|
3101
|
Clearstead Trust
Portland,
Maine
|
$585M
|
+$56.7M
|
+11%
|
|
|
1,574
|
|
|
|
3102
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$585M
|
+$44.5M
|
+8%
|
|
|
99
|
|
|
|
3103
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$585M
|
+$39.8M
|
+7%
|
|
|
170
|
|
|
|
3104
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$585M
|
+$39.3M
|
+7%
|
|
|
310
|
|
|
|
3105
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$584M
|
+$110M
|
+23%
|
|
|
144
|
|
|
|
3106
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$584M
|
+$65M
|
+13%
|
|
|
238
|
|
|
|
3107
|
Mitchell Capital Management
Leawood,
Kansas
|
$584M
|
+$49.2M
|
+9%
|
|
|
139
|
|
|
|
3108
|
Providence Equity Partners
Providence,
Rhode Island
|
$584M
|
-$263M
|
-31%
|
|
|
3
|
|
|
|
3109
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$583M
|
+$49.2M
|
+9%
|
|
|
172
|
|
|
|
3110
|
SOA Wealth Advisors
New York
|
$583M
|
+$50.9M
|
+10%
|
|
|
938
|
|
|
|
3111
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$583M
|
+$18.5M
|
+3%
|
|
|
91
|
|
|
|
3112
|
Advyzon Investment Management
Lisle,
Illinois
|
$583M
|
+$131M
|
+29%
|
|
|
500
|
|
|
|
3113
|
Portfolio Design Labs
Encino,
California
|
$582M
|
+$73.1M
|
+14%
|
|
|
230
|
|
|
|
3114
|
|
$582M
|
-$131M
|
-18%
|
|
|
2
|
|
|
|
3115
|
Perseverance Asset Management International
George Town,
Cayman Islands
|
$582M
|
+$185M
|
+46%
|
|
|
15
|
|
|
|
3116
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$582M
|
-$146M
|
-20%
|
|
|
73
|
|
|
|
3117
|
Topline Capital Management
Santa Monica,
California
|
$582M
|
-$1.86M
|
-0.3%
|
|
|
53
|
|
|
|
3118
|
|
$581M
|
+$42.8M
|
+8%
|
|
|
54
|
|
|
|
3119
|
Bearing Point Capital
Bloomington,
Minnesota
|
$581M
|
+$37.6M
|
+7%
|
|
|
171
|
|
|
|
3120
|
Sompo Asset Management
Tokyo,
Japan
|
$581M
|
+$5.2M
|
+0.9%
|
|
|
194
|
|
|
|
3121
|
Fortis Group Advisors
Westwood,
New Jersey
|
$581M
|
+$30.1M
|
+5%
|
|
|
568
|
|
|
|
3122
|
Farmers Trust Company
Youngstown,
Ohio
|
$580M
|
+$44.8M
|
+8%
|
|
|
198
|
|
|
|
3123
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$580M
|
+$80.9M
|
+16%
|
|
|
434
|
|
|
|
3124
|
EFG Asset Management (Americas)
Miami,
Florida
|
$579M
|
+$37M
|
+7%
|
|
|
150
|
|
|
|
3125
|
Clifford Capital Partners
Alpine,
Utah
|
$579M
|
+$54.1M
|
+10%
|
|
|
50
|
|
|