|
2951
|
Asio Capital
Lexington,
Kentucky
|
$668M
|
+$67.7M
|
+11%
|
7.65%
|
88%
|
116
|
12.07%
|
|
|
2952
|
WealthPLAN Partners
Omaha,
Nebraska
|
$667M
|
+$45.8M
|
+7%
|
8.35%
|
61.3%
|
273
|
15.75%
|
|
|
2953
|
Kera Capital Partners
San Jose,
California
|
$667M
|
+$159M
|
+31%
|
13.7%
|
–
|
457
|
30.63%
|
|
|
2954
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$666M
|
+$34.6M
|
+5%
|
4.65%
|
36.2%
|
47
|
0%
|
|
|
2955
|
Calton & Associates
Tampa,
Florida
|
$666M
|
+$87.8M
|
+15%
|
7.54%
|
55.3%
|
463
|
25.05%
|
|
|
2956
|
Canal Capital Management
Richmond,
Virginia
|
$666M
|
+$31.8M
|
+5%
|
6.37%
|
67.8%
|
199
|
12.06%
|
|
|
2957
|
First Turn Management
Del Mar,
California
|
$666M
|
+$130M
|
+24%
|
64.4%
|
–
|
42
|
47.62%
|
|
|
2958
|
Convergence Financial
Columbia,
Missouri
|
$666M
|
+$84.3M
|
+14%
|
6.52%
|
46.2%
|
200
|
16.5%
|
|
|
2959
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$665M
|
+$55.5M
|
+9%
|
6.58%
|
48.6%
|
104
|
5.77%
|
|
|
2960
|
Capital Advantage
Walnut Creek,
California
|
$665M
|
+$33.5M
|
+5%
|
4.95%
|
44.4%
|
142
|
4.93%
|
|
|
2961
|
Leelyn Smith
Geneva,
Illinois
|
$664M
|
+$54.4M
|
+9%
|
6.24%
|
77.3%
|
146
|
9.59%
|
|
|
2962
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$663M
|
+$43.6M
|
+7%
|
7.72%
|
73.8%
|
254
|
15.35%
|
|
|
2963
|
Delta Air Lines
Atlanta,
Georgia
|
$663M
|
+$265M
|
+66%
|
66.9%
|
26.9%
|
2
|
0%
|
|
|
2964
|
Triasima Portfolio Management
Montreal,
Quebec, Canada
|
$663M
|
+$115M
|
+21%
|
17.1%
|
210%
|
180
|
46.11%
|
|
|
2965
|
Burton Enright Welch
Walnut Creek,
California
|
$662M
|
+$85.8M
|
+15%
|
7.25%
|
62.8%
|
135
|
12.59%
|
|
|
2966
|
|
$662M
|
-$50.1M
|
-7%
|
1.5%
|
22.8%
|
5
|
20%
|
|
|
2967
|
Catalyst Funds Management
Sydney NSW,
Australia
|
$662M
|
+$300M
|
+83%
|
18.5%
|
–
|
690
|
68.41%
|
|
|
2968
|
Wealthstream Advisors
New York
|
$661M
|
+$59.7M
|
+10%
|
8.27%
|
88.2%
|
207
|
12.56%
|
|
|
2969
|
TownSquare Capital
Provo,
Utah
|
$661M
|
-$366M
|
-36%
|
8.07%
|
66.1%
|
615
|
41.3%
|
|
|
2970
|
Rollins Financial Advisors
New York City,
New York
|
$661M
|
+$33.6M
|
+5%
|
11.2%
|
–
|
154
|
15.58%
|
|
|
2971
|
Strategic Global Advisors
Newport Beach,
California
|
$660M
|
+$46.4M
|
+8%
|
10.6%
|
110%
|
173
|
41.04%
|
|
|
2972
|
Maltese Capital Management
New York
|
$660M
|
-$52.4M
|
-7%
|
6.44%
|
85.5%
|
140
|
23.57%
|
|
|
2973
|
Octagon Capital Advisors
New York
|
$660M
|
+$204M
|
+45%
|
234%
|
2,555%
|
34
|
32.35%
|
|
|
2974
|
Adams Natural Resources Fund
Baltimore,
Maryland
|
$659M
|
+$28M
|
+4%
|
5.96%
|
43%
|
56
|
5.36%
|
|
|
2975
|
Wellington Shields Capital Management
New York
|
$659M
|
+$67.9M
|
+11%
|
17.4%
|
80.5%
|
348
|
11.21%
|
|