|
3001
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$265M
|
+$13.1M
|
+5%
|
|
|
54
|
|
|
|
3002
|
Goldstein Munger & Associates
San Ramon,
California
|
$265M
|
+$62.2M
|
+31%
|
|
|
39
|
|
|
|
3003
|
Partnervest Advisory Services
Santa Barbara,
California
|
$265M
|
+$42.6M
|
+19%
|
|
|
249
|
|
|
|
3004
|
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
|
$265M
|
+$41.4M
|
+19%
|
|
|
51
|
|
|
|
3005
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$265M
|
+$43.4M
|
+20%
|
|
|
187
|
|
|
|
3006
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$265M
|
+$47.1M
|
+22%
|
|
|
180
|
|
|
|
3007
|
Permanens Capital
New York
|
$265M
|
-$52M
|
-16%
|
|
|
137
|
|
|
|
3008
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
$265M
|
+$6.57M
|
+3%
|
|
|
97
|
|
|
|
3009
|
Monetary Management Group
St Louis,
Missouri
|
$265M
|
+$38.7M
|
+17%
|
|
|
289
|
|
|
|
3010
|
Consolidated Investment Group
Englewood,
Colorado
|
$265M
|
+$38.1M
|
+17%
|
|
|
65
|
|
|
|
3011
|
Cumberland Advisors
Sarasota,
Florida
|
$264M
|
+$18.7M
|
+8%
|
|
|
68
|
|
|
|
3012
|
Simon Quick Advisors
Morristown,
New Jersey
|
$264M
|
-$5.51M
|
-2%
|
|
|
517
|
|
|
|
3013
|
Eudaimonia Partners
Winchester,
Tennessee
|
$264M
|
+$36.6M
|
+16%
|
|
|
784
|
|
|
|
3014
|
Indaba Capital Management
San Francisco,
California
|
$264M
|
+$78.3M
|
+42%
|
|
|
28
|
|
|
|
3015
|
Fulcrum Capital
Seattle,
Washington
|
$264M
|
+$43.6M
|
+20%
|
|
|
69
|
|
|
|
3016
|
Epstein & White Financial
San Diego,
California
|
$264M
|
+$25.1M
|
+11%
|
|
|
86
|
|
|
|
3017
|
Westwind Capital
Las Cruces,
New Mexico
|
$264M
|
+$70.1M
|
+36%
|
|
|
45
|
|
|
|
3018
|
AR Asset Management
West Hollywood,
California
|
$264M
|
+$21M
|
+9%
|
|
|
117
|
|
|
|
3019
|
|
$264M
|
+$75.3M
|
+40%
|
|
|
305
|
|
|
|
3020
|
Pasadena Private Wealth
Pasadena,
California
|
$264M
|
+$20.7M
|
+9%
|
|
|
83
|
|
|
|
3021
|
Vanderbilt University
Nashville,
Tennessee
|
$263M
|
+$66.4M
|
+34%
|
|
|
8
|
|
|
|
3022
|
Marathon Asset Management (New York)
New York
|
$263M
|
+$27.7M
|
+12%
|
|
|
18
|
|
|
|
3023
|
CFM Wealth Partners
Austin,
Texas
|
$263M
|
+$47.9M
|
+22%
|
|
|
581
|
|
|
|
3024
|
Community Financial Services Group
Newport,
Vermont
|
$263M
|
-$30.4M
|
-10%
|
|
|
88
|
|
|
|
3025
|
PAX Financial Group
San Antonio,
Texas
|
$263M
|
+$28.4M
|
+12%
|
|
|
131
|
|
|