|
3226
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$365M
|
+$31.5M
|
+9%
|
3.74%
|
34.4%
|
49
|
12.24%
|
|
|
3227
|
Bellwether Advisors
Lincoln,
Nebraska
|
$365M
|
+$20.7M
|
+6%
|
6.23%
|
85%
|
549
|
28.96%
|
|
|
3228
|
Washington State Investment Board
Olympia,
Washington
|
$365M
|
+$128M
|
+54%
|
57.3%
|
613%
|
2
|
0%
|
|
|
3229
|
Brickley Wealth Management
San Mateo,
California
|
$365M
|
+$28.2M
|
+8%
|
7.2%
|
62.6%
|
41
|
12.2%
|
|
|
3230
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$365M
|
+$16.9M
|
+5%
|
4.29%
|
16.4%
|
115
|
6.96%
|
|
|
3231
|
Paradigm Asset Management
New York
|
$364M
|
+$7.97M
|
+2%
|
1.56%
|
51.6%
|
544
|
16.73%
|
|
|
3232
|
Planning Center Inc
Moline,
Illinois
|
$364M
|
+$35.2M
|
+11%
|
5.51%
|
38.9%
|
73
|
15.07%
|
|
|
3233
|
MayTech Global Investments
New York
|
$364M
|
+$62.2M
|
+21%
|
33.5%
|
158%
|
63
|
52.38%
|
|
|
3234
|
Lincoln Capital
Lincoln,
Nebraska
|
$364M
|
+$16.6M
|
+5%
|
4.79%
|
63.8%
|
106
|
7.55%
|
|
|
3235
|
Summit Asset Management
Memphis,
Tennessee
|
$363M
|
+$17.8M
|
+5%
|
5.2%
|
43.3%
|
154
|
3.25%
|
|
|
3236
|
Peterson Wealth Advisors
Orem,
Utah
|
$363M
|
+$32.1M
|
+10%
|
5.43%
|
38.9%
|
63
|
1.59%
|
|
|
3237
|
Cadinha & Co
Honolulu,
Hawaii
|
$363M
|
-$84.8M
|
-19%
|
9.07%
|
123%
|
102
|
12.75%
|
|
|
3238
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$363M
|
+$20.8M
|
+6%
|
5.4%
|
70.4%
|
182
|
7.69%
|
|
|
3239
|
Sora Investors
Bryn Mawr,
Pennsylvania
|
$363M
|
+$72.6M
|
+25%
|
14.4%
|
94.3%
|
50
|
62%
|
|
|
3240
|
Crow's Nest Holdings
Richmond,
Virginia
|
$362M
|
+$60.8M
|
+20%
|
14.5%
|
100%
|
9
|
11.11%
|
|
|
3241
|
Monashee Investment Management
Boston,
Massachusetts
|
$362M
|
+$130M
|
+56%
|
7.4%
|
447%
|
71
|
61.97%
|
|
|
3242
|
Frank Rimerman Advisors
Palo Alto,
California
|
$362M
|
+$40.9M
|
+13%
|
12%
|
133%
|
109
|
12.84%
|
|
|
3243
|
Sweet Financial Partners
Fairmont,
Minnesota
|
$362M
|
+$21.1M
|
+6%
|
4.55%
|
22.4%
|
180
|
12.22%
|
|
|
3244
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$361M
|
+$31.4M
|
+10%
|
5.03%
|
63.8%
|
154
|
21.43%
|
|
|
3245
|
Lafayette Investments
Ashton,
Maryland
|
$361M
|
+$5.81M
|
+2%
|
4.11%
|
63.2%
|
126
|
5.56%
|
|
|
3246
|
The Family Firm
Bethesda,
Maryland
|
$361M
|
+$19M
|
+6%
|
4.71%
|
40.2%
|
185
|
6.49%
|
|
|
3247
|
Wilson Asset Management
Sydney,
Australia
|
$361M
|
+$31.3M
|
+9%
|
7.41%
|
59.3%
|
34
|
26.47%
|
|
|
3248
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$361M
|
+$5.82M
|
+2%
|
5.2%
|
61%
|
191
|
16.23%
|
|
|
3249
|
Vantage Wealth
Pasadena,
California
|
$361M
|
-$27.6M
|
-7%
|
1.92%
|
56.1%
|
38
|
13.16%
|
|
|
3250
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$360M
|
+$21M
|
+6%
|
5.29%
|
41.4%
|
491
|
19.96%
|
|