|
4401
|
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
|
$233M
|
+$26M
|
+13%
|
6.11%
|
73.4%
|
68
|
16.18%
|
|
|
4402
|
Acima Private Wealth
Richmond,
Virginia
|
$232M
|
+$14.8M
|
+7%
|
5.01%
|
45.2%
|
243
|
5.76%
|
|
|
4403
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$232M
|
+$168M
|
+262%
|
11.8%
|
58.6%
|
174
|
18.39%
|
|
|
4404
|
Catalyst Private Wealth
San Mateo,
California
|
$232M
|
-$1.13M
|
-0.5%
|
3.88%
|
103%
|
82
|
15.85%
|
|
|
4405
|
Greencape Capital
Melbourne,
Australia
|
$232M
|
+$81.6M
|
+54%
|
8.35%
|
98.1%
|
3
|
33.33%
|
|
|
4406
|
Shaker Investments
Cleveland,
Ohio
|
$232M
|
+$5.44M
|
+2%
|
8.25%
|
205%
|
97
|
8.25%
|
|
|
4407
|
Polianta Ltd
St Helier,
Jersey
|
$232M
|
+$16.4M
|
+8%
|
4.04%
|
31.6%
|
104
|
69.23%
|
|
|
4408
|
Appian Way Asset Management
New York
|
$232M
|
-$3.79M
|
-2%
|
8.9%
|
49.4%
|
55
|
69.09%
|
|
|
4409
|
Gainplan
Bloomfield Hills,
Michigan
|
$232M
|
+$5.15M
|
+2%
|
8.2%
|
93.3%
|
73
|
41.1%
|
|
|
4410
|
Sawyer & Company
Boston,
Massachusetts
|
$232M
|
+$19.7M
|
+9%
|
10.8%
|
97.4%
|
190
|
7.89%
|
|
|
4411
|
Oxbow Capital Management (HK)
Hong Kong
|
$231M
|
–
|
–
|
12.1%
|
1,497%
|
6
|
–
|
|
|
4412
|
Aire Advisors
Beverly Hills,
California
|
$231M
|
–
|
–
|
6.76%
|
60.9%
|
109
|
–
|
|
|
4413
|
Barbara Oil Co
Chicago,
Illinois
|
$231M
|
+$18M
|
+8%
|
10.1%
|
56.4%
|
89
|
4.49%
|
|
|
4414
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$231M
|
+$18.7M
|
+9%
|
9.5%
|
67.1%
|
67
|
13.43%
|
|
|
4415
|
Professional Financial Advisors
North Platte,
Nebraska
|
$231M
|
+$56.7M
|
+32%
|
5.49%
|
52.8%
|
494
|
17.61%
|
|
|
4416
|
Keeler Thomas Management
Orem,
Utah
|
$231M
|
+$21M
|
+10%
|
13.9%
|
43.4%
|
75
|
6.67%
|
|
|
4417
|
Triumph Capital Management
Denver,
Colorado
|
$231M
|
+$17.5M
|
+8%
|
4.17%
|
48.6%
|
239
|
33.05%
|
|
|
4418
|
Chelsea Counsel Company
Los Angeles,
California
|
$231M
|
+$11.1M
|
+5%
|
9.08%
|
94.6%
|
103
|
13.59%
|
|
|
4419
|
Dash Acquisitions
Woodland Hills,
California
|
$231M
|
+$38.8M
|
+20%
|
9.34%
|
61.3%
|
40
|
17.5%
|
|
|
4420
|
Cardinal Point Wealth Management Partners
Irvine,
California
|
$231M
|
–
|
–
|
4.54%
|
–
|
49
|
–
|
|
|
4421
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$231M
|
-$15.8M
|
-6%
|
7.17%
|
–
|
237
|
23.63%
|
|
|
4422
|
HWG Holdings
Houston,
Texas
|
$231M
|
–
|
–
|
14.9%
|
–
|
141
|
–
|
|
|
4423
|
S.E.E.D. Planning Group
Binghamton,
New York
|
$230M
|
+$18.5M
|
+9%
|
6.21%
|
50.4%
|
100
|
17%
|
|
|
4424
|
Community Bank of Raymore
Raymore,
Missouri
|
$230M
|
-$103M
|
-31%
|
10.7%
|
89.6%
|
73
|
15.07%
|
|
|
4425
|
Ategra Capital Management
Vienna,
Virginia
|
$230M
|
+$20.6M
|
+10%
|
10.6%
|
91.1%
|
119
|
13.45%
|
|