|
3526
|
Impact Partnership Wealth
Marietta,
Georgia
|
$381M
|
+$128M
|
+51%
|
|
|
741
|
|
|
|
3527
|
Harvey Capital Management
Palm Beach,
Florida
|
$380M
|
+$38.7M
|
+11%
|
|
|
83
|
|
|
|
3528
|
Liquid Strategies
Atlanta,
Georgia
|
$380M
|
-$6.3M
|
-2%
|
|
|
15
|
|
|
|
3529
|
Arista Wealth Management
Las Vegas,
Nevada
|
$380M
|
+$249M
|
+190%
|
|
|
66
|
|
|
|
3530
|
RDST Capital
Seattle,
Washington
|
$380M
|
-$22.1M
|
-5%
|
|
|
20
|
|
|
|
3531
|
DoubleLine ETF Adviser
Tampa,
Florida
|
$380M
|
-$12.8M
|
-3%
|
|
|
247
|
|
|
|
3532
|
Altrius Capital Management
New Bern,
North Carolina
|
$380M
|
-$16.9M
|
-4%
|
|
|
92
|
|
|
|
3533
|
Wright Investors Service
Shelton,
Connecticut
|
$380M
|
-$14.8M
|
-4%
|
|
|
163
|
|
|
|
3534
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$379M
|
-$14.9M
|
-4%
|
|
|
124
|
|
|
|
3535
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$379M
|
+$63.7M
|
+20%
|
|
|
357
|
|
|
|
3536
|
|
$379M
|
-$67.5M
|
-15%
|
|
|
5
|
|
|
|
3537
|
First Reserve GP XIII
Stamford,
Connecticut
|
$379M
|
+$11.4M
|
+3%
|
|
|
1
|
|
|
|
3538
|
Monetary Management Group
St Louis,
Missouri
|
$378M
|
+$19.3M
|
+5%
|
|
|
333
|
|
|
|
3539
|
Convergence Financial
Columbia,
Missouri
|
$378M
|
+$136M
|
+56%
|
|
|
151
|
|
|
|
3540
|
Canal Insurance Company
Greenville,
South Carolina
|
$378M
|
-$10.1M
|
-3%
|
|
|
80
|
|
|
|
3541
|
|
$378M
|
-$143M
|
-27%
|
|
|
398
|
|
|
|
3542
|
Gifford Fong Associates
Lafayette,
California
|
$377M
|
+$14.8M
|
+4%
|
|
|
129
|
|
|
|
3543
|
Encompass Wealth Advisors
Portland,
Oregon
|
$377M
|
+$727K
|
+0.2%
|
|
|
330
|
|
|
|
3544
|
Progressive Investment Management
Lake Oswego,
Oregon
|
$377M
|
+$12.8M
|
+4%
|
|
|
64
|
|
|
|
3545
|
Ackerman Capital Advisors
Dallas,
Texas
|
$377M
|
+$15.3M
|
+4%
|
|
|
110
|
|
|
|
3546
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$377M
|
+$43.3M
|
+13%
|
|
|
551
|
|
|
|
3547
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$377M
|
+$25.5M
|
+7%
|
|
|
509
|
|
|
|
3548
|
Humankind Investments
New York
|
$377M
|
-$1.21M
|
-0.3%
|
|
|
168
|
|
|
|
3549
|
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
|
$377M
|
–
|
–
|
|
|
149
|
|
|
|
3550
|
Warberg Asset Management
Winnetka,
Illinois
|
$376M
|
-$48.5M
|
-11%
|
|
|
283
|
|
|