|
4051
|
44 Wealth Management
Eugene,
Oregon
|
$277M
|
-$10.9M
|
-4%
|
2.32%
|
–
|
191
|
17.28%
|
|
|
4052
|
Stonebridge Capital Management
Los Angeles,
California
|
$277M
|
-$10.2M
|
-4%
|
1.96%
|
–
|
101
|
2.97%
|
|
|
4053
|
P/E Global LLC
Boston,
Massachusetts
|
$277M
|
–
|
–
|
6.12%
|
40.8%
|
1
|
–
|
|
|
4054
|
Liberty Wealth Management
Oakland,
California
|
$277M
|
-$2.03B
|
-88%
|
2.74%
|
64.2%
|
185
|
60.54%
|
|
|
4055
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$277M
|
-$33.1M
|
-11%
|
0.15%
|
64.5%
|
1,303
|
81.96%
|
|
|
4056
|
Meteora Capital
Boca Raton,
Florida
|
$277M
|
–
|
–
|
0.92%
|
56.9%
|
181
|
–
|
|
|
4057
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$277M
|
+$3.07M
|
+1%
|
0.34%
|
41.3%
|
777
|
29.99%
|
|
|
4058
|
PSquared Asset Management
Zurich,
Switzerland
|
$277M
|
-$658M
|
-70%
|
2.94%
|
178%
|
11
|
54.55%
|
|
|
4059
|
Fairfield Financial Advisors
Wellesley,
Massachusetts
|
$277M
|
–
|
–
|
3.38%
|
–
|
312
|
–
|
|
|
4060
|
Cannon Financial Strategists
Athens,
Georgia
|
$277M
|
-$1.79M
|
-0.6%
|
4.92%
|
52.4%
|
67
|
10.45%
|
|
|
4061
|
Wealth Advisors
Rancho Santa Fe,
California
|
$277M
|
-$11.6M
|
-4%
|
4.78%
|
40%
|
79
|
26.58%
|
|
|
4062
|
Winfield Associates
Cleveland,
Ohio
|
$276M
|
-$23.8M
|
-8%
|
4.99%
|
77.8%
|
160
|
7.5%
|
|
|
4063
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$276M
|
+$9.66M
|
+4%
|
1.68%
|
83.8%
|
145
|
8.28%
|
|
|
4064
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$276M
|
+$32.8M
|
+13%
|
4.58%
|
47.8%
|
58
|
17.24%
|
|
|
4065
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$276M
|
-$11.3M
|
-4%
|
4.04%
|
72.9%
|
1,051
|
17.41%
|
|
|
4066
|
Selective Wealth Management
Forest,
Virginia
|
$276M
|
+$30.9M
|
+13%
|
3.13%
|
62.6%
|
815
|
24.29%
|
|
|
4067
|
Knuff & Co
Foster City,
California
|
$276M
|
-$46.9M
|
-15%
|
6.54%
|
85.8%
|
160
|
19.38%
|
|
|
4068
|
22NW LP
Seattle,
Washington
|
$275M
|
-$48M
|
-15%
|
3.39%
|
138%
|
26
|
7.69%
|
|
|
4069
|
Ameraudi Asset Management
New York
|
$275M
|
+$13.3M
|
+5%
|
0.96%
|
47.1%
|
61
|
27.87%
|
|
|
4070
|
Susquehanna Foundation
Bala Cynwyd,
Pennsylvania
|
$275M
|
-$113M
|
-29%
|
10.4%
|
36.7%
|
5
|
0%
|
|
|
4071
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$275M
|
-$21.8M
|
-7%
|
4.85%
|
65.9%
|
200
|
9.5%
|
|
|
4072
|
High Net Worth Advisory Group
Naples,
Florida
|
$275M
|
-$11.3M
|
-4%
|
3.31%
|
67.7%
|
743
|
13.73%
|
|
|
4073
|
HM Capital Management
Clayton,
Missouri
|
$275M
|
+$12.3M
|
+5%
|
3.9%
|
29.6%
|
62
|
12.9%
|
|
|
4074
|
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
|
$275M
|
+$15.1M
|
+6%
|
2.66%
|
119%
|
56
|
16.07%
|
|
|
4075
|
NovaPoint Capital
Atlanta,
Georgia
|
$275M
|
-$4.25M
|
-2%
|
2.07%
|
88.2%
|
151
|
14.57%
|
|