|
3201
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$337M
|
+$39.4M
|
+13%
|
5.54%
|
33%
|
40
|
|
|
3202
|
Benedict Financial Advisors
Atlanta,
Georgia
|
$337M
|
+$24.2M
|
+8%
|
11.8%
|
44.7%
|
118
|
|
|
3203
|
G2 Investment Partners Management
New York
|
$337M
|
+$16.4M
|
+5%
|
16.5%
|
948%
|
90
|
|
|
3204
|
Brickley Wealth Management
San Mateo,
California
|
$337M
|
+$31.9M
|
+10%
|
8.63%
|
50.9%
|
42
|
|
|
3205
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$336M
|
+$34.1M
|
+11%
|
9.25%
|
45%
|
148
|
|
|
3206
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$336M
|
+$17.5M
|
+5%
|
8.17%
|
46.8%
|
278
|
|
|
3207
|
Gibson Capital
Wexford,
Pennsylvania
|
$336M
|
+$20.3M
|
+6%
|
6.29%
|
45.9%
|
52
|
|
|
3208
|
SJS Investment Consulting
Sylvania,
Ohio
|
$336M
|
+$39.9M
|
+13%
|
8.55%
|
53.7%
|
1,746
|
|
|
3209
|
Renaissance Investment Group
Lenox,
Massachusetts
|
$335M
|
+$14.6M
|
+5%
|
12.1%
|
91.8%
|
85
|
|
|
3210
|
PenderFund Capital Management
Vancouver,
British Columbia, Canada
|
$335M
|
+$15.8M
|
+5%
|
9.34%
|
114%
|
214
|
|
|
3211
|
Institutional Venture Management XVI
Menlo Park,
California
|
$335M
|
-$95.8M
|
-22%
|
11.9%
|
486%
|
8
|
|
|
3212
|
FTV Management Company
San Francisco,
California
|
$335M
|
-$82.3M
|
-20%
|
19.1%
|
14.1%
|
2
|
|
|
3213
|
Cyrus J. Lawrence
New York
|
$335M
|
-$174M
|
-34%
|
10%
|
–
|
226
|
|
|
3214
|
Kowal Investment Group
Brookfield,
Wisconsin
|
$335M
|
+$39.7M
|
+13%
|
8.1%
|
21.1%
|
165
|
|
|
3215
|
J.W. Coons Advisors
Columbus,
Ohio
|
$335M
|
+$70.5M
|
+27%
|
8.32%
|
61.2%
|
230
|
|
|
3216
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$335M
|
+$9.75M
|
+3%
|
7.85%
|
64.5%
|
277
|
|
|
3217
|
Eagle Strategies
New York
|
$335M
|
+$143M
|
+75%
|
8.31%
|
50.5%
|
169
|
|
|
3218
|
ML&R Wealth Management
Austin,
Texas
|
$335M
|
+$38.9M
|
+13%
|
10.5%
|
–
|
72
|
|
|
3219
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$334M
|
+$24.1M
|
+8%
|
6.78%
|
41.7%
|
237
|
|
|
3220
|
CFM Wealth Partners
Austin,
Texas
|
$334M
|
+$21M
|
+7%
|
7.44%
|
132%
|
167
|
|
|
3221
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$334M
|
+$34.3M
|
+11%
|
5.61%
|
32.5%
|
50
|
|
|
3222
|
Cornerstone Retirement Group
Reno,
Nevada
|
$334M
|
+$5.34M
|
+2%
|
3.69%
|
–
|
13
|
|
|
3223
|
Kadensa Capital
Central,
Hong Kong
|
$333M
|
+$27.5M
|
+9%
|
1.35%
|
112%
|
33
|
|
|
3224
|
Northside Capital Management
Hood River,
Oregon
|
$333M
|
+$25.2M
|
+8%
|
6.46%
|
104%
|
116
|
|
|
3225
|
V3 Capital Management
Dallas,
Texas
|
$333M
|
-$32.4M
|
-9%
|
1.63%
|
19.4%
|
14
|
|
