|
3001
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$681M
|
+$17.7M
|
+3%
|
2.53%
|
73.8%
|
255
|
12.55%
|
|
|
3002
|
III Capital Management
Boca Raton,
Florida
|
$679M
|
+$263M
|
+63%
|
1.54%
|
12.2%
|
72
|
58.33%
|
|
|
3003
|
Huber Capital Management
El Segundo,
California
|
$679M
|
+$47.6M
|
+8%
|
2.74%
|
63.9%
|
111
|
8.11%
|
|
|
3004
|
Arrowpoint Investment Partners
Singapore
|
$679M
|
+$579M
|
+578%
|
4.97%
|
–
|
153
|
81.05%
|
|
|
3005
|
Hudock Inc
Williamsport,
Pennsylvania
|
$679M
|
+$20.3M
|
+3%
|
2.86%
|
48.3%
|
203
|
6.4%
|
|
|
3006
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$678M
|
+$362M
|
+114%
|
3.05%
|
61.6%
|
120
|
22.5%
|
|
|
3007
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$678M
|
+$25.8M
|
+4%
|
1.72%
|
96.9%
|
229
|
15.72%
|
|
|
3008
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$677M
|
+$46.3M
|
+7%
|
3.01%
|
111%
|
352
|
31.25%
|
|
|
3009
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$677M
|
+$23.9M
|
+4%
|
2.24%
|
63.5%
|
904
|
45.35%
|
|
|
3010
|
Vestwell Advisors
New York
|
$677M
|
+$397M
|
+141%
|
0.99%
|
–
|
33
|
0%
|
|
|
3011
|
Austin Wealth Management
Austin,
Texas
|
$677M
|
+$39.5M
|
+6%
|
2.15%
|
48.2%
|
174
|
13.22%
|
|
|
3012
|
Infinitum Asset Management
Fort Lauderdale,
Florida
|
$676M
|
+$132M
|
+24%
|
1.56%
|
–
|
23
|
34.78%
|
|
|
3013
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$676M
|
+$18.1M
|
+3%
|
4.36%
|
105%
|
455
|
46.81%
|
|
|
3014
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$676M
|
+$140M
|
+26%
|
2.1%
|
71.1%
|
293
|
12.63%
|
|
|
3015
|
Hudson Edge Investment Partners
Jersey City,
New Jersey
|
$675M
|
+$57.2M
|
+9%
|
6.56%
|
68.8%
|
93
|
11.83%
|
|
|
3016
|
Radnor Capital Management
Wayne,
Pennsylvania
|
$674M
|
+$16.4M
|
+2%
|
5.28%
|
86.6%
|
323
|
6.5%
|
|
|
3017
|
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
|
$673M
|
+$34.1M
|
+5%
|
8.7%
|
88.9%
|
81
|
4.94%
|
|
|
3018
|
Mraz Amerine & Associates
Modesto,
California
|
$673M
|
+$31M
|
+5%
|
3.45%
|
69.8%
|
197
|
7.11%
|
|
|
3019
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
$672M
|
+$223M
|
+50%
|
3.39%
|
–
|
357
|
29.13%
|
|
|
3020
|
Providence Equity Partners
Providence,
Rhode Island
|
$671M
|
+$87.6M
|
+15%
|
17.1%
|
10.6%
|
3
|
0%
|
|
|
3021
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$669M
|
+$40M
|
+6%
|
1.77%
|
72.9%
|
912
|
10.64%
|
|
|
3022
|
WealthPLAN Partners
Omaha,
Nebraska
|
$669M
|
+$2.2M
|
+0.3%
|
2.51%
|
61.3%
|
289
|
19.72%
|
|
|
3023
|
Well Done LLC
Holland,
Michigan
|
$669M
|
+$81.8M
|
+14%
|
1.67%
|
77%
|
209
|
16.27%
|
|
|
3024
|
TFO Wealth Partners
Maumee,
Ohio
|
$668M
|
+$54.7M
|
+9%
|
3.07%
|
52.9%
|
53
|
9.43%
|
|
|
3025
|
Harbor Group
Bedford,
New Hampshire
|
$668M
|
+$39.1M
|
+6%
|
1.93%
|
41.4%
|
115
|
8.7%
|
|