|
3201
|
Kingfisher Capital
Charlotte,
North Carolina
|
$278M
|
+$53.3M
|
+24%
|
8.07%
|
58.5%
|
164
|
22.56%
|
|
|
3202
|
Saybrook Capital
Winston Salem,
North Carolina
|
$278M
|
+$30.1M
|
+12%
|
11.5%
|
67.1%
|
47
|
4.26%
|
|
|
3203
|
Wealth Alliance
Mellville,
New York
|
$278M
|
+$25.1M
|
+10%
|
8.89%
|
75.7%
|
330
|
13.94%
|
|
|
3204
|
SkyOak Wealth
Southfield,
Michigan
|
$278M
|
+$7.25M
|
+3%
|
8.76%
|
73.4%
|
258
|
27.91%
|
|
|
3205
|
Van Den Berg Management I
Austin,
Texas
|
$278M
|
+$33.6M
|
+14%
|
5.79%
|
187%
|
42
|
23.81%
|
|
|
3206
|
Aveo Capital Partners
Englewood,
Colorado
|
$278M
|
+$228M
|
+459%
|
4.79%
|
19.1%
|
195
|
69.74%
|
|
|
3207
|
Cahill Financial Advisors
Edina,
Minnesota
|
$278M
|
+$19.1M
|
+7%
|
7.04%
|
55.9%
|
172
|
12.21%
|
|
|
3208
|
Zhang Financial
Portage,
Michigan
|
$277M
|
+$18.1M
|
+7%
|
7.57%
|
67.9%
|
102
|
14.71%
|
|
|
3209
|
Martin Investment Management
Palm Beach Gardens,
Florida
|
$277M
|
+$37.3M
|
+16%
|
10.4%
|
44.7%
|
49
|
16.33%
|
|
|
3210
|
GenWealth Group
Maplewood,
New Jersey
|
$277M
|
+$18.9M
|
+7%
|
6.93%
|
67.8%
|
71
|
8.45%
|
|
|
3211
|
Fulcrum Capital
Seattle,
Washington
|
$276M
|
+$12.6M
|
+5%
|
12.1%
|
83.4%
|
69
|
17.39%
|
|
|
3212
|
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
$276M
|
+$26.3M
|
+11%
|
8.86%
|
71.9%
|
112
|
28.57%
|
|
|
3213
|
Beck Bode LLC
Dedham,
Massachusetts
|
$276M
|
+$32.5M
|
+13%
|
14.6%
|
155%
|
327
|
84.4%
|
|
|
3214
|
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
|
$276M
|
+$22.9M
|
+9%
|
9.44%
|
72.3%
|
68
|
7.35%
|
|
|
3215
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$276M
|
+$41.7M
|
+18%
|
16.9%
|
88.3%
|
326
|
36.2%
|
|
|
3216
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$276M
|
+$6.68M
|
+2%
|
5.19%
|
42.8%
|
127
|
24.41%
|
|
|
3217
|
Stratos Investment Management
Beachwood,
Ohio
|
$275M
|
+$38.9M
|
+16%
|
8.16%
|
58.2%
|
113
|
9.73%
|
|
|
3218
|
Alden Global Capital
Brandon,
Florida
|
$275M
|
+$42.6M
|
+18%
|
11.6%
|
99.8%
|
25
|
40%
|
|
|
3219
|
Pennant Investors
Summit,
New Jersey
|
$275M
|
+$38.5M
|
+16%
|
5.53%
|
372%
|
24
|
33.33%
|
|
|
3220
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$275M
|
+$19M
|
+7%
|
7.07%
|
53.6%
|
76
|
6.58%
|
|
|
3221
|
Motive Capital Fund I GP
New York
|
$275M
|
–
|
–
|
1.22%
|
–
|
1
|
–
|
|
|
3222
|
Perseverance Asset Management International
George Town,
Cayman Islands
|
$275M
|
+$1.01M
|
+0.4%
|
5.34%
|
120%
|
20
|
20%
|
|
|
3223
|
Sargent Investment Group
Bethesda,
Maryland
|
$275M
|
+$8.62M
|
+3%
|
9.87%
|
113%
|
167
|
12.57%
|
|
|
3224
|
Marathon Capital Management
Hunt Valley,
Maryland
|
$275M
|
+$14.4M
|
+6%
|
9.77%
|
70.9%
|
156
|
16.03%
|
|
|
3225
|
Reilly Herbert Faulkner III
|
$274M
|
+$23.2M
|
+9%
|
11.8%
|
80.6%
|
53
|
15.09%
|
|