|
4101
|
tru Independence
Portland,
Oregon
|
$385M
|
+$39.1M
|
+11%
|
7.83%
|
42.5%
|
127
|
7.09%
|
|
|
4102
|
Xcel Wealth Management
Holly Hill,
Florida
|
$385M
|
+$33.4M
|
+9%
|
9.18%
|
93.7%
|
142
|
11.97%
|
|
|
4103
|
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
|
$385M
|
+$22.8M
|
+6%
|
3.96%
|
66.3%
|
72
|
18.06%
|
|
|
4104
|
BCGM Wealth Management
Lafayette,
Indiana
|
$384M
|
+$29.7M
|
+8%
|
6.84%
|
47.4%
|
176
|
7.95%
|
|
|
4105
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$384M
|
+$35.3M
|
+10%
|
11.5%
|
120%
|
132
|
14.39%
|
|
|
4106
|
Steamboat Capital Partners
Rye,
New York
|
$384M
|
+$33M
|
+9%
|
18.9%
|
189%
|
63
|
12.7%
|
|
|
4107
|
Coalescence Partners Investment Management
New York
|
$384M
|
-$3.37M
|
-0.9%
|
1.61%
|
–
|
16
|
25%
|
|
|
4108
|
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
$384M
|
+$72.8M
|
+23%
|
7.53%
|
41.9%
|
86
|
26.74%
|
|
|
4109
|
Strategic Advocates
Logan,
Utah
|
$384M
|
+$47.2M
|
+14%
|
10.1%
|
–
|
613
|
78.96%
|
|
|
4110
|
FWL Investment Management
Dallas,
Texas
|
$384M
|
+$56.9M
|
+17%
|
20.9%
|
127%
|
386
|
29.79%
|
|
|
4111
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$384M
|
+$35.6M
|
+10%
|
6.82%
|
48.8%
|
95
|
26.32%
|
|
|
4112
|
Dunhill Financial
London,
United Kingdom
|
$383M
|
+$38.1M
|
+11%
|
6.12%
|
49%
|
1,027
|
14.31%
|
|
|
4113
|
Wellington Shields & Co
New York
|
$383M
|
+$30.1M
|
+9%
|
10.2%
|
75.6%
|
341
|
12.32%
|
|
|
4114
|
TriaGen Wealth Management
Calabasas,
California
|
$383M
|
+$53.2M
|
+16%
|
8.23%
|
113%
|
191
|
14.66%
|
|
|
4115
|
Guidance Capital
Lousville,
Kentucky
|
$383M
|
+$32.6M
|
+9%
|
7.4%
|
62.6%
|
211
|
7.58%
|
|
|
4116
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$383M
|
-$14.2M
|
-4%
|
7.36%
|
64.9%
|
255
|
14.12%
|
|
|
4117
|
Saybrook Capital
Winston Salem,
North Carolina
|
$383M
|
+$29M
|
+8%
|
9.64%
|
67.1%
|
43
|
2.33%
|
|
|
4118
|
Lightrock Netherlands
Utrecht,
Netherlands
|
$382M
|
+$18.7M
|
+5%
|
12.6%
|
–
|
40
|
5%
|
|
|
4119
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$382M
|
+$28.6M
|
+8%
|
6.83%
|
42.7%
|
38
|
7.89%
|
|
|
4120
|
SailingStone Capital Partners
Houston,
Texas
|
$382M
|
+$3.43M
|
+0.9%
|
23.2%
|
161%
|
16
|
0%
|
|
|
4121
|
New Capital Management
Houston,
Texas
|
$382M
|
+$23.4M
|
+7%
|
6.71%
|
49.4%
|
57
|
7.02%
|
|
|
4122
|
Windmill Hill Asset Management
Waddesdon,
United Kingdom
|
$381M
|
+$18.3M
|
+5%
|
8.45%
|
86.6%
|
27
|
14.81%
|
|
|
4123
|
C Partners Holding
Zurich,
Switzerland
|
$381M
|
-$73.7M
|
-16%
|
3.18%
|
31.6%
|
12
|
16.67%
|
|
|
4124
|
West Branch Capital
Amherst,
Massachusetts
|
$381M
|
+$43M
|
+13%
|
11.9%
|
139%
|
490
|
11.43%
|
|
|
4125
|
Eagle Health Investments
Greenwich,
Connecticut
|
$381M
|
-$24.2M
|
-6%
|
16.3%
|
165%
|
25
|
24%
|
|