|
3601
|
Maia Wealth
Denver,
Colorado
|
$405M
|
+$72.5M
|
+22%
|
5.13%
|
–
|
297
|
32.32%
|
|
|
3602
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$404M
|
+$51.6M
|
+15%
|
7.8%
|
40.7%
|
108
|
28.7%
|
|
|
3603
|
ALM First Financial Advisors
Dallas,
Texas
|
$404M
|
+$56.1M
|
+16%
|
4.6%
|
43.5%
|
23
|
4.35%
|
|
|
3604
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$404M
|
-$32M
|
-7%
|
6.02%
|
87.9%
|
271
|
17.34%
|
|
|
3605
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$403M
|
+$968K
|
+0.2%
|
3.23%
|
67.4%
|
183
|
13.66%
|
|
|
3606
|
Waller Financial Planning Group
Columbus,
Ohio
|
$403M
|
+$31.1M
|
+8%
|
7.09%
|
40.9%
|
74
|
13.51%
|
|
|
3607
|
Blueshift Asset Management
Red Bank,
New Jersey
|
$403M
|
+$105M
|
+35%
|
6.03%
|
25.2%
|
496
|
64.52%
|
|
|
3608
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$403M
|
+$17.9M
|
+5%
|
6.09%
|
53.8%
|
200
|
28%
|
|
|
3609
|
Systelligence LLC
Bloomington,
Minnesota
|
$403M
|
+$27.2M
|
+7%
|
5.94%
|
57.3%
|
48
|
25%
|
|
|
3610
|
Jackson Square Capital
San Francisco,
California
|
$403M
|
-$3.43M
|
-0.8%
|
4.95%
|
416%
|
153
|
30.72%
|
|
|
3611
|
Atlanta Consulting Group Advisors
Atlanta,
Georgia
|
$403M
|
-$60.9M
|
-13%
|
7.08%
|
–
|
234
|
53.85%
|
|
|
3612
|
Capital City Trust
Tallahassee,
Florida
|
$403M
|
+$34.6M
|
+9%
|
8.51%
|
78%
|
119
|
10.92%
|
|
|
3613
|
Sarissa Capital Management
Greenwich,
Connecticut
|
$402M
|
-$190M
|
-32%
|
0.93%
|
58.6%
|
11
|
18.18%
|
|
|
3614
|
Privium Fund Management
Amsterdam,
Netherlands
|
$402M
|
+$9.94M
|
+3%
|
18.9%
|
410%
|
141
|
50.35%
|
|
|
3615
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$402M
|
+$24.9M
|
+7%
|
5.07%
|
40%
|
508
|
13.39%
|
|
|
3616
|
Praetorian Wealth Management
Carmel,
California
|
$402M
|
+$11.1M
|
+3%
|
6.06%
|
53.8%
|
58
|
36.21%
|
|
|
3617
|
Clayton Dubilier & Rice
New York
|
$402M
|
-$260M
|
-39%
|
38.8%
|
176%
|
4
|
0%
|
|
|
3618
|
Cypress Asset Management
Houston,
Texas
|
$402M
|
+$13.2M
|
+3%
|
4.89%
|
114%
|
108
|
6.48%
|
|
|
3619
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$402M
|
+$22.8M
|
+6%
|
7.24%
|
158%
|
376
|
28.72%
|
|
|
3620
|
Financial Security Advisor
Virginia Beach,
Virginia
|
$401M
|
+$103M
|
+34%
|
5.67%
|
–
|
124
|
15.32%
|
|
|
3621
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$401M
|
+$27.3M
|
+7%
|
8.08%
|
54.4%
|
433
|
12.01%
|
|
|
3622
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$401M
|
+$28.2M
|
+8%
|
9.02%
|
67.8%
|
155
|
8.39%
|
|
|
3623
|
EVR Research
Richmond,
Virginia
|
$401M
|
+$66.2M
|
+20%
|
0.13%
|
104%
|
41
|
41.46%
|
|
|
3624
|
Searle & Co
Greenwich,
Connecticut
|
$401M
|
-$25.8M
|
-6%
|
6.97%
|
93.8%
|
192
|
15.1%
|
|
|
3625
|
Mason & Associates (California)
Los Angeles,
California
|
$401M
|
+$24.9M
|
+7%
|
4.61%
|
68.5%
|
120
|
20%
|
|