|
3826
|
Waypoint Wealth Partners
Mill Valley,
California
|
$351M
|
+$29.1M
|
+9%
|
7.52%
|
52.1%
|
76
|
9.21%
|
|
|
3827
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$351M
|
+$18.6M
|
+6%
|
5.09%
|
40%
|
471
|
4.67%
|
|
|
3828
|
Winmill & Co
Walpole,
New Hampshire
|
$351M
|
+$39.4M
|
+13%
|
15.9%
|
146%
|
73
|
19.18%
|
|
|
3829
|
Noble Family Wealth
Clearwater,
Florida
|
$351M
|
+$21M
|
+6%
|
6.95%
|
56.1%
|
61
|
1.64%
|
|
|
3830
|
Donoghue Forlines
Boston,
Massachusetts
|
$351M
|
+$31.8M
|
+10%
|
8.88%
|
199%
|
267
|
38.2%
|
|
|
3831
|
American Assets Capital Advisers
San Diego,
California
|
$351M
|
-$2.19M
|
-0.6%
|
9.2%
|
73.5%
|
37
|
21.62%
|
|
|
3832
|
Liberty Mutual Group Asset Management
Boston,
Massachusetts
|
$351M
|
+$5.31M
|
+2%
|
2.08%
|
47.9%
|
124
|
12.9%
|
|
|
3833
|
Platte River Wealth Advisors
Louisville,
Colorado
|
$351M
|
+$48.9M
|
+16%
|
7.52%
|
28.6%
|
99
|
12.12%
|
|
|
3834
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$351M
|
+$29.2M
|
+9%
|
9.04%
|
80%
|
196
|
3.57%
|
|
|
3835
|
Pacific Center for Financial Services
San Ramon,
California
|
$351M
|
+$33.6M
|
+11%
|
8.25%
|
54.7%
|
471
|
16.35%
|
|
|
3836
|
P. Schoenfeld Asset Management (PSAM)
New York
|
$350M
|
-$77.6M
|
-18%
|
11.8%
|
367%
|
90
|
75.56%
|
|
|
3837
|
Versant Capital Management
Phoenix,
Arizona
|
$350M
|
+$14.9M
|
+4%
|
6.54%
|
82.4%
|
1,975
|
8.1%
|
|
|
3838
|
Flow State Investments
Chicago,
Illinois
|
$350M
|
+$31.8M
|
+10%
|
2.65%
|
–
|
282
|
42.91%
|
|
|
3839
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$350M
|
+$46M
|
+15%
|
5.68%
|
56.1%
|
176
|
54.55%
|
|
|
3840
|
CM Wealth Advisors
Beachwood,
Ohio
|
$350M
|
+$117M
|
+50%
|
8.63%
|
64.7%
|
192
|
65.63%
|
|
|
3841
|
MYDA Advisors
Woodmere,
New York
|
$350M
|
+$50.7M
|
+17%
|
14.4%
|
232%
|
149
|
62.42%
|
|
|
3842
|
Tekne Capital Management
New York
|
$350M
|
+$75.9M
|
+28%
|
11.3%
|
516%
|
12
|
33.33%
|
|
|
3843
|
Professional Financial Advisors
North Platte,
Nebraska
|
$350M
|
+$47.4M
|
+16%
|
6.62%
|
52.8%
|
107
|
16.82%
|
|
|
3844
|
Elevated Capital Advisors
Sandy,
Utah
|
$349M
|
+$29.3M
|
+9%
|
5.59%
|
46%
|
189
|
15.34%
|
|
|
3845
|
Kore Advisors
Boynton Beach,
Florida
|
$349M
|
-$18.9M
|
-5%
|
6.2%
|
–
|
26
|
38.46%
|
|
|
3846
|
Ellsworth Advisors
Hudson,
Ohio
|
$349M
|
+$32.5M
|
+10%
|
10%
|
123%
|
206
|
39.32%
|
|
|
3847
|
Beck Capital Management
Austin,
Texas
|
$348M
|
+$56.3M
|
+19%
|
24.5%
|
291%
|
115
|
17.39%
|
|
|
3848
|
NFC Investments
Memphis,
Tennessee
|
$348M
|
+$24.4M
|
+8%
|
10.1%
|
–
|
32
|
3.13%
|
|
|
3849
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$348M
|
+$37.6M
|
+12%
|
7.57%
|
63.5%
|
182
|
8.79%
|
|
|
3850
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$348M
|
+$5.11M
|
+1%
|
4.84%
|
58.6%
|
162
|
11.73%
|
|