|
4001
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$264M
|
-$27M
|
-9%
|
4.48%
|
34.3%
|
911
|
16.14%
|
|
|
4002
|
Round Rock Advisors
Wilton,
Connecticut
|
$264M
|
-$13.2M
|
-5%
|
3.89%
|
87.4%
|
147
|
5.44%
|
|
|
4003
|
Hobart Private Capital
Charlotte,
North Carolina
|
$263M
|
-$5.52M
|
-2%
|
4.61%
|
52.5%
|
44
|
22.73%
|
|
|
4004
|
Navalign LLC
Encino,
California
|
$263M
|
+$12.6M
|
+5%
|
3.54%
|
50.7%
|
139
|
22.3%
|
|
|
4005
|
Keystone Wealth Services
Palm Desert,
California
|
$263M
|
-$4.35M
|
-2%
|
2.48%
|
80.1%
|
220
|
16.36%
|
|
|
4006
|
Compton Financial Group
Towson,
Maryland
|
$263M
|
-$1.93M
|
-0.7%
|
3.25%
|
37.7%
|
37
|
21.62%
|
|
|
4007
|
Rovida Advisors
Fort Lauderdale,
Florida
|
$263M
|
+$33.7M
|
+15%
|
1.14%
|
24.8%
|
21
|
28.57%
|
|
|
4008
|
Flagstar Advisors
New York
|
$263M
|
-$2.78M
|
-1%
|
3.82%
|
77.9%
|
168
|
14.88%
|
|
|
4009
|
Maltese Capital Management
New York
|
$263M
|
-$26.5M
|
-9%
|
2.54%
|
114%
|
105
|
20%
|
|
|
4010
|
Matthew 25 Management Corp
Ambler,
Pennsylvania
|
$263M
|
-$8.04M
|
-3%
|
0.57%
|
141%
|
22
|
0%
|
|
|
4011
|
WR Wealth Planners
Columbia,
Missouri
|
$263M
|
+$4.34M
|
+2%
|
2.61%
|
22.1%
|
956
|
9.41%
|
|
|
4012
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$262M
|
+$9.33M
|
+4%
|
3.48%
|
55.1%
|
1,333
|
30.08%
|
|
|
4013
|
PRW Wealth Management
Quincy,
Massachusetts
|
$262M
|
-$28.9M
|
-10%
|
1.66%
|
42.3%
|
118
|
44.07%
|
|
|
4014
|
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
|
$262M
|
-$11.1M
|
-4%
|
5.08%
|
115%
|
38
|
0%
|
|
|
4015
|
Cobalt Capital Management
Short Hills,
New Jersey
|
$262M
|
+$2.3M
|
+0.9%
|
2.3%
|
235%
|
38
|
57.89%
|
|
|
4016
|
|
$262M
|
+$10.7M
|
+4%
|
5.62%
|
169%
|
162
|
27.78%
|
|
|
4017
|
AH Equity Partners LSV III
Menlo Park,
California
|
$262M
|
-$28.2M
|
-10%
|
7.46%
|
–
|
3
|
0%
|
|
|
4018
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$262M
|
-$2.64M
|
-1%
|
2.15%
|
70%
|
216
|
16.2%
|
|
|
4019
|
ArchPoint Investors
Coral Gables,
Florida
|
$262M
|
+$3.16M
|
+1%
|
2.68%
|
111%
|
58
|
5.17%
|
|
|
4020
|
WPWealth
Fort Worth,
Texas
|
$261M
|
+$28.3M
|
+12%
|
3.11%
|
38.2%
|
65
|
21.54%
|
|
|
4021
|
Northcape Wealth Management
Williamsville,
New York
|
$261M
|
-$16M
|
-6%
|
3.07%
|
66%
|
153
|
11.11%
|
|
|
4022
|
Lloyd Harbor Capital Management
Cold Spring Harbor,
New York
|
$261M
|
+$69.4M
|
+36%
|
24.4%
|
144%
|
21
|
42.86%
|
|
|
4023
|
Manchester Global Management
London,
United Kingdom
|
$261M
|
+$14.4M
|
+6%
|
1.42%
|
156%
|
18
|
11.11%
|
|
|
4024
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$261M
|
-$10.4M
|
-4%
|
3.53%
|
63.8%
|
620
|
11.94%
|
|
|
4025
|
Perry Creek Capital
New York
|
$261M
|
-$51.5M
|
-16%
|
5.84%
|
51.2%
|
16
|
6.25%
|
|