|
1701
|
Beacon Financial Group
Dallas,
Texas
|
$798M
|
+$211M
|
+36%
|
4.21%
|
60.3%
|
189
|
4.23%
|
|
|
1702
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$798M
|
+$161M
|
+25%
|
6.75%
|
71.5%
|
538
|
26.77%
|
|
|
1703
|
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
|
$798M
|
+$49.1M
|
+7%
|
4.87%
|
26.1%
|
166
|
6.63%
|
|
|
1704
|
Intrinsic Edge Capital Management
Chicago,
Illinois
|
$796M
|
-$98M
|
-11%
|
8.14%
|
283%
|
202
|
62.87%
|
|
|
1705
|
Value Partners Investments
Winnipeg,
Manitoba, Canada
|
$796M
|
–
|
–
|
4.81%
|
33.9%
|
31
|
–
|
|
|
1706
|
CapWealth Advisors
Franklin,
Tennessee
|
$795M
|
+$42.9M
|
+6%
|
7.63%
|
143%
|
105
|
7.62%
|
|
|
1707
|
J.W. Cole Advisors
Tampa,
Florida
|
$793M
|
–
|
–
|
6.57%
|
84.9%
|
547
|
–
|
|
|
1708
|
Formula Growth
Montreal,
Quebec, Canada
|
$793M
|
+$125M
|
+19%
|
6.19%
|
118%
|
162
|
23.46%
|
|
|
1709
|
Hartford Funds Management
Wayne,
Pennsylvania
|
$791M
|
$0
|
0%
|
1.22%
|
26.8%
|
4
|
0%
|
|
|
1710
|
Belpointe Asset Management
Reno,
Nevada
|
$788M
|
+$170M
|
+27%
|
6.93%
|
80.1%
|
827
|
24.43%
|
|
|
1711
|
MP Global Advisers III
New York
|
$788M
|
-$243M
|
-24%
|
2.41%
|
16.5%
|
1
|
0%
|
|
|
1712
|
Connors Investor Services
Wyomissing,
Pennsylvania
|
$787M
|
+$59.1M
|
+8%
|
7%
|
125%
|
154
|
10.39%
|
|
|
1713
|
Corient Capital Partners
Newport Beach,
California
|
$787M
|
+$80.8M
|
+11%
|
8.38%
|
39.2%
|
498
|
14.06%
|
|
|
1714
|
Evoke Wealth
Los Angeles,
California
|
$787M
|
-$26M
|
-3%
|
7.94%
|
65.2%
|
1,563
|
30.01%
|
|
|
1715
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$787M
|
+$97.5M
|
+14%
|
5.68%
|
60.4%
|
1,485
|
9.02%
|
|
|
1716
|
KLS Diversified Asset Management
New York
|
$785M
|
+$122M
|
+18%
|
6.05%
|
156%
|
14
|
28.57%
|
|
|
1717
|
Aristotle Atlantic Partners
Sarasota,
Florida
|
$783M
|
+$436M
|
+126%
|
9.5%
|
144%
|
102
|
12.75%
|
|
|
1718
|
Webster Bank
Waterbury,
Connecticut
|
$783M
|
+$44.1M
|
+6%
|
7.65%
|
77.5%
|
551
|
10.53%
|
|
|
1719
|
First Light Asset Management
Edina,
Minnesota
|
$782M
|
+$121M
|
+18%
|
24.3%
|
364%
|
77
|
18.18%
|
|
|
1720
|
L & S Advisors
Los Angeles,
California
|
$782M
|
+$67.3M
|
+9%
|
8.43%
|
231%
|
349
|
24.36%
|
|
|
1721
|
Tensile Capital Management
Larkspur,
California
|
$781M
|
-$6.55M
|
-0.8%
|
9.27%
|
47.7%
|
22
|
9.09%
|
|
|
1722
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$780M
|
+$32.8M
|
+4%
|
6.68%
|
78.9%
|
256
|
8.59%
|
|
|
1723
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$779M
|
+$54.2M
|
+7%
|
7.15%
|
–
|
181
|
1.66%
|
|
|
1724
|
Davide Leone & Partners Investment Company
London,
United Kingdom
|
$779M
|
+$222M
|
+40%
|
23.9%
|
64.1%
|
19
|
63.16%
|
|
|
1725
|
Spyglass Capital Management
San Francisco,
California
|
$779M
|
+$402M
|
+107%
|
11.1%
|
154%
|
25
|
0%
|
|