|
4201
|
Vance Wealth
Santa Clarita,
California
|
$444M
|
+$97.5M
|
+28%
|
13.5%
|
66.4%
|
138
|
15.22%
|
|
|
4202
|
Duncan Williams Asset Management
Memphis,
Tennessee
|
$444M
|
+$82.9M
|
+23%
|
14.2%
|
–
|
177
|
15.82%
|
|
|
4203
|
TrueWealth Advisors
Birmingham,
Alabama
|
$444M
|
+$46M
|
+12%
|
12.8%
|
58.5%
|
248
|
11.29%
|
|
|
4204
|
Princeton Capital Management
Red Bank,
New Jersey
|
$443M
|
+$76.8M
|
+21%
|
27%
|
180%
|
148
|
8.11%
|
|
|
4205
|
Peak Planning Group
Centennial,
Colorado
|
$443M
|
+$82.3M
|
+23%
|
23.7%
|
105%
|
131
|
10.69%
|
|
|
4206
|
Adams Street Partners
Chicago,
Illinois
|
$443M
|
+$182M
|
+70%
|
25.4%
|
399%
|
4
|
25%
|
|
|
4207
|
Bouvel Investment Partners
Phoenixville,
Pennsylvania
|
$442M
|
+$97.7M
|
+28%
|
44%
|
187%
|
95
|
29.47%
|
|
|
4208
|
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
|
$442M
|
+$22.6M
|
+5%
|
7.51%
|
41.6%
|
57
|
7.02%
|
|
|
4209
|
HWG Holdings
Houston,
Texas
|
$442M
|
+$57.7M
|
+15%
|
23.1%
|
–
|
64
|
45.31%
|
|
|
4210
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$442M
|
+$61M
|
+16%
|
17.1%
|
–
|
173
|
12.72%
|
|
|
4211
|
Sagewood Asset Management
New York
|
$442M
|
+$123M
|
+38%
|
18.6%
|
–
|
460
|
32.83%
|
|
|
4212
|
Doliver Advisors
Houston,
Texas
|
$442M
|
+$2.02M
|
+0.5%
|
5.39%
|
81%
|
196
|
10.71%
|
|
|
4213
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$442M
|
+$44.4M
|
+11%
|
17.9%
|
–
|
2,368
|
90.63%
|
|
|
4214
|
EdgeRock Capital
Denver,
Colorado
|
$441M
|
+$71.8M
|
+19%
|
15.9%
|
71.3%
|
142
|
16.9%
|
|
|
4215
|
Alta Advisers
London,
United Kingdom
|
$441M
|
+$165M
|
+60%
|
27.9%
|
114%
|
224
|
10.27%
|
|
|
4216
|
Pioneer Trust Bank
Salem,
Oregon
|
$441M
|
+$29M
|
+7%
|
11.1%
|
61.4%
|
90
|
11.11%
|
|
|
4217
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$441M
|
+$62.7M
|
+17%
|
11%
|
50%
|
424
|
33.02%
|
|
|
4218
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$441M
|
+$61.8M
|
+16%
|
15.7%
|
67.3%
|
74
|
24.32%
|
|
|
4219
|
Long Walk Management
Greenwich,
Connecticut
|
$441M
|
+$97.3M
|
+28%
|
24.6%
|
302%
|
16
|
43.75%
|
|
|
4220
|
Advus Financial Partners
Winter Park,
Florida
|
$441M
|
+$41.1M
|
+10%
|
15.6%
|
73.9%
|
278
|
17.63%
|
|
|
4221
|
Droms Strauss Advisors
St. Louis,
Missouri
|
$441M
|
+$57.9M
|
+15%
|
16.3%
|
68.7%
|
87
|
18.39%
|
|
|
4222
|
Roberts Wealth Advisors
Palo Alto,
California
|
$440M
|
+$46.3M
|
+12%
|
14%
|
73.2%
|
116
|
9.48%
|
|
|
4223
|
Euclidean Capital
New York
|
$440M
|
+$47.5M
|
+12%
|
9.15%
|
79.7%
|
11
|
9.09%
|
|
|
4224
|
Turiya Advisors Asia
Hong Kong
|
$440M
|
-$56.7M
|
-11%
|
62.6%
|
247%
|
5
|
40%
|
|
|
4225
|
New Capital Management
Houston,
Texas
|
$439M
|
+$33.4M
|
+8%
|
8.19%
|
49.4%
|
61
|
4.92%
|
|