|
3026
|
EFG Capital International
Miami,
Florida
|
$432M
|
–
|
–
|
9.35%
|
–
|
138
|
–
|
|
|
3027
|
EFG Asset Management (Americas)
Miami,
Florida
|
$432M
|
+$13.9M
|
+3%
|
9.35%
|
112%
|
148
|
16.22%
|
|
|
3028
|
Advanced Asset Management Advisors
Dublin,
Ohio
|
$432M
|
+$21.3M
|
+5%
|
5.85%
|
82.5%
|
93
|
0%
|
|
|
3029
|
NWF Advisory Services
Los Angeles,
California
|
$432M
|
+$585K
|
+0.1%
|
5.85%
|
111%
|
285
|
0.35%
|
|
|
3030
|
Greystone Financial Group
Bloomfield Hills,
Michigan
|
$431M
|
+$34.8M
|
+9%
|
3.58%
|
64.8%
|
116
|
27.59%
|
|
|
3031
|
Insight Wealth Partners
Plano,
Texas
|
$431M
|
-$14.2M
|
-3%
|
1.39%
|
38.9%
|
73
|
19.18%
|
|
|
3032
|
MA Private Wealth
San Carlos,
California
|
$431M
|
+$19.8M
|
+5%
|
4.14%
|
57.5%
|
69
|
5.8%
|
|
|
3033
|
Independent Investors Inc
Nesconset,
New York
|
$431M
|
+$28.4M
|
+7%
|
11.4%
|
61.6%
|
69
|
4.35%
|
|
|
3034
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$431M
|
+$20.8M
|
+5%
|
5.5%
|
66.5%
|
735
|
11.43%
|
|
|
3035
|
Sunflower Bank
Dallas,
Texas
|
$430M
|
-$12.2M
|
-3%
|
0.92%
|
42.7%
|
111
|
4.5%
|
|
|
3036
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$429M
|
+$16.5M
|
+4%
|
2.5%
|
29.7%
|
95
|
10.53%
|
|
|
3037
|
|
$429M
|
+$5.96M
|
+1%
|
6.48%
|
19.8%
|
5
|
0%
|
|
|
3038
|
Bright Rock Capital Management
Hanover,
Massachusetts
|
$429M
|
+$29M
|
+7%
|
6.21%
|
41.8%
|
82
|
6.1%
|
|
|
3039
|
Bourgeon Capital Management
Darien,
Connecticut
|
$429M
|
+$8.73M
|
+2%
|
3.81%
|
117%
|
360
|
17.22%
|
|
|
3040
|
NBW Capital
Boston,
Massachusetts
|
$429M
|
+$17.1M
|
+4%
|
6.85%
|
86%
|
117
|
14.53%
|
|
|
3041
|
D'Orazio & Associates
Falls Church,
Virginia
|
$429M
|
+$42.8M
|
+11%
|
8.42%
|
61.2%
|
167
|
29.94%
|
|
|
3042
|
Sycomore Asset Management
Paris,
France
|
$428M
|
+$78.6M
|
+23%
|
12.3%
|
151%
|
88
|
12.5%
|
|
|
3043
|
Stamos Capital Partners
Menlo Park,
California
|
$428M
|
+$39.9M
|
+10%
|
2.24%
|
28.4%
|
118
|
22.88%
|
|
|
3044
|
Sivik Global Healthcare
Greenwich,
Connecticut
|
$428M
|
+$195M
|
+84%
|
12.7%
|
53.8%
|
48
|
27.08%
|
|
|
3045
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$427M
|
+$20.4M
|
+5%
|
2.63%
|
10.2%
|
724
|
7.87%
|
|
|
3046
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$427M
|
+$33.9M
|
+9%
|
6.19%
|
60.3%
|
156
|
14.1%
|
|
|
3047
|
OLP Capital Management
Causeway Bay,
Hong Kong
|
$427M
|
+$5.7M
|
+1%
|
9.96%
|
149%
|
3
|
33.33%
|
|
|
3048
|
SOA Wealth Advisors
New York
|
$427M
|
+$21M
|
+5%
|
9.01%
|
79.1%
|
985
|
6.4%
|
|
|
3049
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$427M
|
+$28.3M
|
+7%
|
7.36%
|
–
|
145
|
4.14%
|
|
|
3050
|
Alpine Investment Management
Hong Kong
|
$427M
|
-$273M
|
-39%
|
12.3%
|
37.4%
|
22
|
77.27%
|
|