|
3001
|
New England Investment & Retirement Group
North Andover,
Massachusetts
|
$235M
|
-$56.2M
|
-19%
|
7.61%
|
72.5%
|
227
|
77.97%
|
|
|
3002
|
The Family Firm
Bethesda,
Maryland
|
$235M
|
-$60.4M
|
-20%
|
16.6%
|
40.2%
|
149
|
14.77%
|
|
|
3003
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$234M
|
-$55.6M
|
-19%
|
16.7%
|
105%
|
303
|
21.12%
|
|
|
3004
|
PAX Financial Group
San Antonio,
Texas
|
$234M
|
+$421K
|
+0.2%
|
14.2%
|
56%
|
145
|
42.07%
|
|
|
3005
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$234M
|
-$28M
|
-11%
|
14.7%
|
72.3%
|
184
|
17.93%
|
|
|
3006
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$234M
|
-$78.1M
|
-25%
|
20.9%
|
7.53%
|
253
|
13.04%
|
|
|
3007
|
UAS Asset Management
New York
|
$234M
|
-$36.7M
|
-14%
|
14.7%
|
98%
|
42
|
59.52%
|
|
|
3008
|
Artemis Wealth Advisors
New York
|
$234M
|
-$43.2M
|
-16%
|
8%
|
174%
|
133
|
45.86%
|
|
|
3009
|
Impactive Capital
New York City,
New York
|
$234M
|
+$54.1M
|
+30%
|
30.3%
|
25%
|
9
|
44.44%
|
|
|
3010
|
White Square Capital
London,
United Kingdom
|
$234M
|
+$95.4M
|
+69%
|
10.7%
|
542%
|
23
|
82.61%
|
|
|
3011
|
Avion Wealth
The Woodlands,
Texas
|
$234M
|
+$122M
|
+109%
|
3.63%
|
45.4%
|
308
|
84.74%
|
|
|
3012
|
Kirr Marbach & Co
Columbus,
Indiana
|
$234M
|
-$199M
|
-46%
|
29.4%
|
135%
|
63
|
19.05%
|
|
|
3013
|
Gibson Capital
Wexford,
Pennsylvania
|
$234M
|
-$63.3M
|
-21%
|
21.7%
|
60.4%
|
42
|
28.57%
|
|
|
3014
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$233M
|
-$40.5M
|
-15%
|
16.5%
|
51.9%
|
27
|
22.22%
|
|
|
3015
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$233M
|
-$72.9M
|
-24%
|
13.4%
|
160%
|
151
|
21.85%
|
|
|
3016
|
Realta Investment Advisors
Wilmington,
Delaware
|
$233M
|
-$133M
|
-36%
|
12.7%
|
126%
|
1,650
|
82.12%
|
|
|
3017
|
Fort Point Capital Partners
San Francisco,
California
|
$233M
|
-$45.6M
|
-16%
|
17.6%
|
62.2%
|
133
|
24.81%
|
|
|
3018
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$233M
|
-$143M
|
-38%
|
16.1%
|
81.4%
|
33
|
24.24%
|
|
|
3019
|
Arcus Capital Partners
Atlanta,
Georgia
|
$233M
|
-$64.5M
|
-22%
|
17.1%
|
69.2%
|
103
|
20.39%
|
|
|
3020
|
TFO Wealth Partners
Maumee,
Ohio
|
$232M
|
+$124M
|
+114%
|
23.6%
|
63.6%
|
180
|
47.78%
|
|
|
3021
|
Wright Investors Service
Shelton,
Connecticut
|
$232M
|
-$59.9M
|
-21%
|
17.2%
|
146%
|
151
|
23.84%
|
|
|
3022
|
SIR Capital Management
New York
|
$232M
|
-$302M
|
-57%
|
52.8%
|
71.1%
|
52
|
61.54%
|
|
|
3023
|
Cypress Asset Management
Houston,
Texas
|
$232M
|
-$61.9M
|
-21%
|
14.1%
|
128%
|
134
|
15.67%
|
|
|
3024
|
King Wealth Management Group
Naples,
Florida
|
$232M
|
-$146M
|
-39%
|
13.4%
|
86%
|
163
|
29.45%
|
|
|
3025
|
Kylin Management
New York
|
$232M
|
-$142M
|
-38%
|
5.36%
|
126%
|
12
|
33.33%
|
|