|
4001
|
Windsor Capital Management
Phoenix,
Arizona
|
$322M
|
+$16.7M
|
+5%
|
5.38%
|
46.1%
|
116
|
7.76%
|
|
|
4002
|
TenCore Partners
New York
|
$322M
|
-$14.4M
|
-4%
|
17%
|
50.4%
|
14
|
14.29%
|
|
|
4003
|
KFA Private Wealth Group
Tysons,
Virginia
|
$322M
|
+$43.4M
|
+16%
|
6.78%
|
57.5%
|
99
|
14.14%
|
|
|
4004
|
West Family Investments
Carlsbad,
California
|
$322M
|
+$27M
|
+9%
|
7.28%
|
116%
|
276
|
20.65%
|
|
|
4005
|
Mariner Investment Group
Harrison,
New York
|
$322M
|
-$48.3M
|
-13%
|
6.52%
|
–
|
40
|
62.5%
|
|
|
4006
|
Karpas Strategies
Litchfield,
Connecticut
|
$322M
|
+$19.3M
|
+6%
|
8.19%
|
16.1%
|
117
|
2.56%
|
|
|
4007
|
WR Wealth Planners
Columbia,
Missouri
|
$322M
|
+$52.8M
|
+20%
|
8.44%
|
22.1%
|
1,178
|
83.87%
|
|
|
4008
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$322M
|
+$18.7M
|
+6%
|
5.48%
|
55.1%
|
1,206
|
27.69%
|
|
|
4009
|
Guardian Point Capital
Charlottesville,
Virginia
|
$321M
|
-$17M
|
-5%
|
16.4%
|
142%
|
11
|
27.27%
|
|
|
4010
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$321M
|
+$23.3M
|
+8%
|
7.68%
|
64.7%
|
238
|
7.98%
|
|
|
4011
|
Redwood Grove Capital
Palo Alto,
California
|
$321M
|
+$50.2M
|
+19%
|
8.08%
|
79.8%
|
28
|
14.29%
|
|
|
4012
|
Fosun International
Hong Kong,
China
|
$321M
|
-$170M
|
-35%
|
14.4%
|
41.3%
|
49
|
18.37%
|
|
|
4013
|
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
|
$321M
|
+$20.1M
|
+7%
|
8.61%
|
72.2%
|
98
|
4.08%
|
|
|
4014
|
VeraBank
Henderson,
Texas
|
$321M
|
+$23.8M
|
+8%
|
7.16%
|
60.6%
|
147
|
6.12%
|
|
|
4015
|
First American Financial Corporation
Santa Ana,
California
|
$321M
|
-$23.4M
|
-7%
|
3.6%
|
–
|
4
|
0%
|
|
|
4016
|
Hamilton Wealth
Encino,
California
|
$320M
|
+$2.59M
|
+0.8%
|
12.8%
|
108%
|
126
|
46.83%
|
|
|
4017
|
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
|
$320M
|
+$22.6M
|
+8%
|
7.36%
|
73.4%
|
74
|
8.11%
|
|
|
4018
|
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
|
$320M
|
+$32.2M
|
+11%
|
14%
|
147%
|
218
|
2.29%
|
|
|
4019
|
Gray Foundation
Cohoes,
New York
|
$320M
|
+$37.3M
|
+13%
|
13.5%
|
–
|
11
|
0%
|
|
|
4020
|
Sollinda Capital Management
Miami,
Florida
|
$320M
|
-$34.3M
|
-10%
|
3.44%
|
–
|
105
|
57.14%
|
|
|
4021
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$320M
|
+$26.5M
|
+9%
|
8.8%
|
139%
|
136
|
14.71%
|
|
|
4022
|
Xcel Wealth Management
Holly Hill,
Florida
|
$320M
|
+$34.7M
|
+12%
|
12.6%
|
93.7%
|
130
|
13.85%
|
|
|
4023
|
Solidarity Wealth
Lehi,
Utah
|
$320M
|
+$42.4M
|
+15%
|
9.6%
|
73.4%
|
92
|
20.65%
|
|
|
4024
|
JSF Financial
Los Angeles,
California
|
$319M
|
+$31.1M
|
+11%
|
8.7%
|
79%
|
119
|
18.49%
|
|
|
4025
|
El Puerto de Liverpool
Cuajimalpa, Ciudad De Mexico,
Mexico
|
$319M
|
+$28.7M
|
+10%
|
9.86%
|
–
|
1
|
0%
|
|