|
3301
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$258M
|
+$29.8M
|
+13%
|
6.71%
|
55.1%
|
112
|
16.96%
|
|
|
3302
|
HMS Capital Management
Nashville,
Tennessee
|
$258M
|
+$30.2M
|
+13%
|
9.87%
|
130%
|
167
|
13.17%
|
|
|
3303
|
GFG Capital
Miami,
Florida
|
$257M
|
+$24.2M
|
+10%
|
11.2%
|
128%
|
107
|
24.3%
|
|
|
3304
|
Cadence Bank NA
Houston,
Texas
|
$257M
|
+$20.8M
|
+9%
|
8.08%
|
33.3%
|
183
|
7.65%
|
|
|
3305
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$257M
|
+$18.8M
|
+8%
|
5.61%
|
13%
|
65
|
21.54%
|
|
|
3306
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$257M
|
-$1.9M
|
-0.7%
|
5.96%
|
55.5%
|
103
|
14.56%
|
|
|
3307
|
Inlet Private Wealth
Jupiter,
Florida
|
$257M
|
+$6.11M
|
+2%
|
5.49%
|
77.6%
|
134
|
11.94%
|
|
|
3308
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$257M
|
+$22.5M
|
+10%
|
9.65%
|
114%
|
119
|
3.36%
|
|
|
3309
|
Patten Group
Chattanooga,
Tennessee
|
$256M
|
+$23.9M
|
+10%
|
8.39%
|
71.1%
|
215
|
8.84%
|
|
|
3310
|
Heathbridge Capital Management
Toronto,
Ontario, Canada
|
$256M
|
-$37.2M
|
-13%
|
8.5%
|
58.7%
|
28
|
14.29%
|
|
|
3311
|
Boston Research & Management
Manchester,
Massachusetts
|
$256M
|
+$15M
|
+6%
|
8.64%
|
48.2%
|
101
|
3.96%
|
|
|
3312
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$256M
|
-$20.5M
|
-7%
|
6.28%
|
45.4%
|
27
|
14.81%
|
|
|
3313
|
Sovereign Investment Advisors
Phoenix,
Arizona
|
$255M
|
+$35.2M
|
+16%
|
1.37%
|
34.5%
|
31
|
32.26%
|
|
|
3314
|
Financial Advisors Network
Tustin,
California
|
$255M
|
+$10.1M
|
+4%
|
4.34%
|
–
|
113
|
7.08%
|
|
|
3315
|
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
$255M
|
+$19.9M
|
+8%
|
7.51%
|
39%
|
374
|
14.17%
|
|
|
3316
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$255M
|
+$13M
|
+5%
|
7.23%
|
77.2%
|
91
|
5.49%
|
|
|
3317
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$255M
|
+$30.4M
|
+14%
|
9.17%
|
47%
|
310
|
14.84%
|
|
|
3318
|
Spotlight Asset Group
Oakbrook Terrace,
Illinois
|
$255M
|
+$15.9M
|
+7%
|
7.34%
|
–
|
174
|
32.18%
|
|
|
3319
|
TAP Consulting
Kirkwood,
Missouri
|
$254M
|
+$51.3M
|
+25%
|
6.21%
|
3.08%
|
130
|
16.92%
|
|
|
3320
|
Surevest
Los Angeles,
California
|
$254M
|
+$28.4M
|
+13%
|
9.6%
|
24.6%
|
86
|
12.79%
|
|
|
3321
|
Mission Creek Capital Partners
San Francisco,
California
|
$254M
|
+$63.3M
|
+33%
|
8.04%
|
121%
|
207
|
21.74%
|
|
|
3322
|
Seven Post Investment Office
San Francisco,
California
|
$254M
|
+$17.2M
|
+7%
|
8.62%
|
52.6%
|
46
|
10.87%
|
|
|
3323
|
Dow Chemical Company
Midland,
Michigan
|
$254M
|
-$134M
|
-35%
|
4.98%
|
39%
|
8
|
37.5%
|
|
|
3324
|
Weld Capital Management
New York
|
$254M
|
-$1.46M
|
-0.6%
|
6.97%
|
–
|
729
|
75.31%
|
|
|
3325
|
Certuity
North Palm Beach,
Florida
|
$253M
|
+$38.6M
|
+18%
|
10.5%
|
190%
|
225
|
29.33%
|
|