|
2951
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$700M
|
+$35M
|
+5%
|
1.3%
|
48.6%
|
104
|
1.92%
|
|
|
2952
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$700M
|
+$25.8M
|
+4%
|
2.11%
|
39.9%
|
137
|
5.84%
|
|
|
2953
|
Dean Investment Associates
Beavercreek,
Ohio
|
$700M
|
-$13.2M
|
-2%
|
3.05%
|
46.9%
|
209
|
8.13%
|
|
|
2954
|
Intelligence Driven Advisers
Carlsbad,
California
|
$700M
|
-$21.7M
|
-3%
|
2.62%
|
43.8%
|
146
|
20.55%
|
|
|
2955
|
Crews Bank & Trust
Wauchula,
Florida
|
$699M
|
+$15.5M
|
+2%
|
2.12%
|
–
|
659
|
8.95%
|
|
|
2956
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$699M
|
+$53.3M
|
+8%
|
1.81%
|
61.5%
|
207
|
18.84%
|
|
|
2957
|
Torray Investment Partners
Bethesda,
Maryland
|
$698M
|
-$38.6M
|
-5%
|
2.1%
|
82.4%
|
106
|
16.98%
|
|
|
2958
|
Trybe Capital Management
Greenwich,
Connecticut
|
$698M
|
-$50.7M
|
-7%
|
8.67%
|
327%
|
14
|
42.86%
|
|
|
2959
|
Titan Global Capital Management USA
New York
|
$698M
|
+$19M
|
+3%
|
6.19%
|
163%
|
60
|
6.67%
|
|
|
2960
|
Arlington Financial Advisors
Santa Barbara,
California
|
$698M
|
+$18.3M
|
+3%
|
3.4%
|
60.7%
|
124
|
25.81%
|
|
|
2961
|
Security National Bank
Omaha,
Nebraska
|
$698M
|
+$44.6M
|
+7%
|
6.09%
|
113%
|
402
|
13.18%
|
|
|
2962
|
Cat Rock Capital Management
Greenwich,
Connecticut
|
$697M
|
-$113M
|
-14%
|
5.08%
|
61.3%
|
17
|
11.76%
|
|
|
2963
|
Buffalo Business & Estate Services
Orchard Park,
New York
|
$696M
|
–
|
–
|
2.58%
|
–
|
101
|
–
|
|
|
2964
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$696M
|
-$48.1M
|
-6%
|
1.9%
|
48.7%
|
168
|
9.52%
|
|
|
2965
|
Artemis Wealth Advisors
New York
|
$695M
|
-$224M
|
-24%
|
5.04%
|
112%
|
47
|
34.04%
|
|
|
2966
|
Integrity Advisory Solutions
Dallas,
Texas
|
$694M
|
+$67.8M
|
+11%
|
1.59%
|
–
|
281
|
17.79%
|
|
|
2967
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$694M
|
+$14.1M
|
+2%
|
1.41%
|
39.1%
|
99
|
13.13%
|
|
|
2968
|
|
$694M
|
-$13.9M
|
-2%
|
1.63%
|
32%
|
115
|
23.48%
|
|
|
2969
|
Cigna Investments
Bloomfield,
Connecticut
|
$693M
|
-$16.4M
|
-2%
|
1.57%
|
138%
|
485
|
7.84%
|
|
|
2970
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$693M
|
+$9.74M
|
+1%
|
1.7%
|
44%
|
152
|
17.11%
|
|
|
2971
|
CFM Wealth Partners
Austin,
Texas
|
$693M
|
+$3.98M
|
+0.6%
|
3.4%
|
116%
|
148
|
3.38%
|
|
|
2972
|
JBF Capital
Aspen,
Colorado
|
$693M
|
-$12.8M
|
-2%
|
2.55%
|
92.9%
|
97
|
39.18%
|
|
|
2973
|
Tolleson Wealth Management
Dallas,
Texas
|
$693M
|
+$46.2M
|
+7%
|
1.48%
|
48.1%
|
97
|
12.37%
|
|
|
2974
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$693M
|
+$41.7M
|
+6%
|
2.49%
|
65.6%
|
152
|
28.95%
|
|
|
2975
|
Leelyn Smith
Geneva,
Illinois
|
$692M
|
+$27.6M
|
+4%
|
2.29%
|
77.3%
|
155
|
10.32%
|
|