|
4051
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$249M
|
-$14.6M
|
-6%
|
3.12%
|
68.1%
|
188
|
20.21%
|
|
|
4052
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$249M
|
-$5.63M
|
-2%
|
3.13%
|
67.6%
|
60
|
6.67%
|
|
|
4053
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$249M
|
-$7.42M
|
-3%
|
3.02%
|
26.6%
|
118
|
16.1%
|
|
|
4054
|
Neumann Advisory (HK)
Central,
Hong Kong
|
$249M
|
-$13.4M
|
-5%
|
4.48%
|
88.4%
|
14
|
0%
|
|
|
4055
|
Windham Capital Management
Boston,
Massachusetts
|
$249M
|
-$11.2M
|
-4%
|
3.22%
|
8.3%
|
89
|
7.87%
|
|
|
4056
|
Diana Davis Spencer Foundation
Bethesda,
Maryland
|
$248M
|
-$12M
|
-5%
|
4.58%
|
1.41%
|
3
|
0%
|
|
|
4057
|
BetterWealth
San Jose,
California
|
$248M
|
-$8.6M
|
-3%
|
3.94%
|
55.7%
|
50
|
12%
|
|
|
4058
|
Steadview Capital Management
London,
United Kingdom
|
$248M
|
-$157M
|
-39%
|
6.79%
|
696%
|
9
|
11.11%
|
|
|
4059
|
Dash Acquisitions
Woodland Hills,
California
|
$248M
|
-$3.97M
|
-2%
|
1.3%
|
61.3%
|
46
|
13.04%
|
|
|
4060
|
Hendley & Co
Zanesville,
Ohio
|
$248M
|
+$6.94M
|
+3%
|
2.82%
|
54.8%
|
53
|
3.77%
|
|
|
4061
|
True Wind Capital Management
San Francisco,
California
|
$248M
|
+$1.47M
|
+0.6%
|
5.85%
|
119%
|
3
|
0%
|
|
|
4062
|
Financial Advisory Partners
Winter Park,
Florida
|
$248M
|
-$11.8M
|
-5%
|
4.91%
|
46.7%
|
65
|
3.08%
|
|
|
4063
|
Rather & Kittrell
Knoxville,
Tennessee
|
$248M
|
+$8.59M
|
+4%
|
3.49%
|
36.9%
|
64
|
6.25%
|
|
|
4064
|
Sanchez Wealth Management Group
Jacksonville,
Florida
|
$248M
|
+$919K
|
+0.4%
|
3.17%
|
56.9%
|
36
|
5.56%
|
|
|
4065
|
Hahn Capital Management
Walnut Creek,
California
|
$248M
|
-$57.8M
|
-19%
|
4.34%
|
42.1%
|
32
|
9.38%
|
|
|
4066
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$248M
|
+$92.5M
|
+60%
|
2.92%
|
102%
|
163
|
20.25%
|
|
|
4067
|
WealthOne
Albany,
New York
|
$248M
|
-$24.9M
|
-9%
|
3.97%
|
23.4%
|
112
|
25.89%
|
|
|
4068
|
First Washington Corp
Seattle,
Washington
|
$247M
|
+$19.4M
|
+9%
|
7.47%
|
104%
|
62
|
19.35%
|
|
|
4069
|
J. Arnold Wealth Management
Youngstown,
Ohio
|
$247M
|
+$10.8M
|
+5%
|
6.25%
|
46.2%
|
33
|
54.55%
|
|
|
4070
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$247M
|
+$3.27M
|
+1%
|
2.47%
|
141%
|
107
|
16.82%
|
|
|
4071
|
One Fin Capital Management
San Francisco,
California
|
$247M
|
+$16.2M
|
+7%
|
0.7%
|
75.5%
|
28
|
39.29%
|
|
|
4072
|
Frisch Financial Group
Melville,
New York
|
$246M
|
+$37.9M
|
+18%
|
2.7%
|
56%
|
127
|
20.47%
|
|
|
4073
|
Stephens Consulting
Flint,
Michigan
|
$246M
|
-$6.12M
|
-2%
|
3.5%
|
50.1%
|
524
|
8.78%
|
|
|
4074
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$246M
|
-$155M
|
-39%
|
1.01%
|
62.6%
|
805
|
30.93%
|
|
|
4075
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$246M
|
+$2.43M
|
+1%
|
2.8%
|
11.8%
|
93
|
7.53%
|
|