|
4126
|
RB Capital Management
Reno,
Nevada
|
$217M
|
+$3.76M
|
+2%
|
11.7%
|
79.4%
|
154
|
10.39%
|
|
|
4127
|
Prosight Management
Dallas,
Texas
|
$216M
|
+$6.19M
|
+3%
|
15.9%
|
39.5%
|
62
|
56.45%
|
|
|
4128
|
Cowen Investment Management
New York
|
$216M
|
-$21.4M
|
-9%
|
9.88%
|
1.87%
|
198
|
70.71%
|
|
|
4129
|
Monument Capital Management
Alexandria,
Virginia
|
$216M
|
+$26.8M
|
+14%
|
10.7%
|
160%
|
99
|
15.15%
|
|
|
4130
|
Total Wealth Planning
Cincinnati,
Ohio
|
$216M
|
+$23.6M
|
+12%
|
10.8%
|
37.2%
|
42
|
4.76%
|
|
|
4131
|
Hemington Wealth Management
Falls Church,
Virginia
|
$216M
|
–
|
–
|
13.9%
|
76.1%
|
81
|
–
|
|
|
4132
|
Riversedge Advisors
Wilmington,
Delaware
|
$216M
|
+$26.8M
|
+14%
|
11.8%
|
60.4%
|
50
|
12%
|
|
|
4133
|
Kowal Investment Group
Brookfield,
Wisconsin
|
$215M
|
–
|
–
|
11.4%
|
21.1%
|
90
|
–
|
|
|
4134
|
One Fin Capital Management
San Francisco,
California
|
$215M
|
+$59.4M
|
+38%
|
24.2%
|
92%
|
30
|
70%
|
|
|
4135
|
West Oak Capital
Westlake Village,
California
|
$215M
|
+$33.4M
|
+18%
|
10.8%
|
110%
|
357
|
15.13%
|
|
|
4136
|
Radnor Financial Advisors
Wayne,
Pennsylvania
|
$215M
|
+$40.6M
|
+23%
|
17.3%
|
3.04%
|
21
|
14.29%
|
|
|
4137
|
Blue Ridge Capital
New York
|
$215M
|
–
|
–
|
148%
|
–
|
1
|
–
|
|
|
4138
|
Guardian Life Insurance
New York
|
$215M
|
–
|
–
|
2.54%
|
–
|
1
|
–
|
|
|
4139
|
SimpliFi Inc
San Diego,
California
|
$215M
|
+$13.8M
|
+7%
|
6.99%
|
26.7%
|
26
|
26.92%
|
|
|
4140
|
Hotaling Investment Management
Wayne,
Pennsylvania
|
$214M
|
+$29.4M
|
+16%
|
13.2%
|
52.6%
|
120
|
17.5%
|
|
|
4141
|
BHK Investment Advisors
Birmingham,
Alabama
|
$214M
|
+$36.6M
|
+21%
|
13.9%
|
54.6%
|
63
|
7.94%
|
|
|
4142
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$214M
|
+$65.4M
|
+44%
|
18.8%
|
17.7%
|
313
|
23.64%
|
|
|
4143
|
Bison Wealth
Atlanta,
Georgia
|
$214M
|
+$43.8M
|
+26%
|
12.8%
|
37.4%
|
423
|
14.66%
|
|
|
4144
|
|
$214M
|
+$50.2M
|
+31%
|
31.2%
|
21.1%
|
2
|
0%
|
|
|
4145
|
Atlanta Financial Associates
Atlanta,
Georgia
|
$214M
|
+$19.4M
|
+10%
|
9.25%
|
–
|
78
|
15.38%
|
|
|
4146
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$214M
|
–
|
–
|
9.12%
|
35.5%
|
43
|
–
|
|
|
4147
|
Peregrine Asset Advisers
Portland,
Oregon
|
$214M
|
+$32M
|
+18%
|
10.5%
|
182%
|
143
|
43.36%
|
|
|
4148
|
Personal Wealth Partners
Bloomington,
Minnesota
|
$214M
|
+$23.2M
|
+12%
|
13.2%
|
37.2%
|
74
|
14.86%
|
|
|
4149
|
HGI Capital Management
New York
|
$214M
|
+$43.4M
|
+25%
|
15.2%
|
47%
|
73
|
46.58%
|
|
|
4150
|
Capital Planning
Bellevue,
Washington
|
$214M
|
–
|
–
|
11.9%
|
68.9%
|
66
|
–
|
|