|
3326
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$548M
|
+$15.7M
|
+3%
|
|
|
68
|
|
|
|
3327
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$547M
|
+$20.8M
|
+4%
|
|
|
79
|
|
|
|
3328
|
Studio Investment Management
Chicago,
Illinois
|
$547M
|
+$17.5M
|
+3%
|
|
|
183
|
|
|
|
3329
|
Aire Advisors
Beverly Hills,
California
|
$547M
|
-$3.86M
|
-0.7%
|
|
|
176
|
|
|
|
3330
|
TLWM Financial
San Antonio,
Texas
|
$546M
|
-$10.1M
|
-2%
|
|
|
79
|
|
|
|
3331
|
Investors Research Corp
Atlanta,
Georgia
|
$546M
|
+$5.61M
|
+1%
|
|
|
908
|
|
|
|
3332
|
New Harbor Financial Group
Worcester,
Massachusetts
|
$546M
|
+$52.5M
|
+11%
|
|
|
60
|
|
|
|
3333
|
Harraden Circle Investments
New York
|
$546M
|
+$31.7M
|
+6%
|
|
|
205
|
|
|
|
3334
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$545M
|
+$17.9M
|
+3%
|
|
|
142
|
|
|
|
3335
|
Gibson Capital
Wexford,
Pennsylvania
|
$545M
|
+$3.05M
|
+0.6%
|
|
|
88
|
|
|
|
3336
|
Saturn V Capital Management
Austin,
Texas
|
$545M
|
+$88.9M
|
+20%
|
|
|
25
|
|
|
|
3337
|
Community Financial Services Group
Newport,
Vermont
|
$545M
|
-$1.12M
|
-0.2%
|
|
|
101
|
|
|
|
3338
|
Blume Capital Management
Berkeley,
California
|
$544M
|
+$24.4M
|
+5%
|
|
|
362
|
|
|
|
3339
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$544M
|
-$18.7M
|
-3%
|
|
|
188
|
|
|
|
3340
|
Privium Fund Management
Amsterdam,
Netherlands
|
$543M
|
-$13.1M
|
-2%
|
|
|
65
|
|
|
|
3341
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$543M
|
+$29.1M
|
+6%
|
|
|
219
|
|
|
|
3342
|
Winslow Asset Management
Beachwood,
Ohio
|
$542M
|
+$9.24M
|
+2%
|
|
|
80
|
|
|
|
3343
|
FLC Capital Advisors
Palm Desert,
California
|
$542M
|
+$25.4M
|
+5%
|
|
|
221
|
|
|
|
3344
|
Golden Reserve Retirement
Dublin,
Ohio
|
$542M
|
+$156M
|
+41%
|
|
|
131
|
|
|
|
3345
|
Summit Wealth Partners
Orlando,
Florida
|
$541M
|
-$12.8M
|
-2%
|
|
|
224
|
|
|
|
3346
|
AA Financial Advisors
Columbus,
Ohio
|
$541M
|
+$32.1M
|
+6%
|
|
|
218
|
|
|
|
3347
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$541M
|
+$42.2M
|
+8%
|
|
|
80
|
|
|
|
3348
|
Patten Group
Chattanooga,
Tennessee
|
$541M
|
+$27M
|
+5%
|
|
|
327
|
|
|
|
3349
|
Asset Allocation Strategies
Farmington,
Michigan
|
$540M
|
+$35.3M
|
+7%
|
|
|
165
|
|
|
|
3350
|
Cander Asset Management
New York
|
$540M
|
–
|
–
|
|
|
43
|
|
|