|
3351
|
De Lisle Partners
Poole,
United Kingdom
|
$433M
|
–
|
–
|
11.1%
|
–
|
162
|
–
|
|
|
3352
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$432M
|
+$49.3M
|
+13%
|
7.51%
|
56.7%
|
69
|
14.49%
|
|
|
3353
|
Legion Partners Asset Management
Los Angeles,
California
|
$432M
|
+$48.3M
|
+13%
|
10.2%
|
206%
|
14
|
14.29%
|
|
|
3354
|
GR Financial Group
Tucson,
Arizona
|
$432M
|
+$150M
|
+53%
|
7.85%
|
66.6%
|
21
|
42.86%
|
|
|
3355
|
M. Kulyk & Associates
Decatur,
Georgia
|
$431M
|
+$1.98M
|
+0.5%
|
9.09%
|
63.3%
|
114
|
12.28%
|
|
|
3356
|
First Personal Financial Services
Charlotte,
North Carolina
|
$431M
|
+$20.1M
|
+5%
|
6.37%
|
31.5%
|
415
|
19.76%
|
|
|
3357
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$431M
|
+$36.7M
|
+9%
|
9.95%
|
114%
|
342
|
9.65%
|
|
|
3358
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$431M
|
+$48M
|
+13%
|
7.92%
|
66.9%
|
199
|
13.57%
|
|
|
3359
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$431M
|
+$52.2M
|
+14%
|
8.29%
|
62.9%
|
95
|
5.26%
|
|
|
3360
|
Tiger Pacific Capital
New York
|
$431M
|
-$39M
|
-8%
|
10.5%
|
84.5%
|
16
|
25%
|
|
|
3361
|
Single Point Partners
Boston,
Massachusetts
|
$430M
|
+$29.2M
|
+7%
|
6.52%
|
52.3%
|
83
|
12.05%
|
|
|
3362
|
Presima Securities
Montreal,
Quebec, Canada
|
$430M
|
-$13.6M
|
-3%
|
3.28%
|
10.3%
|
54
|
3.7%
|
|
|
3363
|
Hussman Strategic Advisors
Ellicott City,
Maryland
|
$430M
|
-$9.91M
|
-2%
|
9.79%
|
41.6%
|
279
|
43.01%
|
|
|
3364
|
Perennial Advisors
New York
|
$430M
|
+$23M
|
+6%
|
9.83%
|
–
|
119
|
8.4%
|
|
|
3365
|
Capricorn Investment Group
Palo Alto,
California
|
$430M
|
-$103M
|
-19%
|
17.1%
|
95.9%
|
8
|
0%
|
|
|
3366
|
Makena Capital Management
Menlo Park,
California
|
$430M
|
-$12M
|
-3%
|
6.53%
|
78.7%
|
43
|
13.95%
|
|
|
3367
|
Cypress Wealth Services
Palm Desert,
California
|
$429M
|
+$28.3M
|
+7%
|
6.76%
|
71.8%
|
266
|
10.15%
|
|
|
3368
|
Symphony Financial
Houston,
Texas
|
$429M
|
-$35.8M
|
-8%
|
10%
|
85.7%
|
212
|
17.45%
|
|
|
3369
|
TMD Wealth Management
Scottsdale,
Arizona
|
$429M
|
+$45.2M
|
+12%
|
4.67%
|
2.41%
|
63
|
20.63%
|
|
|
3370
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$429M
|
+$44.4M
|
+12%
|
6.37%
|
–
|
65
|
21.54%
|
|
|
3371
|
Nekton Capital
London,
United Kingdom
|
$429M
|
-$6.47M
|
-1%
|
6.64%
|
30.1%
|
21
|
61.9%
|
|
|
3372
|
Vantage Wealth
Pasadena,
California
|
$429M
|
-$25.9M
|
-6%
|
6.17%
|
56.1%
|
43
|
23.26%
|
|
|
3373
|
Dechtman Wealth Management
Centennial,
Colorado
|
$429M
|
+$48.4M
|
+13%
|
8.89%
|
–
|
64
|
14.06%
|
|
|
3374
|
New Hampshire Trust
Concord,
New Hampshire
|
$428M
|
+$11.8M
|
+3%
|
9.52%
|
75.9%
|
180
|
8.89%
|
|
|
3375
|
Investors Research Corp
Atlanta,
Georgia
|
$428M
|
+$13.4M
|
+3%
|
7.15%
|
57.2%
|
1,112
|
11.69%
|
|