|
4201
|
Colorado Capital Management
Boulder,
Colorado
|
$135M
|
+$1.39M
|
+1%
|
2.55%
|
53.4%
|
84
|
2.38%
|
|
|
4202
|
St. Johns Investment Management
Jacksonville,
Florida
|
$135M
|
+$5.14M
|
+4%
|
3.65%
|
80.9%
|
177
|
5.65%
|
|
|
4203
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$134M
|
+$626K
|
+0.5%
|
1.63%
|
13%
|
38
|
15.79%
|
|
|
4204
|
SCW Capital Management
Dallas,
Texas
|
$134M
|
-$18.8M
|
-12%
|
3%
|
179%
|
14
|
42.86%
|
|
|
4205
|
PDS Planning
Dublin,
Ohio
|
$134M
|
+$5.78M
|
+4%
|
2.1%
|
62.7%
|
95
|
7.37%
|
|
|
4206
|
III Capital Management
Boca Raton,
Florida
|
$134M
|
–
|
–
|
0.17%
|
28.7%
|
44
|
–
|
|
|
4207
|
Droms Strauss Advisors
St. Louis,
Missouri
|
$134M
|
+$5.32M
|
+4%
|
2.81%
|
68.7%
|
43
|
2.33%
|
|
|
4208
|
Fluent Financial
Dallas,
Texas
|
$134M
|
+$12.4M
|
+10%
|
2.15%
|
42.5%
|
58
|
20.69%
|
|
|
4209
|
Paulson Wealth Management
Wheaton,
Illinois
|
$134M
|
+$2.33M
|
+2%
|
2.19%
|
57.1%
|
117
|
11.11%
|
|
|
4210
|
AllSquare Wealth Management
Albany,
New York
|
$134M
|
+$1.12M
|
+0.8%
|
2.26%
|
62.4%
|
499
|
9.62%
|
|
|
4211
|
WESPAC Advisors
Orinda,
California
|
$134M
|
-$10.7M
|
-7%
|
2.65%
|
112%
|
152
|
48.03%
|
|
|
4212
|
AB CarVal Investors
Minneapolis,
Minnesota
|
$134M
|
-$15.3M
|
-10%
|
3.99%
|
24%
|
9
|
22.22%
|
|
|
4213
|
S Squared Technology
New York
|
$134M
|
+$4.59M
|
+4%
|
15.3%
|
223%
|
43
|
13.95%
|
|
|
4214
|
Virginia National Bank
Charlottesville,
Virginia
|
$134M
|
-$10.9M
|
-8%
|
2.68%
|
–
|
102
|
11.76%
|
|
|
4215
|
Agilis Partners
Waltham,
Massachusetts
|
$134M
|
+$16.5M
|
+14%
|
2.37%
|
8.47%
|
21
|
0%
|
|
|
4216
|
O'Keefe Stevens Advisory
Rochester,
New York
|
$134M
|
+$5.32M
|
+4%
|
2.49%
|
216%
|
44
|
13.64%
|
|
|
4217
|
Inscription Capital
Houston,
Texas
|
$134M
|
-$55.7M
|
-29%
|
3.12%
|
–
|
265
|
63.77%
|
|
|
4218
|
Winthrop Partners - WNY
Buffalo,
New York
|
$133M
|
+$5.28M
|
+4%
|
2.54%
|
–
|
239
|
9.21%
|
|
|
4219
|
Albert D. Mason Inc
Boston,
Massachusetts
|
$133M
|
-$3.33M
|
-2%
|
3.54%
|
82%
|
145
|
6.9%
|
|
|
4220
|
Personal Financial Consultants
Lafayette,
California
|
$133M
|
+$2.79M
|
+2%
|
2.32%
|
–
|
19
|
0%
|
|
|
4221
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$133M
|
+$6.81M
|
+5%
|
2.81%
|
90.2%
|
139
|
12.23%
|
|
|
4222
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$133M
|
-$19.2M
|
-13%
|
2.38%
|
64.7%
|
54
|
24.07%
|
|
|
4223
|
Mirsky Financial Management
Rochester,
New York
|
$133M
|
+$4.36M
|
+3%
|
1.61%
|
39.3%
|
36
|
0%
|
|
|
4224
|
Broadview Financial Management
Wauwatosa,
Wisconsin
|
$133M
|
+$4.52M
|
+4%
|
2.31%
|
52.4%
|
46
|
2.17%
|
|
|
4225
|
Altai Capital Management
West Hollywood,
California
|
$133M
|
+$15.3M
|
+13%
|
7.55%
|
24.9%
|
5
|
0%
|
|