|
4001
|
CLG LLC
Long Beach,
California
|
$367M
|
+$46.5M
|
+15%
|
|
|
139
|
|
|
|
4002
|
Ogborne Capital Management
San Francisco,
California
|
$367M
|
-$36.1M
|
-9%
|
|
|
12
|
|
|
|
4003
|
Beam Wealth Advisors
Covington,
Louisiana
|
$367M
|
+$31.4M
|
+9%
|
|
|
114
|
|
|
|
4004
|
Mindset Wealth Management
Indianapolis,
Indiana
|
$367M
|
+$61.4M
|
+20%
|
|
|
182
|
|
|
|
4005
|
Snider Financial Group
Bellevue,
Washington
|
$367M
|
+$20M
|
+6%
|
|
|
119
|
|
|
|
4006
|
|
$367M
|
+$15.6M
|
+4%
|
|
|
73
|
|
|
|
4007
|
Sovereign Investment Advisors
Phoenix,
Arizona
|
$367M
|
+$2.91M
|
+0.8%
|
|
|
36
|
|
|
|
4008
|
Wakefield Asset Management
Englewood,
Colorado
|
$366M
|
+$8.34M
|
+2%
|
|
|
220
|
|
|
|
4009
|
Physicians Financial Services
Raleigh,
North Carolina
|
$366M
|
+$30.6M
|
+9%
|
|
|
110
|
|
|
|
4010
|
Cooper Investors
Melbourne, Victoria,
Australia
|
$366M
|
-$183M
|
-33%
|
|
|
55
|
|
|
|
4011
|
Pinion Investment Advisors
Wichita,
Kansas
|
$366M
|
+$76M
|
+26%
|
|
|
179
|
|
|
|
4012
|
Bell Asset Management
Melbourne,
Australia
|
$366M
|
-$87.7M
|
-19%
|
|
|
70
|
|
|
|
4013
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$366M
|
+$23.4M
|
+7%
|
|
|
222
|
|
|
|
4014
|
Portland Investment Counsel
Burlington,
Ontario, Canada
|
$365M
|
+$25.4M
|
+7%
|
|
|
53
|
|
|
|
4015
|
Buckley Wealth Management
Las Vegas,
Nevada
|
$365M
|
+$31.1M
|
+9%
|
|
|
109
|
|
|
|
4016
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$365M
|
+$5.1M
|
+1%
|
|
|
165
|
|
|
|
4017
|
Sollinda Capital Management
Miami,
Florida
|
$365M
|
-$19M
|
-5%
|
|
|
100
|
|
|
|
4018
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$365M
|
+$26.5M
|
+8%
|
|
|
96
|
|
|
|
4019
|
Selkirk Management
Chatham,
New Jersey
|
$365M
|
+$26.6M
|
+8%
|
|
|
14
|
|
|
|
4020
|
ArchPoint Investors
Coral Gables,
Florida
|
$365M
|
+$24.2M
|
+7%
|
|
|
74
|
|
|
|
4021
|
Carr Financial Group
Worcester,
Massachusetts
|
$364M
|
+$25.3M
|
+7%
|
|
|
202
|
|
|
|
4022
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$364M
|
+$25.2M
|
+7%
|
|
|
211
|
|
|
|
4023
|
Presima Securities
Montreal,
Quebec, Canada
|
$364M
|
-$71M
|
-16%
|
|
|
51
|
|
|
|
4024
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$364M
|
+$29.5M
|
+9%
|
|
|
55
|
|
|
|
4025
|
Private Wealth Management Group
Princeton,
New Jersey
|
$363M
|
+$62.3M
|
+21%
|
|
|
1,546
|
|
|