|
3351
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$555M
|
+$122M
|
+28%
|
1.43%
|
70.6%
|
91
|
57.14%
|
|
|
3352
|
Childress Capital Advisors
Houston,
Texas
|
$555M
|
-$68.2M
|
-11%
|
3.49%
|
101%
|
451
|
26.83%
|
|
|
3353
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$555M
|
+$25.1M
|
+5%
|
0.03%
|
84.9%
|
753
|
21.78%
|
|
|
3354
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$555M
|
+$184M
|
+50%
|
0.66%
|
53.3%
|
198
|
35.35%
|
|
|
3355
|
Studio Investment Management
Chicago,
Illinois
|
$555M
|
+$7.35M
|
+1%
|
1.44%
|
47.2%
|
187
|
5.35%
|
|
|
3356
|
Moody Aldrich Partners
Marblehead,
Massachusetts
|
$555M
|
+$18.7M
|
+3%
|
10.6%
|
336%
|
214
|
24.3%
|
|
|
3357
|
Truvestments Capital
Sarasota,
Florida
|
$554M
|
+$4.17M
|
+0.8%
|
3.56%
|
131%
|
1,227
|
19.89%
|
|
|
3358
|
Bellecapital
Zurich,
Switzerland
|
$554M
|
-$9.1M
|
-2%
|
4.63%
|
128%
|
151
|
37.09%
|
|
|
3359
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$554M
|
-$10.6M
|
-2%
|
2.24%
|
67.1%
|
143
|
5.59%
|
|
|
3360
|
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
|
$554M
|
+$26.8M
|
+5%
|
0.87%
|
58.4%
|
63
|
6.35%
|
|
|
3361
|
Trivium Point Advisory
Westport,
Connecticut
|
$553M
|
-$440M
|
-44%
|
1.67%
|
106%
|
356
|
28.93%
|
|
|
3362
|
Crossingbridge Advisors
Pleasantville,
New York
|
$553M
|
+$197M
|
+55%
|
0.48%
|
–
|
201
|
75.12%
|
|
|
3363
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$552M
|
+$9.45M
|
+2%
|
0.75%
|
97.5%
|
226
|
12.83%
|
|
|
3364
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$552M
|
+$27.3M
|
+5%
|
3.26%
|
65.6%
|
107
|
27.1%
|
|
|
3365
|
Saturn V Capital Management
Austin,
Texas
|
$552M
|
+$7.32M
|
+1%
|
22.6%
|
1,083%
|
24
|
29.17%
|
|
|
3366
|
Longbow Finance
Lutry,
Switzerland
|
$552M
|
-$38.4M
|
-7%
|
2.91%
|
162%
|
68
|
27.94%
|
|
|
3367
|
Davidson Capital Management
Corpus Christi,
Texas
|
$552M
|
+$89.9M
|
+19%
|
1.76%
|
79.2%
|
119
|
23.53%
|
|
|
3368
|
|
$552M
|
-$273M
|
-33%
|
9.19%
|
–
|
15
|
6.67%
|
|
|
3369
|
Brandywine Trust
Hockessin,
Delaware
|
$552M
|
-$18.6M
|
-3%
|
3.49%
|
32.7%
|
32
|
3.13%
|
|
|
3370
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$551M
|
-$42.6M
|
-7%
|
6.22%
|
70.3%
|
80
|
12.5%
|
|
|
3371
|
Integrated Quantitative Investments
Bellevue,
Washington
|
$551M
|
+$85.7M
|
+18%
|
5.4%
|
–
|
552
|
59.96%
|
|
|
3372
|
Bienville Capital Management
New York
|
$550M
|
-$79.6M
|
-13%
|
14.9%
|
36.3%
|
91
|
35.16%
|
|
|
3373
|
Tufton Capital Management
Hunt Valley,
Maryland
|
$550M
|
-$22.4M
|
-4%
|
3.02%
|
86.5%
|
130
|
9.23%
|
|
|
3374
|
Atlas Legacy Advisors
Los Angeles,
California
|
$550M
|
-$21.4M
|
-4%
|
2.34%
|
–
|
209
|
14.83%
|
|
|
3375
|
Rockport Wealth
Fairview Park,
Ohio
|
$549M
|
+$35.2M
|
+7%
|
0.27%
|
–
|
108
|
14.81%
|
|