|
3601
|
Clarity Wealth Advisors
San Jose,
California
|
$567M
|
+$80.4M
|
+17%
|
15.7%
|
85.1%
|
119
|
10.92%
|
3.4
|
|
|
3602
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$566M
|
+$78M
|
+16%
|
24.1%
|
135%
|
445
|
29.89%
|
1.6
|
|
|
3603
|
DCF Advisers
Greenwich,
Connecticut
|
$566M
|
+$191M
|
+51%
|
96.6%
|
372%
|
98
|
17.35%
|
2.4
|
|
|
3604
|
Legacy Trust
Grand Rapids,
Michigan
|
$566M
|
+$43.7M
|
+8%
|
21.1%
|
95%
|
217
|
9.68%
|
2.2
|
|
|
3605
|
BetterWealth
San Jose,
California
|
$565M
|
+$55.5M
|
+11%
|
10.8%
|
63.3%
|
89
|
7.87%
|
2.1
|
|
|
3606
|
Primavera Capital Management
George Town,
Cayman Islands
|
$565M
|
-$82.8M
|
-13%
|
17.4%
|
1.21%
|
5
|
40%
|
3
|
|
|
3607
|
Lathrop Investment Management
Little Rock,
Arkansas
|
$565M
|
+$30.7M
|
+6%
|
9.98%
|
72.2%
|
90
|
8.89%
|
6.8
|
|
|
3608
|
Affinity Partners
Sunny Isles Beach,
Florida
|
$565M
|
-$69.7M
|
-11%
|
11%
|
–
|
1
|
0%
|
1.5
|
|
|
3609
|
IDG China Capital Fund III Associates
Central Hong Kong,
China
|
$564M
|
-$304M
|
-35%
|
34.3%
|
–
|
2
|
0%
|
1.3
|
|
|
3610
|
Manchester Financial
Westlake Village,
California
|
$563M
|
+$41.5M
|
+8%
|
13%
|
73%
|
156
|
14.1%
|
2.9
|
|
|
3611
|
Tradewinds Capital Management
Bellingham,
Washington
|
$563M
|
+$59M
|
+12%
|
10.9%
|
85.2%
|
784
|
17.09%
|
4.4
|
|
|
3612
|
Schoolcraft Capital
Boulder,
Colorado
|
$563M
|
+$46.3M
|
+9%
|
10.9%
|
58.7%
|
68
|
5.88%
|
5.3
|
|
|
3613
|
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
|
$562M
|
+$55.8M
|
+11%
|
14.6%
|
64.3%
|
86
|
10.47%
|
7.5
|
|
|
3614
|
Lincoln Capital
Lincoln,
Nebraska
|
$562M
|
+$34.2M
|
+6%
|
9.11%
|
67.1%
|
141
|
7.09%
|
5.9
|
|
|
3615
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$562M
|
+$86.3M
|
+18%
|
9.4%
|
44.4%
|
85
|
23.53%
|
2
|
|
|
3616
|
Ma Investment Partnership
Hillsborough,
California
|
$561M
|
+$353M
|
+170%
|
155%
|
–
|
13
|
23.08%
|
0.3
|
|
|
3617
|
Arosa Capital Management
Miami Beach,
Florida
|
$561M
|
-$99.3M
|
-15%
|
83.5%
|
536%
|
95
|
73.68%
|
0.3
|
|
|
3618
|
Drive Wealth Management
Lehi,
Utah
|
$561M
|
+$87.2M
|
+18%
|
20%
|
94.4%
|
484
|
27.48%
|
1.6
|
|
|
3619
|
WESPAC Advisors SoCal
Pasadena,
California
|
$560M
|
+$90.1M
|
+19%
|
23.1%
|
135%
|
132
|
17.42%
|
2.5
|
|
|
3620
|
NatWest Group
Edinburgh, Scotland,
United Kingdom
|
$560M
|
+$98.1M
|
+21%
|
24.2%
|
207%
|
49
|
12.24%
|
2.4
|
|
|
3621
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$560M
|
+$74.5M
|
+15%
|
26.2%
|
207%
|
151
|
28.48%
|
3.4
|
|
|
3622
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$560M
|
+$41.1M
|
+8%
|
14.2%
|
72.4%
|
158
|
17.09%
|
2.4
|
|
|
3623
|
University of Illinois Foundation
Champaign,
Illinois
|
$560M
|
+$72.4M
|
+15%
|
17.5%
|
–
|
43
|
60.47%
|
0.4
|
|
|
3624
|
Opal Capital
Boca Raton,
Florida
|
$560M
|
-$5.01M
|
-0.9%
|
13.4%
|
–
|
171
|
38.01%
|
0.3
|
|
|
3625
|
Equitec Proprietary Markets
Chicago,
Illinois
|
$559M
|
+$372M
|
+199%
|
46.2%
|
526%
|
125
|
57.6%
|
0.8
|
|