|
3326
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$562M
|
+$33.3M
|
+6%
|
3.5%
|
66.1%
|
143
|
23.08%
|
|
|
3327
|
Portfolio Design Labs
Encino,
California
|
$562M
|
-$44.2M
|
-7%
|
1.44%
|
–
|
241
|
19.5%
|
|
|
3328
|
Addison Capital
Conshohocken,
Pennsylvania
|
$562M
|
+$162M
|
+40%
|
0.18%
|
59.7%
|
185
|
24.86%
|
|
|
3329
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$562M
|
+$42.5M
|
+8%
|
0.66%
|
–
|
1,031
|
29.19%
|
|
|
3330
|
Maytus Capital Management
New York
|
$562M
|
+$139M
|
+33%
|
4.41%
|
267%
|
90
|
63.33%
|
|
|
3331
|
Key Financial Inc
West Chester,
Pennsylvania
|
$562M
|
+$13.9M
|
+3%
|
0.27%
|
55.5%
|
1,483
|
8.9%
|
|
|
3332
|
North Point Portfolio Managers
Orange Village,
Ohio
|
$561M
|
-$29.2M
|
-5%
|
1.37%
|
67.2%
|
79
|
8.86%
|
|
|
3333
|
Twele Capital Management
Minnetonka,
Minnesota
|
$561M
|
+$1.29M
|
+0.2%
|
0.53%
|
34.9%
|
39
|
0%
|
|
|
3334
|
Moment Partners
San Francisco,
California
|
$561M
|
+$74.5M
|
+15%
|
1.4%
|
–
|
119
|
17.65%
|
|
|
3335
|
Oakwell Private Wealth Management
Austin,
Texas
|
$560M
|
+$24.5M
|
+5%
|
0.88%
|
63%
|
81
|
3.7%
|
|
|
3336
|
Harfst & Associates
Sheridan,
Wyoming
|
$560M
|
+$5.58M
|
+1%
|
2.97%
|
82.5%
|
126
|
15.87%
|
|
|
3337
|
FLC Capital Advisors
Palm Desert,
California
|
$560M
|
+$18.5M
|
+3%
|
0.71%
|
59.3%
|
231
|
13.85%
|
|
|
3338
|
Newbrook Capital Advisors
New York
|
$560M
|
-$237M
|
-30%
|
6.3%
|
220%
|
27
|
66.67%
|
|
|
3339
|
Delta Investment Management
San Francisco,
California
|
$559M
|
-$17.5M
|
-3%
|
1.32%
|
65.8%
|
319
|
26.65%
|
|
|
3340
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$559M
|
+$32.1M
|
+6%
|
1.79%
|
49.4%
|
139
|
15.83%
|
|
|
3341
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$558M
|
-$86.1M
|
-13%
|
1.34%
|
53.1%
|
1,181
|
37.43%
|
|
|
3342
|
Thames Capital Management
Roseland,
New Jersey
|
$558M
|
-$130M
|
-19%
|
25%
|
1,177%
|
61
|
50.82%
|
|
|
3343
|
|
$558M
|
-$81.7M
|
-13%
|
0.27%
|
50.3%
|
2,456
|
59.57%
|
|
|
3344
|
ALM First Financial Advisors
Dallas,
Texas
|
$557M
|
+$52.5M
|
+10%
|
2.16%
|
43.5%
|
25
|
0%
|
|
|
3345
|
Cander Asset Management
New York
|
$557M
|
+$16.7M
|
+3%
|
11.3%
|
–
|
57
|
49.12%
|
|
|
3346
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$557M
|
+$3.17M
|
+0.6%
|
0.43%
|
63.6%
|
193
|
8.29%
|
|
|
3347
|
Naria Inc
Nassau,
Bahamas
|
$556M
|
+$174M
|
+45%
|
45.4%
|
–
|
1
|
0%
|
|
|
3348
|
Three Arch Wealth Management
Irvine,
California
|
$556M
|
+$22.4M
|
+4%
|
2.35%
|
–
|
62
|
6.45%
|
|
|
3349
|
TLWM Financial
San Antonio,
Texas
|
$555M
|
+$8.85M
|
+2%
|
2.65%
|
48%
|
72
|
4.17%
|
|
|
3350
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$555M
|
+$122M
|
+28%
|
1.43%
|
70.6%
|
91
|
57.14%
|
|