|
3301
|
Clifford Capital Partners
Alpine,
Utah
|
$525M
|
+$38.4M
|
+8%
|
7.95%
|
77.3%
|
54
|
31.48%
|
|
|
3302
|
Summit Wealth Partners
Orlando,
Florida
|
$524M
|
+$31.4M
|
+6%
|
5.49%
|
44.9%
|
218
|
6.88%
|
|
|
3303
|
UG Investment Advisers
Taipei,
Taiwan
|
$524M
|
+$159M
|
+43%
|
4.79%
|
172%
|
14
|
14.29%
|
|
|
3304
|
PAX Financial Group
San Antonio,
Texas
|
$523M
|
-$41M
|
-7%
|
8.63%
|
56%
|
273
|
24.18%
|
|
|
3305
|
P2 Capital Partners
New York
|
$522M
|
+$7.3M
|
+1%
|
2.62%
|
7.96%
|
14
|
21.43%
|
|
|
3306
|
Front Street Capital Management
Missoula,
Montana
|
$522M
|
-$2.37M
|
-0.5%
|
16.4%
|
316%
|
73
|
17.81%
|
|
|
3307
|
True North Advisors
Dallas,
Texas
|
$522M
|
-$42.3M
|
-7%
|
6.14%
|
86.9%
|
255
|
17.65%
|
|
|
3308
|
Call To Action Foundation
Salt Lake City,
Utah
|
$522M
|
+$54.7M
|
+12%
|
10.5%
|
–
|
1
|
0%
|
|
|
3309
|
Rempart Asset Management
Montreal,
Canada
|
$521M
|
+$36.1M
|
+7%
|
8.84%
|
58.8%
|
34
|
0%
|
|
|
3310
|
Ikarian Capital
Dallas,
Texas
|
$521M
|
-$291M
|
-36%
|
20.2%
|
5,184%
|
195
|
49.74%
|
|
|
3311
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$520M
|
+$29.4M
|
+6%
|
6.05%
|
66.5%
|
179
|
16.2%
|
|
|
3312
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$520M
|
+$54.1M
|
+12%
|
8.87%
|
63.3%
|
75
|
18.67%
|
|
|
3313
|
Delta Investment Management
San Francisco,
California
|
$520M
|
+$24.9M
|
+5%
|
7.82%
|
65.8%
|
262
|
17.94%
|
|
|
3314
|
Caligan Partners
New York
|
$520M
|
+$40.9M
|
+9%
|
13.9%
|
2,628%
|
18
|
16.67%
|
|
|
3315
|
Lincoln Capital
Lincoln,
Nebraska
|
$520M
|
+$40.7M
|
+9%
|
4.67%
|
63.8%
|
123
|
4.88%
|
|
|
3316
|
Summit Securities Group
New York
|
$520M
|
-$119M
|
-19%
|
8.92%
|
136%
|
1,507
|
80.03%
|
|
|
3317
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$519M
|
+$31.1M
|
+6%
|
9.15%
|
58.2%
|
222
|
13.06%
|
|
|
3318
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$519M
|
+$31.2M
|
+6%
|
5.99%
|
41.2%
|
130
|
17.69%
|
|
|
3319
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
$519M
|
+$104M
|
+25%
|
9.53%
|
–
|
383
|
24.02%
|
|
|
3320
|
Brass Tax Wealth Management
Cincinnati,
Ohio
|
$519M
|
+$43.2M
|
+9%
|
7.73%
|
–
|
239
|
14.64%
|
|
|
3321
|
Edge Wealth Management
New York
|
$519M
|
+$26M
|
+5%
|
5.13%
|
61.6%
|
84
|
4.76%
|
|
|
3322
|
Huntleigh Advisors
St. Louis,
Missouri
|
$518M
|
-$80.4M
|
-13%
|
20.8%
|
–
|
294
|
17.69%
|
|
|
3323
|
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
|
$518M
|
+$63.5M
|
+14%
|
7.77%
|
–
|
227
|
34.8%
|
|
|
3324
|
SMI Advisory Services
Columbus,
Indiana
|
$518M
|
+$75.3M
|
+17%
|
8.58%
|
79.7%
|
59
|
40.68%
|
|
|
3325
|
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
|
$517M
|
+$75.2M
|
+17%
|
7.79%
|
–
|
150
|
10%
|
|