|
3151
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$365M
|
+$31.5M
|
+9%
|
3.74%
|
32.5%
|
49
|
|
|
3152
|
Bellwether Advisors
Lincoln,
Nebraska
|
$365M
|
+$20.7M
|
+6%
|
6.23%
|
83.7%
|
597
|
|
|
3153
|
Washington State Investment Board
Olympia,
Washington
|
$365M
|
+$128M
|
+54%
|
57.3%
|
544%
|
2
|
|
|
3154
|
Brickley Wealth Management
San Mateo,
California
|
$365M
|
+$28.2M
|
+8%
|
7.21%
|
50.9%
|
41
|
|
|
3155
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$365M
|
+$16.9M
|
+5%
|
4.29%
|
16.4%
|
115
|
|
|
3156
|
K2 Principal Fund
Toronto,
Ontario, Canada
|
$365M
|
-$2.01M
|
-0.5%
|
0.33%
|
37.6%
|
331
|
|
|
3157
|
Paradigm Asset Management
New York
|
$364M
|
+$7.97M
|
+2%
|
1.56%
|
47.2%
|
544
|
|
|
3158
|
Planning Center Inc
Moline,
Illinois
|
$364M
|
+$35.2M
|
+11%
|
5.51%
|
42.7%
|
73
|
|
|
3159
|
MayTech Global Investments
New York
|
$364M
|
+$62.2M
|
+21%
|
33.5%
|
241%
|
63
|
|
|
3160
|
Lincoln Capital
Lincoln,
Nebraska
|
$364M
|
+$16.6M
|
+5%
|
4.79%
|
68.5%
|
106
|
|
|
3161
|
Summit Asset Management
Memphis,
Tennessee
|
$363M
|
+$17.8M
|
+5%
|
5.2%
|
44.9%
|
154
|
|
|
3162
|
Peterson Wealth Advisors
Orem,
Utah
|
$363M
|
+$32.1M
|
+10%
|
5.43%
|
40%
|
63
|
|
|
3163
|
Cadinha & Co
Honolulu,
Hawaii
|
$363M
|
-$84.8M
|
-19%
|
9.07%
|
126%
|
102
|
|
|
3164
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$363M
|
+$20.8M
|
+6%
|
5.4%
|
61.7%
|
182
|
|
|
3165
|
Sora Investors
Bryn Mawr,
Pennsylvania
|
$363M
|
+$72.6M
|
+25%
|
14.4%
|
114%
|
50
|
|
|
3166
|
Crow's Nest Holdings
Richmond,
Virginia
|
$362M
|
+$60.8M
|
+20%
|
14.5%
|
115%
|
9
|
|
|
3167
|
Monashee Investment Management
Boston,
Massachusetts
|
$362M
|
+$130M
|
+56%
|
7.36%
|
186%
|
74
|
|
|
3168
|
Conversant Capital
Summit,
New Jersey
|
$362M
|
-$5.86M
|
-2%
|
0.28%
|
106%
|
27
|
|
|
3169
|
Frank Rimerman Advisors
Palo Alto,
California
|
$362M
|
+$40.9M
|
+13%
|
12%
|
116%
|
109
|
|
|
3170
|
Sweet Financial Partners
Fairmont,
Minnesota
|
$362M
|
+$21.1M
|
+6%
|
4.55%
|
22.3%
|
180
|
|
|
3171
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$361M
|
+$31.4M
|
+10%
|
5.03%
|
51.1%
|
150
|
|
|
3172
|
CFM Wealth Partners
Austin,
Texas
|
$361M
|
+$27.2M
|
+8%
|
15.8%
|
132%
|
167
|
|
|
3173
|
Lafayette Investments
Ashton,
Maryland
|
$361M
|
+$5.81M
|
+2%
|
4.11%
|
72%
|
126
|
|
|
3174
|
The Family Firm
Bethesda,
Maryland
|
$361M
|
+$19M
|
+6%
|
4.71%
|
40.2%
|
185
|
|
|
3175
|
Summit Securities Group
New York
|
$361M
|
-$133M
|
-27%
|
5.14%
|
33.4%
|
1,215
|
|
