|
3001
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$526M
|
+$35.5M
|
+7%
|
6.24%
|
60.7%
|
101
|
|
|
3002
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$525M
|
+$42.6M
|
+9%
|
5.94%
|
52.3%
|
130
|
|
|
3003
|
Financial Advisors
Andover,
Massachusetts
|
$525M
|
+$35.9M
|
+7%
|
6.21%
|
51.5%
|
80
|
|
|
3004
|
Tolleson Wealth Management
Dallas,
Texas
|
$525M
|
+$17.7M
|
+3%
|
6.38%
|
53.9%
|
87
|
|
|
3005
|
Schnieders Capital Management
Pasadena,
California
|
$525M
|
+$29.6M
|
+6%
|
5.78%
|
78.6%
|
219
|
|
|
3006
|
SOA Wealth Advisors
New York
|
$524M
|
+$27.2M
|
+5%
|
6.69%
|
75.5%
|
870
|
|
|
3007
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$524M
|
+$39.3M
|
+8%
|
5.51%
|
52.3%
|
732
|
|
|
3008
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$523M
|
+$32.4M
|
+7%
|
6.71%
|
62%
|
139
|
|
|
3009
|
Hoey Investments
Coatesville,
Pennsylvania
|
$523M
|
+$0
|
0%
|
0.47%
|
245%
|
390
|
|
|
3010
|
Probity Advisors
Dallas,
Texas
|
$522M
|
+$39.5M
|
+8%
|
6.19%
|
–
|
229
|
|
|
3011
|
JB Capital Partners
Armonk,
New York
|
$522M
|
+$68.6M
|
+15%
|
14%
|
153%
|
78
|
|
|
3012
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$522M
|
+$29.8M
|
+6%
|
6.63%
|
42.3%
|
140
|
|
|
3013
|
Capital Advantage
Walnut Creek,
California
|
$522M
|
+$34.1M
|
+7%
|
7.51%
|
31.1%
|
50
|
|
|
3014
|
AdvisorShares Investments
Bethesda,
Maryland
|
$522M
|
-$52.5M
|
-9%
|
6.68%
|
67.7%
|
316
|
|
|
3015
|
Ramirez Asset Management
New York
|
$521M
|
+$29.9M
|
+6%
|
3.29%
|
–
|
421
|
|
|
3016
|
Strategy Asset Managers
Pasadena,
California
|
$521M
|
+$70.4M
|
+16%
|
7.65%
|
81.8%
|
319
|
|
|
3017
|
Bellwether Advisors
Lincoln,
Nebraska
|
$521M
|
+$43.8M
|
+9%
|
6.29%
|
83.7%
|
149
|
|
|
3018
|
Westover Capital Advisors
Wilmington,
Delaware
|
$520M
|
+$132M
|
+34%
|
5.71%
|
106%
|
255
|
|
|
3019
|
Samsara BioCapital
Palo Alto,
California
|
$520M
|
+$42.5M
|
+9%
|
8.02%
|
910%
|
43
|
|
|
3020
|
Opes Wealth Management
Menlo Park,
California
|
$520M
|
+$40.9M
|
+9%
|
7.68%
|
53.4%
|
141
|
|
|
3021
|
Oakmont Corp
Los Angeles,
California
|
$520M
|
+$65.5M
|
+14%
|
5.18%
|
135%
|
33
|
|
|
3022
|
Masters Capital Management
Atlanta,
Georgia
|
$520M
|
-$38.5M
|
-7%
|
2.48%
|
20%
|
70
|
|
|
3023
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$520M
|
+$11.5M
|
+2%
|
5.61%
|
32.5%
|
108
|
|
|
3024
|
Bourgeon Capital Management
Darien,
Connecticut
|
$520M
|
+$9.57M
|
+2%
|
4.44%
|
67.5%
|
119
|
|
|
3025
|
Summit Wealth Partners
Orlando,
Florida
|
$519M
|
+$37.6M
|
+8%
|
5.89%
|
37.4%
|
247
|
|
