|
4226
|
Quantessence Capital
New York
|
$340M
|
-$60.2M
|
-15%
|
14.4%
|
–
|
483
|
93.79%
|
|
|
4227
|
Kelly Financial Services
Braintree,
Massachusetts
|
$339M
|
+$51.7M
|
+18%
|
8.52%
|
58.4%
|
124
|
15.32%
|
|
|
4228
|
Ballast Advisors
Woodbury,
Minnesota
|
$339M
|
+$25.6M
|
+8%
|
8.83%
|
60.4%
|
173
|
8.09%
|
|
|
4229
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$339M
|
+$81.7M
|
+32%
|
14%
|
109%
|
264
|
25.38%
|
|
|
4230
|
Iron Horse Wealth Management
Johston,
Iowa
|
$339M
|
+$27.5M
|
+9%
|
6.31%
|
29.1%
|
647
|
16.23%
|
|
|
4231
|
Carr Financial Group
Worcester,
Massachusetts
|
$339M
|
+$33.7M
|
+11%
|
8.84%
|
50.7%
|
197
|
16.24%
|
|
|
4232
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$339M
|
+$30.2M
|
+10%
|
10.9%
|
69.6%
|
214
|
22.43%
|
|
|
4233
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$339M
|
+$29M
|
+9%
|
7.31%
|
47.5%
|
204
|
18.14%
|
|
|
4234
|
Gradient Capital Advisors
San Diego,
California
|
$339M
|
+$32.1M
|
+10%
|
9%
|
71%
|
166
|
9.04%
|
|
|
4235
|
Birnam Oak Advisors
New York
|
$338M
|
-$214M
|
-39%
|
0.21%
|
–
|
36
|
50%
|
|
|
4236
|
Divergent Planning
Bethesda,
Maryland
|
$338M
|
+$37M
|
+12%
|
7.04%
|
43.3%
|
36
|
19.44%
|
|
|
4237
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$338M
|
+$26.8M
|
+9%
|
8.06%
|
58.7%
|
93
|
20.43%
|
|
|
4238
|
NatWest Group
Edinburgh, Scotland,
United Kingdom
|
$338M
|
-$991K
|
-0.3%
|
22.8%
|
186%
|
38
|
26.32%
|
|
|
4239
|
Selkirk Management
Chatham,
New Jersey
|
$338M
|
+$77.6M
|
+30%
|
34.5%
|
268%
|
15
|
13.33%
|
|
|
4240
|
West Branch Capital
Amherst,
Massachusetts
|
$338M
|
+$38.4M
|
+13%
|
14.1%
|
139%
|
540
|
14.63%
|
|
|
4241
|
Highline Wealth Partners
Sherman Oaks,
California
|
$338M
|
+$41M
|
+14%
|
12.8%
|
82.9%
|
1,100
|
26.55%
|
|
|
4242
|
TrueWealth Advisors
Birmingham,
Alabama
|
$338M
|
+$33.4M
|
+11%
|
8.4%
|
58.5%
|
226
|
11.95%
|
|
|
4243
|
Haverford Financial Services
Radnor,
Pennsylvania
|
$338M
|
+$13.2M
|
+4%
|
10.1%
|
57.8%
|
44
|
9.09%
|
|
|
4244
|
BankPlus Trust Department
Jackson,
Mississippi
|
$338M
|
+$38.1M
|
+13%
|
8.4%
|
–
|
488
|
12.3%
|
|
|
4245
|
WT Wealth Management
Scottsdale,
Arizona
|
$338M
|
+$29.8M
|
+10%
|
9.14%
|
66.6%
|
157
|
27.39%
|
|
|
4246
|
Ruedi Wealth Management
Champaign,
Illinois
|
$337M
|
+$17.5M
|
+5%
|
5.97%
|
44.9%
|
335
|
84.48%
|
|
|
4247
|
BNC Wealth Management
Beaverton,
Oregon
|
$337M
|
+$59.6M
|
+21%
|
25%
|
193%
|
108
|
18.52%
|
|
|
4248
|
Princeton Capital Management
Red Bank,
New Jersey
|
$337M
|
+$52.7M
|
+19%
|
25.7%
|
148%
|
135
|
17.04%
|
|
|
4249
|
Strategic Advocates
Logan,
Utah
|
$337M
|
+$49M
|
+17%
|
15.3%
|
–
|
131
|
17.56%
|
|
|
4250
|
Freedom Day Solutions
Houston,
Texas
|
$337M
|
+$9.86M
|
+3%
|
6.93%
|
84.6%
|
99
|
15.15%
|
|