|
2976
|
Insight Advisors
Newtown,
Pennsylvania
|
$624M
|
+$48.8M
|
+8%
|
8.27%
|
66.7%
|
310
|
15.81%
|
|
|
2977
|
RBO & Co
Saint Helena,
California
|
$624M
|
-$2.8M
|
-0.4%
|
1.24%
|
27.9%
|
54
|
1.85%
|
|
|
2978
|
Mraz Amerine & Associates
Modesto,
California
|
$623M
|
+$41.5M
|
+7%
|
1.06%
|
69.8%
|
198
|
17.68%
|
|
|
2979
|
Primavera Capital Management
George Town,
Cayman Islands
|
$622M
|
-$92.4M
|
-13%
|
12.4%
|
1.21%
|
3
|
0%
|
|
|
2980
|
KFG Wealth Management
Granger,
Indiana
|
$622M
|
+$71.9M
|
+13%
|
7.2%
|
50.4%
|
208
|
12.98%
|
|
|
2981
|
Hudock Inc
Williamsport,
Pennsylvania
|
$622M
|
+$50.2M
|
+9%
|
7.71%
|
64.4%
|
186
|
6.45%
|
|
|
2982
|
Conversant Capital
Summit,
New Jersey
|
$622M
|
+$16.1M
|
+3%
|
4.11%
|
228%
|
26
|
65.38%
|
|
|
2983
|
WealthPLAN Partners
Omaha,
Nebraska
|
$621M
|
-$88M
|
-12%
|
6.92%
|
61.3%
|
266
|
12.41%
|
|
|
2984
|
J.P. Marvel Investment Advisors
Boston,
Massachusetts
|
$621M
|
+$43M
|
+7%
|
13.7%
|
183%
|
70
|
10%
|
|
|
2985
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$621M
|
+$63.7M
|
+11%
|
12.5%
|
–
|
341
|
9.97%
|
|
|
2986
|
TFG Asset Management
Grand Cayman,
Cayman Islands
|
$621M
|
+$183M
|
+42%
|
10%
|
72.1%
|
40
|
25%
|
|
|
2987
|
Brookwood Investment Group
Phoenix,
Arizona
|
$620M
|
+$38.3M
|
+7%
|
14.5%
|
–
|
528
|
34.09%
|
|
|
2988
|
Euro Pacific Asset Management
Dorado,
Puerto Rico
|
$620M
|
+$68.7M
|
+12%
|
11.5%
|
122%
|
88
|
14.77%
|
|
|
2989
|
St. James Investment Company
Southlake,
Texas
|
$620M
|
+$19.7M
|
+3%
|
1.48%
|
43.8%
|
36
|
33.33%
|
|
|
2990
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$619M
|
+$96.1M
|
+18%
|
9.52%
|
73.8%
|
237
|
10.97%
|
|
|
2991
|
Unique Wealth
Clearwater,
Florida
|
$619M
|
+$90.1M
|
+17%
|
9.81%
|
63.3%
|
179
|
17.88%
|
|
|
2992
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$619M
|
+$62.6M
|
+11%
|
8.3%
|
56.3%
|
122
|
10.66%
|
|
|
2993
|
Enclave Advisors
Austin,
Texas
|
$619M
|
+$33.1M
|
+6%
|
10.4%
|
–
|
123
|
14.63%
|
|
|
2994
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$617M
|
+$66.4M
|
+12%
|
7.05%
|
46.6%
|
126
|
11.11%
|
|
|
2995
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$616M
|
+$204M
|
+50%
|
20.8%
|
164%
|
1,379
|
28.64%
|
|
|
2996
|
Strategic Planning Group
Bountiful,
Utah
|
$616M
|
+$105M
|
+21%
|
21.2%
|
–
|
83
|
12.05%
|
|
|
2997
|
Mirador Capital Partners
Pleasanton,
California
|
$615M
|
+$44.8M
|
+8%
|
10.1%
|
102%
|
213
|
13.62%
|
|
|
2998
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$615M
|
+$170M
|
+38%
|
8.25%
|
62.8%
|
295
|
30.51%
|
|
|
2999
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$615M
|
+$54.8M
|
+10%
|
8.29%
|
55.3%
|
141
|
7.8%
|
|
|
3000
|
Cohen Capital Management
Corte Madera,
California
|
$614M
|
+$30.6M
|
+5%
|
8.75%
|
83.9%
|
157
|
7.01%
|
|