|
3301
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$215M
|
+$12.6M
|
+6%
|
13.4%
|
29%
|
734
|
11.72%
|
|
|
3302
|
Inspire Investing
Meridian,
Idaho
|
$215M
|
+$66.6M
|
+45%
|
14.7%
|
77.1%
|
323
|
33.13%
|
|
|
3303
|
Think Investments
San Francisco,
California
|
$215M
|
+$47.6M
|
+28%
|
27.3%
|
119%
|
12
|
41.67%
|
|
|
3304
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$215M
|
-$21.7M
|
-9%
|
9.06%
|
42.6%
|
40
|
5%
|
|
|
3305
|
Continental Advisors
Park City,
Utah
|
$215M
|
-$112M
|
-34%
|
14.3%
|
69%
|
104
|
21.15%
|
|
|
3306
|
Perkins Coie Trust Company
Seattle,
Washington
|
$215M
|
+$24M
|
+13%
|
13.8%
|
70.8%
|
315
|
5.71%
|
|
|
3307
|
Roanoke Asset Management
Jersey City,
New Jersey
|
$215M
|
+$26M
|
+14%
|
16.8%
|
50.3%
|
112
|
13.39%
|
|
|
3308
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$214M
|
+$60.9M
|
+40%
|
11.5%
|
54.6%
|
237
|
12.24%
|
|
|
3309
|
Legacy Capital Partners
Milwaukee,
Wisconsin
|
$214M
|
+$25.6M
|
+14%
|
12.8%
|
85.6%
|
138
|
10.14%
|
|
|
3310
|
Trivium Point Advisory
Westport,
Connecticut
|
$214M
|
+$49.4M
|
+30%
|
13.6%
|
86.7%
|
167
|
22.75%
|
|
|
3311
|
Permit Capital
West Conshohocken,
Pennsylvania
|
$214M
|
+$46.5M
|
+28%
|
18.4%
|
76%
|
27
|
0%
|
|
|
3312
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$214M
|
+$24.1M
|
+13%
|
13.7%
|
53.3%
|
217
|
10.6%
|
|
|
3313
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$214M
|
+$13.9M
|
+7%
|
9.73%
|
36.7%
|
63
|
9.52%
|
|
|
3314
|
Tiger Legatus Capital Management
New York
|
$214M
|
+$37.5M
|
+21%
|
10.7%
|
19.1%
|
19
|
68.42%
|
|
|
3315
|
CFO4Life Group
Coppell,
Texas
|
$213M
|
-$14M
|
-6%
|
13.8%
|
43.4%
|
135
|
20.74%
|
|
|
3316
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$213M
|
-$10.4M
|
-5%
|
10.5%
|
92.5%
|
110
|
18.18%
|
|
|
3317
|
Rock Point Advisors
Burlington,
Vermont
|
$213M
|
+$17.6M
|
+9%
|
12.7%
|
64.6%
|
79
|
13.92%
|
|
|
3318
|
Punch Card Management
Winter Park,
Florida
|
$212M
|
+$51.1M
|
+32%
|
1.84%
|
41%
|
5
|
60%
|
|
|
3319
|
RDA Financial Network
Akron,
Iowa
|
$212M
|
–
|
–
|
11.3%
|
82.1%
|
222
|
–
|
|
|
3320
|
Windsor Capital Management
Phoenix,
Arizona
|
$212M
|
+$18.5M
|
+10%
|
9.95%
|
46.1%
|
118
|
5.08%
|
|
|
3321
|
Janiczek Wealth Management
Denver,
Colorado
|
$212M
|
+$14.8M
|
+7%
|
10%
|
16.4%
|
194
|
22.16%
|
|
|
3322
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$212M
|
+$27M
|
+15%
|
9.21%
|
42.8%
|
104
|
7.69%
|
|
|
3323
|
VPR Management
Houston,
Texas
|
$211M
|
+$24.9M
|
+13%
|
11.4%
|
60.8%
|
19
|
0%
|
|
|
3324
|
BCM Advisors
Lafayette,
Louisiana
|
$211M
|
+$14.5M
|
+7%
|
8.59%
|
59.3%
|
39
|
10.26%
|
|
|
3325
|
Buckley Wealth Management
Las Vegas,
Nevada
|
$211M
|
+$17.2M
|
+9%
|
12%
|
79.6%
|
150
|
11.33%
|
|