|
4001
|
True Wealth Design
Akron,
Ohio
|
$273M
|
+$35M
|
+15%
|
3.01%
|
53%
|
893
|
16.01%
|
|
|
4002
|
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
|
$273M
|
+$22.6M
|
+9%
|
10.6%
|
115%
|
38
|
0%
|
|
|
4003
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$273M
|
+$39.1M
|
+17%
|
3.79%
|
–
|
857
|
27.3%
|
|
|
4004
|
Weybosset Research & Management
Province,
Rhode Island
|
$273M
|
+$8.11M
|
+3%
|
7.12%
|
73.4%
|
62
|
30.65%
|
|
|
4005
|
MSH Capital Advisors
Scottsdale,
Arizona
|
$273M
|
+$38.8M
|
+17%
|
4.08%
|
66.5%
|
222
|
14.41%
|
|
|
4006
|
Bridge Advisory
Pasadena,
California
|
$273M
|
+$13.6M
|
+5%
|
1.02%
|
6.7%
|
133
|
8.27%
|
|
|
4007
|
WealthOne
Albany,
New York
|
$273M
|
+$16.5M
|
+6%
|
7.44%
|
23.4%
|
117
|
17.09%
|
|
|
4008
|
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
|
$272M
|
-$23.7M
|
-8%
|
2.57%
|
2.24%
|
453
|
16.11%
|
|
|
4009
|
Financial Insights
Tacoma,
Washington
|
$272M
|
+$26.6M
|
+11%
|
8.03%
|
71.9%
|
164
|
9.76%
|
|
|
4010
|
Hel Ved Capital Management
Central,
Hong Kong
|
$272M
|
+$70.6M
|
+35%
|
13.4%
|
1,351%
|
41
|
60.98%
|
|
|
4011
|
272 Capital
Dallas,
Texas
|
$272M
|
+$30.7M
|
+13%
|
24.3%
|
213%
|
83
|
48.19%
|
|
|
4012
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$272M
|
+$8.77M
|
+3%
|
7.41%
|
92%
|
147
|
6.12%
|
|
|
4013
|
Odey Asset Management
London, United Kingdom,
United Kingdom
|
$272M
|
–
|
–
|
4.49%
|
–
|
29
|
–
|
|
|
4014
|
Harvey Capital Management
Palm Beach,
Florida
|
$272M
|
+$18.3M
|
+7%
|
12.9%
|
147%
|
87
|
18.39%
|
|
|
4015
|
TRUADVICE
Sarasota,
Florida
|
$272M
|
+$19.6M
|
+8%
|
5.22%
|
21.6%
|
280
|
17.5%
|
|
|
4016
|
DDFG Inc
Thousand Oaks,
California
|
$272M
|
+$14.4M
|
+6%
|
4.36%
|
50.9%
|
73
|
4.11%
|
|
|
4017
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$271M
|
+$9.59M
|
+4%
|
6.66%
|
63.8%
|
623
|
18.14%
|
|
|
4018
|
Rothschild Capital Partners
New York
|
$271M
|
+$27.5M
|
+11%
|
9.12%
|
90.8%
|
30
|
10%
|
|
|
4019
|
Strategic Financial Concepts
San Antonio,
Texas
|
$271M
|
+$23.4M
|
+9%
|
5.28%
|
56.8%
|
268
|
15.3%
|
|
|
4020
|
Oak Hill Wealth Advisors
Lansdowne,
Virginia
|
$271M
|
+$17.3M
|
+7%
|
6.16%
|
48%
|
109
|
4.59%
|
|
|
4021
|
DoubleLine ETF Adviser
Tampa,
Florida
|
$271M
|
+$36.2M
|
+15%
|
9.58%
|
51.6%
|
259
|
64.09%
|
|
|
4022
|
Innovis Asset Management
Chicago,
Illinois
|
$271M
|
+$24.2M
|
+10%
|
10.8%
|
–
|
186
|
26.34%
|
|
|
4023
|
Avalon Global Asset Management
San Francisco,
California
|
$271M
|
+$67.8M
|
+33%
|
16.5%
|
278%
|
35
|
34.29%
|
|
|
4024
|
Astoria Strategic Wealth
Conroe,
Texas
|
$271M
|
+$11.7M
|
+5%
|
3.16%
|
42.1%
|
33
|
6.06%
|
|
|
4025
|
Matthew 25 Management Corp
Ambler,
Pennsylvania
|
$271M
|
+$14.2M
|
+6%
|
9.98%
|
141%
|
24
|
16.67%
|
|