|
3001
|
Kingfisher Capital
Charlotte,
North Carolina
|
$376M
|
+$13.2M
|
+4%
|
|
|
191
|
|
|
|
3002
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$376M
|
+$132M
|
+54%
|
|
|
136
|
|
|
|
3003
|
Parkman Healthcare Partners
Stamford,
Connecticut
|
$376M
|
+$23.8M
|
+7%
|
|
|
101
|
|
|
|
3004
|
|
$375M
|
+$3.53M
|
+0.9%
|
|
|
25
|
|
|
|
3005
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$375M
|
+$24.9M
|
+7%
|
|
|
173
|
|
|
|
3006
|
Fagan Associates
Troy,
New York
|
$375M
|
+$17.3M
|
+5%
|
|
|
126
|
|
|
|
3007
|
Private Wealth Strategies
New Albany,
Ohio
|
$375M
|
+$32.2M
|
+9%
|
|
|
82
|
|
|
|
3008
|
Allen Operations
New York
|
$374M
|
-$581K
|
-0.2%
|
|
|
44
|
|
|
|
3009
|
Scarborough Advisors
Annapolis,
Maryland
|
$373M
|
+$52.4M
|
+16%
|
|
|
62
|
|
|
|
3010
|
Regent Investment Management
Louisville,
Kentucky
|
$373M
|
+$30.6M
|
+9%
|
|
|
203
|
|
|
|
3011
|
Cambridge Advisors
Omaha,
Nebraska
|
$373M
|
+$23.6M
|
+7%
|
|
|
186
|
|
|
|
3012
|
Endeavour Capital Advisors
Greenwich,
Connecticut
|
$372M
|
-$60.1M
|
-14%
|
|
|
49
|
|
|
|
3013
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$372M
|
+$10.5M
|
+3%
|
|
|
139
|
|
|
|
3014
|
Ackerman Capital Advisors
Dallas,
Texas
|
$372M
|
+$20.5M
|
+6%
|
|
|
120
|
|
|
|
3015
|
5AM Venture Management
San Francisco,
California
|
$372M
|
-$150M
|
-29%
|
|
|
23
|
|
|
|
3016
|
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
|
$372M
|
+$15.3M
|
+4%
|
|
|
72
|
|
|
|
3017
|
Liberty Mutual Group Asset Management
Boston,
Massachusetts
|
$372M
|
+$38.9M
|
+12%
|
|
|
129
|
|
|
|
3018
|
3D/L Capital Management
Hartford,
Connecticut
|
$372M
|
+$34.9M
|
+10%
|
|
|
113
|
|
|
|
3019
|
SOA Wealth Advisors
New York
|
$372M
|
+$39.4M
|
+12%
|
|
|
1,034
|
|
|
|
3020
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$371M
|
+$245M
|
+194%
|
|
|
81
|
|
|
|
3021
|
Crestview Partners III
New York
|
$371M
|
-$32.2M
|
-8%
|
|
|
3
|
|
|
|
3022
|
Security National Bank
Omaha,
Nebraska
|
$371M
|
+$12.3M
|
+3%
|
|
|
107
|
|
|
|
3023
|
Atlas Wealth
Cincinnati,
Ohio
|
$371M
|
–
|
–
|
|
|
128
|
|
|
|
3024
|
Physician Wealth Advisors
Midvale,
Utah
|
$371M
|
+$45.2M
|
+14%
|
|
|
159
|
|
|
|
3025
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$370M
|
+$36.9M
|
+11%
|
|
|
350
|
|
|