|
3376
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$430M
|
+$21.6M
|
+5%
|
2.68%
|
67.5%
|
136
|
5.88%
|
|
|
3377
|
TB Alternative Assets
Grand Cayman,
Cayman Islands
|
$429M
|
+$30M
|
+8%
|
7.2%
|
325%
|
48
|
39.58%
|
|
|
3378
|
Harfst & Associates
Sheridan,
Wyoming
|
$429M
|
+$7.87M
|
+2%
|
1.06%
|
82.5%
|
106
|
2.83%
|
|
|
3379
|
Counterpoint Mutual Funds
San Diego,
California
|
$429M
|
+$20.9M
|
+5%
|
1.7%
|
66.2%
|
305
|
71.48%
|
|
|
3380
|
Sherborne Investors Management
New York
|
$429M
|
-$83.6M
|
-16%
|
16.3%
|
54.2%
|
1
|
0%
|
|
|
3381
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$429M
|
+$47.4M
|
+12%
|
2.96%
|
65.4%
|
316
|
19.62%
|
|
|
3382
|
Callodine Capital Management
Boston,
Massachusetts
|
$429M
|
+$15.4M
|
+4%
|
1.1%
|
53.8%
|
47
|
27.66%
|
|
|
3383
|
EPG Wealth Management
Atlanta,
Georgia
|
$429M
|
+$20.3M
|
+5%
|
3.95%
|
96%
|
463
|
96.11%
|
|
|
3384
|
SkyOak Wealth
Southfield,
Michigan
|
$428M
|
+$10.5M
|
+3%
|
3.33%
|
73.4%
|
268
|
15.3%
|
|
|
3385
|
AXQ Capital
Jersey City,
New Jersey
|
$428M
|
+$11.3M
|
+3%
|
4.53%
|
35.5%
|
777
|
68.85%
|
|
|
3386
|
Investors Research Corp
Atlanta,
Georgia
|
$428M
|
+$363K
|
+0.1%
|
0.64%
|
57.2%
|
1,105
|
11.31%
|
|
|
3387
|
Caligan Partners
New York
|
$428M
|
+$49.7M
|
+13%
|
3.59%
|
2,628%
|
13
|
7.69%
|
|
|
3388
|
Correct Capital Wealth Management
Clayton,
Missouri
|
$428M
|
-$5.24M
|
-1%
|
6.12%
|
–
|
140
|
17.86%
|
|
|
3389
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$428M
|
+$31.2M
|
+8%
|
2.53%
|
72.9%
|
825
|
5.94%
|
|
|
3390
|
Kingfisher Capital
Charlotte,
North Carolina
|
$428M
|
+$12.4M
|
+3%
|
3.17%
|
58.5%
|
172
|
6.98%
|
|
|
3391
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$427M
|
+$300K
|
+0.1%
|
3.82%
|
92.8%
|
197
|
6.6%
|
|
|
3392
|
Root Financial Partners
Encinitas,
California
|
$427M
|
+$90M
|
+27%
|
1.32%
|
57%
|
119
|
24.37%
|
|
|
3393
|
Warwick Investment Management
Bryan,
Texas
|
$427M
|
+$9.84M
|
+2%
|
1.66%
|
64.3%
|
112
|
16.07%
|
|
|
3394
|
Searle & Co
Greenwich,
Connecticut
|
$427M
|
+$34.6M
|
+9%
|
1.4%
|
93.8%
|
188
|
15.43%
|
|
|
3395
|
Austin Wealth Management
Austin,
Texas
|
$427M
|
+$22.7M
|
+6%
|
1.21%
|
48.2%
|
119
|
5.04%
|
|
|
3396
|
Towneley Capital Management
Laguna Hills,
California
|
$426M
|
+$19.7M
|
+5%
|
1.38%
|
–
|
49
|
24.49%
|
|
|
3397
|
Allied Investment Advisors
Billings,
Montana
|
$426M
|
+$12M
|
+3%
|
0.02%
|
60.6%
|
77
|
12.99%
|
|
|
3398
|
Shorepoint Capital Partners
Norwood,
Massachusetts
|
$426M
|
+$16.9M
|
+4%
|
1.45%
|
–
|
103
|
8.74%
|
|
|
3399
|
Great Diamond Partners
Portland,
Maine
|
$426M
|
-$9.95M
|
-2%
|
2.2%
|
78.6%
|
226
|
9.29%
|
|
|
3400
|
RIT Capital Partners
London,
United Kingdom
|
$426M
|
-$137M
|
-24%
|
3.14%
|
71.4%
|
16
|
43.75%
|
|