|
4076
|
Montis Financial
Waltham,
Massachusetts
|
$324M
|
+$42.3M
|
+15%
|
1.48%
|
44%
|
139
|
25.9%
|
|
|
4077
|
O'Keefe Stevens Advisory
Rochester,
New York
|
$323M
|
-$7.19M
|
-2%
|
2.09%
|
216%
|
75
|
6.67%
|
|
|
4078
|
American Assets Inc
San Diego,
California
|
$323M
|
+$18.6M
|
+6%
|
7.34%
|
44.3%
|
25
|
52%
|
|
|
4079
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$323M
|
-$5.39M
|
-2%
|
1.25%
|
–
|
518
|
10.42%
|
|
|
4080
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$323M
|
+$9.83M
|
+3%
|
0.13%
|
67.6%
|
76
|
11.84%
|
|
|
4081
|
Princeton Capital Management
Red Bank,
New Jersey
|
$323M
|
+$5.56M
|
+2%
|
6.78%
|
148%
|
129
|
13.95%
|
|
|
4082
|
Redwood Grove Capital
Palo Alto,
California
|
$323M
|
-$45.3M
|
-12%
|
8.26%
|
56.7%
|
24
|
12.5%
|
|
|
4083
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$323M
|
+$4.37M
|
+1%
|
1.17%
|
43.4%
|
51
|
11.76%
|
|
|
4084
|
Sarissa Capital Management
Greenwich,
Connecticut
|
$323M
|
-$79.5M
|
-20%
|
1.47%
|
58.6%
|
10
|
20%
|
|
|
4085
|
Snider Financial Group
Bellevue,
Washington
|
$323M
|
+$49.6M
|
+18%
|
1.23%
|
73.7%
|
115
|
50.43%
|
|
|
4086
|
Regents of the University of California
Oakland,
California
|
$323M
|
+$167M
|
+107%
|
13.5%
|
63%
|
6
|
83.33%
|
|
|
4087
|
Nixon Capital
Austin,
Texas
|
$323M
|
+$37.9M
|
+13%
|
8.21%
|
102%
|
44
|
56.82%
|
|
|
4088
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$322M
|
+$68M
|
+27%
|
1.18%
|
46.8%
|
295
|
33.56%
|
|
|
4089
|
Keystone Financial Planning
Cleveland,
Ohio
|
$322M
|
-$8.04M
|
-2%
|
3.19%
|
34.1%
|
47
|
2.13%
|
|
|
4090
|
Carr Financial Group
Worcester,
Massachusetts
|
$322M
|
-$18.8M
|
-6%
|
0.03%
|
50.7%
|
207
|
16.43%
|
|
|
4091
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$322M
|
-$9.99M
|
-3%
|
4.96%
|
31.1%
|
45
|
2.22%
|
|
|
4092
|
High Ground Investment Management
London,
United Kingdom
|
$322M
|
+$105M
|
+48%
|
20.7%
|
25.9%
|
9
|
11.11%
|
|
|
4093
|
MGB Wealth Management
Addison,
Texas
|
$322M
|
+$46.3M
|
+17%
|
38%
|
–
|
306
|
15.69%
|
|
|
4094
|
Hudson Capital Management
Ramsey,
New Jersey
|
$322M
|
+$8.07M
|
+3%
|
0.09%
|
61.6%
|
68
|
5.88%
|
|
|
4095
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$322M
|
+$10.1M
|
+3%
|
1.1%
|
63.8%
|
546
|
6.23%
|
|
|
4096
|
Cypress Point Wealth Management
Dallas,
Texas
|
$321M
|
+$66.6M
|
+26%
|
37%
|
226%
|
78
|
15.38%
|
|
|
4097
|
Fielder Capital Group
Nashville,
Tennessee
|
$321M
|
+$18.2M
|
+6%
|
7.19%
|
–
|
235
|
18.3%
|
|
|
4098
|
Empire Financial Management Company
New York
|
$321M
|
-$4.46M
|
-1%
|
0.84%
|
71.1%
|
215
|
14.42%
|
|
|
4099
|
Vista Investment Partners
Oklahoma City,
Oklahoma
|
$320M
|
+$8.09M
|
+3%
|
1.29%
|
–
|
168
|
20.24%
|
|
|
4100
|
Keating Investment Counselors
Delray Beach,
Florida
|
$320M
|
-$14.7M
|
-4%
|
4.63%
|
43.7%
|
72
|
11.11%
|
|