal Street
West Lake Hills,
Texas
|
$206M
|
+$57.2M
|
+38%
|
|
|
2
|
|
|
|
4021
|
United Fire Group
Cedar Rapids,
Iowa
|
$206M
|
+$7.89M
|
+4%
|
|
|
111
|
|
|
|
4022
|
Long Road Investment Counsel
Kalamazoo,
Michigan
|
$206M
|
+$28.6M
|
+16%
|
|
|
72
|
|
|
|
4023
|
Boltwood Capital Management
Walnut Creek,
California
|
$206M
|
+$26.7M
|
+15%
|
|
|
144
|
|
|
|
4024
|
Cannon Financial Strategists
Athens,
Georgia
|
$206M
|
+$23.8M
|
+13%
|
|
|
58
|
|
|
|
4025
|
Curtis Advisory Group
Santa Barbara,
California
|
$205M
|
+$35.8M
|
+21%
|
|
|
76
|
|
|