|
4101
|
Second Line Capital
Metairie,
Louisiana
|
$308M
|
+$58.4M
|
+23%
|
8.19%
|
–
|
123
|
24.39%
|
|
|
4102
|
Collective Family Office
York,
Pennsylvania
|
$308M
|
+$23.7M
|
+8%
|
5.73%
|
50.1%
|
186
|
11.29%
|
|
|
4103
|
St. Clair Advisors
Mayfield Hts,
Ohio
|
$308M
|
+$17.8M
|
+6%
|
8.8%
|
64%
|
82
|
7.32%
|
|
|
4104
|
|
$308M
|
+$13.4M
|
+5%
|
7.38%
|
190%
|
33
|
0%
|
|
|
4105
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$308M
|
+$25.4M
|
+9%
|
6.65%
|
41.6%
|
69
|
13.04%
|
|
|
4106
|
Keystone Wealth Services
Palm Desert,
California
|
$308M
|
+$16M
|
+5%
|
7.53%
|
80.1%
|
229
|
9.17%
|
|
|
4107
|
West Michigan Advisors
Holland,
Michigan
|
$308M
|
+$43.8M
|
+17%
|
10.3%
|
86.6%
|
184
|
20.65%
|
|
|
4108
|
Landaas & Company
Milwaukee,
Wisconsin
|
$307M
|
+$37.9M
|
+14%
|
8.04%
|
60.3%
|
90
|
16.67%
|
|
|
4109
|
Cutler Group
San Francisco,
California
|
$307M
|
-$811M
|
-73%
|
17.2%
|
57.7%
|
3,982
|
51.18%
|
|
|
4110
|
Gavilan Investment Partners
Burlingame,
California
|
$307M
|
+$38.1M
|
+14%
|
16.7%
|
109%
|
13
|
0%
|
|
|
4111
|
High Note Wealth
Deephaven,
Minnesota
|
$307M
|
+$41.3M
|
+16%
|
8.77%
|
73%
|
97
|
11.34%
|
|
|
4112
|
Fourthstone LLC
St Louis,
Missouri
|
$307M
|
-$187M
|
-38%
|
13.3%
|
104%
|
66
|
57.58%
|
|
|
4113
|
BetterWealth
San Jose,
California
|
$307M
|
+$14.5M
|
+5%
|
4.77%
|
55.7%
|
67
|
14.93%
|
|
|
4114
|
Safeguard Financial
Minocqua,
Wisconsin
|
$307M
|
+$42.8M
|
+16%
|
8.76%
|
21.9%
|
86
|
13.95%
|
|
|
4115
|
Birinyi Associates
Westport,
Connecticut
|
$307M
|
+$25.2M
|
+9%
|
10.4%
|
113%
|
60
|
15%
|
|
|
4116
|
Capital Planning
Bellevue,
Washington
|
$307M
|
+$25.4M
|
+9%
|
7.78%
|
68.9%
|
85
|
17.65%
|
|
|
4117
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$307M
|
+$36.1M
|
+13%
|
9.42%
|
67.1%
|
86
|
20.93%
|
|
|
4118
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$306M
|
+$22.4M
|
+8%
|
7.26%
|
63.8%
|
589
|
11.21%
|
|
|
4119
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$305M
|
+$29.1M
|
+11%
|
11.1%
|
98.5%
|
163
|
12.27%
|
|
|
4120
|
SG Capital Management
Chicago,
Illinois
|
$305M
|
-$31.6M
|
-9%
|
10.3%
|
250%
|
76
|
75%
|
|
|
4121
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$305M
|
+$25.6M
|
+9%
|
10.8%
|
92%
|
150
|
11.33%
|
|
|
4122
|
Roanoke Asset Management
Jersey City,
New Jersey
|
$305M
|
+$35.2M
|
+13%
|
15.4%
|
50.3%
|
108
|
6.48%
|
|
|
4123
|
WP Advisors
San Francisco,
California
|
$305M
|
+$34.7M
|
+13%
|
11.1%
|
95.5%
|
108
|
6.48%
|
|
|
4124
|
Wiser Wealth Management
Marietta,
Georgia
|
$305M
|
+$30.4M
|
+11%
|
5.97%
|
46.7%
|
36
|
22.22%
|
|
|
4125
|
O'Keefe Stevens Advisory
Rochester,
New York
|
$305M
|
+$56.4M
|
+23%
|
26.8%
|
216%
|
67
|
34.33%
|
|