|
2976
|
Bornite Capital Management
New York
|
$566M
|
-$41.5M
|
-7%
|
12.8%
|
208%
|
63
|
80.95%
|
|
|
2977
|
Sirios Capital Management
Boston,
Massachusetts
|
$565M
|
-$9.3M
|
-2%
|
11.3%
|
177%
|
68
|
16.18%
|
|
|
2978
|
CFO4Life Group
Coppell,
Texas
|
$565M
|
+$33.1M
|
+6%
|
5.35%
|
56.7%
|
230
|
15.22%
|
|
|
2979
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$565M
|
+$28.8M
|
+5%
|
5.92%
|
96.9%
|
216
|
10.19%
|
|
|
2980
|
Te Ahumairangi Investment Management
Wellington,
New Zealand
|
$564M
|
+$43.7M
|
+8%
|
7.28%
|
55.5%
|
86
|
3.49%
|
|
|
2981
|
Affinity Wealth Management
Wilmington,
Delaware
|
$564M
|
+$15.7M
|
+3%
|
5.66%
|
116%
|
110
|
15.45%
|
|
|
2982
|
Capital Management
Glen Allen,
Virginia
|
$563M
|
+$63.8M
|
+13%
|
11.7%
|
52.5%
|
80
|
7.5%
|
|
|
2983
|
Advisory Research
Chicago,
Illinois
|
$563M
|
+$31.3M
|
+6%
|
10.3%
|
144%
|
167
|
10.78%
|
|
|
2984
|
Warberg Asset Management
Winnetka,
Illinois
|
$562M
|
-$96.3M
|
-15%
|
0.04%
|
65.3%
|
270
|
40.74%
|
|
|
2985
|
|
$562M
|
+$63.9M
|
+13%
|
4.81%
|
140%
|
244
|
13.93%
|
|
|
2986
|
Embree Financial Group
Chicago,
Illinois
|
$561M
|
+$41M
|
+8%
|
5.81%
|
–
|
203
|
13.3%
|
|
|
2987
|
Montanaro Asset Management
London,
United Kingdom
|
$561M
|
+$24.7M
|
+5%
|
7.06%
|
49.6%
|
48
|
6.25%
|
|
|
2988
|
Trybe Capital Management
Greenwich,
Connecticut
|
$561M
|
+$1.65M
|
+0.3%
|
0.69%
|
681%
|
15
|
20%
|
|
|
2989
|
Greystone Financial Group
Bloomfield Hills,
Michigan
|
$560M
|
+$48.3M
|
+9%
|
7.21%
|
64.8%
|
115
|
25.22%
|
|
|
2990
|
Abacus Planning Group
Columbia,
South Carolina
|
$560M
|
+$43.9M
|
+9%
|
7.18%
|
59.1%
|
236
|
15.68%
|
|
|
2991
|
Oliver Luxxe Assets
Gladstone,
New Jersey
|
$559M
|
+$88.3M
|
+19%
|
9.39%
|
137%
|
207
|
23.67%
|
|
|
2992
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$559M
|
+$42.2M
|
+8%
|
3.87%
|
76.4%
|
147
|
6.12%
|
|
|
2993
|
PAX Financial Group
San Antonio,
Texas
|
$558M
|
+$45.5M
|
+9%
|
6.13%
|
56%
|
255
|
21.57%
|
|
|
2994
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$557M
|
+$39.1M
|
+8%
|
5.57%
|
55.3%
|
133
|
10.53%
|
|
|
2995
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$557M
|
+$33.7M
|
+6%
|
5.71%
|
55.1%
|
162
|
11.73%
|
|
|
2996
|
Sky Investment Group
Hartford,
Connecticut
|
$557M
|
+$34.1M
|
+7%
|
7.07%
|
68%
|
141
|
5.67%
|
|
|
2997
|
Sargent Investment Group
Bethesda,
Maryland
|
$557M
|
+$66.4M
|
+14%
|
10.7%
|
113%
|
228
|
8.77%
|
|
|
2998
|
Evolution Wealth Advisors
Aventura,
Florida
|
$556M
|
+$43.2M
|
+8%
|
4.96%
|
84.5%
|
149
|
18.79%
|
|
|
2999
|
Mirador Capital Partners
Pleasanton,
California
|
$556M
|
+$24.1M
|
+5%
|
4.96%
|
102%
|
202
|
10.89%
|
|
|
3000
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$555M
|
+$51.7M
|
+10%
|
6.6%
|
20%
|
305
|
26.23%
|
|