|
4001
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$407M
|
+$5.89M
|
+1%
|
1.99%
|
62.5%
|
614
|
21.99%
|
|
|
4002
|
M & L Capital Management
London,
United Kingdom
|
$407M
|
-$72.9M
|
-15%
|
7.91%
|
–
|
30
|
53.33%
|
|
|
4003
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$406M
|
+$17.7M
|
+5%
|
7.45%
|
101%
|
296
|
10.14%
|
|
|
4004
|
Perbak Capital Partners
London,
United Kingdom
|
$406M
|
+$78.6M
|
+24%
|
0.96%
|
–
|
397
|
70.78%
|
|
|
4005
|
Westmount Partners
Los Angeles,
California
|
$406M
|
+$5.16M
|
+1%
|
3.25%
|
101%
|
282
|
19.15%
|
|
|
4006
|
RenaissanceRe Holdings
Pembroke,
Bermuda
|
$406M
|
-$338M
|
-45%
|
1.71%
|
48.4%
|
6
|
33.33%
|
|
|
4007
|
G2 Investment Partners Management
New York
|
$406M
|
-$14.5M
|
-3%
|
18.5%
|
773%
|
100
|
58%
|
|
|
4008
|
111 Capital
Paris,
France
|
$406M
|
-$52.5M
|
-11%
|
1.64%
|
–
|
479
|
64.3%
|
|
|
4009
|
Evelyn Partners Asset Management
London,
|
$406M
|
-$20.4M
|
-5%
|
2.22%
|
–
|
311
|
9.65%
|
|
|
4010
|
New Capital Management
Houston,
Texas
|
$406M
|
+$7.53M
|
+2%
|
1.22%
|
49.4%
|
60
|
10%
|
|
|
4011
|
Colony Family Offices
Charlotte,
North Carolina
|
$406M
|
+$4.95M
|
+1%
|
0.39%
|
49.6%
|
66
|
7.58%
|
|
|
4012
|
Strategic Financial Concepts
San Antonio,
Texas
|
$405M
|
+$296M
|
+271%
|
0.26%
|
56.8%
|
310
|
63.23%
|
|
|
4013
|
Natural Investments
Windsor,
California
|
$405M
|
+$3.62M
|
+0.9%
|
3.02%
|
–
|
304
|
13.16%
|
|
|
4014
|
SWS Partners
Columbus,
Ohio
|
$405M
|
-$8.83M
|
-2%
|
0.81%
|
75.1%
|
117
|
5.98%
|
|
|
4015
|
Nikulski Financial
Bettendorf,
Iowa
|
$405M
|
-$13.2M
|
-3%
|
0.37%
|
95.8%
|
182
|
12.64%
|
|
|
4016
|
Carderock Capital Management
Chevy Chase,
Maryland
|
$405M
|
-$7.93M
|
-2%
|
2.31%
|
88.6%
|
77
|
15.58%
|
|
|
4017
|
O'Keefe Stevens Advisory
Rochester,
New York
|
$405M
|
+$19.4M
|
+5%
|
5.68%
|
216%
|
79
|
20.25%
|
|
|
4018
|
Peterson Wealth Services
South Ogden,
Utah
|
$405M
|
+$13.7M
|
+3%
|
3.31%
|
153%
|
223
|
5.83%
|
|
|
4019
|
Compass Wealth Management
Guilford,
Connecticut
|
$405M
|
+$3.56M
|
+0.9%
|
4.4%
|
84.7%
|
79
|
8.86%
|
|
|
4020
|
Meiji Yasuda America
New York
|
$404M
|
-$31.1M
|
-7%
|
3.58%
|
–
|
58
|
5.17%
|
|
|
4021
|
COFG Advisors
Oak Brook,
Illinois
|
$404M
|
-$488K
|
-0.1%
|
1.71%
|
–
|
247
|
10.12%
|
|
|
4022
|
Northeast Financial Group
Tannersville,
Pennsylvania
|
$404M
|
-$38.2M
|
-9%
|
0.68%
|
31.6%
|
103
|
17.48%
|
|
|
4023
|
Aspen Capital Management
Boise,
Idaho
|
$404M
|
+$177K
|
+0%
|
0.37%
|
–
|
84
|
13.1%
|
|
|
4024
|
Keating Investment Counselors
Delray Beach,
Florida
|
$404M
|
+$43.1M
|
+12%
|
13.5%
|
43.7%
|
65
|
13.85%
|
|
|
4025
|
Diligent Investors
Redlands,
California
|
$404M
|
-$2.9M
|
-0.7%
|
0.73%
|
71.9%
|
357
|
8.12%
|
|