|
3301
|
Edge Wealth Management
New York
|
$565M
|
+$45.4M
|
+9%
|
9.68%
|
61.6%
|
89
|
8.99%
|
|
|
3302
|
Ironwood Financial
Tucson,
Arizona
|
$564M
|
+$98.1M
|
+21%
|
6.9%
|
48.8%
|
171
|
9.94%
|
|
|
3303
|
Financial Advisors
Andover,
Massachusetts
|
$564M
|
+$27.4M
|
+5%
|
6.9%
|
71.5%
|
82
|
7.32%
|
|
|
3304
|
Act Two Investors
Santa Cruz,
California
|
$564M
|
+$74.3M
|
+15%
|
8.24%
|
53%
|
41
|
14.63%
|
|
|
3305
|
Fine Capital Partners
New York
|
$563M
|
-$144M
|
-20%
|
12.8%
|
95.5%
|
1
|
0%
|
|
|
3306
|
Estuary Capital Management
Wayzata,
Minnesota
|
$563M
|
+$50.2M
|
+10%
|
5.07%
|
–
|
19
|
47.37%
|
|
|
3307
|
Coerente Capital Management
Toronto,
Ontario, Canada
|
$563M
|
+$19.2M
|
+4%
|
4.6%
|
40%
|
39
|
0%
|
|
|
3308
|
|
$563M
|
-$147M
|
-21%
|
3.4%
|
80.2%
|
11
|
36.36%
|
|
|
3309
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$563M
|
+$50.8M
|
+10%
|
10.5%
|
111%
|
195
|
17.44%
|
|
|
3310
|
|
$562M
|
+$127M
|
+29%
|
5.34%
|
56.2%
|
133
|
30.83%
|
|
|
3311
|
Martin & Co
Knoxville,
Tennessee
|
$562M
|
+$18.5M
|
+3%
|
6.46%
|
67.8%
|
106
|
5.66%
|
|
|
3312
|
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
|
$562M
|
+$43.9M
|
+8%
|
7.17%
|
–
|
260
|
16.92%
|
|
|
3313
|
Pinpoint Asset Management (Singapore)
Singapore,
|
$561M
|
-$11.2M
|
-2%
|
14.3%
|
–
|
158
|
60.76%
|
|
|
3314
|
Tufton Capital Management
Hunt Valley,
Maryland
|
$561M
|
+$35.1M
|
+7%
|
8.5%
|
86.5%
|
121
|
4.96%
|
|
|
3315
|
IPG Investment Advisors
San Diego,
California
|
$561M
|
+$48.4M
|
+9%
|
15%
|
106%
|
240
|
37.92%
|
|
|
3316
|
Schnieders Capital Management
Pasadena,
California
|
$561M
|
-$9.15M
|
-2%
|
10.8%
|
103%
|
231
|
8.23%
|
|
|
3317
|
TCP Asset Management
Columbus,
Ohio
|
$561M
|
+$56.2M
|
+11%
|
7.12%
|
58.4%
|
114
|
19.3%
|
|
|
3318
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$560M
|
+$59M
|
+12%
|
10.2%
|
114%
|
391
|
5.88%
|
|
|
3319
|
Call To Action Foundation
Salt Lake City,
Utah
|
$560M
|
+$38.7M
|
+7%
|
7.81%
|
–
|
1
|
0%
|
|
|
3320
|
Lodge Hill Capital
New York
|
$560M
|
+$126M
|
+29%
|
12.3%
|
17.9%
|
23
|
34.78%
|
|
|
3321
|
Oakmont Corp
Los Angeles,
California
|
$559M
|
-$11.4M
|
-2%
|
1.43%
|
70.2%
|
30
|
0%
|
|
|
3322
|
Shah Capital Management
Raleigh,
North Carolina
|
$559M
|
+$45M
|
+9%
|
25.7%
|
242%
|
15
|
20%
|
|
|
3323
|
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
|
$558M
|
+$22.7M
|
+4%
|
7.01%
|
64.3%
|
81
|
3.7%
|
|
|
3324
|
Delta Investment Management
San Francisco,
California
|
$558M
|
+$37.7M
|
+7%
|
7.67%
|
65.8%
|
289
|
24.57%
|
|
|
3325
|
Appian Way Asset Management
New York
|
$558M
|
+$106M
|
+23%
|
3.65%
|
49.4%
|
41
|
58.54%
|
|