|
4001
|
Pinnacle Holdings
Tulsa,
Oklahoma
|
$173M
|
-$36.6M
|
-17%
|
1.69%
|
65.3%
|
239
|
23.01%
|
|
|
4002
|
Pettee Investors
Rowayton,
Connecticut
|
$173M
|
+$11.3M
|
+7%
|
7.81%
|
66.9%
|
118
|
8.47%
|
|
|
4003
|
SCW Capital Management
Dallas,
Texas
|
$173M
|
+$16.1M
|
+10%
|
14.2%
|
179%
|
13
|
53.85%
|
|
|
4004
|
J. Safra Asset Management
New York
|
$173M
|
+$39.6M
|
+30%
|
11.1%
|
68.9%
|
20
|
30%
|
|
|
4005
|
Biltmore Wealth Management
Tempe,
Arizona
|
$172M
|
+$17.2M
|
+11%
|
4.74%
|
55.6%
|
44
|
4.55%
|
|
|
4006
|
Tillar-Wenstrup Advisors
Centerville,
Ohio
|
$172M
|
+$7.4M
|
+4%
|
6.61%
|
27.4%
|
35
|
5.71%
|
|
|
4007
|
Miramar Capital
Northbrook,
Illinois
|
$172M
|
+$10.2M
|
+6%
|
12.2%
|
47.3%
|
53
|
11.32%
|
|
|
4008
|
Golden Gate Private Equity
San Francisco,
California
|
$172M
|
-$110M
|
-39%
|
24.5%
|
8.72%
|
23
|
78.26%
|
|
|
4009
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$172M
|
+$13.8M
|
+9%
|
9.52%
|
59.2%
|
94
|
11.7%
|
|
|
4010
|
Marlowe Partners
New York
|
$172M
|
+$3.84M
|
+2%
|
6.58%
|
16.3%
|
20
|
40%
|
|
|
4011
|
Wills Financial Group
Richmond,
Virginia
|
$172M
|
+$11.3M
|
+7%
|
9.51%
|
51.7%
|
51
|
0%
|
|
|
4012
|
Intrepid Capital Management
Jacksonville Beach,
Florida
|
$172M
|
-$4.93M
|
-3%
|
7.67%
|
60%
|
91
|
14.29%
|
|
|
4013
|
Astoria Strategic Wealth
Conroe,
Texas
|
$172M
|
+$15.6M
|
+10%
|
4.84%
|
42.1%
|
28
|
7.14%
|
|
|
4014
|
EWG Elevate
Roseville,
California
|
$172M
|
+$23.7M
|
+16%
|
9.34%
|
76%
|
74
|
33.78%
|
|
|
4015
|
ADW Capital Management
Miami Beach,
Florida
|
$172M
|
+$67.5M
|
+65%
|
27.5%
|
75.7%
|
4
|
0%
|
|
|
4016
|
Malaga Cove Capital
Pv Estates,
California
|
$172M
|
+$7.91M
|
+5%
|
13.3%
|
88.1%
|
177
|
32.2%
|
|
|
4017
|
Denver PWM
Denver,
Colorado
|
$172M
|
+$7.82M
|
+5%
|
5.37%
|
36.2%
|
85
|
21.18%
|
|
|
4018
|
Sonata Capital Group
Seattle,
Washington
|
$171M
|
+$13.7M
|
+9%
|
6.8%
|
57.4%
|
120
|
10%
|
|
|
4019
|
Mendon Capital Advisors
Key Largo,
Florida
|
$171M
|
-$25.1M
|
-13%
|
2.63%
|
–
|
67
|
32.84%
|
|
|
4020
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$171M
|
+$48.6M
|
+40%
|
8.61%
|
75.4%
|
147
|
52.38%
|
|
|
4021
|
EnCap Energy Capital Fund IX
Houston,
Texas
|
$171M
|
-$43.1M
|
-20%
|
15.6%
|
69.2%
|
4
|
0%
|
|
|
4022
|
Lee Capital Holdings
New York
|
$171M
|
+$62M
|
+57%
|
10.9%
|
34.4%
|
63
|
44.44%
|
|
|
4023
|
Delphi Financial Group
Wilmington,
Delaware
|
$171M
|
-$4.76M
|
-3%
|
3.28%
|
48.5%
|
25
|
0%
|
|
|
4024
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$171M
|
+$8.35M
|
+5%
|
0.27%
|
66.5%
|
109
|
28.44%
|
|
|
4025
|
Makena Capital Management
Menlo Park,
California
|
$170M
|
+$6.69M
|
+4%
|
6.55%
|
74.3%
|
68
|
16.18%
|
|