|
4101
|
Tidemark
San Diego,
California
|
$393M
|
+$41.6M
|
+12%
|
0.21%
|
–
|
925
|
31.46%
|
|
|
4102
|
Investment Advisory Group
Hanover,
Massachusetts
|
$393M
|
+$4.7M
|
+1%
|
1.14%
|
61.6%
|
201
|
6.97%
|
|
|
4103
|
Oldfield Partners
London,
United Kingdom
|
$393M
|
+$40.6M
|
+12%
|
6.65%
|
90.3%
|
20
|
15%
|
|
|
4104
|
Arjuna Capital
Durham,
North Carolina
|
$393M
|
-$14.9M
|
-4%
|
2.37%
|
105%
|
116
|
12.93%
|
|
|
4105
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$393M
|
+$43.3M
|
+12%
|
1.19%
|
75.7%
|
146
|
23.97%
|
|
|
4106
|
Eldred Rock Partners
San Antonio,
Texas
|
$393M
|
+$7.49M
|
+2%
|
2.63%
|
–
|
33
|
9.09%
|
|
|
4107
|
Hartford Financial Management
Hartford,
Connecticut
|
$392M
|
+$7.54M
|
+2%
|
0.94%
|
79.6%
|
359
|
10.03%
|
|
|
4108
|
Divisar Capital Management
San Francisco,
California
|
$392M
|
+$36.5M
|
+10%
|
25%
|
111%
|
28
|
14.29%
|
|
|
4109
|
|
$392M
|
-$69.9M
|
-15%
|
7.97%
|
370%
|
43
|
72.09%
|
|
|
4110
|
Wellington Shields & Co
New York
|
$392M
|
-$13M
|
-3%
|
0.4%
|
109%
|
342
|
12.28%
|
|
|
4111
|
Sunflower Bank
Dallas,
Texas
|
$392M
|
-$4.51M
|
-1%
|
0.76%
|
42.7%
|
161
|
8.07%
|
|
|
4112
|
Euclidean Capital
New York
|
$392M
|
+$22.9M
|
+6%
|
3.4%
|
76.3%
|
12
|
16.67%
|
|
|
4113
|
Highline Wealth Partners
Sherman Oaks,
California
|
$392M
|
+$36.6M
|
+10%
|
3.2%
|
82.9%
|
1,397
|
30.64%
|
|
|
4114
|
Level Financial Advisors
East Amherst,
New York
|
$392M
|
+$13.8M
|
+4%
|
0.11%
|
41.5%
|
97
|
7.22%
|
|
|
4115
|
Boltwood Capital Management
Walnut Creek,
California
|
$392M
|
+$7.51M
|
+2%
|
0.87%
|
56.3%
|
187
|
4.28%
|
|
|
4116
|
Hollow Brook Wealth Management
Katonah,
New York
|
$392M
|
+$5.33M
|
+1%
|
8.52%
|
92.8%
|
81
|
16.05%
|
|
|
4117
|
Buckley Wealth Management
Las Vegas,
Nevada
|
$392M
|
+$14.7M
|
+4%
|
4.49%
|
88%
|
109
|
11.01%
|
|
|
4118
|
Inlet Private Wealth
Jupiter,
Florida
|
$392M
|
-$39.6M
|
-9%
|
1.23%
|
100%
|
134
|
6.72%
|
|
|
4119
|
Turas Capital Management
Boston,
Massachusetts
|
$392M
|
+$93.3M
|
+31%
|
24.1%
|
–
|
90
|
88.89%
|
|
|
4120
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$392M
|
+$20.9M
|
+6%
|
0.23%
|
84.1%
|
728
|
11.81%
|
|
|
4121
|
BOS Asset Management
Springfield,
Illinois
|
$392M
|
+$17.9M
|
+5%
|
1.16%
|
67.8%
|
209
|
11.48%
|
|
|
4122
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$391M
|
-$24.9M
|
-6%
|
0.26%
|
194%
|
171
|
15.2%
|
|
|
4123
|
Schusterman Interests
Tulsa,
Oklahoma
|
$391M
|
-$45.7M
|
-10%
|
1.76%
|
576%
|
9
|
0%
|
|
|
4124
|
Rinkey Investments
San Diego,
California
|
$391M
|
-$2.8M
|
-0.7%
|
0.63%
|
38.4%
|
135
|
11.85%
|
|
|
4125
|
SimplyRich
Carlsbad,
California
|
$391M
|
+$8.54M
|
+2%
|
0.89%
|
98.3%
|
239
|
19.25%
|
|