|
3976
|
Pathway Financial Advisers
Auburn,
Indiana
|
$247M
|
–
|
–
|
11.1%
|
82.4%
|
563
|
–
|
|
|
3977
|
WealthOne
Albany,
New York
|
$247M
|
+$14.9M
|
+6%
|
5.95%
|
23.4%
|
126
|
22.22%
|
|
|
3978
|
Family Capital Trust
Peabody,
Massachusetts
|
$247M
|
+$28M
|
+13%
|
14.1%
|
32.3%
|
50
|
0%
|
|
|
3979
|
TIFF Advisory Services
Radnor,
Pennsylvania
|
$246M
|
+$4.92M
|
+2%
|
9.7%
|
85.9%
|
22
|
13.64%
|
|
|
3980
|
Crane Advisory
Fullerton,
California
|
$246M
|
+$51.6M
|
+26%
|
3.34%
|
34.7%
|
28
|
17.86%
|
|
|
3981
|
Steamboat Capital Partners
Rye,
New York
|
$246M
|
+$44.9M
|
+22%
|
36.8%
|
280%
|
35
|
37.14%
|
|
|
3982
|
Boltwood Capital Management
Walnut Creek,
California
|
$246M
|
+$27.9M
|
+13%
|
8.74%
|
56.3%
|
151
|
9.93%
|
|
|
3983
|
Endurant Capital Management
San Mateo,
California
|
$246M
|
-$60.8M
|
-20%
|
13.1%
|
18.4%
|
78
|
66.67%
|
|
|
3984
|
Beach Point Capital Management
Santa Monica,
California
|
$246M
|
-$48.9M
|
-17%
|
1.38%
|
110%
|
28
|
28.57%
|
|
|
3985
|
Whalerock Point Partners
Providence,
Rhode Island
|
$246M
|
+$18.4M
|
+8%
|
9.66%
|
103%
|
150
|
12%
|
|
|
3986
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$246M
|
-$5.32M
|
-2%
|
6.2%
|
67.6%
|
124
|
30.65%
|
|
|
3987
|
Perennial Investment Advisors
Los Angeles,
California
|
$246M
|
+$25.5M
|
+12%
|
8.02%
|
84.3%
|
231
|
16.02%
|
|
|
3988
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$246M
|
+$26.6M
|
+12%
|
7.12%
|
67.4%
|
216
|
34.26%
|
|
|
3989
|
Hamilton Wealth
Encino,
California
|
$246M
|
+$9.15M
|
+4%
|
5.41%
|
108%
|
113
|
48.67%
|
|
|
3990
|
Wittenberg Investment Management
Carlisle,
Massachusetts
|
$246M
|
+$10.6M
|
+5%
|
8.17%
|
89.9%
|
88
|
9.09%
|
|
|
3991
|
Trustees of Dartmouth College
Hanover,
New Hampshire
|
$245M
|
–
|
–
|
13.8%
|
52.5%
|
2
|
–
|
|
|
3992
|
Biechele Royce Advisors
Fishers,
Indiana
|
$245M
|
+$32.6M
|
+15%
|
11.9%
|
39.2%
|
71
|
21.13%
|
|
|
3993
|
Warwick Investment Management
Bryan,
Texas
|
$245M
|
+$75.8M
|
+45%
|
8.14%
|
64.3%
|
97
|
60.82%
|
|
|
3994
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$245M
|
+$42.7M
|
+21%
|
8.05%
|
57.1%
|
132
|
11.36%
|
|
|
3995
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$245M
|
+$27.6M
|
+13%
|
7.05%
|
63.2%
|
79
|
10.13%
|
|
|
3996
|
James J. Burns & Company
Melville,
New York
|
$245M
|
+$19.6M
|
+9%
|
7.01%
|
63.1%
|
84
|
11.9%
|
|
|
3997
|
Financial Sense Advisors
San Diego,
California
|
$244M
|
+$7.8M
|
+3%
|
9.84%
|
152%
|
107
|
29.91%
|
|
|
3998
|
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
|
$244M
|
+$28.3M
|
+13%
|
14.1%
|
75.1%
|
121
|
9.09%
|
|
|
3999
|
Raffa Wealth Management
Washington,
District of Columbia
|
$244M
|
+$18.5M
|
+8%
|
6.57%
|
35.8%
|
1,175
|
10.13%
|
|
|
4000
|
Round Rock Advisors
Wilton,
Connecticut
|
$244M
|
+$23.4M
|
+11%
|
8.69%
|
87.4%
|
158
|
13.29%
|
|