|
3826
|
Winch Advisory Services
Appleton,
Wisconsin
|
$241M
|
+$4.46M
|
+2%
|
8.89%
|
72.5%
|
491
|
23.22%
|
|
|
3827
|
Daniels + Tansey
Wilmington,
Delaware
|
$241M
|
+$39.7M
|
+20%
|
13.7%
|
21.1%
|
32
|
31.25%
|
|
|
3828
|
Working Capital Advisors (UK)
London,
United Kingdom
|
$241M
|
–
|
–
|
116%
|
26.8%
|
1
|
–
|
|
|
3829
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$241M
|
+$88M
|
+58%
|
11.5%
|
105%
|
251
|
42.63%
|
|
|
3830
|
NVWM LLC
Yardley,
Pennsylvania
|
$240M
|
+$27.3M
|
+13%
|
14.4%
|
107%
|
462
|
21.86%
|
|
|
3831
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$240M
|
+$33.4M
|
+16%
|
15.1%
|
68.1%
|
147
|
18.37%
|
|
|
3832
|
Shaker Financial Services
Arlington,
Virginia
|
$240M
|
+$52.7M
|
+28%
|
11.6%
|
13.1%
|
198
|
38.89%
|
|
|
3833
|
M. Kraus & Co
Shelburne,
Vermont
|
$240M
|
+$28M
|
+13%
|
9.02%
|
51.8%
|
65
|
16.92%
|
|
|
3834
|
Rezny Wealth Management
Fort Myers,
Florida
|
$240M
|
+$24M
|
+11%
|
10.9%
|
91.9%
|
12
|
8.33%
|
|
|
3835
|
AlphaCentric Advisors
San Juan,
Puerto Rico
|
$240M
|
+$33.2M
|
+16%
|
6.03%
|
–
|
243
|
47.74%
|
|
|
3836
|
FundX Investment Group
San Francisco,
California
|
$240M
|
-$20.5M
|
-8%
|
10.2%
|
94.6%
|
38
|
21.05%
|
|
|
3837
|
Blankinship & Foster
Solana Beach,
California
|
$240M
|
+$29.1M
|
+14%
|
12.6%
|
49.6%
|
52
|
3.85%
|
|
|
3838
|
Canal Insurance Company
Greenville,
South Carolina
|
$240M
|
-$9.49M
|
-4%
|
11.9%
|
103%
|
73
|
19.18%
|
|
|
3839
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$239M
|
+$27M
|
+13%
|
10.6%
|
41.3%
|
112
|
10.71%
|
|
|
3840
|
Independent Family Office
Albany,
New York
|
$239M
|
+$28.6M
|
+14%
|
15%
|
66.8%
|
67
|
16.42%
|
|
|
3841
|
Invus Financial Advisors
New York
|
$239M
|
+$31.4M
|
+15%
|
28.8%
|
29.5%
|
6
|
0%
|
|
|
3842
|
Security Asset Management
New York
|
$239M
|
+$76.6M
|
+47%
|
13.8%
|
67.4%
|
87
|
9.2%
|
|
|
3843
|
Clare Market Investments
Dallas,
Texas
|
$239M
|
+$34.8M
|
+17%
|
16.8%
|
–
|
137
|
33.58%
|
|
|
3844
|
Prudent Man Advisors
Naperville,
Illinois
|
$239M
|
+$50.1M
|
+27%
|
13.5%
|
56.9%
|
186
|
17.2%
|
|
|
3845
|
Ecofin Advisors
London,
United Kingdom
|
$239M
|
+$32M
|
+15%
|
25.8%
|
77%
|
34
|
23.53%
|
|
|
3846
|
Wakefield Asset Management
Englewood,
Colorado
|
$239M
|
+$26.1M
|
+12%
|
16%
|
111%
|
195
|
40%
|
|
|
3847
|
Bessemer Securities
New York
|
$239M
|
+$23.7M
|
+11%
|
12%
|
45%
|
88
|
7.95%
|
|
|
3848
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$238M
|
+$45.4M
|
+24%
|
13.6%
|
62.3%
|
578
|
16.44%
|
|
|
3849
|
Strategic Wealth Partners
Independence,
Ohio
|
$238M
|
+$40.5M
|
+20%
|
11.4%
|
–
|
183
|
19.67%
|
|
|
3850
|
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
|
$238M
|
+$54.9M
|
+30%
|
30.8%
|
5.11%
|
1
|
0%
|
|