|
4001
|
Summit Financial Group
Moorefield,
West Virginia
|
$257M
|
-$6.65M
|
-3%
|
|
|
192
|
|
|
|
4002
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$257M
|
+$4.24M
|
+2%
|
|
|
506
|
|
|
|
4003
|
BetterWealth
San Jose,
California
|
$257M
|
+$9.86M
|
+4%
|
|
|
47
|
|
|
|
4004
|
Mudrick Capital Management
New York
|
$257M
|
+$31.2M
|
+14%
|
|
|
13
|
|
|
|
4005
|
St. Clair Advisors
Mayfield Hts,
Ohio
|
$257M
|
+$27.3M
|
+12%
|
|
|
81
|
|
|
|
4006
|
Capital Planning
Bellevue,
Washington
|
$256M
|
+$14.6M
|
+6%
|
|
|
75
|
|
|
|
4007
|
Humankind Investments
New York
|
$256M
|
+$15.3M
|
+6%
|
|
|
149
|
|
|
|
4008
|
Agilis Partners
Waltham,
Massachusetts
|
$256M
|
+$29.9M
|
+13%
|
|
|
23
|
|
|
|
4009
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$256M
|
+$13.4M
|
+6%
|
|
|
105
|
|
|
|
4010
|
Builder Investment Group
Atlanta,
Georgia
|
$256M
|
+$26.7M
|
+12%
|
|
|
96
|
|
|
|
4011
|
Vickerman Investment Advisors
Spokane,
Washington
|
$256M
|
+$2.49M
|
+1%
|
|
|
73
|
|
|
|
4012
|
Collective Family Office
York,
Pennsylvania
|
$256M
|
+$13.3M
|
+5%
|
|
|
186
|
|
|
|
4013
|
Scott & Selber Inc
Houston,
Texas
|
$256M
|
+$20.8M
|
+9%
|
|
|
103
|
|
|
|
4014
|
Proquility Private Wealth Partners
Las Vegas,
Nevada
|
$256M
|
+$3.96M
|
+2%
|
|
|
96
|
|
|
|
4015
|
Lantz Financial
Naperville,
Illinois
|
$255M
|
+$14.9M
|
+6%
|
|
|
197
|
|
|
|
4016
|
Origin Asset Management
London,
United Kingdom
|
$255M
|
-$86.1M
|
-25%
|
|
|
31
|
|
|
|
4017
|
McLean Asset Management
Tysons,
Virginia
|
$255M
|
+$12.1M
|
+5%
|
|
|
134
|
|
|
|
4018
|
Innealta Capital
Austin,
Texas
|
$255M
|
+$18.5M
|
+8%
|
|
|
77
|
|
|
|
4019
|
Physicians Financial Services
Raleigh,
North Carolina
|
$255M
|
+$18.2M
|
+8%
|
|
|
108
|
|
|
|
4020
|
Warwick Investment Management
Bryan,
Texas
|
$255M
|
+$18.9M
|
+8%
|
|
|
70
|
|
|
|
4021
|
My Legacy Advisors
Bend,
Oregon
|
$254M
|
+$21.2M
|
+9%
|
|
|
223
|
|
|
|
4022
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$254M
|
-$13.2M
|
-5%
|
|
|
109
|
|
|
|
4023
|
Institutional Venture Management XV
Menlo Park,
California
|
$254M
|
-$87.5M
|
-26%
|
|
|
6
|
|
|
|
4024
|
Affinity Asset Advisors
New York
|
$254M
|
-$6.12M
|
-2%
|
|
|
90
|
|
|
|
4025
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$254M
|
+$53.8M
|
+27%
|
|
|
520
|
|
|