|
3001
|
Principal Street Partners
Memphis,
Tennessee
|
$538M
|
+$29.1M
|
+6%
|
0.04%
|
73%
|
259
|
13.9%
|
|
|
3002
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$537M
|
-$17.9M
|
-3%
|
2.49%
|
56.7%
|
76
|
17.11%
|
|
|
3003
|
Beck Bode LLC
Dedham,
Massachusetts
|
$536M
|
-$11.1M
|
-2%
|
2.4%
|
128%
|
134
|
44.03%
|
|
|
3004
|
Walter Public Investments
Westmount,
Canada
|
$536M
|
-$22.9M
|
-4%
|
1.39%
|
57.9%
|
45
|
8.89%
|
|
|
3005
|
Praesidium Investment Management Company
New York
|
$535M
|
-$61.1M
|
-10%
|
8.72%
|
60.5%
|
14
|
21.43%
|
|
|
3006
|
Wealthstream Advisors
New York
|
$534M
|
-$7.08M
|
-1%
|
1.39%
|
88.2%
|
175
|
10.86%
|
|
|
3007
|
Elk River Wealth Management
Denver,
Colorado
|
$534M
|
-$18.1M
|
-3%
|
2.8%
|
68%
|
102
|
11.76%
|
|
|
3008
|
Cornerstone Management
Duluth,
Georgia
|
$534M
|
+$17.3M
|
+3%
|
1.14%
|
40%
|
55
|
5.45%
|
|
|
3009
|
Bricktown Capital
Detroit,
Michigan
|
$534M
|
+$54.8M
|
+11%
|
1.22%
|
40.8%
|
27
|
14.81%
|
|
|
3010
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$534M
|
-$14M
|
-3%
|
3.39%
|
50.8%
|
207
|
24.15%
|
|
|
3011
|
Value Holdings Management Company
Hampton Bays,
New York
|
$533M
|
-$38.4M
|
-7%
|
4.21%
|
112%
|
35
|
5.71%
|
|
|
3012
|
Strategic Financial Concepts
San Antonio,
Texas
|
$533M
|
+$11.9M
|
+2%
|
1.26%
|
56.8%
|
358
|
13.97%
|
|
|
3013
|
Herald Investment Management
London,
United Kingdom
|
$533M
|
-$77.9M
|
-13%
|
11.1%
|
493%
|
101
|
12.87%
|
|
|
3014
|
Heritage Investment Group
Pompano Beach,
Florida
|
$532M
|
-$3.82M
|
-0.7%
|
2.25%
|
51.2%
|
113
|
8.85%
|
|
|
3015
|
Farmers Trust Company
Youngstown,
Ohio
|
$532M
|
-$4.05M
|
-0.8%
|
2.65%
|
73.5%
|
194
|
6.19%
|
|
|
3016
|
Kemnay Advisory Services
New York
|
$532M
|
-$25.1M
|
-5%
|
9.02%
|
153%
|
25
|
8%
|
|
|
3017
|
MA Private Wealth
San Carlos,
California
|
$532M
|
-$3.21M
|
-0.6%
|
1.4%
|
57.5%
|
78
|
11.54%
|
|
|
3018
|
Global Assets Advisory
Orlando,
Florida
|
$531M
|
+$350M
|
+193%
|
2.05%
|
82.6%
|
269
|
47.58%
|
|
|
3019
|
Huber Capital Management
El Segundo,
California
|
$531M
|
+$29M
|
+6%
|
1.87%
|
63.9%
|
108
|
4.63%
|
|
|
3020
|
Liquid Strategies
Atlanta,
Georgia
|
$531M
|
+$45.1M
|
+9%
|
2.31%
|
46.8%
|
18
|
44.44%
|
|
|
3021
|
Numerai
San Francisco,
California
|
$530M
|
+$165M
|
+45%
|
7.85%
|
35.1%
|
611
|
56.14%
|
|
|
3022
|
Chandler Asset Management
San Diego,
California
|
$530M
|
+$7.15M
|
+1%
|
1.61%
|
29.4%
|
26
|
15.38%
|
|
|
3023
|
Pilgrim Global Advisors
Reno,
Nevada
|
$530M
|
-$17.8M
|
-3%
|
0.8%
|
–
|
4
|
0%
|
|
|
3024
|
Security National Bank
Omaha,
Nebraska
|
$529M
|
-$172M
|
-24%
|
1.93%
|
113%
|
344
|
15.41%
|
|
|
3025
|
Unique Wealth
Clearwater,
Florida
|
$529M
|
+$49.4M
|
+10%
|
2.04%
|
63.3%
|
172
|
29.65%
|
|