|
4001
|
Davidson Capital Management
Corpus Christi,
Texas
|
$324M
|
+$13.8M
|
+4%
|
1.43%
|
79.2%
|
102
|
27.45%
|
|
|
4002
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$324M
|
-$11.3M
|
-3%
|
3.63%
|
88.6%
|
293
|
15.7%
|
|
|
4003
|
Legion Partners Asset Management
Los Angeles,
California
|
$324M
|
-$108M
|
-25%
|
12%
|
206%
|
16
|
31.25%
|
|
|
4004
|
Polus Capital Management
London,
United Kingdom
|
$324M
|
+$167M
|
+106%
|
11.7%
|
–
|
5
|
60%
|
|
|
4005
|
Anchorage Capital Group
New York
|
$324M
|
-$60.3M
|
-16%
|
5.37%
|
24.9%
|
9
|
11.11%
|
|
|
4006
|
Portfolio Design Labs
Encino,
California
|
$324M
|
+$26.3M
|
+9%
|
5.3%
|
–
|
112
|
10.71%
|
|
|
4007
|
ECP ControlCo
Summit,
New Jersey
|
$324M
|
-$38.9M
|
-11%
|
8.87%
|
42.5%
|
7
|
0%
|
|
|
4008
|
DDFG Inc
Thousand Oaks,
California
|
$324M
|
+$8.94M
|
+3%
|
1.79%
|
50.9%
|
80
|
10%
|
|
|
4009
|
Rockline Wealth Management
Plainview,
New York
|
$324M
|
+$37.5M
|
+13%
|
9.04%
|
–
|
105
|
19.05%
|
|
|
4010
|
Summit Rock Advisors
New York
|
$323M
|
+$11.7M
|
+4%
|
6.55%
|
–
|
10
|
40%
|
|
|
4011
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$323M
|
+$25.9M
|
+9%
|
3.39%
|
115%
|
166
|
21.69%
|
|
|
4012
|
Astoria Strategic Wealth
Conroe,
Texas
|
$323M
|
+$7.55M
|
+2%
|
0.87%
|
42.1%
|
32
|
6.25%
|
|
|
4013
|
Windsor Capital Management
Phoenix,
Arizona
|
$323M
|
+$685K
|
+0.2%
|
0.54%
|
46.1%
|
118
|
11.02%
|
|
|
4014
|
Wiser Wealth Management
Marietta,
Georgia
|
$323M
|
+$18.2M
|
+6%
|
1.53%
|
46.7%
|
37
|
21.62%
|
|
|
4015
|
AMJ Financial Wealth Management
Leesburg,
Virginia
|
$323M
|
+$23.2M
|
+8%
|
5.25%
|
167%
|
86
|
24.42%
|
|
|
4016
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$322M
|
-$21M
|
-6%
|
3.11%
|
83.4%
|
717
|
72.25%
|
|
|
4017
|
Glenorchy Capital
Boorolite,
Australia
|
$322M
|
+$38.7M
|
+14%
|
4.16%
|
–
|
73
|
13.7%
|
|
|
4018
|
VeraBank
Henderson,
Texas
|
$322M
|
+$1.1M
|
+0.3%
|
1.53%
|
60.6%
|
147
|
4.08%
|
|
|
4019
|
Safeguard Investment Advisory Group
Corona,
California
|
$322M
|
+$27.2M
|
+9%
|
3.29%
|
84.3%
|
118
|
18.64%
|
|
|
4020
|
Lantz Financial
Naperville,
Illinois
|
$322M
|
+$11.2M
|
+4%
|
1.6%
|
67.1%
|
217
|
7.37%
|
|
|
4021
|
|
$322M
|
+$14M
|
+5%
|
3.64%
|
190%
|
34
|
5.88%
|
|
|
4022
|
United Advisor Group
Cincinnati,
Ohio
|
$322M
|
+$55.7M
|
+21%
|
3.28%
|
–
|
285
|
35.09%
|
|
|
4023
|
VELA Investment Management
New Albany,
Ohio
|
$322M
|
+$26.8M
|
+9%
|
0.7%
|
56.8%
|
182
|
21.98%
|
|
|
4024
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$321M
|
+$72.3M
|
+29%
|
3.09%
|
–
|
1,612
|
94.42%
|
|
|
4025
|
Keystone Wealth Services
Palm Desert,
California
|
$321M
|
+$13.7M
|
+4%
|
3.2%
|
80.1%
|
237
|
9.7%
|
|