|
3101
|
Strategic Advisors
New York
|
$638M
|
+$15.8M
|
+3%
|
1.6%
|
87.3%
|
190
|
7.89%
|
|
|
3102
|
SilverOak Wealth Management
Edina,
Minnesota
|
$638M
|
+$45.3M
|
+8%
|
1.94%
|
–
|
124
|
11.29%
|
|
|
3103
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$638M
|
+$32.4M
|
+5%
|
3%
|
62.7%
|
219
|
9.59%
|
|
|
3104
|
Shannon River Fund Management
New York
|
$638M
|
+$16.3M
|
+3%
|
11.6%
|
337%
|
32
|
56.25%
|
|
|
3105
|
Security Financial Services
Fort Wayne,
Indiana
|
$637M
|
+$18.4M
|
+3%
|
2.1%
|
60.7%
|
218
|
10.09%
|
|
|
3106
|
Hughes Financial Services
Herndon,
Virginia
|
$637M
|
+$8.03M
|
+1%
|
1.57%
|
–
|
1,346
|
28.38%
|
|
|
3107
|
American Money Management
Rancho Santa Fe,
California
|
$636M
|
+$37M
|
+6%
|
1.91%
|
54.1%
|
175
|
16.57%
|
|
|
3108
|
Summit Street Capital Management
New York
|
$636M
|
-$92.8M
|
-13%
|
9.31%
|
144%
|
31
|
3.23%
|
|
|
3109
|
Sio Capital Management
New York
|
$636M
|
+$241M
|
+61%
|
18.2%
|
577%
|
77
|
45.45%
|
|
|
3110
|
Summit Creek Advisors
Minneapolis,
Minnesota
|
$636M
|
-$50.5M
|
-7%
|
0.44%
|
47.8%
|
74
|
16.22%
|
|
|
3111
|
Northwest Wealth Management
Spencer,
Iowa
|
$636M
|
+$28.8M
|
+5%
|
2.69%
|
63.4%
|
263
|
21.29%
|
|
|
3112
|
Clearstead Trust
Portland,
Maine
|
$635M
|
+$50M
|
+9%
|
2.94%
|
84.1%
|
1,586
|
41.87%
|
|
|
3113
|
PenderFund Capital Management
Vancouver,
British Columbia, Canada
|
$635M
|
+$41.9M
|
+7%
|
7.96%
|
130%
|
298
|
60.07%
|
|
|
3114
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$635M
|
-$4.03M
|
-0.6%
|
1.87%
|
50.7%
|
244
|
12.7%
|
|
|
3115
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$634M
|
+$10.9M
|
+2%
|
1.2%
|
31.4%
|
101
|
4.95%
|
|
|
3116
|
Neo Ivy Capital Management
New York
|
$633M
|
+$223M
|
+54%
|
3.42%
|
–
|
555
|
72.07%
|
|
|
3117
|
Bell Investment Advisors
Oakland,
California
|
$632M
|
+$20.4M
|
+3%
|
1.43%
|
31.2%
|
1,972
|
13.44%
|
|
|
3118
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$632M
|
+$16.1M
|
+3%
|
2.93%
|
84.8%
|
183
|
24.59%
|
|
|
3119
|
Financial Management Network
Mission Viejo,
California
|
$632M
|
+$25.6M
|
+4%
|
2.76%
|
52%
|
200
|
14%
|
|
|
3120
|
Chandler Asset Management
San Diego,
California
|
$632M
|
+$22.5M
|
+4%
|
0.83%
|
29.4%
|
22
|
0%
|
|
|
3121
|
VR Advisory Services
Camana Bay, Grand Cayman,
Cayman Islands
|
$632M
|
+$219M
|
+53%
|
18.1%
|
93.7%
|
41
|
21.95%
|
|
|
3122
|
Pacific Sage Partners
Edmonds,
Washington
|
$631M
|
+$33M
|
+6%
|
1.57%
|
45.8%
|
126
|
11.11%
|
|
|
3123
|
Affinity Partners
Sunny Isles Beach,
Florida
|
$631M
|
+$7.79M
|
+1%
|
1.21%
|
–
|
1
|
0%
|
|
|
3124
|
Personal CFO Solutions
Chester,
New Jersey
|
$630M
|
+$59.9M
|
+11%
|
4.33%
|
74.8%
|
531
|
11.86%
|
|
|
3125
|
Tyche Wealth Partners
Plano,
Texas
|
$630M
|
+$59.8M
|
+10%
|
2.13%
|
–
|
358
|
17.88%
|
|