|
4201
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$308M
|
+$21.9M
|
+8%
|
0.31%
|
55%
|
145
|
15.17%
|
|
|
4202
|
AMI Investment Management
Kendallville,
Indiana
|
$308M
|
+$12.3M
|
+4%
|
0.63%
|
47.9%
|
72
|
11.11%
|
|
|
4203
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$308M
|
-$3.13M
|
-1%
|
1.01%
|
69.7%
|
299
|
23.75%
|
|
|
4204
|
NIA Impact Advisors
Berkeley,
California
|
$308M
|
+$6.34M
|
+2%
|
3.37%
|
–
|
120
|
15.83%
|
|
|
4205
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$307M
|
-$66.6M
|
-18%
|
0.38%
|
68.3%
|
910
|
7.47%
|
|
|
4206
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$307M
|
+$13.4M
|
+5%
|
0.94%
|
53.5%
|
313
|
9.27%
|
|
|
4207
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$307M
|
+$21.3M
|
+7%
|
2.95%
|
60.6%
|
149
|
18.79%
|
|
|
4208
|
Security Benefit Life Insurance Company
Topeka,
Kansas
|
$307M
|
+$109M
|
+55%
|
20%
|
60.6%
|
29
|
34.48%
|
|
|
4209
|
Channel Wealth
Santa Barbara,
California
|
$307M
|
+$3.39M
|
+1%
|
0.51%
|
50.2%
|
178
|
17.98%
|
|
|
4210
|
B&I Capital
Zurich,
Switzerland
|
$307M
|
-$38.1M
|
-11%
|
7.19%
|
15.9%
|
34
|
41.18%
|
|
|
4211
|
TIFF Advisory Services
Radnor,
Pennsylvania
|
$307M
|
+$6.03M
|
+2%
|
2.94%
|
85.9%
|
20
|
15%
|
|
|
4212
|
Chapin Davis
Baltimore,
Maryland
|
$307M
|
-$2.18M
|
-0.7%
|
2.65%
|
323%
|
233
|
0.86%
|
|
|
4213
|
Precedent Wealth Partners
Houston,
Texas
|
$306M
|
+$3.28M
|
+1%
|
0.3%
|
–
|
152
|
9.21%
|
|
|
4214
|
Deepwater Asset Management
Minneapolis,
Minnesota
|
$306M
|
+$21.6M
|
+8%
|
6.08%
|
70.4%
|
26
|
23.08%
|
|
|
4215
|
Droms Strauss Advisors
St. Louis,
Missouri
|
$306M
|
+$23.9M
|
+8%
|
1.6%
|
56.1%
|
73
|
13.7%
|
|
|
4216
|
Patriot Financial Partners
Radnor,
Pennsylvania
|
$306M
|
+$23M
|
+8%
|
6.87%
|
16.6%
|
9
|
11.11%
|
|
|
4217
|
Alight Capital Management
New York
|
$306M
|
+$16.7M
|
+6%
|
16.2%
|
311%
|
74
|
50%
|
|
|
4218
|
|
$306M
|
+$237K
|
+0.1%
|
2.06%
|
51.4%
|
54
|
5.56%
|
|
|
4219
|
Regimen Wealth
Atlanta,
Georgia
|
$306M
|
-$2.91M
|
-0.9%
|
2.47%
|
28.5%
|
70
|
15.71%
|
|
|
4220
|
Highline Wealth Partners
Sherman Oaks,
California
|
$306M
|
+$7.17M
|
+2%
|
3.99%
|
82.9%
|
668
|
19.31%
|
|
|
4221
|
Wells Trecaso Financial Group
Akron,
Ohio
|
$306M
|
+$1.97M
|
+0.6%
|
2.29%
|
108%
|
92
|
4.35%
|
|
|
4222
|
CM Wealth Advisors
Beachwood,
Ohio
|
$306M
|
-$2.87M
|
-0.9%
|
1.21%
|
55.8%
|
87
|
6.9%
|
|
|
4223
|
Crossingbridge Advisors
Pleasantville,
New York
|
$306M
|
+$174M
|
+133%
|
0.04%
|
–
|
95
|
57.89%
|
|
|
4224
|
Windmill Hill Asset Management
Waddesdon,
United Kingdom
|
$306M
|
+$118M
|
+63%
|
3.9%
|
86.6%
|
27
|
11.11%
|
|
|
4225
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
$305M
|
+$32.6M
|
+12%
|
0.04%
|
52.8%
|
105
|
17.14%
|
|