|
3701
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$277M
|
+$24.1M
|
+10%
|
10.1%
|
80%
|
172
|
5.81%
|
|
|
3702
|
Pasadena Private Wealth
Pasadena,
California
|
$276M
|
+$11.8M
|
+4%
|
4.01%
|
44.9%
|
101
|
26.73%
|
|
|
3703
|
Emerald Advisors
Bellevue,
Washington
|
$276M
|
-$14.1M
|
-5%
|
3.65%
|
78.4%
|
89
|
13.48%
|
|
|
3704
|
Peak Financial Management
Wellesley,
Massachusetts
|
$276M
|
+$10.4M
|
+4%
|
3.42%
|
51.8%
|
73
|
9.59%
|
|
|
3705
|
Harvey Capital Management
Palm Beach,
Florida
|
$276M
|
+$29.3M
|
+12%
|
3.33%
|
141%
|
85
|
21.18%
|
|
|
3706
|
First Ascent Asset Management
Denver,
Colorado
|
$276M
|
+$38.2M
|
+16%
|
2.91%
|
4.15%
|
25
|
12%
|
|
|
3707
|
|
$276M
|
+$85.9M
|
+45%
|
15.5%
|
390%
|
46
|
65.22%
|
|
|
3708
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$275M
|
+$30.5M
|
+12%
|
7.41%
|
42.1%
|
351
|
23.08%
|
|
|
3709
|
Wall Capital Group
Phoenix,
Arizona
|
$275M
|
+$21M
|
+8%
|
5.43%
|
–
|
25
|
40%
|
|
|
3710
|
Oakview Capital Management
Dallas,
Texas
|
$275M
|
+$38.4M
|
+16%
|
17.4%
|
21.2%
|
17
|
11.76%
|
|
|
3711
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$275M
|
+$19M
|
+7%
|
6.77%
|
70.4%
|
158
|
7.59%
|
|
|
3712
|
Soundwatch Capital
Rowayton,
Connecticut
|
$274M
|
+$127M
|
+86%
|
5.68%
|
59.2%
|
27
|
11.11%
|
|
|
3713
|
Versant Capital Management
Phoenix,
Arizona
|
$274M
|
+$20.6M
|
+8%
|
7.66%
|
82.4%
|
1,662
|
6.38%
|
|
|
3714
|
Johanson Financial Advisors
Campbell,
California
|
$274M
|
+$26.4M
|
+11%
|
4.15%
|
96.1%
|
116
|
10.34%
|
|
|
3715
|
Koch Industries
Wichita,
Kansas
|
$274M
|
-$27.7M
|
-9%
|
6.43%
|
56.9%
|
5
|
40%
|
|
|
3716
|
Sivik Global Healthcare
Greenwich,
Connecticut
|
$274M
|
+$28.9M
|
+12%
|
5.45%
|
53.8%
|
58
|
53.45%
|
|
|
3717
|
Taylor Wealth Management Partners
Boston,
Massachusetts
|
$274M
|
+$14.1M
|
+5%
|
4.35%
|
62%
|
71
|
9.86%
|
|
|
3718
|
Diligent Investors
Redlands,
California
|
$274M
|
+$25.1M
|
+10%
|
8.2%
|
71.9%
|
238
|
9.66%
|
|
|
3719
|
Applied Research Investments
Wilmington,
Delaware
|
$274M
|
+$39.2M
|
+17%
|
2.17%
|
–
|
48
|
14.58%
|
|
|
3720
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$274M
|
+$19.1M
|
+8%
|
8.28%
|
96.9%
|
230
|
16.96%
|
|
|
3721
|
New Vernon Capital Holdings II
Morristown,
New Jersey
|
$274M
|
-$43.6M
|
-14%
|
6.35%
|
78.2%
|
34
|
47.06%
|
|
|
3722
|
Single Point Partners
Boston,
Massachusetts
|
$273M
|
+$51.5M
|
+23%
|
6.92%
|
52.3%
|
97
|
46.39%
|
|
|
3723
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$273M
|
+$55.8M
|
+26%
|
7.46%
|
57.2%
|
153
|
15.69%
|
|
|
3724
|
Annapolis Financial Services
Annapolis,
Maryland
|
$273M
|
+$16.1M
|
+6%
|
5.91%
|
15%
|
469
|
15.78%
|
|
|
3725
|
Arlington Partners
Birmingham,
Alabama
|
$273M
|
+$56.1M
|
+26%
|
9.68%
|
43.7%
|
422
|
52.13%
|
|