|
4001
|
OCO Capital Partners
New York
|
$408M
|
-$112M
|
-21%
|
5.21%
|
679%
|
10
|
50%
|
|
|
4002
|
Parkwoods Wealth Partners
Syracuse,
New York
|
$408M
|
+$68M
|
+20%
|
1.82%
|
–
|
117
|
12.82%
|
|
|
4003
|
Lead Edge Capital Management
New York
|
$408M
|
+$17.9M
|
+5%
|
28%
|
20.2%
|
14
|
57.14%
|
|
|
4004
|
DeDora Capital
Napa,
California
|
$408M
|
-$14.6M
|
-3%
|
3.14%
|
81.7%
|
125
|
9.6%
|
|
|
4005
|
Coleford Investment Management
Toronto, Ontario,
Canada
|
$408M
|
-$3.25M
|
-0.8%
|
4.02%
|
–
|
26
|
23.08%
|
|
|
4006
|
Rothschild Capital Partners
New York
|
$408M
|
-$17.9M
|
-4%
|
2.08%
|
90.8%
|
111
|
39.64%
|
|
|
4007
|
Dodds Wealth
Greenwood Village,
Colorado
|
$407M
|
-$418K
|
-0.1%
|
2.17%
|
–
|
56
|
8.93%
|
|
|
4008
|
HFR Wealth Management
Niskayuna,
New York
|
$407M
|
-$16.3M
|
-4%
|
1.72%
|
47.5%
|
51
|
5.88%
|
|
|
4009
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$407M
|
+$4.53M
|
+1%
|
0.69%
|
–
|
626
|
11.18%
|
|
|
4010
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$407M
|
+$5.89M
|
+1%
|
1.99%
|
62.5%
|
614
|
21.99%
|
|
|
4011
|
M & L Capital Management
London,
United Kingdom
|
$407M
|
-$72.9M
|
-15%
|
7.91%
|
–
|
30
|
53.33%
|
|
|
4012
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$406M
|
+$17.7M
|
+5%
|
7.45%
|
125%
|
296
|
10.14%
|
|
|
4013
|
Perbak Capital Partners
London,
United Kingdom
|
$406M
|
+$78.6M
|
+24%
|
0.96%
|
–
|
397
|
70.78%
|
|
|
4014
|
Westmount Partners
Los Angeles,
California
|
$406M
|
+$5.16M
|
+1%
|
3.25%
|
101%
|
282
|
19.15%
|
|
|
4015
|
RenaissanceRe Holdings
Pembroke,
Bermuda
|
$406M
|
-$338M
|
-45%
|
1.71%
|
40.8%
|
6
|
33.33%
|
|
|
4016
|
G2 Investment Partners Management
New York
|
$406M
|
-$14.5M
|
-3%
|
18.5%
|
1,145%
|
100
|
58%
|
|
|
4017
|
111 Capital
Paris,
France
|
$406M
|
-$52.5M
|
-11%
|
1.64%
|
–
|
479
|
64.3%
|
|
|
4018
|
Evelyn Partners Asset Management
London,
|
$406M
|
-$20.4M
|
-5%
|
2.22%
|
–
|
311
|
9.65%
|
|
|
4019
|
New Capital Management
Houston,
Texas
|
$406M
|
+$7.53M
|
+2%
|
1.22%
|
49.4%
|
60
|
10%
|
|
|
4020
|
Colony Family Offices
Charlotte,
North Carolina
|
$406M
|
+$4.95M
|
+1%
|
0.39%
|
49.6%
|
66
|
7.58%
|
|
|
4021
|
Strategic Financial Concepts
San Antonio,
Texas
|
$405M
|
+$296M
|
+271%
|
0.26%
|
56.8%
|
310
|
63.23%
|
|
|
4022
|
Natural Investments
Windsor,
California
|
$405M
|
+$3.62M
|
+0.9%
|
3.02%
|
–
|
304
|
13.16%
|
|
|
4023
|
SWS Partners
Columbus,
Ohio
|
$405M
|
-$8.83M
|
-2%
|
0.81%
|
112%
|
117
|
5.98%
|
|
|
4024
|
Nikulski Financial
Bettendorf,
Iowa
|
$405M
|
-$13.2M
|
-3%
|
0.37%
|
95.8%
|
182
|
12.64%
|
|
|
4025
|
Carderock Capital Management
Chevy Chase,
Maryland
|
$405M
|
-$7.93M
|
-2%
|
2.31%
|
88.6%
|
77
|
15.58%
|
|