|
4001
|
BigSur Wealth Management
Miami,
Florida
|
$177M
|
+$28.6M
|
+19%
|
10.4%
|
83.1%
|
121
|
17.36%
|
|
|
4002
|
|
$177M
|
–
|
–
|
11.4%
|
78.5%
|
8
|
–
|
|
|
4003
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$177M
|
+$25.9M
|
+17%
|
8.29%
|
120%
|
111
|
9.91%
|
|
|
4004
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$177M
|
+$12.1M
|
+7%
|
11.4%
|
95.1%
|
89
|
11.24%
|
|
|
4005
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$177M
|
+$10.3M
|
+6%
|
5.27%
|
58.6%
|
136
|
10.29%
|
|
|
4006
|
Aubrey Capital Management
Edinburgh,
United Kingdom
|
$177M
|
+$13.2M
|
+8%
|
15.2%
|
296%
|
45
|
48.89%
|
|
|
4007
|
Integre Asset Management
New York
|
$177M
|
+$8.53M
|
+5%
|
7.58%
|
74.1%
|
129
|
20.16%
|
|
|
4008
|
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
|
$176M
|
–
|
–
|
9.01%
|
92.5%
|
38
|
–
|
|
|
4009
|
Financial Advisors
Andover,
Massachusetts
|
$176M
|
+$13.3M
|
+8%
|
4.83%
|
71.5%
|
61
|
3.28%
|
|
|
4010
|
Evergreen Advisors
Chattanooga,
Tennessee
|
$176M
|
+$12.8M
|
+8%
|
5.9%
|
–
|
19
|
15.79%
|
|
|
4011
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$176M
|
+$10.2M
|
+6%
|
10.4%
|
104%
|
809
|
5.93%
|
|
|
4012
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$176M
|
-$85.1M
|
-33%
|
8.39%
|
65.7%
|
259
|
42.86%
|
|
|
4013
|
Cottage Street Advisors
Marion,
Massachusetts
|
$176M
|
+$9.82M
|
+6%
|
6.96%
|
91.4%
|
103
|
11.65%
|
|
|
4014
|
Harvey Partners
Tarrytown,
New York
|
$176M
|
+$37.6M
|
+27%
|
13.8%
|
174%
|
36
|
25%
|
|
|
4015
|
Jolley Asset Management
Rocky Mount,
North Carolina
|
$176M
|
+$22M
|
+14%
|
9.71%
|
3.47%
|
76
|
25%
|
|
|
4016
|
Family Legacy Inc
Greenville,
South Carolina
|
$176M
|
+$15.4M
|
+10%
|
6.87%
|
87.8%
|
120
|
6.67%
|
|
|
4017
|
SimpliFi Inc
San Diego,
California
|
$176M
|
+$7.23M
|
+4%
|
2.46%
|
26.7%
|
20
|
5%
|
|
|
4018
|
SoftVest Advisors
Abilene,
Texas
|
$176M
|
–
|
–
|
20.3%
|
178%
|
3
|
–
|
|
|
4019
|
Sage Rhino Capital
Menlo Park,
California
|
$176M
|
+$16.4M
|
+10%
|
9.53%
|
86.8%
|
159
|
9.43%
|
|
|
4020
|
BHK Investment Advisors
Birmingham,
Alabama
|
$176M
|
+$2.36M
|
+1%
|
6.74%
|
54.6%
|
83
|
27.71%
|
|
|
4021
|
FirstMark Capital I
New York
|
$176M
|
–
|
–
|
29.5%
|
–
|
1
|
–
|
|
|
4022
|
Daily Journal Corp
Los Angeles,
California
|
$175M
|
+$19.9M
|
+13%
|
13.2%
|
108%
|
4
|
0%
|
|
|
4023
|
Wealth Advisors
Rancho Santa Fe,
California
|
$175M
|
–
|
–
|
11.3%
|
40%
|
58
|
–
|
|
|
4024
|
RB Capital Management
Reno,
Nevada
|
$175M
|
+$19.4M
|
+12%
|
8.94%
|
79.4%
|
144
|
9.72%
|
|
|
4025
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$175M
|
+$14.3M
|
+9%
|
7.48%
|
66.9%
|
135
|
4.44%
|
|