|
3451
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$370M
|
–
|
–
|
5.76%
|
–
|
1,006
|
–
|
|
|
3452
|
American National Insurance
Galveston,
Texas
|
$370M
|
-$81.5M
|
-18%
|
1.96%
|
97.8%
|
274
|
8.39%
|
|
|
3453
|
NinePointTwo Capital
Los Angeles,
California
|
$370M
|
+$59.2M
|
+19%
|
3.68%
|
1.62%
|
263
|
43.73%
|
|
|
3454
|
Shanda Asset Management Holdings
Tortola,,
British Virgin Islands
|
$370M
|
-$379M
|
-51%
|
66.1%
|
125%
|
36
|
100%
|
|
|
3455
|
Wealth Advisors of Tampa Bay
Tampa,
Florida
|
$369M
|
-$38.2M
|
-9%
|
3.36%
|
86.2%
|
116
|
11.21%
|
|
|
3456
|
Buckley Wealth Management
Las Vegas,
Nevada
|
$369M
|
+$26.9M
|
+8%
|
1.53%
|
88%
|
164
|
28.66%
|
|
|
3457
|
|
$369M
|
-$20.7M
|
-5%
|
5.3%
|
54.9%
|
1
|
0%
|
|
|
3458
|
Medicxi Ventures Management
St. Helier,
Jersey
|
$369M
|
-$30.4M
|
-8%
|
8.61%
|
505%
|
7
|
0%
|
|
|
3459
|
tru Independence
Portland,
Oregon
|
$369M
|
+$2.32M
|
+0.6%
|
0.38%
|
55.7%
|
222
|
17.12%
|
|
|
3460
|
Hoey Investments
Coatesville,
Pennsylvania
|
$369M
|
-$23M
|
-6%
|
5.01%
|
200%
|
287
|
21.6%
|
|
|
3461
|
Essex LLC
Deer Park,
Illinois
|
$369M
|
-$4.89M
|
-1%
|
2.38%
|
89.1%
|
176
|
8.52%
|
|
|
3462
|
Bank Pictet & Cie (Asia)
Singapore
|
$369M
|
-$54.3M
|
-13%
|
8.48%
|
30.4%
|
99
|
6.06%
|
|
|
3463
|
TRV GP III
Boston,
Massachusetts
|
$369M
|
-$31.1M
|
-8%
|
22.6%
|
170%
|
7
|
0%
|
|
|
3464
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$368M
|
-$14.6M
|
-4%
|
5.28%
|
42.6%
|
63
|
11.11%
|
|
|
3465
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$368M
|
-$6.63M
|
-2%
|
4.23%
|
70.2%
|
321
|
16.82%
|
|
|
3466
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$368M
|
-$22M
|
-6%
|
4.14%
|
94.7%
|
156
|
30.13%
|
|
|
3467
|
Gateway Advisory
Westfield,
New Jersey
|
$368M
|
-$101M
|
-22%
|
1.26%
|
26%
|
123
|
37.4%
|
|
|
3468
|
AO Asset Management
New York
|
$368M
|
-$660M
|
-64%
|
11.7%
|
127%
|
58
|
43.1%
|
|
|
3469
|
Pine Ridge Advisers
New York
|
$368M
|
+$3.27M
|
+0.9%
|
5.73%
|
90.1%
|
25
|
4%
|
|
|
3470
|
Covalis Capital
London,
United Kingdom
|
$367M
|
+$93.4M
|
+34%
|
6.39%
|
37.9%
|
112
|
54.46%
|
|
|
3471
|
Sanford Advisory Services
Portage,
Michigan
|
$367M
|
-$76.8M
|
-17%
|
4.14%
|
–
|
119
|
12.61%
|
|
|
3472
|
Cypress Wealth Services
Palm Desert,
California
|
$367M
|
+$1.54M
|
+0.4%
|
3.9%
|
71.8%
|
257
|
16.34%
|
|
|
3473
|
Pioneer Trust Bank
Salem,
Oregon
|
$367M
|
-$18.3M
|
-5%
|
4%
|
61.4%
|
75
|
6.67%
|
|
|
3474
|
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
|
$366M
|
-$22.6M
|
-6%
|
3.36%
|
83.3%
|
79
|
2.53%
|
|
|
3475
|
M. Kulyk & Associates
Decatur,
Georgia
|
$366M
|
-$20.3M
|
-5%
|
5.97%
|
63.3%
|
109
|
12.84%
|
|