|
5001
|
EdenTree Asset Management
London,
United Kingdom
|
$328M
|
-$3.27M
|
-1%
|
13.3%
|
50.2%
|
67
|
4.48%
|
|
|
5002
|
Encompass Wealth Advisors
Portland,
Oregon
|
$328M
|
+$41.1M
|
+14%
|
16.6%
|
63.2%
|
113
|
15.04%
|
|
|
5003
|
Davis Investment Partners
Charlotte,
North Carolina
|
$328M
|
+$45.4M
|
+16%
|
21.6%
|
88.9%
|
184
|
15.76%
|
|
|
5004
|
Kercheville Advisors
San Antonio,
Texas
|
$328M
|
+$15.8M
|
+5%
|
30.2%
|
240%
|
119
|
20.17%
|
|
|
5005
|
Stance Capital
Boston,
Massachusetts
|
$328M
|
+$122M
|
+59%
|
31.5%
|
–
|
426
|
54.46%
|
|
|
5006
|
Pecaut & Co
Sioux City,
Iowa
|
$328M
|
+$20.2M
|
+7%
|
8.32%
|
67.6%
|
66
|
1.52%
|
|
|
5007
|
NVP Associates
Menlo Park,
California
|
$328M
|
+$152M
|
+86%
|
56.1%
|
953%
|
8
|
50%
|
|
|
5008
|
Kaydan Wealth Management
Fenton,
Michigan
|
$328M
|
+$29.1M
|
+10%
|
12.2%
|
57.8%
|
118
|
10.17%
|
|
|
5009
|
Vantage Point Financial
Lisle,
Illinois
|
$328M
|
+$42.9M
|
+15%
|
13.9%
|
–
|
204
|
21.57%
|
|
|
5010
|
Tabor Asset Management
New York
|
$328M
|
+$78.8M
|
+32%
|
16.7%
|
215%
|
57
|
49.12%
|
|
|
5011
|
Engaged Capital
Newport Beach,
California
|
$327M
|
+$23.7M
|
+8%
|
21.8%
|
26.2%
|
10
|
10%
|
|
|
5012
|
Richard W. Paul & Associates
Novi,
Michigan
|
$327M
|
+$29.9M
|
+10%
|
12.9%
|
65.2%
|
334
|
14.37%
|
|
|
5013
|
Wealth Advisors of Tampa Bay
Tampa,
Florida
|
$327M
|
+$24.6M
|
+8%
|
12.8%
|
86.2%
|
96
|
5.21%
|
|
|
5014
|
Dalal Street
West Lake Hills,
Texas
|
$327M
|
-$96.1M
|
-23%
|
18.7%
|
92.7%
|
4
|
25%
|
|
|
5015
|
Tred Avon Family Wealth
Easton,
Maryland
|
$327M
|
+$25.4M
|
+8%
|
14.7%
|
–
|
278
|
11.87%
|
|
|
5016
|
Rogco LP
Claremore,
Oklahoma
|
$327M
|
+$27.2M
|
+9%
|
10.2%
|
53.3%
|
236
|
18.22%
|
|
|
5017
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$326M
|
$0
|
0%
|
9.06%
|
–
|
113
|
0%
|
|
|
5018
|
Capital Investment Management
Lees Summit,
Missouri
|
$326M
|
+$35.2M
|
+12%
|
11.3%
|
–
|
139
|
15.11%
|
|
|
5019
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$326M
|
+$30.3M
|
+10%
|
9.28%
|
56.9%
|
130
|
21.54%
|
|
|
5020
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$326M
|
+$31.6M
|
+11%
|
12%
|
56.5%
|
207
|
7.25%
|
|
|
5021
|
Register Financial Advisors
Atlanta,
Georgia
|
$326M
|
+$55.5M
|
+21%
|
27.2%
|
126%
|
438
|
14.38%
|
|
|
5022
|
Hassell Wealth Management
Houma,
Louisiana
|
$326M
|
+$28M
|
+9%
|
8.97%
|
46.3%
|
29
|
3.45%
|
|
|
5023
|
Aventura Private Wealth
Aventura,
Florida
|
$326M
|
+$52.5M
|
+19%
|
24.2%
|
–
|
1,021
|
15.48%
|
|
|
5024
|
|
$326M
|
+$28.5M
|
+10%
|
15.4%
|
75.2%
|
191
|
6.28%
|
|
|
5025
|
Forza Wealth Management
Sarasota,
Florida
|
$326M
|
+$38.5M
|
+13%
|
11.3%
|
65.6%
|
198
|
7.07%
|
|