|
3026
|
Serenus Wealth Advisors
Santa Monica,
California
|
$591M
|
-$12M
|
-2%
|
6.22%
|
–
|
69
|
20.29%
|
|
|
3027
|
Walter Public Investments
Westmount,
Canada
|
$590M
|
+$54.1M
|
+10%
|
8.84%
|
57.9%
|
44
|
4.55%
|
|
|
3028
|
Aspen Grove Capital
Avon,
Colorado
|
$588M
|
+$68.3M
|
+13%
|
15%
|
77%
|
272
|
28.31%
|
|
|
3029
|
Brasada Capital Management
Houston,
Texas
|
$588M
|
+$85.8M
|
+17%
|
10.4%
|
63.5%
|
152
|
26.97%
|
|
|
3030
|
Stablepoint Partners
Braintree,
Massachusetts
|
$588M
|
+$35.9M
|
+7%
|
7.97%
|
–
|
252
|
5.16%
|
|
|
3031
|
Huber Capital Management
El Segundo,
California
|
$588M
|
+$56.9M
|
+11%
|
7.94%
|
63.9%
|
112
|
10.71%
|
|
|
3032
|
Cigna Investments
Bloomfield,
Connecticut
|
$588M
|
+$49.4M
|
+9%
|
15.1%
|
138%
|
471
|
9.77%
|
|
|
3033
|
Blue Fin Capital
Warren,
Rhode Island
|
$587M
|
+$71.8M
|
+14%
|
16.5%
|
119%
|
146
|
6.85%
|
|
|
3034
|
Perkins Coie Trust Company
Seattle,
Washington
|
$587M
|
+$146M
|
+33%
|
9.77%
|
70.8%
|
482
|
44.4%
|
|
|
3035
|
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
|
$587M
|
+$43.4M
|
+8%
|
9.85%
|
88.9%
|
79
|
5.06%
|
|
|
3036
|
Capital Management
Glen Allen,
Virginia
|
$587M
|
+$9.64M
|
+2%
|
0.9%
|
52.5%
|
83
|
9.64%
|
|
|
3037
|
USA Financial Formulas
Ada,
Michigan
|
$586M
|
-$19.7M
|
-3%
|
9.5%
|
78%
|
372
|
61.83%
|
|
|
3038
|
SC&H Financial Advisors
Sparks,
Maryland
|
$586M
|
+$77.2M
|
+15%
|
8.8%
|
50%
|
159
|
6.92%
|
|
|
3039
|
Bellwether Advisors
Lincoln,
Nebraska
|
$585M
|
+$107M
|
+22%
|
19.2%
|
85%
|
617
|
19.61%
|
|
|
3040
|
Tolleson Wealth Management
Dallas,
Texas
|
$585M
|
+$66.5M
|
+13%
|
9.05%
|
48.1%
|
89
|
8.99%
|
|
|
3041
|
Pasadena Private Wealth
Pasadena,
California
|
$585M
|
+$65.9M
|
+13%
|
8.55%
|
44.9%
|
217
|
19.35%
|
|
|
3042
|
Albar Capital Partners
London,
United Kingdom
|
$585M
|
+$365M
|
+166%
|
20.9%
|
–
|
34
|
67.65%
|
|
|
3043
|
Hudson Edge Investment Partners
Jersey City,
New Jersey
|
$584M
|
+$92.6M
|
+19%
|
9.71%
|
68.8%
|
108
|
22.22%
|
|
|
3044
|
Tobias Financial Advisors
Plantation,
Florida
|
$584M
|
+$69.4M
|
+13%
|
7.02%
|
35.5%
|
127
|
14.17%
|
|
|
3045
|
Ithaka Group
Arlington,
Virginia
|
$584M
|
+$93.4M
|
+19%
|
28.3%
|
99.2%
|
40
|
10%
|
|
|
3046
|
Topline Capital Management
Santa Monica,
California
|
$583M
|
+$147M
|
+34%
|
43.4%
|
–
|
50
|
40%
|
|
|
3047
|
M Holdings Securities
Portland,
Oregon
|
$583M
|
-$17.7M
|
-3%
|
9.75%
|
68.2%
|
212
|
59.91%
|
|
|
3048
|
LifeWealth Investments
Winter Garden,
Florida
|
$583M
|
+$131M
|
+29%
|
7.91%
|
–
|
242
|
32.23%
|
|
|
3049
|
North Point Portfolio Managers
Orange Village,
Ohio
|
$583M
|
+$12.6M
|
+2%
|
8.19%
|
55%
|
77
|
14.29%
|
|
|
3050
|
Regatta Capital Group
El Segundo,
California
|
$582M
|
+$66.1M
|
+13%
|
9.17%
|
63%
|
218
|
17.89%
|
|