|
3051
|
Delta Investment Management
San Francisco,
California
|
$514M
|
+$22.9M
|
+5%
|
|
|
273
|
|
|
|
3052
|
Act Two Investors
Santa Cruz,
California
|
$513M
|
-$16.7M
|
-3%
|
|
|
48
|
|
|
|
3053
|
American Money Management
Rancho Santa Fe,
California
|
$513M
|
+$12.3M
|
+2%
|
|
|
144
|
|
|
|
3054
|
Martel Wealth Advisors
Vancouver,
Washington
|
$512M
|
+$23.2M
|
+5%
|
|
|
74
|
|
|
|
3055
|
Fourthstone LLC
St Louis,
Missouri
|
$512M
|
+$63.3M
|
+14%
|
|
|
84
|
|
|
|
3056
|
CoreCommodity Management
Stamford,
Connecticut
|
$512M
|
-$31.2M
|
-6%
|
|
|
141
|
|
|
|
3057
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$511M
|
-$22M
|
-4%
|
|
|
162
|
|
|
|
3058
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$511M
|
+$17.1M
|
+3%
|
|
|
307
|
|
|
|
3059
|
|
$511M
|
+$1.79M
|
+0.4%
|
|
|
51
|
|
|
|
3060
|
Solel Partners
Boston,
Massachusetts
|
$511M
|
+$1.09M
|
+0.2%
|
|
|
22
|
|
|
|
3061
|
Patton Fund Management
Dallas,
Texas
|
$510M
|
+$26.3M
|
+5%
|
|
|
96
|
|
|
|
3062
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$510M
|
+$3.79M
|
+0.7%
|
|
|
205
|
|
|
|
3063
|
Vanderbilt University
Nashville,
Tennessee
|
$510M
|
-$29.8M
|
-6%
|
|
|
85
|
|
|
|
3064
|
McRae Capital Management
Morristown,
New Jersey
|
$510M
|
-$2.19M
|
-0.4%
|
|
|
93
|
|
|
|
3065
|
|
$510M
|
-$913K
|
-0.2%
|
|
|
86
|
|
|
|
3066
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$509M
|
-$42.4M
|
-8%
|
|
|
1,114
|
|
|
|
3067
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$509M
|
+$14.8M
|
+3%
|
|
|
182
|
|
|
|
3068
|
Principal Street Partners
Memphis,
Tennessee
|
$509M
|
-$103M
|
-17%
|
|
|
258
|
|
|
|
3069
|
|
$508M
|
+$181M
|
+55%
|
|
|
2,122
|
|
|
|
3070
|
TLWM Financial
San Antonio,
Texas
|
$508M
|
+$15.2M
|
+3%
|
|
|
78
|
|
|
|
3071
|
Personal CFO Solutions
Chester,
New Jersey
|
$508M
|
-$208M
|
-29%
|
|
|
627
|
|
|
|
3072
|
Pier 88 Investment Partners
San Francisco,
California
|
$508M
|
+$54.2M
|
+12%
|
|
|
103
|
|
|
|
3073
|
Noked Israel
Ramat Hasharon,
Israel
|
$508M
|
+$50.7M
|
+11%
|
|
|
18
|
|
|
|
3074
|
Wedgewood Partners
St Louis,
Missouri
|
$508M
|
-$42.9M
|
-8%
|
|
|
20
|
|
|
|
3075
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$508M
|
-$5.18M
|
-1%
|
|
|
250
|
|
|