|
3001
|
Crews Bank & Trust
Wauchula,
Florida
|
$699M
|
+$15.5M
|
+2%
|
2.12%
|
–
|
659
|
8.95%
|
|
|
3002
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$699M
|
+$53.3M
|
+8%
|
1.81%
|
61.5%
|
207
|
18.84%
|
|
|
3003
|
Torray Investment Partners
Bethesda,
Maryland
|
$698M
|
-$38.6M
|
-5%
|
2.1%
|
82.4%
|
106
|
16.98%
|
|
|
3004
|
Trybe Capital Management
Greenwich,
Connecticut
|
$698M
|
-$50.7M
|
-7%
|
8.67%
|
681%
|
14
|
42.86%
|
|
|
3005
|
Titan Global Capital Management USA
New York
|
$698M
|
+$19M
|
+3%
|
6.19%
|
191%
|
60
|
6.67%
|
|
|
3006
|
Arlington Financial Advisors
Santa Barbara,
California
|
$698M
|
+$18.3M
|
+3%
|
3.4%
|
60.7%
|
124
|
25.81%
|
|
|
3007
|
Security National Bank
Omaha,
Nebraska
|
$698M
|
+$44.6M
|
+7%
|
6.09%
|
113%
|
402
|
13.18%
|
|
|
3008
|
Cat Rock Capital Management
Greenwich,
Connecticut
|
$697M
|
-$113M
|
-14%
|
5.08%
|
66.7%
|
17
|
11.76%
|
|
|
3009
|
Buffalo Business & Estate Services
Orchard Park,
New York
|
$696M
|
–
|
–
|
2.58%
|
–
|
101
|
–
|
|
|
3010
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$696M
|
-$48.1M
|
-6%
|
1.9%
|
60.8%
|
168
|
9.52%
|
|
|
3011
|
Artemis Wealth Advisors
New York
|
$695M
|
-$224M
|
-24%
|
5.04%
|
174%
|
47
|
34.04%
|
|
|
3012
|
Integrity Advisory Solutions
Dallas,
Texas
|
$694M
|
+$67.8M
|
+11%
|
1.59%
|
–
|
281
|
17.79%
|
|
|
3013
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$694M
|
+$14.1M
|
+2%
|
1.41%
|
39.1%
|
99
|
13.13%
|
|
|
3014
|
|
$694M
|
-$13.9M
|
-2%
|
1.63%
|
64.6%
|
115
|
23.48%
|
|
|
3015
|
Cigna Investments
Bloomfield,
Connecticut
|
$693M
|
-$16.4M
|
-2%
|
1.57%
|
138%
|
485
|
7.84%
|
|
|
3016
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$693M
|
+$9.74M
|
+1%
|
1.7%
|
52.1%
|
152
|
17.11%
|
|
|
3017
|
CFM Wealth Partners
Austin,
Texas
|
$693M
|
+$3.98M
|
+0.6%
|
3.4%
|
152%
|
148
|
3.38%
|
|
|
3018
|
JBF Capital
Aspen,
Colorado
|
$693M
|
-$12.8M
|
-2%
|
2.55%
|
93.6%
|
97
|
39.18%
|
|
|
3019
|
Tolleson Wealth Management
Dallas,
Texas
|
$693M
|
+$46.2M
|
+7%
|
1.48%
|
56.2%
|
97
|
12.37%
|
|
|
3020
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$693M
|
+$41.7M
|
+6%
|
2.49%
|
65.6%
|
152
|
28.95%
|
|
|
3021
|
Leelyn Smith
Geneva,
Illinois
|
$692M
|
+$27.6M
|
+4%
|
2.29%
|
77.3%
|
155
|
10.32%
|
|
|
3022
|
EagleClaw Capital Management
Boston,
Massachusetts
|
$691M
|
-$23.7M
|
-3%
|
0.32%
|
104%
|
149
|
5.37%
|
|
|
3023
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$690M
|
+$45.4M
|
+7%
|
7.14%
|
128%
|
135
|
8.15%
|
|
|
3024
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$689M
|
+$23M
|
+3%
|
1.13%
|
36.2%
|
59
|
25.42%
|
|
|
3025
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$689M
|
+$87.3M
|
+15%
|
3.38%
|
–
|
257
|
14.01%
|
|