|
3376
|
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
|
$325M
|
+$25.4M
|
+8%
|
|
|
67
|
|
|
|
3377
|
Clifford Capital Partners
Alpine,
Utah
|
$325M
|
-$4.49M
|
-1%
|
|
|
45
|
|
|
|
3378
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$325M
|
-$5.06M
|
-2%
|
|
|
139
|
|
|
|
3379
|
Requisite Capital Management
Dallas,
Texas
|
$325M
|
+$12M
|
+4%
|
|
|
78
|
|
|
|
3380
|
Levy Wealth Management Group
Philadelphia,
Pennsylvania
|
$325M
|
+$25.7M
|
+9%
|
|
|
109
|
|
|
|
3381
|
Aprio Wealth Management
Atlanta,
Georgia
|
$325M
|
+$40.3M
|
+14%
|
|
|
145
|
|
|
|
3382
|
MJP Associates
Farmington,
Connecticut
|
$325M
|
-$13.4M
|
-4%
|
|
|
154
|
|
|
|
3383
|
Nut Tree Capital Management
New York
|
$324M
|
+$139M
|
+75%
|
|
|
10
|
|
|
|
3384
|
McCollum Christoferson Group
Amherst,
New York
|
$324M
|
+$8.25M
|
+3%
|
|
|
69
|
|
|
|
3385
|
SoftVest Advisors
Abilene,
Texas
|
$324M
|
-$88.4M
|
-21%
|
|
|
5
|
|
|
|
3386
|
|
$324M
|
+$12.9M
|
+4%
|
|
|
50
|
|
|
|
3387
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$324M
|
+$38.7M
|
+14%
|
|
|
449
|
|
|
|
3388
|
Diligent Investors
Redlands,
California
|
$324M
|
+$17.7M
|
+6%
|
|
|
291
|
|
|
|
3389
|
SFE Investment Counsel
Los Angeles,
California
|
$323M
|
+$1.99M
|
+0.6%
|
|
|
114
|
|
|
|
3390
|
Waterloo Capital
Austin,
Texas
|
$323M
|
–
|
–
|
|
|
200
|
|
|
|
3391
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$323M
|
+$18.1M
|
+6%
|
|
|
173
|
|
|
|
3392
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$323M
|
+$16.5M
|
+5%
|
|
|
151
|
|
|
|
3393
|
Lion Street Advisors
Austin,
Texas
|
$323M
|
+$132M
|
+69%
|
|
|
271
|
|
|
|
3394
|
Bender Robert & Associates
Pasadena,
California
|
$323M
|
+$55.5M
|
+21%
|
|
|
57
|
|
|
|
3395
|
Allied Investment Advisors
Billings,
Montana
|
$323M
|
+$2.97M
|
+0.9%
|
|
|
58
|
|
|
|
3396
|
Kirr Marbach & Co
Columbus,
Indiana
|
$323M
|
+$1.98M
|
+0.6%
|
|
|
50
|
|
|
|
3397
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$323M
|
+$93.6M
|
+41%
|
|
|
289
|
|
|
|
3398
|
Plimoth Trust
Plymouth,
Massachusetts
|
$322M
|
+$12.2M
|
+4%
|
|
|
163
|
|
|
|
3399
|
Bison Wealth
Atlanta,
Georgia
|
$322M
|
+$9.27M
|
+3%
|
|
|
277
|
|
|
|
3400
|
Paradiem
Covington,
Louisiana
|
$322M
|
+$51.5M
|
+19%
|
|
|
103
|
|
|