|
3851
|
Reverence Capital Partners
New York
|
$453M
|
+$37.4M
|
+9%
|
9%
|
5.38%
|
1
|
0%
|
|
|
3852
|
Bridgewealth Advisory Group
Fresno,
California
|
$453M
|
+$21.5M
|
+5%
|
1.35%
|
39.1%
|
139
|
15.83%
|
|
|
3853
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$453M
|
+$13.1M
|
+3%
|
1.78%
|
49.6%
|
108
|
7.41%
|
|
|
3854
|
|
$452M
|
-$117M
|
-21%
|
1.75%
|
87.1%
|
28
|
14.29%
|
|
|
3855
|
Capital Management Associates Inc
Minneapolis,
Minnesota
|
$452M
|
+$82.3M
|
+22%
|
4.22%
|
–
|
164
|
19.51%
|
|
|
3856
|
Winch Advisory Services
Appleton,
Wisconsin
|
$452M
|
+$7.68M
|
+2%
|
2.1%
|
80.8%
|
532
|
5.45%
|
|
|
3857
|
Aries Wealth Management
Portland,
Maine
|
$452M
|
+$29M
|
+7%
|
3.04%
|
75%
|
242
|
8.26%
|
|
|
3858
|
Retirement Solution
Redmond,
Washington
|
$451M
|
+$32.2M
|
+8%
|
2.25%
|
65.2%
|
60
|
20%
|
|
|
3859
|
Scott Capital Advisors
Portland,
Oregon
|
$451M
|
+$9.61M
|
+2%
|
0.99%
|
46.4%
|
54
|
5.56%
|
|
|
3860
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$451M
|
+$23.1M
|
+5%
|
8.13%
|
143%
|
86
|
37.21%
|
|
|
3861
|
Waller Financial Planning Group
Columbus,
Ohio
|
$450M
|
+$14.5M
|
+3%
|
1.64%
|
40.9%
|
78
|
12.82%
|
|
|
3862
|
IAM Advisory
Easton,
Pennsylvania
|
$450M
|
+$5.33M
|
+1%
|
2.5%
|
74.5%
|
115
|
20.87%
|
|
|
3863
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$450M
|
+$28.3M
|
+7%
|
1.21%
|
46%
|
146
|
8.22%
|
|
|
3864
|
Wiser Wealth Management
Marietta,
Georgia
|
$450M
|
+$12.4M
|
+3%
|
1.31%
|
46.7%
|
57
|
8.77%
|
|
|
3865
|
Capital City Trust
Tallahassee,
Florida
|
$450M
|
+$40.9M
|
+10%
|
1.57%
|
86.1%
|
118
|
9.32%
|
|
|
3866
|
Aspire Private Capital
Cornelius,
North Carolina
|
$450M
|
-$5.4M
|
-1%
|
1.87%
|
49.6%
|
184
|
13.59%
|
|
|
3867
|
Long Walk Management
Greenwich,
Connecticut
|
$449M
|
-$45.3M
|
-9%
|
9.25%
|
302%
|
10
|
10%
|
|
|
3868
|
Silverlake Wealth Management
Williston,
Vermont
|
$449M
|
+$37.4M
|
+9%
|
2.07%
|
64.5%
|
377
|
13.53%
|
|
|
3869
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$449M
|
+$14.5M
|
+3%
|
3.94%
|
57.9%
|
112
|
13.39%
|
|
|
3870
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$449M
|
+$61.3M
|
+16%
|
1.47%
|
58.2%
|
186
|
14.52%
|
|
|
3871
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$449M
|
+$16.9M
|
+4%
|
0.88%
|
22.5%
|
258
|
37.98%
|
|
|
3872
|
Graticule Asia Macro Advisors
New York
|
$449M
|
+$11M
|
+3%
|
2.52%
|
–
|
2
|
0%
|
|
|
3873
|
Raub Brock Capital Management
Larkspur,
California
|
$449M
|
-$15.8M
|
-3%
|
1.57%
|
56.3%
|
40
|
2.5%
|
|
|
3874
|
Plimoth Trust
Plymouth,
Massachusetts
|
$449M
|
+$7.22M
|
+2%
|
4.52%
|
94%
|
173
|
3.47%
|
|
|
3875
|
Kettle Hill Capital Management
New York
|
$448M
|
+$3.88M
|
+0.9%
|
1.33%
|
37.4%
|
62
|
79.03%
|
|