|
4001
|
Z3 Capital Partners
Richmond,
Virginia
|
$395M
|
-$21.4M
|
-5%
|
|
|
199
|
|
|
|
4002
|
Prosperity Planning
Kansas City,
Missouri
|
$395M
|
+$12.3M
|
+3%
|
|
|
114
|
|
|
|
4003
|
DKRT Investments
Toronto,
|
$395M
|
+$41.2M
|
+12%
|
|
|
50
|
|
|
|
4004
|
VELA Investment Management
New Albany,
Ohio
|
$394M
|
+$22.4M
|
+6%
|
|
|
158
|
|
|
|
4005
|
Pacific Center for Financial Services
San Ramon,
California
|
$394M
|
+$2.17M
|
+0.6%
|
|
|
528
|
|
|
|
4006
|
Peak Financial Management
Wellesley,
Massachusetts
|
$394M
|
+$6.17M
|
+2%
|
|
|
103
|
|
|
|
4007
|
Roberts Wealth Advisors
Palo Alto,
California
|
$394M
|
+$10.7M
|
+3%
|
|
|
113
|
|
|
|
4008
|
Astoria Strategic Wealth
Conroe,
Texas
|
$394M
|
-$3.41M
|
-0.9%
|
|
|
37
|
|
|
|
4009
|
Starr Indemnity & Liability Company
New York
|
$394M
|
+$41.5M
|
+12%
|
|
|
4
|
|
|
|
4010
|
Tidemark
San Diego,
California
|
$393M
|
+$41.6M
|
+12%
|
|
|
925
|
|
|
|
4011
|
Investment Advisory Group
Hanover,
Massachusetts
|
$393M
|
+$4.7M
|
+1%
|
|
|
201
|
|
|
|
4012
|
Oldfield Partners
London,
United Kingdom
|
$393M
|
+$40.6M
|
+12%
|
|
|
20
|
|
|
|
4013
|
Arjuna Capital
Durham,
North Carolina
|
$393M
|
-$14.9M
|
-4%
|
|
|
116
|
|
|
|
4014
|
Eldred Rock Partners
San Antonio,
Texas
|
$393M
|
+$7.49M
|
+2%
|
|
|
33
|
|
|
|
4015
|
Hartford Financial Management
Hartford,
Connecticut
|
$392M
|
+$7.54M
|
+2%
|
|
|
359
|
|
|
|
4016
|
Divisar Capital Management
San Francisco,
California
|
$392M
|
+$36.5M
|
+10%
|
|
|
28
|
|
|
|
4017
|
Wellington Shields & Co
New York
|
$392M
|
-$13M
|
-3%
|
|
|
342
|
|
|
|
4018
|
Sunflower Bank
Dallas,
Texas
|
$392M
|
-$4.51M
|
-1%
|
|
|
161
|
|
|
|
4019
|
Euclidean Capital
New York
|
$392M
|
+$22.9M
|
+6%
|
|
|
12
|
|
|
|
4020
|
Level Financial Advisors
East Amherst,
New York
|
$392M
|
+$13.8M
|
+4%
|
|
|
97
|
|
|
|
4021
|
Boltwood Capital Management
Walnut Creek,
California
|
$392M
|
+$7.51M
|
+2%
|
|
|
187
|
|
|
|
4022
|
Hollow Brook Wealth Management
Katonah,
New York
|
$392M
|
+$5.33M
|
+1%
|
|
|
81
|
|
|
|
4023
|
Buckley Wealth Management
Las Vegas,
Nevada
|
$392M
|
+$14.7M
|
+4%
|
|
|
109
|
|
|
|
4024
|
Fortress Investment Group
New York
|
$392M
|
-$33.2M
|
-8%
|
|
|
52
|
|
|
|
4025
|
Inlet Private Wealth
Jupiter,
Florida
|
$392M
|
-$39.6M
|
-9%
|
|
|
134
|
|
|