|
3626
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$472M
|
+$32.9M
|
+7%
|
8.94%
|
67.8%
|
167
|
6.59%
|
|
|
3627
|
Drive Wealth Management
Lehi,
Utah
|
$472M
|
+$15.4M
|
+3%
|
8.12%
|
94.4%
|
393
|
20.87%
|
|
|
3628
|
GoalVest Advisory
New York
|
$472M
|
+$67.8M
|
+17%
|
9.17%
|
86.8%
|
414
|
16.18%
|
|
|
3629
|
Global View Capital Management
Waukesha,
Wisconsin
|
$471M
|
+$158M
|
+51%
|
11.6%
|
–
|
147
|
29.25%
|
|
|
3630
|
Verum Partners
Charlotte,
North Carolina
|
$471M
|
+$36.4M
|
+8%
|
6.2%
|
53.9%
|
177
|
6.78%
|
|
|
3631
|
Auxano Advisors
Bellevue,
Washington
|
$470M
|
+$42M
|
+10%
|
9.87%
|
80.2%
|
174
|
7.47%
|
|
|
3632
|
ORG Wealth Partners
Dallas,
Texas
|
$470M
|
+$52.3M
|
+13%
|
7.94%
|
–
|
748
|
20.99%
|
|
|
3633
|
Financial Security Advisor
Virginia Beach,
Virginia
|
$470M
|
+$36M
|
+8%
|
7.34%
|
–
|
147
|
12.24%
|
|
|
3634
|
Canal Insurance Company
Greenville,
South Carolina
|
$470M
|
+$22.9M
|
+5%
|
12.2%
|
103%
|
75
|
14.67%
|
|
|
3635
|
Grace & Mercy Foundation
New York
|
$470M
|
-$12.8M
|
-3%
|
7.73%
|
95.8%
|
18
|
5.56%
|
|
|
3636
|
Element Pointe Advisors
Miami,
Florida
|
$469M
|
+$55.9M
|
+14%
|
7.6%
|
54.9%
|
76
|
13.16%
|
|
|
3637
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$469M
|
+$39.6M
|
+9%
|
5.76%
|
76.6%
|
59
|
15.25%
|
|
|
3638
|
Ellsworth Advisors
Hudson,
Ohio
|
$469M
|
+$57.9M
|
+14%
|
12.2%
|
123%
|
197
|
37.56%
|
|
|
3639
|
Harvey Capital Management
Palm Beach,
Florida
|
$469M
|
+$41.7M
|
+10%
|
15.2%
|
141%
|
88
|
13.64%
|
|
|
3640
|
First Reserve GP XIII
Stamford,
Connecticut
|
$468M
|
-$19.3M
|
-4%
|
3.83%
|
29.1%
|
2
|
0%
|
|
|
3641
|
Orland Properties Ltd
Road Town, Tortola,
British Virgin Islands
|
$468M
|
+$231M
|
+98%
|
7.49%
|
101%
|
13
|
69.23%
|
|
|
3642
|
CenterStar Asset Management
Chicago,
Illinois
|
$467M
|
+$46.8M
|
+11%
|
6.4%
|
87.2%
|
372
|
73.39%
|
|
|
3643
|
SW Investment Management
Telluride,
Colorado
|
$467M
|
+$48.6M
|
+12%
|
32.4%
|
155%
|
8
|
0%
|
|
|
3644
|
Adams Wealth Management
Logan,
Utah
|
$467M
|
-$58.6M
|
-11%
|
8.37%
|
75.6%
|
196
|
14.29%
|
|
|
3645
|
Valicenti Advisory Services
Elmira,
New York
|
$466M
|
+$38.2M
|
+9%
|
9.97%
|
119%
|
80
|
12.5%
|
|
|
3646
|
Maytus Capital Management
New York
|
$466M
|
-$76.7M
|
-14%
|
16%
|
267%
|
96
|
64.58%
|
|
|
3647
|
Avion Wealth
The Woodlands,
Texas
|
$466M
|
+$27.5M
|
+6%
|
5.55%
|
45.4%
|
1,616
|
14.23%
|
|
|
3648
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$466M
|
+$31.4M
|
+7%
|
9.35%
|
73.1%
|
149
|
7.38%
|
|
|
3649
|
O'Dell Group
Cincinnati,
Ohio
|
$466M
|
+$65.2M
|
+16%
|
7.37%
|
72.2%
|
42
|
42.86%
|
|
|
3650
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$465M
|
+$19M
|
+4%
|
6.97%
|
52.7%
|
247
|
6.48%
|
|