|
7001
|
Stage Harbor Financial
Westwood,
Massachusetts
|
$173M
|
+$22.3M
|
+15%
|
10.9%
|
–
|
66
|
10.61%
|
7
|
|
|
7002
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$173M
|
+$18.7M
|
+12%
|
14.6%
|
72.8%
|
162
|
7.41%
|
14.3
|
|
|
7003
|
Gutierrez Wealth Advisory
Little Rock,
Arkansas
|
$173M
|
+$12.1M
|
+8%
|
11.7%
|
–
|
73
|
8.22%
|
4.5
|
|
|
7004
|
Kuhn & Co Investment Counsel
Chicago,
Illinois
|
$173M
|
+$17.8M
|
+11%
|
15.6%
|
–
|
155
|
12.26%
|
7.5
|
|
|
7005
|
Teton Advisors
Rye,
New York
|
$173M
|
+$30.8M
|
+22%
|
41.5%
|
139%
|
163
|
9.82%
|
36
|
|
|
7006
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$173M
|
-$31.1M
|
-15%
|
22.1%
|
–
|
231
|
44.59%
|
9.3
|
|
|
7007
|
Archvest Wealth Advisors
Concord,
California
|
$173M
|
+$17.8M
|
+12%
|
11.3%
|
47.8%
|
81
|
18.52%
|
8.4
|
|
|
7008
|
Hopwood Financial Services
Reston,
Virginia
|
$173M
|
+$24.3M
|
+16%
|
12.8%
|
–
|
92
|
9.78%
|
5.1
|
|
|
7009
|
Grantvest Financial Group
Matawan,
New Jersey
|
$173M
|
+$18.1M
|
+12%
|
10.2%
|
–
|
194
|
16.49%
|
4.1
|
|
|
7010
|
DeLarme Wealth Management
Palos Verdes Estates,
California
|
$172M
|
+$17.2M
|
+11%
|
8.56%
|
–
|
69
|
10.14%
|
1.8
|
|
|
7011
|
Doheny Asset Management
Los Angeles,
California
|
$172M
|
+$19M
|
+12%
|
15.6%
|
135%
|
65
|
13.85%
|
26.1
|
|
|
7012
|
Fundamenta Capital
Montevideo,
|
$172M
|
+$70.6M
|
+69%
|
2.01%
|
–
|
16
|
62.5%
|
0.6
|
|
|
7013
|
Sanders Morris Harris
Houston,
Texas
|
$172M
|
-$458M
|
-73%
|
9.11%
|
83.1%
|
303
|
77.23%
|
0.9
|
|
|
7014
|
Investidor Profissional Gestao de Recursos
Rio De Janeiro,
Brazil
|
$172M
|
-$133M
|
-44%
|
8.92%
|
51.8%
|
29
|
27.59%
|
8.7
|
|
|
7015
|
Pacific Park Financial
Lagina Hills,
California
|
$172M
|
+$19.1M
|
+12%
|
9.86%
|
–
|
80
|
12.5%
|
1.8
|
|
|
7016
|
Innovative Wealth Building
California,
Maryland
|
$172M
|
+$30M
|
+21%
|
14.4%
|
–
|
87
|
22.99%
|
3.8
|
|
|
7017
|
Aspire Growth Partners
Miromar Lakes,
Florida
|
$172M
|
+$26.4M
|
+18%
|
19.2%
|
–
|
135
|
15.56%
|
4.8
|
|
|
7018
|
Networth Advisors
Canonsburg,
Pennsylvania
|
$172M
|
+$30.6M
|
+22%
|
9.77%
|
–
|
452
|
30.53%
|
1.5
|
|
|
7019
|
Coastwise Capital Group
La Jolla,
California
|
$172M
|
-$8.07M
|
-4%
|
17.1%
|
88.8%
|
152
|
21.71%
|
10.3
|
|
|
7020
|
Paladin Wealth
Arden Hills,
Minnesota
|
$172M
|
+$26.6M
|
+18%
|
11.7%
|
–
|
146
|
22.6%
|
4.5
|
|
|
7021
|
Stonekeep Investments
Sante Fe,
New Mexico
|
$172M
|
+$17.6M
|
+11%
|
10.4%
|
–
|
83
|
22.89%
|
5.1
|
|
|
7022
|
Gambit Capital Management
Franklin,
Tennessee
|
$172M
|
+$26.6M
|
+18%
|
15.6%
|
–
|
109
|
21.1%
|
1.5
|
|
|
7023
|
Graphene Investments SAS
Paris,
France
|
$172M
|
+$22.8M
|
+15%
|
17.8%
|
86.5%
|
45
|
8.89%
|
10
|
|
|
7024
|
Collaborative Fund Advisors
Reno,
Nevada
|
$172M
|
+$9.86M
|
+6%
|
16.8%
|
–
|
251
|
63.75%
|
0.5
|
|
|
7025
|
Shade Tree Advisors
Saratoga Springs,
New York
|
$172M
|
+$32.1M
|
+23%
|
34.7%
|
–
|
30
|
13.33%
|
3.7
|
|