|
3776
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$277M
|
+$19.3M
|
+7%
|
5.16%
|
67.5%
|
541
|
21.07%
|
|
|
3777
|
Bard Associates
Chicago,
Illinois
|
$277M
|
+$23.5M
|
+9%
|
20.4%
|
241%
|
162
|
8.02%
|
|
|
3778
|
Jones Road Capital Management
New York
|
$277M
|
+$28.3M
|
+11%
|
5.52%
|
88.5%
|
89
|
56.18%
|
|
|
3779
|
Prism Advisors
Studio City,
California
|
$277M
|
+$12.2M
|
+5%
|
4.68%
|
49.9%
|
56
|
14.29%
|
|
|
3780
|
Inspire Advisors
Meridian,
Idaho
|
$277M
|
+$8.86M
|
+3%
|
8.34%
|
60.2%
|
838
|
91.41%
|
|
|
3781
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$277M
|
+$24.1M
|
+10%
|
10.1%
|
80%
|
172
|
5.81%
|
|
|
3782
|
Pasadena Private Wealth
Pasadena,
California
|
$276M
|
+$11.8M
|
+4%
|
4.01%
|
53%
|
101
|
26.73%
|
|
|
3783
|
Emerald Advisors
Bellevue,
Washington
|
$276M
|
-$14.1M
|
-5%
|
3.65%
|
78.4%
|
89
|
13.48%
|
|
|
3784
|
Peak Financial Management
Wellesley,
Massachusetts
|
$276M
|
+$10.4M
|
+4%
|
3.42%
|
51.8%
|
73
|
9.59%
|
|
|
3785
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$276M
|
-$346M
|
-56%
|
6.97%
|
73.5%
|
191
|
17.28%
|
|
|
3786
|
Harvey Capital Management
Palm Beach,
Florida
|
$276M
|
+$29.3M
|
+12%
|
3.33%
|
147%
|
85
|
21.18%
|
|
|
3787
|
First Ascent Asset Management
Denver,
Colorado
|
$276M
|
+$38.2M
|
+16%
|
2.91%
|
4.15%
|
25
|
12%
|
|
|
3788
|
|
$276M
|
+$85.9M
|
+45%
|
15.5%
|
390%
|
46
|
65.22%
|
|
|
3789
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$275M
|
+$30.5M
|
+12%
|
7.41%
|
47.4%
|
351
|
23.08%
|
|
|
3790
|
Wall Capital Group
Phoenix,
Arizona
|
$275M
|
+$21M
|
+8%
|
5.43%
|
–
|
25
|
40%
|
|
|
3791
|
Oakview Capital Management
Dallas,
Texas
|
$275M
|
+$38.4M
|
+16%
|
17.4%
|
21.2%
|
17
|
11.76%
|
|
|
3792
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$275M
|
+$19M
|
+7%
|
6.77%
|
81.7%
|
158
|
7.59%
|
|
|
3793
|
Soundwatch Capital
Rowayton,
Connecticut
|
$274M
|
+$127M
|
+86%
|
5.68%
|
68.6%
|
27
|
11.11%
|
|
|
3794
|
West Family Investments
Carlsbad,
California
|
$274M
|
-$54M
|
-16%
|
12.4%
|
116%
|
124
|
41.13%
|
|
|
3795
|
Versant Capital Management
Phoenix,
Arizona
|
$274M
|
+$20.6M
|
+8%
|
7.66%
|
82.4%
|
1,662
|
6.32%
|
|
|
3796
|
Johanson Financial Advisors
Campbell,
California
|
$274M
|
+$26.4M
|
+11%
|
4.15%
|
101%
|
116
|
10.34%
|
|
|
3797
|
Koch Industries
Wichita,
Kansas
|
$274M
|
-$27.7M
|
-9%
|
6.43%
|
56.9%
|
5
|
40%
|
|
|
3798
|
Sivik Global Healthcare
Greenwich,
Connecticut
|
$274M
|
+$28.9M
|
+12%
|
5.45%
|
53.8%
|
58
|
53.45%
|
|
|
3799
|
Taylor Wealth Management Partners
Boston,
Massachusetts
|
$274M
|
+$14.1M
|
+5%
|
4.35%
|
62%
|
71
|
9.86%
|
|
|
3800
|
Diligent Investors
Redlands,
California
|
$274M
|
+$25.1M
|
+10%
|
8.2%
|
71.9%
|
238
|
9.66%
|
|