|
3351
|
Aspen Grove Capital
Avon,
Colorado
|
$577M
|
-$17.6M
|
-3%
|
3.99%
|
90%
|
222
|
15.77%
|
|
|
3352
|
Delta Investment Management
San Francisco,
California
|
$576M
|
+$18.3M
|
+3%
|
4.63%
|
65.8%
|
308
|
22.08%
|
|
|
3353
|
Apis Capital Advisors
New York
|
$574M
|
+$121M
|
+27%
|
30.8%
|
1,532%
|
57
|
38.6%
|
|
|
3354
|
XY Planning Network
Bozeman,
Montana
|
$574M
|
+$280M
|
+95%
|
1.64%
|
–
|
258
|
36.82%
|
|
|
3355
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$573M
|
+$19.7M
|
+4%
|
2.18%
|
66.3%
|
267
|
17.6%
|
|
|
3356
|
Freemont Management
Vaud,
Switzerland
|
$573M
|
+$373M
|
+186%
|
4.28%
|
113%
|
135
|
31.85%
|
|
|
3357
|
Nordwand Advisors
Radnor,
Pennsylvania
|
$572M
|
-$58.2M
|
-9%
|
2.27%
|
93%
|
159
|
10.69%
|
|
|
3358
|
Tufton Capital Management
Hunt Valley,
Maryland
|
$572M
|
+$11.1M
|
+2%
|
4.43%
|
86.5%
|
124
|
6.45%
|
|
|
3359
|
Atlas Legacy Advisors
Los Angeles,
California
|
$571M
|
+$52.5M
|
+10%
|
2.59%
|
–
|
217
|
17.51%
|
|
|
3360
|
Manitou Investment Management
Toronto,
Ontario, Canada
|
$571M
|
-$2.51M
|
-0.4%
|
5%
|
57.2%
|
57
|
1.75%
|
|
|
3361
|
IPG Investment Advisors
San Diego,
California
|
$570M
|
+$9.7M
|
+2%
|
2.56%
|
106%
|
253
|
28.46%
|
|
|
3362
|
Brandywine Trust
Hockessin,
Delaware
|
$570M
|
-$87M
|
-13%
|
0.81%
|
32.7%
|
33
|
3.03%
|
|
|
3363
|
Bregal Sagemount IV
St. Helier,
|
$570M
|
–
|
–
|
17.6%
|
–
|
1
|
–
|
|
|
3364
|
Amarillo National Bank
Amarillo,
Texas
|
$569M
|
+$494K
|
+0.1%
|
2.11%
|
56.3%
|
85
|
12.94%
|
|
|
3365
|
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
|
$569M
|
+$7.06M
|
+1%
|
2.34%
|
–
|
284
|
18.31%
|
|
|
3366
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$569M
|
+$47.8M
|
+9%
|
1.71%
|
58.2%
|
144
|
13.89%
|
|
|
3367
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$569M
|
+$11.1M
|
+2%
|
1.93%
|
66.5%
|
182
|
11.54%
|
|
|
3368
|
|
$568M
|
+$55.3M
|
+11%
|
27%
|
202%
|
77
|
11.69%
|
|
|
3369
|
Symetra Investment Management
Farmington,
Connecticut
|
$568M
|
+$113M
|
+25%
|
1.15%
|
37.3%
|
7
|
14.29%
|
|
|
3370
|
Laura & John Arnold Foundation
Houston,
Texas
|
$568M
|
–
|
–
|
7.74%
|
–
|
4
|
–
|
|
|
3371
|
ORG Partners
Roanoke,
Indiana
|
$568M
|
+$19.4M
|
+4%
|
2.73%
|
69.5%
|
1,844
|
20.77%
|
|
|
3372
|
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
|
$568M
|
+$17.1M
|
+3%
|
2.09%
|
–
|
175
|
16%
|
|
|
3373
|
PBCay One
Dubai,
United Arab Emirates
|
$567M
|
–
|
–
|
1.82%
|
–
|
11
|
–
|
|
|
3374
|
Spear Holdings
Dubai,
United Arab Emirates
|
$567M
|
-$1.21B
|
-68%
|
1.82%
|
–
|
20
|
55%
|
|
|
3375
|
Edge Wealth Management
New York
|
$566M
|
+$1.93M
|
+0.3%
|
4.57%
|
61.6%
|
94
|
19.15%
|
|