|
3501
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$357M
|
–
|
–
|
6.36%
|
89.7%
|
1,783
|
–
|
|
|
3502
|
Olympus Peak Asset Management
Greenwich,
Connecticut
|
$357M
|
+$125M
|
+54%
|
9.97%
|
–
|
11
|
63.64%
|
|
|
3503
|
Sage Rhino Capital
Menlo Park,
California
|
$357M
|
+$28.1M
|
+9%
|
3.66%
|
71.6%
|
232
|
15.52%
|
|
|
3504
|
Washington University
St Louis,
Missouri
|
$357M
|
+$12.7M
|
+4%
|
8.03%
|
44%
|
6
|
0%
|
|
|
3505
|
Gould Asset Management
Claremont,
California
|
$357M
|
+$32.7M
|
+10%
|
6.66%
|
37.6%
|
144
|
7.64%
|
|
|
3506
|
Alpha Family Trust
Los Angeles,
California
|
$357M
|
+$47.8M
|
+15%
|
7.82%
|
142%
|
25
|
28%
|
|
|
3507
|
Strategies Wealth Advisors
Grand Rapids,
Michigan
|
$356M
|
–
|
–
|
6.77%
|
51.8%
|
81
|
–
|
|
|
3508
|
Hudock Inc
Williamsport,
Pennsylvania
|
$355M
|
+$23.2M
|
+7%
|
6.5%
|
64.4%
|
924
|
17.75%
|
|
|
3509
|
Rock Point Advisors
Burlington,
Vermont
|
$355M
|
+$13.7M
|
+4%
|
5.91%
|
64.6%
|
107
|
14.02%
|
|
|
3510
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$355M
|
+$18.9M
|
+6%
|
7.31%
|
97.5%
|
640
|
14.69%
|
|
|
3511
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$355M
|
+$57.7M
|
+19%
|
5.8%
|
48.1%
|
427
|
14.52%
|
|
|
3512
|
Concentric Wealth Management
Lafayette,
California
|
$355M
|
+$27.6M
|
+8%
|
8.39%
|
33.4%
|
131
|
4.58%
|
|
|
3513
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$355M
|
+$29.2M
|
+9%
|
6.32%
|
56.5%
|
132
|
18.94%
|
|
|
3514
|
|
$354M
|
+$38.6M
|
+12%
|
10.5%
|
60.3%
|
82
|
8.54%
|
|
|
3515
|
Schroders
London,
United Kingdom
|
$354M
|
+$25.3M
|
+8%
|
2.19%
|
5.82%
|
5
|
20%
|
|
|
3516
|
America First Investment Advisors
Omaha,
Nebraska
|
$354M
|
+$25M
|
+8%
|
11.6%
|
89.6%
|
84
|
13.1%
|
|
|
3517
|
WestHill Financial Advisors
San Rafael,
California
|
$354M
|
+$30.2M
|
+9%
|
6.13%
|
55.9%
|
127
|
12.6%
|
|
|
3518
|
Avion Wealth
The Woodlands,
Texas
|
$354M
|
+$23.9M
|
+7%
|
3.1%
|
45.4%
|
445
|
11.69%
|
|
|
3519
|
|
$354M
|
+$20.2M
|
+6%
|
6.07%
|
20.5%
|
1
|
0%
|
|
|
3520
|
American Assets Inc
San Diego,
California
|
$353M
|
+$6.76M
|
+2%
|
1.13%
|
44.3%
|
10
|
0%
|
|
|
3521
|
Inspire Advisors
Meridian,
Idaho
|
$353M
|
+$35.9M
|
+11%
|
1.07%
|
44%
|
121
|
42.98%
|
|
|
3522
|
|
$353M
|
+$8.97M
|
+3%
|
4.76%
|
118%
|
159
|
10.69%
|
|
|
3523
|
Summit Asset Management
Memphis,
Tennessee
|
$353M
|
+$33.5M
|
+10%
|
8.12%
|
43.3%
|
159
|
9.43%
|
|
|
3524
|
Capital City Trust
Tallahassee,
Florida
|
$352M
|
+$29.8M
|
+9%
|
11.2%
|
78%
|
123
|
7.32%
|
|
|
3525
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$352M
|
+$44.8M
|
+15%
|
2.54%
|
24.5%
|
44
|
2.27%
|
|