|
3701
|
Continental General Insurance Company
Austin,
Texas
|
$470M
|
-$45.8M
|
-9%
|
1.14%
|
202%
|
11
|
45.45%
|
|
|
3702
|
|
$470M
|
+$40.3M
|
+9%
|
9.38%
|
–
|
1
|
0%
|
|
|
3703
|
Fielder Capital Group
Nashville,
Tennessee
|
$470M
|
+$30.7M
|
+7%
|
5.83%
|
–
|
302
|
19.54%
|
|
|
3704
|
Platform Technology Partners
New York
|
$470M
|
+$52.3M
|
+13%
|
2.49%
|
–
|
274
|
11.68%
|
|
|
3705
|
Basecamp Wealth Advisors
Bellevue,
Washington
|
$469M
|
–
|
–
|
4.33%
|
–
|
1,752
|
–
|
|
|
3706
|
Holistic Planning
Nacogdoches,
Texas
|
$469M
|
+$88.2M
|
+23%
|
1.9%
|
–
|
289
|
23.88%
|
|
|
3707
|
Harvey Capital Management
Palm Beach,
Florida
|
$469M
|
+$297K
|
+0.1%
|
6.29%
|
141%
|
93
|
24.73%
|
|
|
3708
|
Verde Capital Management
Clarkston,
Michigan
|
$469M
|
+$17.6M
|
+4%
|
0.85%
|
58.5%
|
68
|
1.47%
|
|
|
3709
|
Adams Wealth Management
Logan,
Utah
|
$469M
|
+$2.08M
|
+0.4%
|
2.26%
|
75.6%
|
191
|
10.47%
|
|
|
3710
|
HS Management Partners
New York
|
$469M
|
-$301M
|
-39%
|
0.77%
|
23.4%
|
26
|
11.54%
|
|
|
3711
|
|
$469M
|
-$94.5M
|
-17%
|
0.07%
|
72.6%
|
9
|
0%
|
|
|
3712
|
MSH Capital Advisors
Scottsdale,
Arizona
|
$468M
|
+$94.9M
|
+25%
|
2.22%
|
52.5%
|
279
|
14.7%
|
|
|
3713
|
Madrona Financial Services
Everett,
Washington
|
$468M
|
+$14.7M
|
+3%
|
2.77%
|
75.4%
|
139
|
20.86%
|
|
|
3714
|
Coyle Financial Counsel
Glenview,
Illinois
|
$468M
|
+$34.1M
|
+8%
|
3.46%
|
46.8%
|
117
|
19.66%
|
|
|
3715
|
Sanchez Wealth Management Group
Jacksonville,
Florida
|
$468M
|
+$17.3M
|
+4%
|
1.13%
|
56.9%
|
52
|
9.62%
|
|
|
3716
|
|
$467M
|
+$21.2M
|
+5%
|
1.86%
|
42.9%
|
84
|
10.71%
|
|
|
3717
|
Patient Square Capital
Menlo Park,
California
|
$467M
|
+$93.3M
|
+25%
|
47.3%
|
328%
|
33
|
42.42%
|
|
|
3718
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$467M
|
-$2.39M
|
-0.5%
|
4.33%
|
76.6%
|
56
|
7.14%
|
|
|
3719
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$466M
|
+$12.6M
|
+3%
|
1.44%
|
40%
|
523
|
17.97%
|
|
|
3720
|
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
|
$466M
|
+$171M
|
+58%
|
2.41%
|
–
|
277
|
16.25%
|
|
|
3721
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$466M
|
+$6.13M
|
+1%
|
4.89%
|
55.4%
|
401
|
11.97%
|
|
|
3722
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$466M
|
+$10.6M
|
+2%
|
1.71%
|
53.6%
|
59
|
1.69%
|
|
|
3723
|
Integrated Quantitative Investments
Bellevue,
Washington
|
$466M
|
+$114M
|
+32%
|
4.87%
|
–
|
515
|
57.28%
|
|
|
3724
|
Cypress Point Investment Management
Mill Valley,
California
|
$465M
|
–
|
–
|
2.45%
|
–
|
31
|
–
|
|
|
3725
|
Alta Fox Capital Management
Fort Worth,
Texas
|
$465M
|
+$16.3M
|
+4%
|
9.3%
|
228%
|
21
|
47.62%
|
|