|
3301
|
Aire Advisors
Beverly Hills,
California
|
$380M
|
+$21.9M
|
+6%
|
6.08%
|
72%
|
142
|
7.75%
|
|
|
3302
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$380M
|
+$14.1M
|
+4%
|
6.09%
|
92.8%
|
195
|
6.67%
|
|
|
3303
|
Summit Asset Management
Memphis,
Tennessee
|
$379M
|
+$16.1M
|
+4%
|
4.67%
|
48.9%
|
156
|
4.49%
|
|
|
3304
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$379M
|
+$21.5M
|
+6%
|
6.68%
|
104%
|
1,514
|
10.44%
|
|
|
3305
|
Callan Family Office
Radnor,
Pennsylvania
|
$379M
|
-$32.8M
|
-8%
|
5.61%
|
93.4%
|
161
|
36.65%
|
|
|
3306
|
|
$379M
|
+$22.8M
|
+6%
|
7.37%
|
98.6%
|
81
|
1.23%
|
|
|
3307
|
Great Diamond Partners
Portland,
Maine
|
$379M
|
+$33.4M
|
+10%
|
6.61%
|
78.6%
|
232
|
14.22%
|
|
|
3308
|
New Harbor Financial Group
Worcester,
Massachusetts
|
$379M
|
+$82.4M
|
+28%
|
1.91%
|
80.6%
|
50
|
28%
|
|
|
3309
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$378M
|
+$18M
|
+5%
|
4.5%
|
47.3%
|
491
|
16.29%
|
|
|
3310
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$378M
|
+$24M
|
+7%
|
7.05%
|
129%
|
388
|
41.75%
|
|
|
3311
|
Peterson Wealth Advisors
Orem,
Utah
|
$378M
|
+$15.1M
|
+4%
|
4.55%
|
46.4%
|
68
|
13.24%
|
|
|
3312
|
The Family Firm
Bethesda,
Maryland
|
$378M
|
+$17.3M
|
+5%
|
3.76%
|
40.2%
|
187
|
5.35%
|
|
|
3313
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$378M
|
+$18M
|
+5%
|
6.28%
|
114%
|
323
|
4.64%
|
|
|
3314
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$378M
|
+$44.3M
|
+13%
|
6.74%
|
62.5%
|
701
|
9.27%
|
|
|
3315
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$378M
|
+$21M
|
+6%
|
3.82%
|
56.8%
|
253
|
13.44%
|
|
|
3316
|
Light Street Capital Management
Palo Alto,
California
|
$377M
|
-$32.6M
|
-8%
|
24.5%
|
377%
|
29
|
48.28%
|
|
|
3317
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$377M
|
+$34.7M
|
+10%
|
9.62%
|
72%
|
1,059
|
14.07%
|
|
|
3318
|
Yakira Capital Management
Westport,
Connecticut
|
$377M
|
-$17.2M
|
-4%
|
4.26%
|
74.1%
|
443
|
32.05%
|
|
|
3319
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$377M
|
+$7.78M
|
+2%
|
4.57%
|
96.5%
|
422
|
13.98%
|
|
|
3320
|
Harber Asset Management
Asheville,
North Carolina
|
$377M
|
+$6.7M
|
+2%
|
2.91%
|
63.6%
|
40
|
20%
|
|
|
3321
|
Fortis Group Advisors
Westwood,
New Jersey
|
$377M
|
+$45.3M
|
+14%
|
2.95%
|
91.2%
|
143
|
22.38%
|
|
|
3322
|
Fourthstone LLC
St Louis,
Missouri
|
$376M
|
+$92.1M
|
+32%
|
10.3%
|
104%
|
70
|
55.71%
|
|
|
3323
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$376M
|
-$480K
|
-0.1%
|
5.34%
|
55.5%
|
140
|
42.86%
|
|
|
3324
|
Harfst & Associates
Sheridan,
Wyoming
|
$376M
|
+$27M
|
+8%
|
9.74%
|
82.5%
|
105
|
19.05%
|
|
|
3325
|
AXS Investments
Port Chester,
New York
|
$375M
|
+$72.3M
|
+24%
|
8.94%
|
104%
|
487
|
37.99%
|
|