|
4001
|
Dalal Street
West Lake Hills,
Texas
|
$402M
|
+$65.2M
|
+19%
|
|
|
5
|
|
|
|
4002
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$402M
|
+$13.1M
|
+3%
|
|
|
605
|
|
|
|
4003
|
Monument Capital Management
Alexandria,
Virginia
|
$402M
|
+$1.99M
|
+0.5%
|
|
|
248
|
|
|
|
4004
|
Saybrook Capital
Winston Salem,
North Carolina
|
$402M
|
+$19M
|
+5%
|
|
|
44
|
|
|
|
4005
|
CLG LLC
Long Beach,
California
|
$402M
|
+$34.5M
|
+9%
|
|
|
151
|
|
|
|
4006
|
Shikiar Asset Management
New York
|
$402M
|
+$4.17M
|
+1%
|
|
|
106
|
|
|
|
4007
|
WP Advisors
San Francisco,
California
|
$402M
|
+$8.12M
|
+2%
|
|
|
123
|
|
|
|
4008
|
Westmount Partners
Los Angeles,
California
|
$401M
|
+$13.9M
|
+4%
|
|
|
252
|
|
|
|
4009
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$401M
|
+$12.2M
|
+3%
|
|
|
606
|
|
|
|
4010
|
Compass Wealth Management
Guilford,
Connecticut
|
$401M
|
-$46.9M
|
-10%
|
|
|
153
|
|
|
|
4011
|
Colony Family Offices
Charlotte,
North Carolina
|
$401M
|
+$14.3M
|
+4%
|
|
|
68
|
|
|
|
4012
|
Napier Financial
Braintree,
Massachusetts
|
$400M
|
–
|
–
|
|
|
53
|
|
|
|
4013
|
Addison Capital
Conshohocken,
Pennsylvania
|
$400M
|
+$62M
|
+18%
|
|
|
156
|
|
|
|
4014
|
Opal Capital
Boca Raton,
Florida
|
$400M
|
–
|
–
|
|
|
187
|
|
|
|
4015
|
Birinyi Associates
Westport,
Connecticut
|
$400M
|
+$8.25M
|
+2%
|
|
|
60
|
|
|
|
4016
|
Sovereign Investment Advisors
Phoenix,
Arizona
|
$400M
|
+$33.2M
|
+9%
|
|
|
40
|
|
|
|
4017
|
Doliver Advisors
Houston,
Texas
|
$400M
|
+$13.1M
|
+3%
|
|
|
182
|
|
|
|
4018
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$400M
|
+$13.6M
|
+4%
|
|
|
119
|
|
|
|
4019
|
Davis Rea
Toronto,
Ontario, Canada
|
$399M
|
-$12.5M
|
-3%
|
|
|
60
|
|
|
|
4020
|
Rock Point Advisors
Burlington,
Vermont
|
$399M
|
+$22.1M
|
+6%
|
|
|
124
|
|
|
|
4021
|
MSA Advisors
Santa Monica,
California
|
$399M
|
-$781K
|
-0.2%
|
|
|
33
|
|
|
|
4022
|
Kelly Financial Services
Braintree,
Massachusetts
|
$399M
|
+$12.8M
|
+3%
|
|
|
128
|
|
|
|
4023
|
RFG Holdings
Argyle,
Texas
|
$399M
|
+$11.3M
|
+3%
|
|
|
65
|
|
|
|
4024
|
Scott & Selber Inc
Houston,
Texas
|
$399M
|
+$6.15M
|
+2%
|
|
|
100
|
|
|
|
4025
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$399M
|
+$17.9M
|
+5%
|
|
|
50
|
|
|