|
3076
|
Westside Investment Management
Santa Monica,
California
|
$626M
|
+$86.7M
|
+16%
|
10.8%
|
114%
|
1,438
|
14.39%
|
|
|
3077
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$625M
|
+$31.4M
|
+5%
|
6.18%
|
46.5%
|
127
|
7.09%
|
|
|
3078
|
Crawford Fund Management
Boston,
Massachusetts
|
$625M
|
+$88.3M
|
+16%
|
6.81%
|
–
|
215
|
20.93%
|
|
|
3079
|
Heritage Investment Group
Pompano Beach,
Florida
|
$625M
|
+$44.4M
|
+8%
|
6.31%
|
51.2%
|
115
|
6.09%
|
|
|
3080
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$624M
|
+$134M
|
+27%
|
6.96%
|
55.1%
|
1,781
|
19.03%
|
|
|
3081
|
Elk River Wealth Management
Denver,
Colorado
|
$624M
|
+$42.7M
|
+7%
|
8.15%
|
68%
|
102
|
4.9%
|
|
|
3082
|
Value Holdings Management Company
Hampton Bays,
New York
|
$624M
|
+$57.6M
|
+10%
|
13.2%
|
112%
|
33
|
6.06%
|
|
|
3083
|
Gabelli & Co Investment Advisers
Rye,
New York
|
$624M
|
-$27.5M
|
-4%
|
12.9%
|
233%
|
347
|
44.96%
|
|
|
3084
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$623M
|
+$63.2M
|
+11%
|
5.26%
|
31.4%
|
99
|
10.1%
|
|
|
3085
|
Holt Capital Partners
Fort Worth,
Texas
|
$623M
|
+$42.6M
|
+7%
|
6.99%
|
55.2%
|
148
|
2.7%
|
|
|
3086
|
Affinity Partners
Sunny Isles Beach,
Florida
|
$623M
|
-$81M
|
-12%
|
11.5%
|
–
|
1
|
0%
|
|
|
3087
|
Strategic Advisors
New York
|
$623M
|
+$114M
|
+22%
|
8.44%
|
87.3%
|
190
|
10%
|
|
|
3088
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$622M
|
+$43.5M
|
+8%
|
7.65%
|
63.9%
|
224
|
10.27%
|
|
|
3089
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$622M
|
+$85M
|
+16%
|
9.02%
|
76.5%
|
295
|
12.54%
|
|
|
3090
|
Dudley & Shanley
Palm Beach,
Florida
|
$622M
|
-$15.3M
|
-2%
|
3.2%
|
57%
|
37
|
16.22%
|
|
|
3091
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$621M
|
+$45.9M
|
+8%
|
8.38%
|
76.4%
|
160
|
7.5%
|
|
|
3092
|
Shannon River Fund Management
New York
|
$621M
|
-$131M
|
-17%
|
18.9%
|
337%
|
29
|
48.28%
|
|
|
3093
|
Watts Gwilliam & Co
Gilbert,
Arizona
|
$620M
|
+$10.6M
|
+2%
|
12.1%
|
–
|
231
|
3.46%
|
|
|
3094
|
Seven Mile Advisory
Ewing,
New Jersey
|
$619M
|
+$453M
|
+272%
|
7.12%
|
103%
|
306
|
41.83%
|
|
|
3095
|
Bellecapital
Zurich,
Switzerland
|
$619M
|
+$56M
|
+10%
|
13.9%
|
128%
|
146
|
16.44%
|
|
|
3096
|
Beck Bode LLC
Dedham,
Massachusetts
|
$619M
|
+$28.2M
|
+5%
|
9.97%
|
128%
|
114
|
29.82%
|
|
|
3097
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$619M
|
+$86.9M
|
+16%
|
7.86%
|
67%
|
256
|
16.02%
|
|
|
3098
|
Security Financial Services
Fort Wayne,
Indiana
|
$619M
|
+$52.3M
|
+9%
|
7.07%
|
60.7%
|
207
|
14.98%
|
|
|
3099
|
Hudson Edge Investment Partners
Jersey City,
New Jersey
|
$618M
|
+$33.3M
|
+6%
|
5.93%
|
68.8%
|
92
|
5.43%
|
|
|
3100
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$617M
|
+$70.5M
|
+13%
|
7%
|
67.7%
|
200
|
9%
|
|