|
2901
|
Matrix Trust Company
Denver,
Colorado
|
$593M
|
+$17.4M
|
+3%
|
0.74%
|
46.8%
|
301
|
31.89%
|
|
|
2902
|
Magnolia Group
Omaha,
Nebraska
|
$590M
|
+$6.96M
|
+1%
|
2.7%
|
9.52%
|
11
|
27.27%
|
|
|
2903
|
Meridian Wealth Advisors
Austin,
Texas
|
$589M
|
-$17.2M
|
-3%
|
2.05%
|
79.9%
|
181
|
9.39%
|
|
|
2904
|
Thrive Capital Management (New York)
New York
|
$589M
|
+$4.17M
|
+0.7%
|
0.99%
|
205%
|
4
|
0%
|
|
|
2905
|
|
$589M
|
-$64.8M
|
-10%
|
6.4%
|
200%
|
12
|
33.33%
|
|
|
2906
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$589M
|
-$7.05M
|
-1%
|
0.07%
|
39.6%
|
99
|
4.04%
|
|
|
2907
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$587M
|
+$46.1M
|
+9%
|
0.69%
|
61.4%
|
148
|
13.51%
|
|
|
2908
|
12th Street Asset Management Company
Nashville,
Tennessee
|
$587M
|
-$19.8M
|
-3%
|
0.17%
|
106%
|
32
|
12.5%
|
|
|
2909
|
MMCAP International
Grand Cayman,
Cayman Islands
|
$587M
|
-$78.1M
|
-12%
|
7.53%
|
184%
|
169
|
40.24%
|
|
|
2910
|
Polymer Capital Management (HK)
Hong Kong
|
$587M
|
+$9.98M
|
+2%
|
8.28%
|
–
|
209
|
56.46%
|
|
|
2911
|
Biltmore Family Office
Charlotte,
North Carolina
|
$587M
|
-$8.79M
|
-1%
|
3.08%
|
78.1%
|
280
|
9.64%
|
|
|
2912
|
SJS Investment Consulting
Sylvania,
Ohio
|
$586M
|
+$7.27M
|
+1%
|
2.09%
|
63.8%
|
1,696
|
11.14%
|
|
|
2913
|
Crews Bank & Trust
Wauchula,
Florida
|
$586M
|
-$7.11M
|
-1%
|
1.84%
|
–
|
622
|
4.18%
|
|
|
2914
|
Enclave Advisors
Austin,
Texas
|
$586M
|
-$21.8M
|
-4%
|
2.15%
|
–
|
123
|
8.94%
|
|
|
2915
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$585M
|
+$35.4M
|
+6%
|
0.22%
|
62.1%
|
73
|
9.59%
|
|
|
2916
|
CRA Financial Services
Northfield,
New Jersey
|
$584M
|
+$1.65M
|
+0.3%
|
3.73%
|
78.9%
|
280
|
7.86%
|
|
|
2917
|
Waterfront Capital Partners
New York
|
$584M
|
+$39.5M
|
+7%
|
3.14%
|
88.3%
|
50
|
68%
|
|
|
2918
|
Cohen Capital Management
Corte Madera,
California
|
$584M
|
-$15.5M
|
-3%
|
0.29%
|
83.9%
|
155
|
5.81%
|
|
|
2919
|
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
|
$583M
|
-$263M
|
-31%
|
1.53%
|
68.3%
|
220
|
50.45%
|
|
|
2920
|
Eagle Rock Investment Company
Atlanta,
Georgia
|
$583M
|
-$19M
|
-3%
|
0.07%
|
115%
|
166
|
12.65%
|
|
|
2921
|
Cannon Financial Strategists
Athens,
Georgia
|
$583M
|
-$763K
|
-0.1%
|
1.18%
|
52.4%
|
98
|
4.08%
|
|
|
2922
|
Brookwood Investment Group
Phoenix,
Arizona
|
$582M
|
–
|
–
|
3.02%
|
–
|
425
|
–
|
|
|
2923
|
Mraz Amerine & Associates
Modesto,
California
|
$582M
|
+$20.6M
|
+4%
|
3.89%
|
69.8%
|
176
|
9.09%
|
|
|
2924
|
MPM BioImpact
Boston,
Massachusetts
|
$582M
|
-$123M
|
-17%
|
10.7%
|
550%
|
53
|
30.19%
|
|
|
2925
|
Physician Wealth Advisors
Midvale,
Utah
|
$581M
|
-$10.9M
|
-2%
|
2.18%
|
71.3%
|
1,536
|
31.77%
|
|