|
3201
|
Gries Financial
Cleveland,
Ohio
|
$550M
|
+$33.7M
|
+7%
|
8.25%
|
71.3%
|
326
|
24.85%
|
|
|
3202
|
Alphadyne Asset Management
New York
|
$549M
|
-$665M
|
-55%
|
9.37%
|
158%
|
172
|
94.19%
|
|
|
3203
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$549M
|
+$28.2M
|
+5%
|
12.2%
|
113%
|
143
|
13.99%
|
|
|
3204
|
|
$548M
|
+$341M
|
+165%
|
66.8%
|
–
|
18
|
61.11%
|
|
|
3205
|
Hutchinson Capital Management
San Rafael,
California
|
$548M
|
+$23.9M
|
+5%
|
4.82%
|
52.6%
|
97
|
10.31%
|
|
|
3206
|
Duncker Streett & Co
St. Louis,
Missouri
|
$548M
|
+$43.3M
|
+9%
|
12.6%
|
90.9%
|
534
|
9.93%
|
|
|
3207
|
Yelin Lapidot Holdings Management
Tel Aviv,
Israel
|
$548M
|
+$29.9M
|
+6%
|
12.5%
|
122%
|
102
|
9.8%
|
|
|
3208
|
Triasima Portfolio Management
Montreal,
Quebec, Canada
|
$547M
|
+$38.9M
|
+8%
|
18.6%
|
210%
|
167
|
37.13%
|
|
|
3209
|
Topsail Wealth Management
Charlotte,
North Carolina
|
$547M
|
+$55.4M
|
+11%
|
7.29%
|
–
|
244
|
9.43%
|
|
|
3210
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$546M
|
+$46.9M
|
+9%
|
7.4%
|
67.7%
|
199
|
10.05%
|
|
|
3211
|
Grace & White Inc
Ny,
New York
|
$546M
|
+$22.4M
|
+4%
|
5.79%
|
61.5%
|
138
|
2.9%
|
|
|
3212
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$546M
|
+$35.1M
|
+7%
|
6.33%
|
47.8%
|
76
|
7.89%
|
|
|
3213
|
Riverstone Holdings
New York
|
$546M
|
-$59.2M
|
-10%
|
0.69%
|
89.8%
|
5
|
20%
|
|
|
3214
|
Peak Asset Management
Louisville,
Colorado
|
$546M
|
+$20.4M
|
+4%
|
9.62%
|
70.1%
|
153
|
5.23%
|
|
|
3215
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$545M
|
+$41.6M
|
+8%
|
5.8%
|
71.4%
|
287
|
4.18%
|
|
|
3216
|
Pacific Capital Wealth Advisors
Corona,
California
|
$545M
|
-$33.4M
|
-6%
|
7.92%
|
46.9%
|
84
|
15.48%
|
|
|
3217
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$545M
|
+$67.1M
|
+14%
|
8.44%
|
60.8%
|
166
|
16.87%
|
|
|
3218
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$545M
|
+$63.6M
|
+13%
|
8.91%
|
47.4%
|
239
|
50.63%
|
|
|
3219
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$545M
|
+$65.1M
|
+14%
|
10%
|
84.8%
|
154
|
17.53%
|
|
|
3220
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$544M
|
+$50.7M
|
+10%
|
7.72%
|
53.1%
|
585
|
36.58%
|
|
|
3221
|
Greencape Capital
Melbourne,
Australia
|
$544M
|
+$421M
|
+341%
|
27%
|
98.1%
|
3
|
33.33%
|
|
|
3222
|
Coerente Capital Management
Toronto,
Ontario, Canada
|
$544M
|
+$30.5M
|
+6%
|
5.44%
|
40%
|
40
|
7.5%
|
|
|
3223
|
Virtue Capital Management
Brentwood,
Tennessee
|
$543M
|
-$312M
|
-36%
|
9.71%
|
91%
|
497
|
54.33%
|
|
|
3224
|
Martin & Co
Knoxville,
Tennessee
|
$543M
|
+$25.4M
|
+5%
|
6.01%
|
67.8%
|
107
|
5.61%
|
|
|
3225
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$543M
|
+$49M
|
+10%
|
8.2%
|
56.8%
|
290
|
12.41%
|
|