|
3601
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$340M
|
+$41.8M
|
+14%
|
|
|
149
|
|
|
|
3602
|
Warwick Investment Management
Bryan,
Texas
|
$340M
|
+$73.1M
|
+27%
|
|
|
87
|
|
|
|
3603
|
Morse Asset Management
Darien,
Connecticut
|
$340M
|
+$23.6M
|
+7%
|
|
|
141
|
|
|
|
3604
|
Petix & Botte Financial
La Mesa,
California
|
$340M
|
+$22.6M
|
+7%
|
|
|
124
|
|
|
|
3605
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$340M
|
–
|
–
|
|
|
857
|
|
|
|
3606
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$340M
|
+$36.5M
|
+12%
|
|
|
54
|
|
|
|
3607
|
FCPM III Services
Naarden,
Netherlands
|
$339M
|
–
|
–
|
|
|
6
|
|
|
|
3608
|
Waterfront Wealth
Overland Park,
Kansas
|
$339M
|
+$33.7M
|
+11%
|
|
|
254
|
|
|
|
3609
|
SignalPoint Asset Management
Springfield,
Missouri
|
$339M
|
+$25.4M
|
+8%
|
|
|
229
|
|
|
|
3610
|
DOHJ LLC
Seattle,
Washington
|
$338M
|
+$114M
|
+51%
|
|
|
140
|
|
|
|
3611
|
Univest Financial
Souderton,
Pennsylvania
|
$338M
|
+$38.6M
|
+13%
|
|
|
122
|
|
|
|
3612
|
Adams Wealth Management
Logan,
Utah
|
$338M
|
+$43.4M
|
+15%
|
|
|
105
|
|
|
|
3613
|
Retirement Solution
Redmond,
Washington
|
$338M
|
+$35M
|
+12%
|
|
|
48
|
|
|
|
3614
|
Financial & Tax Architects
St Louis,
Missouri
|
$338M
|
+$16M
|
+5%
|
|
|
98
|
|
|
|
3615
|
Integris Wealth Management
Monterey,
California
|
$338M
|
+$32.8M
|
+11%
|
|
|
94
|
|
|
|
3616
|
Hel Ved Capital Management
Central,
Hong Kong
|
$338M
|
+$38.2M
|
+13%
|
|
|
72
|
|
|
|
3617
|
Juniper Capital Advisors
Houston,
Texas
|
$338M
|
–
|
–
|
|
|
1
|
|
|
|
3618
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$338M
|
+$47M
|
+16%
|
|
|
159
|
|
|
|
3619
|
True Wind Capital Management
San Francisco,
California
|
$337M
|
+$89.3M
|
+36%
|
|
|
3
|
|
|
|
3620
|
Aspire Private Capital
Cornelius,
North Carolina
|
$337M
|
+$30.6M
|
+10%
|
|
|
760
|
|
|
|
3621
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$337M
|
+$31.8M
|
+10%
|
|
|
86
|
|
|
|
3622
|
Humankind Investments
New York
|
$337M
|
+$96.7M
|
+40%
|
|
|
137
|
|
|
|
3623
|
Pacifica Capital Investments
Leander,
Texas
|
$337M
|
+$26.4M
|
+9%
|
|
|
20
|
|
|
|
3624
|
McDonald Partners
Cleveland,
Ohio
|
$337M
|
+$29.6M
|
+10%
|
|
|
234
|
|
|
|
3625
|
TenCore Partners
New York
|
$337M
|
+$625K
|
+0.2%
|
|
|
15
|
|
|