|
3601
|
Apeiron RIA
Dallas,
Texas
|
$493M
|
+$48.3M
|
+11%
|
2.73%
|
63.7%
|
225
|
14.67%
|
|
|
3602
|
Entrust Global Partners
New York
|
$493M
|
-$6.65M
|
-1%
|
3.62%
|
75.6%
|
6
|
33.33%
|
|
|
3603
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$493M
|
+$28.4M
|
+6%
|
2.84%
|
70%
|
171
|
10.53%
|
|
|
3604
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$493M
|
+$17.8M
|
+4%
|
1.95%
|
53.8%
|
224
|
8.93%
|
|
|
3605
|
ABLE Financial Group
Scottsdale,
Arizona
|
$492M
|
+$30.9M
|
+7%
|
1.64%
|
57.8%
|
223
|
13.9%
|
|
|
3606
|
REAP Financial Group
Austin,
Texas
|
$492M
|
+$32M
|
+7%
|
2.79%
|
–
|
605
|
22.31%
|
|
|
3607
|
Holderness Investments Company
Greensboro,
North Carolina
|
$492M
|
+$1.72M
|
+0.4%
|
3.27%
|
101%
|
262
|
6.87%
|
|
|
3608
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$491M
|
+$2.47M
|
+0.5%
|
5.73%
|
161%
|
309
|
21.36%
|
|
|
3609
|
Palidye Holdings (Caymans)
Grand Cayman,
Cayman Islands
|
$491M
|
+$286M
|
+139%
|
5.67%
|
–
|
14
|
100%
|
|
|
3610
|
Gagnon Securities
New York
|
$491M
|
-$7.42M
|
-1%
|
7.62%
|
89.9%
|
88
|
4.55%
|
|
|
3611
|
Rockline Wealth Management
Plainview,
New York
|
$491M
|
+$7.44M
|
+2%
|
0.69%
|
–
|
111
|
12.61%
|
|
|
3612
|
Clarity Wealth Advisors
San Jose,
California
|
$490M
|
+$36.4M
|
+8%
|
3.58%
|
85.1%
|
114
|
15.79%
|
|
|
3613
|
McRae Capital Management
Morristown,
New Jersey
|
$490M
|
-$13.9M
|
-3%
|
1.51%
|
59.2%
|
104
|
1.92%
|
|
|
3614
|
Professional Financial Advisors
North Platte,
Nebraska
|
$490M
|
+$14.3M
|
+3%
|
2%
|
52.8%
|
137
|
13.87%
|
|
|
3615
|
AR Asset Management
West Hollywood,
California
|
$490M
|
+$15.1M
|
+3%
|
3.27%
|
59.5%
|
116
|
5.17%
|
|
|
3616
|
Westwind Capital
Las Cruces,
New Mexico
|
$489M
|
+$10.7M
|
+2%
|
1.53%
|
78.1%
|
50
|
40%
|
|
|
3617
|
Fonville Wealth Management
Richmond,
Virginia
|
$489M
|
+$44.6M
|
+10%
|
1.95%
|
–
|
131
|
6.11%
|
|
|
3618
|
Solidarity Wealth
Lehi,
Utah
|
$489M
|
+$24M
|
+5%
|
4.19%
|
73.4%
|
89
|
21.35%
|
|
|
3619
|
Poehling Capital Management
Madison,
Wisconsin
|
$489M
|
+$13M
|
+3%
|
3.52%
|
70.9%
|
145
|
8.97%
|
|
|
3620
|
Manhattan West Asset Management
Los Angeles,
California
|
$489M
|
+$15.2M
|
+3%
|
2%
|
53.1%
|
148
|
10.14%
|
|
|
3621
|
Grey Fox Wealth Advisors
Rockland,
Delaware
|
$489M
|
-$2.01M
|
-0.4%
|
1.42%
|
41.9%
|
656
|
79.73%
|
|
|
3622
|
Olstein Capital Management
Purchase,
New York
|
$488M
|
-$42M
|
-8%
|
3.65%
|
16.6%
|
105
|
5.71%
|
|
|
3623
|
Once Capital Management
New York
|
$487M
|
+$36.5M
|
+8%
|
10.9%
|
570%
|
30
|
30%
|
|
|
3624
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$487M
|
+$2.43M
|
+0.5%
|
3.7%
|
76.6%
|
158
|
8.86%
|
|
|
3625
|
Journey Retirement Planning & Investment Management
Ammon,
Idaho
|
$487M
|
–
|
–
|
2.16%
|
–
|
248
|
–
|
|