|
4501
|
MilWealth Group
Milwaukee,
Wisconsin
|
$111M
|
+$8.21M
|
+8%
|
9.83%
|
36.8%
|
77
|
18.18%
|
|
|
4502
|
Pachira Investments
Dana Point,
California
|
$111M
|
+$33.7M
|
+44%
|
13.1%
|
72.6%
|
13
|
15.38%
|
|
|
4503
|
Piper Sandler & Co
Minneapolis,
Minnesota
|
$111M
|
+$21.8M
|
+24%
|
2.18%
|
0.04%
|
21
|
71.43%
|
|
|
4504
|
PVG Asset Management
Golden,
Colorado
|
$111M
|
+$9.53M
|
+9%
|
4.51%
|
–
|
85
|
52.94%
|
|
|
4505
|
Trellis Advisors
Ellensburg,
Washington
|
$111M
|
+$12.6M
|
+13%
|
12.2%
|
23.3%
|
46
|
10.87%
|
|
|
4506
|
Performa Ltd (US)
Charleston,
South Carolina
|
$111M
|
+$26.9M
|
+32%
|
12.9%
|
55.8%
|
12
|
58.33%
|
|
|
4507
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$111M
|
+$1.08M
|
+1%
|
12.7%
|
71.4%
|
88
|
19.32%
|
|
|
4508
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$111M
|
+$13.2M
|
+14%
|
10.5%
|
53.6%
|
123
|
8.13%
|
|
|
4509
|
Viewpoint Investment Partners
Calgary,
Alberta, Canada
|
$111M
|
+$52M
|
+89%
|
10.6%
|
31.9%
|
13
|
69.23%
|
|
|
4510
|
Santa Monica Partners
Palm Beach Gardens,
Florida
|
$111M
|
+$19.1M
|
+21%
|
21.9%
|
135%
|
27
|
3.7%
|
|
|
4511
|
Steinberg Asset Management
New York
|
$111M
|
-$21.8M
|
-16%
|
11.2%
|
130%
|
43
|
25.58%
|
|
|
4512
|
Capital Insight Partners
Scottsdale,
Arizona
|
$111M
|
+$13.8M
|
+14%
|
14.1%
|
51.7%
|
80
|
8.75%
|
|
|
4513
|
RiverGlades Family Offices
Naples,
Florida
|
$111M
|
-$7.76M
|
-7%
|
9.71%
|
–
|
93
|
88.17%
|
|
|
4514
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$111M
|
+$2.09M
|
+2%
|
10.3%
|
73.9%
|
54
|
22.22%
|
|
|
4515
|
Account Management
Boxford,
Massachusetts
|
$110M
|
+$8.8M
|
+9%
|
11.2%
|
87.4%
|
22
|
0%
|
|
|
4516
|
SkyBridge Capital II
New York
|
$110M
|
-$9.19M
|
-8%
|
7.27%
|
–
|
30
|
0%
|
|
|
4517
|
Strategic Blueprint
Atlanta,
Georgia
|
$110M
|
+$41.3M
|
+60%
|
11%
|
76.6%
|
74
|
35.14%
|
|
|
4518
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$110M
|
+$12.7M
|
+13%
|
13.1%
|
61%
|
927
|
12.41%
|
|
|
4519
|
Wambolt & Associates
Littleton,
Colorado
|
$110M
|
+$19.4M
|
+21%
|
13.8%
|
62.2%
|
161
|
17.39%
|
|
|
4520
|
Freestate Advisors
Overland Park,
Kansas
|
$110M
|
+$6.31M
|
+6%
|
9.49%
|
–
|
6
|
66.67%
|
|
|
4521
|
Qtron Investments
Boston,
Massachusetts
|
$110M
|
-$20.4M
|
-16%
|
18.5%
|
139%
|
251
|
52.99%
|
|
|
4522
|
Bell & Brown Wealth Advisors
Newport Beach,
California
|
$110M
|
+$16.2M
|
+17%
|
14.1%
|
–
|
90
|
14.44%
|
|
|
4523
|
Northstar Capital Management
New York
|
$110M
|
+$15.6M
|
+17%
|
14.7%
|
–
|
93
|
21.51%
|
|
|
4524
|
TCG Advisors
Austin,
Texas
|
$110M
|
+$10.9M
|
+11%
|
10%
|
–
|
513
|
85.58%
|
|
|
4525
|
Eukles Asset Management
Cincinnati,
Ohio
|
$110M
|
+$13.7M
|
+14%
|
14.6%
|
77.2%
|
160
|
7.5%
|
|