|
3401
|
|
$442M
|
+$201M
|
+83%
|
24.4%
|
–
|
13
|
15.38%
|
|
|
3402
|
Shorepoint Capital Partners
Norwood,
Massachusetts
|
$442M
|
+$4.59M
|
+1%
|
0.68%
|
–
|
105
|
8.57%
|
|
|
3403
|
P/E Global LLC
Boston,
Massachusetts
|
$442M
|
-$2.51M
|
-0.6%
|
1.12%
|
40.8%
|
5
|
20%
|
|
|
3404
|
Webs Creek Capital Management
Dallas,
Texas
|
$442M
|
+$27M
|
+7%
|
0.74%
|
152%
|
21
|
52.38%
|
|
|
3405
|
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
|
$442M
|
+$27.2M
|
+7%
|
0.51%
|
–
|
144
|
6.25%
|
|
|
3406
|
New World Advisors
Hingham,
Massachusetts
|
$442M
|
+$26.8M
|
+6%
|
0.29%
|
95.9%
|
83
|
15.66%
|
|
|
3407
|
Capital Management Associates Inc
Minneapolis,
Minnesota
|
$442M
|
+$175M
|
+65%
|
2.36%
|
–
|
140
|
33.57%
|
|
|
3408
|
Vickerman Investment Advisors
Spokane,
Washington
|
$441M
|
+$73.5M
|
+20%
|
0.65%
|
36.7%
|
85
|
22.35%
|
|
|
3409
|
Long Run Wealth Advisors
Lake Placid,
New York
|
$441M
|
+$23.7M
|
+6%
|
0.34%
|
50.5%
|
109
|
16.51%
|
|
|
3410
|
Perkins Coie Trust Company
Seattle,
Washington
|
$441M
|
-$13.5M
|
-3%
|
2.53%
|
70.8%
|
493
|
47.26%
|
|
|
3411
|
BCM Advisors
Lafayette,
Louisiana
|
$441M
|
-$6.81M
|
-2%
|
4.06%
|
59.3%
|
70
|
1.43%
|
|
|
3412
|
Maia Wealth
Denver,
Colorado
|
$441M
|
-$23.7M
|
-5%
|
1.7%
|
–
|
363
|
30.03%
|
|
|
3413
|
AR Asset Management
West Hollywood,
California
|
$440M
|
-$1.06M
|
-0.2%
|
0.93%
|
59.5%
|
115
|
5.22%
|
|
|
3414
|
JFG Wealth Management
Denver,
Colorado
|
$440M
|
+$3.7M
|
+0.8%
|
1.6%
|
65.2%
|
99
|
21.21%
|
|
|
3415
|
RAFFA WEALTH MANAGEMENT, LLC
Washington,
District of Columbia
|
$439M
|
+$9.7M
|
+2%
|
0.06%
|
35.8%
|
1,124
|
4.98%
|
|
|
3416
|
West Paces Advisors
Atlanta,
Georgia
|
$439M
|
+$29.3M
|
+7%
|
1.26%
|
53.2%
|
588
|
9.52%
|
|
|
3417
|
Calton & Associates
Tampa,
Florida
|
$438M
|
+$212M
|
+94%
|
1.6%
|
55.3%
|
350
|
47.71%
|
|
|
3418
|
TFG Asset Management
Grand Cayman,
Cayman Islands
|
$438M
|
+$46.7M
|
+12%
|
0.68%
|
54.9%
|
33
|
27.27%
|
|
|
3419
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$438M
|
+$96.2M
|
+28%
|
4.44%
|
88.6%
|
252
|
5.95%
|
|
|
3420
|
DOHJ LLC
Seattle,
Washington
|
$438M
|
+$4.97M
|
+1%
|
1.43%
|
51.5%
|
157
|
19.11%
|
|
|
3421
|
Medicxi Ventures Management
St. Helier,
Jersey
|
$438M
|
-$91.4M
|
-17%
|
17%
|
788%
|
5
|
0%
|
|
|
3422
|
Delta Financial Group
Basking Ridge,
New Jersey
|
$438M
|
+$10.5M
|
+2%
|
2.97%
|
–
|
267
|
9.36%
|
|
|
3423
|
ALM First Financial Advisors
Dallas,
Texas
|
$438M
|
+$14.4M
|
+3%
|
0.14%
|
43.5%
|
28
|
21.43%
|
|
|
3424
|
New Hampshire Trust
Concord,
New Hampshire
|
$437M
|
-$37.4M
|
-8%
|
2.85%
|
75.9%
|
179
|
5.03%
|
|
|
3425
|
M. Kulyk & Associates
Decatur,
Georgia
|
$437M
|
-$24.9M
|
-5%
|
1.94%
|
52.3%
|
110
|
12.73%
|
|