|
3051
|
Endeavour Capital Advisors
Greenwich,
Connecticut
|
$372M
|
-$60.1M
|
-14%
|
4.85%
|
72%
|
49
|
14.29%
|
|
|
3052
|
Symmetry Investments
St Helier,
Jersey
|
$372M
|
-$71.1M
|
-16%
|
13.1%
|
140%
|
154
|
72.73%
|
|
|
3053
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$372M
|
+$10.5M
|
+3%
|
10.1%
|
55.5%
|
139
|
12.95%
|
|
|
3054
|
Ackerman Capital Advisors
Dallas,
Texas
|
$372M
|
+$20.5M
|
+6%
|
6.44%
|
40.4%
|
120
|
28.33%
|
|
|
3055
|
5AM Venture Management
San Francisco,
California
|
$372M
|
-$150M
|
-29%
|
8.74%
|
492%
|
23
|
17.39%
|
|
|
3056
|
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
|
$372M
|
+$15.3M
|
+4%
|
6.42%
|
88.9%
|
72
|
8.33%
|
|
|
3057
|
Liberty Mutual Group Asset Management
Boston,
Massachusetts
|
$372M
|
+$38.9M
|
+12%
|
0.6%
|
46.4%
|
129
|
13.95%
|
|
|
3058
|
3D/L Capital Management
Hartford,
Connecticut
|
$372M
|
+$34.9M
|
+10%
|
9.76%
|
13.9%
|
113
|
17.7%
|
|
|
3059
|
SOA Wealth Advisors
New York
|
$372M
|
+$39.4M
|
+12%
|
7.53%
|
79.1%
|
1,033
|
7.84%
|
|
|
3060
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$371M
|
+$245M
|
+194%
|
5.09%
|
48.1%
|
81
|
45.68%
|
|
|
3061
|
Crestview Partners III
New York
|
$371M
|
-$32.2M
|
-8%
|
5.05%
|
5.73%
|
3
|
66.67%
|
|
|
3062
|
Security National Bank
Omaha,
Nebraska
|
$371M
|
+$12.3M
|
+3%
|
9.92%
|
113%
|
107
|
13.08%
|
|
|
3063
|
Physician Wealth Advisors
Midvale,
Utah
|
$371M
|
+$45.2M
|
+14%
|
8.09%
|
71.3%
|
159
|
13.84%
|
|
|
3064
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$370M
|
+$36.9M
|
+11%
|
11.7%
|
42.1%
|
350
|
18.29%
|
|
|
3065
|
WNY Asset Management
Williamsville,
New York
|
$370M
|
+$94.2M
|
+34%
|
7.74%
|
–
|
195
|
20%
|
|
|
3066
|
Investors Research Corp
Atlanta,
Georgia
|
$370M
|
+$43.1M
|
+13%
|
11%
|
57.2%
|
1,167
|
3.17%
|
|
|
3067
|
Manchester Financial
Westlake Village,
California
|
$370M
|
+$22.1M
|
+6%
|
3.82%
|
67.5%
|
105
|
15.24%
|
|
|
3068
|
AlpInvest Partners
Amsterdam,
Netherlands
|
$369M
|
+$23.6M
|
+7%
|
4.51%
|
97.5%
|
33
|
45.45%
|
|
|
3069
|
Tolleson Wealth Management
Dallas,
Texas
|
$369M
|
+$37.4M
|
+11%
|
9.74%
|
48.1%
|
78
|
12.82%
|
|
|
3070
|
First Personal Financial Services
Charlotte,
North Carolina
|
$369M
|
+$25.1M
|
+7%
|
10.4%
|
31.5%
|
446
|
14.13%
|
|
|
3071
|
Martel Wealth Advisors
Vancouver,
Washington
|
$369M
|
+$19.7M
|
+6%
|
5.55%
|
39.7%
|
53
|
20.75%
|
|
|
3072
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$368M
|
+$24.7M
|
+7%
|
6.24%
|
46.8%
|
115
|
9.57%
|
|
|
3073
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$367M
|
+$17.7M
|
+5%
|
7.08%
|
94.7%
|
156
|
14.74%
|
|
|
3074
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$367M
|
+$6.41M
|
+2%
|
8.34%
|
51%
|
833
|
74.79%
|
|
|
3075
|
Semper Augustus Investments Group
Highlands Ranch,
Colorado
|
$367M
|
+$36.6M
|
+11%
|
13.5%
|
90.2%
|
34
|
2.94%
|
|