|
4026
|
Wittenberg Investment Management
Carlisle,
Massachusetts
|
$275M
|
+$15.2M
|
+6%
|
|
|
80
|
|
|
|
4027
|
Searle & Co
Greenwich,
Connecticut
|
$275M
|
+$30.7M
|
+13%
|
|
|
162
|
|
|
|
4028
|
Cutler Capital Management
Worcester,
Massachusetts
|
$275M
|
+$10M
|
+4%
|
|
|
122
|
|
|
|
4029
|
Advanced Research Investment Solutions
Los Angeles,
California
|
$275M
|
+$79.6M
|
+41%
|
|
|
229
|
|
|
|
4030
|
Harbor Capital Advisors
Chicago,
Illinois
|
$275M
|
–
|
–
|
|
|
92
|
|
|
|
4031
|
UBP Investment Advisors
Geneva,
Switzerland
|
$275M
|
+$16.8M
|
+7%
|
|
|
108
|
|
|
|
4032
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$274M
|
+$5.33M
|
+2%
|
|
|
205
|
|
|
|
4033
|
Somerset Trust
Somerset,
Pennsylvania
|
$274M
|
+$29.4M
|
+12%
|
|
|
149
|
|
|
|
4034
|
Financial Advisory Partners
Winter Park,
Florida
|
$274M
|
–
|
–
|
|
|
72
|
|
|
|
4035
|
Covalis Capital
London,
United Kingdom
|
$274M
|
-$159M
|
-37%
|
|
|
137
|
|
|
|
4036
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$274M
|
–
|
–
|
|
|
686
|
|
|
|
4037
|
Fermata Advisors
Sonoma,
California
|
$273M
|
+$46.7M
|
+21%
|
|
|
197
|
|
|
|
4038
|
Adelphi Capital
London,
United Kingdom
|
$273M
|
-$70M
|
-20%
|
|
|
2
|
|
|
|
4039
|
Arjuna Capital
Durham,
North Carolina
|
$273M
|
+$27M
|
+11%
|
|
|
113
|
|
|
|
4040
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$273M
|
+$34.7M
|
+15%
|
|
|
76
|
|
|
|
4041
|
Ninepoint Partners
Toronto,
Ontario, Canada
|
$273M
|
-$3.7M
|
-1%
|
|
|
97
|
|
|
|
4042
|
Susquehanna Capital Management
Bala Cynwyd,
Pennsylvania
|
$273M
|
–
|
–
|
|
|
2
|
|
|
|
4043
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$273M
|
+$22.5M
|
+9%
|
|
|
138
|
|
|
|
4044
|
WT Wealth Management
Scottsdale,
Arizona
|
$273M
|
+$13.1M
|
+5%
|
|
|
133
|
|
|
|
4045
|
Retirement Capital Strategies
San Jose,
California
|
$272M
|
+$11.7M
|
+4%
|
|
|
89
|
|
|
|
4046
|
West Oak Capital
Westlake Village,
California
|
$272M
|
+$14.1M
|
+5%
|
|
|
418
|
|
|
|
4047
|
NWK Group
San Francisco,
California
|
$272M
|
+$19.7M
|
+8%
|
|
|
93
|
|
|
|
4048
|
|
$272M
|
-$43.4M
|
-14%
|
|
|
3
|
|
|
|
4049
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$271M
|
+$78.1M
|
+40%
|
|
|
229
|
|
|
|
4050
|
Hi-Line Capital Management
Watertown,
South Dakota
|
$271M
|
-$8.64M
|
-3%
|
|
|
28
|
|
|