|
3501
|
GoalVest Advisory
New York
|
$512M
|
-$10.1M
|
-2%
|
1.84%
|
86.8%
|
557
|
28.01%
|
|
|
3502
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$511M
|
-$7.02M
|
-1%
|
1.81%
|
53.8%
|
1,217
|
43.14%
|
|
|
3503
|
Manhattan West Asset Management
Los Angeles,
California
|
$511M
|
+$22.6M
|
+5%
|
2.73%
|
65.6%
|
155
|
12.9%
|
|
|
3504
|
ABLE Financial Group
Scottsdale,
Arizona
|
$511M
|
+$18.8M
|
+4%
|
1.66%
|
57.8%
|
231
|
19.91%
|
|
|
3505
|
Call To Action Foundation
Salt Lake City,
Utah
|
$511M
|
-$23.6M
|
-4%
|
4.72%
|
–
|
1
|
0%
|
|
|
3506
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$511M
|
-$13.9M
|
-3%
|
2.59%
|
50.7%
|
136
|
11.76%
|
|
|
3507
|
HughesLittle Investment Management
Vancouver,
|
$511M
|
-$92.9M
|
-15%
|
8.32%
|
106%
|
14
|
0%
|
|
|
3508
|
Nalanda India Equity Fund
Mauritius
|
$510M
|
-$131M
|
-20%
|
20.4%
|
30.2%
|
1
|
0%
|
|
|
3509
|
JSF Financial
Los Angeles,
California
|
$510M
|
+$27.6M
|
+6%
|
1.96%
|
79%
|
139
|
14.39%
|
|
|
3510
|
BetterWealth
San Jose,
California
|
$510M
|
+$71.2M
|
+16%
|
0.27%
|
55.7%
|
86
|
19.77%
|
|
|
3511
|
Paloma Partners
Greenwich,
Connecticut
|
$510M
|
-$39.6M
|
-7%
|
3.19%
|
322%
|
83
|
61.45%
|
|
|
3512
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$509M
|
-$14.8M
|
-3%
|
1.3%
|
50.3%
|
1,182
|
19.63%
|
|
|
3513
|
High Note Wealth
Deephaven,
Minnesota
|
$509M
|
-$1.88M
|
-0.4%
|
1.88%
|
73%
|
1,012
|
17.09%
|
|
|
3514
|
Hobart Private Capital
Charlotte,
North Carolina
|
$509M
|
-$3.71M
|
-0.7%
|
1.64%
|
52.5%
|
146
|
21.23%
|
|
|
3515
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$509M
|
+$33M
|
+7%
|
0.39%
|
64.9%
|
306
|
20.59%
|
|
|
3516
|
Machina Capital
Paris,
France
|
$508M
|
-$15.5M
|
-3%
|
0.67%
|
34.8%
|
471
|
52.65%
|
|
|
3517
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$508M
|
+$4.35M
|
+0.9%
|
0.19%
|
57.1%
|
179
|
10.06%
|
|
|
3518
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$508M
|
+$35M
|
+7%
|
1.49%
|
64.7%
|
94
|
17.02%
|
|
|
3519
|
ORG Wealth Partners
Dallas,
Texas
|
$508M
|
+$82.5M
|
+19%
|
2.87%
|
–
|
716
|
18.44%
|
|
|
3520
|
Bricktown Capital
Detroit,
Michigan
|
$508M
|
-$86.1M
|
-15%
|
2.61%
|
40.8%
|
32
|
21.88%
|
|
|
3521
|
Maltese Capital Management
New York
|
$508M
|
-$55.6M
|
-10%
|
0.82%
|
85.5%
|
116
|
18.1%
|
|
|
3522
|
WESCAP Management Group
Glendale,
California
|
$508M
|
+$14.2M
|
+3%
|
2.5%
|
45.7%
|
108
|
3.7%
|
|
|
3523
|
BCM Advisors
Lafayette,
Louisiana
|
$507M
|
-$15M
|
-3%
|
2.8%
|
59.3%
|
79
|
8.86%
|
|
|
3524
|
REAP Financial Group
Austin,
Texas
|
$507M
|
+$14.4M
|
+3%
|
0.08%
|
–
|
595
|
18.15%
|
|
|
3525
|
Spirit of America Management Corp
Syosset,
New York
|
$507M
|
+$35M
|
+7%
|
12.3%
|
110%
|
312
|
3.21%
|
|