|
3551
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$472M
|
+$32.8M
|
+7%
|
|
|
166
|
|
|
|
3552
|
GoalVest Advisory
New York
|
$472M
|
+$67.8M
|
+17%
|
|
|
414
|
|
|
|
3553
|
Global View Capital Management
Waukesha,
Wisconsin
|
$471M
|
+$158M
|
+51%
|
|
|
147
|
|
|
|
3554
|
Verum Partners
Charlotte,
North Carolina
|
$470M
|
+$36.4M
|
+8%
|
|
|
176
|
|
|
|
3555
|
Auxano Advisors
Bellevue,
Washington
|
$470M
|
+$42M
|
+10%
|
|
|
174
|
|
|
|
3556
|
ORG Wealth Partners
Dallas,
Texas
|
$470M
|
+$52.3M
|
+13%
|
|
|
751
|
|
|
|
3557
|
Financial Security Advisor
Virginia Beach,
Virginia
|
$470M
|
+$36M
|
+8%
|
|
|
147
|
|
|
|
3558
|
Longaeva Partners
Chicago,
Illinois
|
$470M
|
+$53.6M
|
+13%
|
|
|
94
|
|
|
|
3559
|
Canal Insurance Company
Greenville,
South Carolina
|
$470M
|
+$22.9M
|
+5%
|
|
|
74
|
|
|
|
3560
|
Grace & Mercy Foundation
New York
|
$470M
|
-$12.8M
|
-3%
|
|
|
18
|
|
|
|
3561
|
Element Pointe Advisors
Miami,
Florida
|
$469M
|
+$55.9M
|
+14%
|
|
|
76
|
|
|
|
3562
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$469M
|
+$39.6M
|
+9%
|
|
|
59
|
|
|
|
3563
|
Ellsworth Advisors
Hudson,
Ohio
|
$469M
|
+$57.9M
|
+14%
|
|
|
197
|
|
|
|
3564
|
Harvey Capital Management
Palm Beach,
Florida
|
$469M
|
+$41.7M
|
+10%
|
|
|
88
|
|
|
|
3565
|
First Reserve GP XIII
Stamford,
Connecticut
|
$468M
|
-$19.3M
|
-4%
|
|
|
2
|
|
|
|
3566
|
Orland Properties Ltd
Road Town, Tortola,
British Virgin Islands
|
$468M
|
+$231M
|
+98%
|
|
|
13
|
|
|
|
3567
|
SW Investment Management
Telluride,
Colorado
|
$467M
|
+$48.6M
|
+12%
|
|
|
8
|
|
|
|
3568
|
Adams Wealth Management
Logan,
Utah
|
$467M
|
-$58.6M
|
-11%
|
|
|
196
|
|
|
|
3569
|
Valicenti Advisory Services
Elmira,
New York
|
$466M
|
+$38.2M
|
+9%
|
|
|
80
|
|
|
|
3570
|
Maytus Capital Management
New York
|
$466M
|
-$76.7M
|
-14%
|
|
|
96
|
|
|
|
3571
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$466M
|
+$31.4M
|
+7%
|
|
|
149
|
|
|
|
3572
|
O'Dell Group
Cincinnati,
Ohio
|
$466M
|
+$65.2M
|
+16%
|
|
|
42
|
|
|
|
3573
|
Avion Wealth
The Woodlands,
Texas
|
$466M
|
+$27.5M
|
+6%
|
|
|
1,618
|
|
|
|
3574
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$465M
|
+$19M
|
+4%
|
|
|
247
|
|
|
|
3575
|
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
|
$465M
|
+$40.2M
|
+9%
|
|
|
43
|
|
|