|
3601
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$485M
|
+$19.5M
|
+4%
|
1.35%
|
69.4%
|
415
|
16.63%
|
|
|
3602
|
Crusonia Wealth Advisors
Denver,
Colorado
|
$485M
|
+$30M
|
+7%
|
0.21%
|
–
|
199
|
13.07%
|
|
|
3603
|
Golden Reserve Retirement
Dublin,
Ohio
|
$485M
|
-$56.9M
|
-11%
|
3.1%
|
–
|
152
|
46.05%
|
|
|
3604
|
Noble Family Wealth
Clearwater,
Florida
|
$484M
|
+$10M
|
+2%
|
1.85%
|
56.1%
|
81
|
7.41%
|
|
|
3605
|
Wedgewood Partners
St Louis,
Missouri
|
$484M
|
-$51.2M
|
-10%
|
5.55%
|
71.7%
|
23
|
13.04%
|
|
|
3606
|
Avion Wealth
The Woodlands,
Texas
|
$484M
|
+$7.18M
|
+2%
|
0.64%
|
45.4%
|
1,679
|
14.71%
|
|
|
3607
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$484M
|
-$16.1M
|
-3%
|
0.16%
|
89.5%
|
294
|
6.8%
|
|
|
3608
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$484M
|
+$17.5M
|
+4%
|
1.48%
|
40%
|
544
|
14.52%
|
|
|
3609
|
Lantz Financial
Naperville,
Illinois
|
$484M
|
+$9.79M
|
+2%
|
0.88%
|
67.1%
|
258
|
11.63%
|
|
|
3610
|
Montis Financial
Waltham,
Massachusetts
|
$484M
|
-$22.4M
|
-4%
|
1.57%
|
46%
|
162
|
11.11%
|
|
|
3611
|
Basecamp Wealth Advisors
Bellevue,
Washington
|
$483M
|
+$13.9M
|
+3%
|
1.27%
|
–
|
2,198
|
28.71%
|
|
|
3612
|
BOCHK Asset Management
Hong Kong
|
$483M
|
+$109M
|
+29%
|
1.97%
|
–
|
142
|
60.56%
|
|
|
3613
|
Phraction Management
Colchester,
Connecticut
|
$483M
|
+$108M
|
+29%
|
0.16%
|
89.7%
|
74
|
21.62%
|
|
|
3614
|
Net Worth Advisory Group
Sandy,
Utah
|
$482M
|
-$12.2M
|
-2%
|
0.77%
|
–
|
481
|
17.67%
|
|
|
3615
|
Bridgewealth Advisory Group
Fresno,
California
|
$482M
|
+$29.2M
|
+6%
|
0.98%
|
39.1%
|
136
|
5.15%
|
|
|
3616
|
McRae Capital Management
Morristown,
New Jersey
|
$482M
|
-$7.74M
|
-2%
|
4.78%
|
59.2%
|
109
|
8.26%
|
|
|
3617
|
Ithaka Group
Arlington,
Virginia
|
$482M
|
-$79.1M
|
-14%
|
12.8%
|
143%
|
41
|
12.2%
|
|
|
3618
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$482M
|
-$2.43M
|
-0.5%
|
0.21%
|
74%
|
177
|
6.78%
|
|
|
3619
|
Evernest Financial Advisors
Carmel,
Indiana
|
$481M
|
+$4.3M
|
+0.9%
|
0.88%
|
–
|
192
|
9.9%
|
|
|
3620
|
Morse Asset Management
Darien,
Connecticut
|
$481M
|
-$19.2M
|
-4%
|
0.86%
|
222%
|
432
|
15.74%
|
|
|
3621
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$481M
|
-$2.39M
|
-0.5%
|
0.52%
|
45.6%
|
72
|
8.33%
|
|
|
3622
|
TB Alternative Assets
Grand Cayman,
Cayman Islands
|
$481M
|
-$130M
|
-21%
|
2.36%
|
325%
|
66
|
69.7%
|
|
|
3623
|
Hourglass Capital
Houston,
Texas
|
$480M
|
+$16.8M
|
+4%
|
6.23%
|
89.6%
|
166
|
53.01%
|
|
|
3624
|
Benedict Financial Advisors
Atlanta,
Georgia
|
$480M
|
+$6.03M
|
+1%
|
3.85%
|
62%
|
139
|
7.91%
|
|
|
3625
|
Privium Fund Management
Amsterdam,
Netherlands
|
$480M
|
-$62.8M
|
-12%
|
13.2%
|
451%
|
64
|
17.19%
|
|