|
3101
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$515M
|
+$983K
|
+0.2%
|
|
|
49
|
|
|
|
3102
|
EFG Asset Management (Americas)
Miami,
Florida
|
$514M
|
+$3.2M
|
+0.6%
|
|
|
127
|
|
|
|
3103
|
Stanley Capital Management
Houston,
Texas
|
$514M
|
-$979K
|
-0.2%
|
|
|
40
|
|
|
|
3104
|
Sentry LLC
Memphis,
Tennessee
|
$514M
|
-$5.12M
|
-1%
|
|
|
130
|
|
|
|
3105
|
Greenfield FTC
Reno,
Nevada
|
$514M
|
+$52.4M
|
+11%
|
|
|
3
|
|
|
|
3106
|
Delta Investment Management
San Francisco,
California
|
$514M
|
+$22.9M
|
+5%
|
|
|
273
|
|
|
|
3107
|
Act Two Investors
Santa Cruz,
California
|
$513M
|
-$16.7M
|
-3%
|
|
|
48
|
|
|
|
3108
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
$513M
|
–
|
–
|
|
|
320
|
|
|
|
3109
|
American Money Management
Rancho Santa Fe,
California
|
$513M
|
+$12.3M
|
+2%
|
|
|
144
|
|
|
|
3110
|
Martel Wealth Advisors
Vancouver,
Washington
|
$512M
|
+$23.2M
|
+5%
|
|
|
74
|
|
|
|
3111
|
Fourthstone LLC
St Louis,
Missouri
|
$512M
|
+$63.3M
|
+14%
|
|
|
84
|
|
|
|
3112
|
CoreCommodity Management
Stamford,
Connecticut
|
$512M
|
-$31.2M
|
-6%
|
|
|
141
|
|
|
|
3113
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$511M
|
-$22M
|
-4%
|
|
|
162
|
|
|
|
3114
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$511M
|
+$17.1M
|
+3%
|
|
|
307
|
|
|
|
3115
|
|
$511M
|
+$1.79M
|
+0.4%
|
|
|
51
|
|
|
|
3116
|
Solel Partners
Boston,
Massachusetts
|
$511M
|
+$1.09M
|
+0.2%
|
|
|
22
|
|
|
|
3117
|
Patton Fund Management
Dallas,
Texas
|
$510M
|
+$26.3M
|
+5%
|
|
|
96
|
|
|
|
3118
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$510M
|
+$3.79M
|
+0.7%
|
|
|
205
|
|
|
|
3119
|
Vanderbilt University
Nashville,
Tennessee
|
$510M
|
-$29.8M
|
-6%
|
|
|
85
|
|
|
|
3120
|
McRae Capital Management
Morristown,
New Jersey
|
$510M
|
-$2.19M
|
-0.4%
|
|
|
93
|
|
|
|
3121
|
|
$510M
|
-$913K
|
-0.2%
|
|
|
86
|
|
|
|
3122
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$509M
|
-$42.4M
|
-8%
|
|
|
1,114
|
|
|
|
3123
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$509M
|
+$14.8M
|
+3%
|
|
|
182
|
|
|
|
3124
|
Principal Street Partners
Memphis,
Tennessee
|
$509M
|
-$103M
|
-17%
|
|
|
258
|
|
|
|
3125
|
TLWM Financial
San Antonio,
Texas
|
$508M
|
+$15.2M
|
+3%
|
|
|
78
|
|
|