|
3801
|
Welch Capital Partners
Harrison,
New York
|
$444M
|
-$54.7M
|
-11%
|
5.83%
|
79.2%
|
27
|
7.41%
|
|
|
3802
|
Aspire Capital Advisors
Seattle,
Washington
|
$444M
|
+$18.4M
|
+4%
|
1.14%
|
59.3%
|
134
|
19.4%
|
|
|
3803
|
Augustine Asset Management
Jacksonville,
Florida
|
$444M
|
-$56.7M
|
-11%
|
2.95%
|
344%
|
121
|
14.05%
|
|
|
3804
|
Fermata Advisors
Sonoma,
California
|
$444M
|
+$27.5M
|
+7%
|
0.86%
|
49.3%
|
243
|
14.81%
|
|
|
3805
|
First Wilshire Securities Management
Pasadena,
California
|
$444M
|
+$46.3M
|
+12%
|
11.1%
|
135%
|
89
|
6.74%
|
|
|
3806
|
Centurion Wealth Management
Mclean,
Virginia
|
$444M
|
-$12.7M
|
-3%
|
1.17%
|
–
|
341
|
15.84%
|
|
|
3807
|
TIFF Advisory Services
Radnor,
Pennsylvania
|
$444M
|
-$137M
|
-24%
|
2.1%
|
85.9%
|
30
|
36.67%
|
|
|
3808
|
TownSquare Capital
Provo,
Utah
|
$444M
|
-$2.6M
|
-0.6%
|
0.2%
|
96.9%
|
267
|
14.23%
|
|
|
3809
|
Lighthouse Financial Services
Brea,
California
|
$443M
|
+$8.51M
|
+2%
|
2.17%
|
–
|
103
|
11.65%
|
|
|
3810
|
Prentice Wealth Management
Rochester,
New York
|
$443M
|
+$5.54M
|
+1%
|
0.89%
|
44.2%
|
119
|
5.88%
|
|
|
3811
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$443M
|
+$12.3M
|
+3%
|
1.62%
|
34.3%
|
1,003
|
15.05%
|
|
|
3812
|
Aspire Private Capital
Cornelius,
North Carolina
|
$443M
|
-$6.51M
|
-1%
|
1.05%
|
49.6%
|
186
|
17.74%
|
|
|
3813
|
Cornerstone Planning
Charlotte,
North Carolina
|
$443M
|
+$12.2M
|
+3%
|
0.78%
|
–
|
152
|
21.05%
|
|
|
3814
|
GSB Wealth Management
Guilford,
Connecticut
|
$443M
|
+$748K
|
+0.2%
|
0.21%
|
61.8%
|
246
|
8.54%
|
|
|
3815
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$443M
|
+$11.3M
|
+3%
|
1.13%
|
68.1%
|
423
|
17.26%
|
|
|
3816
|
Next Level Private
Harrison,
New York
|
$443M
|
+$61.2M
|
+16%
|
0.66%
|
92.4%
|
184
|
17.39%
|
|
|
3817
|
Almitas Capital
Santa Monica,
California
|
$443M
|
-$11.6M
|
-3%
|
2.76%
|
85.9%
|
137
|
38.69%
|
|
|
3818
|
Opal Wealth Advisors
Jericho,
New York
|
$442M
|
+$58.9M
|
+15%
|
0.22%
|
55.6%
|
609
|
66.67%
|
|
|
3819
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$442M
|
+$206M
|
+87%
|
0.2%
|
105%
|
209
|
27.27%
|
|
|
3820
|
Empire Financial Management Company
New York
|
$442M
|
-$17.9M
|
-4%
|
1.11%
|
71.1%
|
224
|
12.05%
|
|
|
3821
|
Capital Management Associates Inc
Minneapolis,
Minnesota
|
$442M
|
-$9.97M
|
-2%
|
2.02%
|
–
|
166
|
15.06%
|
|
|
3822
|
Performa Ltd (US)
Charleston,
South Carolina
|
$442M
|
+$47.9M
|
+12%
|
2.07%
|
55.8%
|
56
|
25%
|
|
|
3823
|
De Burlo Group
Boston,
Massachusetts
|
$441M
|
-$383M
|
-46%
|
6.64%
|
147%
|
94
|
22.34%
|
|
|
3824
|
Endeavour Capital Advisors
Greenwich,
Connecticut
|
$441M
|
+$81.6M
|
+23%
|
0.24%
|
105%
|
39
|
15.38%
|
|
|
3825
|
EWA LLC
Pittsbugh,
Pennsylvania
|
$441M
|
+$31.3M
|
+8%
|
1.14%
|
102%
|
317
|
25.87%
|
|