|
3201
|
Cooper Financial Group
Irvine,
California
|
$371M
|
+$43.6M
|
+13%
|
8.94%
|
78.6%
|
325
|
18.15%
|
|
|
3202
|
CFM Wealth Partners
Austin,
Texas
|
$371M
|
+$36.9M
|
+11%
|
16.2%
|
116%
|
168
|
16.67%
|
|
|
3203
|
Element Pointe Advisors
Miami,
Florida
|
$370M
|
+$46.9M
|
+15%
|
6.17%
|
54.9%
|
81
|
17.28%
|
|
|
3204
|
Trustees of General Electric Pension Trust
Norwalk,
Connecticut
|
$370M
|
+$117M
|
+46%
|
46.2%
|
184%
|
1
|
0%
|
|
|
3205
|
P/E Global LLC
Boston,
Massachusetts
|
$370M
|
+$14.5M
|
+4%
|
2.73%
|
40.8%
|
1
|
0%
|
|
|
3206
|
Harber Asset Management
Asheville,
North Carolina
|
$370M
|
+$9.47M
|
+3%
|
14.4%
|
30%
|
40
|
25%
|
|
|
3207
|
Trivium Point Advisory
Westport,
Connecticut
|
$370M
|
+$26.7M
|
+8%
|
5.84%
|
86.7%
|
197
|
10.15%
|
|
|
3208
|
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
|
$370M
|
+$9.17M
|
+3%
|
1.93%
|
40.8%
|
164
|
28.66%
|
|
|
3209
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$370M
|
–
|
–
|
7.17%
|
65.4%
|
280
|
–
|
|
|
3210
|
BCM Advisors
Lafayette,
Louisiana
|
$370M
|
+$7.8M
|
+2%
|
2.46%
|
59.3%
|
64
|
9.38%
|
|
|
3211
|
Rhino Investment Partners
West Conshohocken,
Pennsylvania
|
$369M
|
+$137M
|
+59%
|
18.8%
|
65.9%
|
57
|
61.4%
|
|
|
3212
|
Canal Insurance Company
Greenville,
South Carolina
|
$369M
|
+$3.51M
|
+1%
|
1.86%
|
103%
|
105
|
15.24%
|
|
|
3213
|
Private Portfolio Partners
Paramus,
New Jersey
|
$369M
|
-$10.3M
|
-3%
|
6.23%
|
16.9%
|
284
|
19.01%
|
|
|
3214
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$369M
|
+$21.7M
|
+6%
|
4.59%
|
96.5%
|
470
|
25.74%
|
|
|
3215
|
Darwin Wealth Management
Tampa,
Florida
|
$369M
|
-$17.2M
|
-4%
|
8.06%
|
56.8%
|
183
|
25.68%
|
|
|
3216
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$369M
|
+$18.1M
|
+5%
|
8.69%
|
58.9%
|
168
|
2.98%
|
|
|
3217
|
Liquid Strategies
Atlanta,
Georgia
|
$368M
|
-$26.5M
|
-7%
|
5.26%
|
46.8%
|
7
|
0%
|
|
|
3218
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$367M
|
+$29M
|
+9%
|
5.82%
|
56.3%
|
92
|
8.7%
|
|
|
3219
|
Bruce & Co
Chicago,
Illinois
|
$367M
|
-$21M
|
-5%
|
3.62%
|
65.7%
|
38
|
7.89%
|
|
|
3220
|
SJS Investment Consulting
Sylvania,
Ohio
|
$367M
|
+$31M
|
+9%
|
4.98%
|
63.8%
|
1,651
|
7.87%
|
|
|
3221
|
Avion Wealth
The Woodlands,
Texas
|
$367M
|
+$45.3M
|
+14%
|
2.2%
|
36%
|
838
|
37.23%
|
|
|
3222
|
Tekne Capital Management
New York
|
$366M
|
+$69.1M
|
+23%
|
26%
|
258%
|
15
|
46.67%
|
|
|
3223
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$366M
|
+$157M
|
+75%
|
3.81%
|
55.4%
|
260
|
81.92%
|
|
|
3224
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$366M
|
+$16.5M
|
+5%
|
6.08%
|
92.8%
|
191
|
8.38%
|
|
|
3225
|
Darwin Global Management
St. Helier,
Jersey
|
$366M
|
+$205M
|
+128%
|
91.9%
|
2,873%
|
5
|
40%
|
|