|
4251
|
Newton One Investments
Newark,
Delaware
|
$368M
|
+$29.5M
|
+9%
|
1.29%
|
38.7%
|
121
|
0.83%
|
|
|
4252
|
Merk Investments
Menlo Park,
California
|
$368M
|
+$7.19M
|
+2%
|
5.68%
|
338%
|
11
|
9.09%
|
|
|
4253
|
Westerly Capital Management
San Francisco,
California
|
$368M
|
-$87.5M
|
-19%
|
0.78%
|
104%
|
45
|
26.67%
|
|
|
4254
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$367M
|
+$10.2M
|
+3%
|
0.9%
|
60.9%
|
346
|
6.94%
|
|
|
4255
|
Prasad Wealth Partners
Independence,
Ohio
|
$367M
|
-$7.43M
|
-2%
|
2.45%
|
–
|
158
|
15.82%
|
|
|
4256
|
Birinyi Associates
Westport,
Connecticut
|
$367M
|
-$32.7M
|
-8%
|
6.89%
|
102%
|
63
|
12.7%
|
|
|
4257
|
|
$367M
|
-$13M
|
-3%
|
12.6%
|
110%
|
37
|
10.81%
|
|
|
4258
|
Northcape Wealth Management
Williamsville,
New York
|
$367M
|
+$12.4M
|
+3%
|
3.68%
|
59.5%
|
149
|
12.75%
|
|
|
4259
|
Capco Asset Management
Tampa,
Florida
|
$367M
|
-$42.2M
|
-10%
|
10.6%
|
46.7%
|
31
|
22.58%
|
|
|
4260
|
Princeton Capital Management
Red Bank,
New Jersey
|
$367M
|
-$21M
|
-5%
|
3.15%
|
148%
|
150
|
13.33%
|
|
|
4261
|
Central Valley Advisors
Sacramento,
California
|
$366M
|
+$31.8M
|
+9%
|
0.6%
|
–
|
190
|
22.63%
|
|
|
4262
|
CV Advisors
Aventura,
Florida
|
$366M
|
-$25.6M
|
-7%
|
5.92%
|
98.9%
|
54
|
25.93%
|
|
|
4263
|
Lexington Partners
New York
|
$366M
|
+$26.9M
|
+8%
|
8.6%
|
53.9%
|
5
|
40%
|
|
|
4264
|
Redmond Asset Management
Henrico,
Virginia
|
$366M
|
-$25.9M
|
-7%
|
1.29%
|
59.1%
|
205
|
7.8%
|
|
|
4265
|
Argent Advisors
Monroe,
Louisiana
|
$366M
|
+$8.03M
|
+2%
|
2.91%
|
51.7%
|
181
|
10.5%
|
|
|
4266
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$366M
|
-$11.9M
|
-3%
|
1.19%
|
68.1%
|
786
|
14.63%
|
|
|
4267
|
TriaGen Wealth Management
Calabasas,
California
|
$366M
|
-$20.5M
|
-5%
|
4.46%
|
113%
|
200
|
26.5%
|
|
|
4268
|
Terril Brothers
St. Louis,
Missouri
|
$366M
|
-$15.6M
|
-4%
|
1.53%
|
94.4%
|
80
|
15%
|
|
|
4269
|
Continental Grain Company
New York
|
$366M
|
+$30M
|
+9%
|
1.67%
|
5.22%
|
4
|
0%
|
|
|
4270
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$366M
|
+$31.5M
|
+9%
|
0.62%
|
65.4%
|
151
|
10.6%
|
|
|
4271
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
$365M
|
+$109M
|
+43%
|
0.26%
|
55.6%
|
446
|
9.87%
|
|
|
4272
|
Physicians Financial Services
Raleigh,
North Carolina
|
$365M
|
-$7.49M
|
-2%
|
0.49%
|
100%
|
110
|
8.18%
|
|
|
4273
|
Vestwell Advisors
New York
|
$365M
|
-$312M
|
-46%
|
3.73%
|
–
|
31
|
0%
|
|
|
4274
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$365M
|
+$1.28M
|
+0.4%
|
1.96%
|
50.5%
|
724
|
10.08%
|
|
|
4275
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$365M
|
+$20.3M
|
+6%
|
1.21%
|
54.3%
|
119
|
12.61%
|
|