|
3501
|
Three Arch Wealth Management
Irvine,
California
|
$534M
|
–
|
–
|
2.54%
|
–
|
59
|
–
|
|
|
3502
|
Iowa State Bank
Urbandale,
Iowa
|
$533M
|
+$7.94M
|
+2%
|
3.48%
|
76%
|
123
|
4.88%
|
|
|
3503
|
ERn Financial LLC
Middleton,
Wisconsin
|
$532M
|
+$25.4M
|
+5%
|
1.76%
|
55.9%
|
148
|
6.76%
|
|
|
3504
|
Unio Capital
Princeton,
New Jersey
|
$532M
|
+$112M
|
+27%
|
8.09%
|
97.8%
|
25
|
16%
|
|
|
3505
|
Mason & Associates (California)
Los Angeles,
California
|
$531M
|
+$34.8M
|
+7%
|
2.51%
|
68.5%
|
167
|
26.35%
|
|
|
3506
|
ShawSpring Partners
Boston,
Massachusetts
|
$531M
|
-$141M
|
-21%
|
8.63%
|
3.53%
|
13
|
30.77%
|
|
|
3507
|
Steadview Capital Management
London,
United Kingdom
|
$531M
|
-$167M
|
-24%
|
6.47%
|
930%
|
13
|
23.08%
|
|
|
3508
|
Arvin Capital Management
Austin,
Texas
|
$531M
|
-$22.8M
|
-4%
|
5.86%
|
–
|
50
|
48%
|
|
|
3509
|
Long Run Wealth Advisors
Lake Placid,
New York
|
$531M
|
+$21.2M
|
+4%
|
1.69%
|
50.5%
|
110
|
4.55%
|
|
|
3510
|
Nut Tree Capital Management
New York
|
$531M
|
+$97.2M
|
+22%
|
10.2%
|
101%
|
10
|
40%
|
|
|
3511
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$530M
|
+$1.54M
|
+0.3%
|
2.19%
|
56.1%
|
262
|
33.21%
|
|
|
3512
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$530M
|
+$33M
|
+7%
|
9.15%
|
282%
|
391
|
34.78%
|
|
|
3513
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$530M
|
-$1.07M
|
-0.2%
|
2.45%
|
84.9%
|
742
|
22.1%
|
|
|
3514
|
Sage Rhino Capital
Menlo Park,
California
|
$530M
|
+$12.1M
|
+2%
|
3%
|
86.8%
|
339
|
20.35%
|
|
|
3515
|
Lodge Hill Capital
New York
|
$529M
|
-$30.5M
|
-5%
|
0.2%
|
17.9%
|
27
|
44.44%
|
|
|
3516
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$529M
|
+$16M
|
+3%
|
1.42%
|
66.1%
|
124
|
8.06%
|
|
|
3517
|
Lafayette Investments
Ashton,
Maryland
|
$529M
|
+$6.9M
|
+1%
|
2.4%
|
77.9%
|
162
|
7.41%
|
|
|
3518
|
Rempart Asset Management
Montreal,
Canada
|
$529M
|
-$11.6M
|
-2%
|
3.65%
|
58.8%
|
35
|
0%
|
|
|
3519
|
|
$529M
|
+$2.55M
|
+0.5%
|
5.44%
|
98.6%
|
88
|
3.41%
|
|
|
3520
|
Lynch & Associates
Newburgh,
Indiana
|
$529M
|
+$11.1M
|
+2%
|
3.23%
|
62.9%
|
129
|
5.43%
|
|
|
3521
|
Goodman Financial
Houston,
Texas
|
$528M
|
+$14.3M
|
+3%
|
2.17%
|
52.5%
|
79
|
24.05%
|
|
|
3522
|
West Virginia University Foundation
Morgantown,
West Virginia
|
$528M
|
+$148M
|
+39%
|
2.3%
|
–
|
2
|
0%
|
|
|
3523
|
RWC Asset Advisors
Miami,
Florida
|
$528M
|
-$83M
|
-14%
|
17.9%
|
268%
|
19
|
42.11%
|
|
|
3524
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$528M
|
+$42.8M
|
+9%
|
3.3%
|
85%
|
1,369
|
25.64%
|
|
|
3525
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$527M
|
+$14.4M
|
+3%
|
4.15%
|
71.8%
|
151
|
11.26%
|
|