|
3451
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$405M
|
+$7.31M
|
+2%
|
0.98%
|
53.8%
|
359
|
7.8%
|
|
|
3452
|
True Wealth Design
Akron,
Ohio
|
$405M
|
+$3.41M
|
+0.8%
|
0.11%
|
53%
|
834
|
12.11%
|
|
|
3453
|
SMI Advisory Services
Columbus,
Indiana
|
$404M
|
+$48.2M
|
+14%
|
1.75%
|
79.7%
|
74
|
47.3%
|
|
|
3454
|
Diligent Investors
Redlands,
California
|
$404M
|
+$5.12M
|
+1%
|
1.69%
|
71.9%
|
353
|
10.76%
|
|
|
3455
|
Pacific Sage Partners
Edmonds,
Washington
|
$403M
|
+$17.2M
|
+4%
|
2.66%
|
45.8%
|
104
|
7.69%
|
|
|
3456
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$403M
|
-$1.43M
|
-0.4%
|
3.38%
|
63.9%
|
219
|
6.39%
|
|
|
3457
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$403M
|
+$23.2M
|
+6%
|
2.53%
|
64.7%
|
137
|
8.03%
|
|
|
3458
|
Wealth High Governance Capital
Sao Paulo,
Brazil
|
$403M
|
-$44.1M
|
-10%
|
12.2%
|
424%
|
85
|
80%
|
|
|
3459
|
Sierra Summit Advisors
Incline Village,
Nevada
|
$403M
|
+$35.6M
|
+10%
|
5.7%
|
–
|
166
|
27.11%
|
|
|
3460
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$403M
|
+$46.2M
|
+13%
|
2.08%
|
63.3%
|
53
|
18.87%
|
|
|
3461
|
Knightsbridge Asset Management
Newport Beach,
California
|
$403M
|
+$49.3M
|
+14%
|
2.32%
|
105%
|
140
|
35%
|
|
|
3462
|
Westwind Capital
Las Cruces,
New Mexico
|
$403M
|
+$7.97M
|
+2%
|
2.65%
|
78.1%
|
41
|
9.76%
|
|
|
3463
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$403M
|
-$31.9M
|
-7%
|
1.96%
|
67.4%
|
188
|
15.43%
|
|
|
3464
|
Abacus FCF Advisors
Orlando,
Florida
|
$402M
|
+$2.64M
|
+0.7%
|
2.19%
|
142%
|
187
|
41.71%
|
|
|
3465
|
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
|
$402M
|
+$18.9M
|
+5%
|
1.35%
|
13.1%
|
113
|
15.04%
|
|
|
3466
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$402M
|
+$26.9M
|
+7%
|
3.94%
|
84.8%
|
125
|
20%
|
|
|
3467
|
Clearstead Trust
Portland,
Maine
|
$402M
|
+$19.8M
|
+5%
|
6.73%
|
84.1%
|
445
|
6.74%
|
|
|
3468
|
Galibier Capital Management
Toronto,
Ontario, Canada
|
$402M
|
-$15.6M
|
-4%
|
3.17%
|
66.8%
|
43
|
9.3%
|
|
|
3469
|
Legacy Trust
Grand Rapids,
Michigan
|
$402M
|
+$1.08M
|
+0.3%
|
2.81%
|
74.7%
|
150
|
5.33%
|
|
|
3470
|
Grand Jean Capital Management
San Francisco,
California
|
$401M
|
+$22.5M
|
+6%
|
5.37%
|
61.4%
|
48
|
12.5%
|
|
|
3471
|
Sovereign Financial Group
Stamford,
Connecticut
|
$401M
|
+$24.4M
|
+6%
|
3.78%
|
90.7%
|
297
|
9.76%
|
|
|
3472
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$401M
|
+$4.04M
|
+1%
|
0.81%
|
69.7%
|
126
|
7.14%
|
|
|
3473
|
TFG Asset Management
Grand Cayman,
Cayman Islands
|
$401M
|
-$40.5M
|
-9%
|
18.4%
|
54.9%
|
30
|
16.67%
|
|
|
3474
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$400M
|
+$34.3M
|
+9%
|
5.07%
|
105%
|
245
|
8.98%
|
|
|
3475
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$400M
|
-$345M
|
-46%
|
1.23%
|
–
|
2,727
|
70.85%
|
|