|
4351
|
BigSur Wealth Management
Miami,
Florida
|
$356M
|
-$55.8M
|
-14%
|
2%
|
83.1%
|
172
|
12.21%
|
|
|
4352
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$356M
|
-$321M
|
-47%
|
1.61%
|
61.6%
|
128
|
24.22%
|
|
|
4353
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$356M
|
+$18.9M
|
+6%
|
0.97%
|
57.3%
|
184
|
19.02%
|
|
|
4354
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$356M
|
-$5.76M
|
-2%
|
4.37%
|
69.6%
|
129
|
13.95%
|
|
|
4355
|
Private Wealth Advisors (California)
Fresno,
California
|
$356M
|
+$42.6M
|
+14%
|
3.95%
|
63.6%
|
109
|
29.36%
|
|
|
4356
|
Seaside Wealth Management
Carlsbad,
California
|
$356M
|
+$5.05M
|
+1%
|
0.13%
|
53.4%
|
66
|
6.06%
|
|
|
4357
|
Oak Family Advisors
Chicago,
Illinois
|
$355M
|
-$9.01M
|
-2%
|
0.56%
|
83.5%
|
132
|
28.03%
|
|
|
4358
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$355M
|
-$17.9M
|
-5%
|
2.53%
|
92%
|
162
|
8.02%
|
|
|
4359
|
Clean Yield Group
Norwich,
Vermont
|
$355M
|
-$5.01M
|
-1%
|
1.5%
|
65%
|
419
|
10.5%
|
|
|
4360
|
EQ LLC
Bellevue,
Washington
|
$355M
|
+$8.17M
|
+2%
|
1.67%
|
72.9%
|
79
|
8.86%
|
|
|
4361
|
Headland Capital
Mt. Pleasant,
South Carolina
|
$355M
|
-$4.34M
|
-1%
|
0.76%
|
–
|
71
|
18.31%
|
|
|
4362
|
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
|
$355M
|
-$32M
|
-8%
|
1.76%
|
147%
|
372
|
63.71%
|
|
|
4363
|
Libra Wealth
Los Gatos,
California
|
$355M
|
-$2.6M
|
-0.7%
|
1.51%
|
58.2%
|
69
|
7.25%
|
|
|
4364
|
Windsor Capital Management
Phoenix,
Arizona
|
$355M
|
-$7.45M
|
-2%
|
0.55%
|
46.1%
|
127
|
7.87%
|
|
|
4365
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$355M
|
-$14.2M
|
-4%
|
2.44%
|
56.3%
|
41
|
4.88%
|
|
|
4366
|
Tactive Advisors
Jacksonville,
Florida
|
$355M
|
+$13.3M
|
+4%
|
2.15%
|
–
|
293
|
21.5%
|
|
|
4367
|
Avalon Capital Management
Port Of Redwood City,
California
|
$354M
|
-$63.7M
|
-15%
|
4.48%
|
151%
|
151
|
27.15%
|
|
|
4368
|
Courage Miller Partners
Norfolk,
Virginia
|
$354M
|
+$22.2M
|
+7%
|
1.16%
|
40.3%
|
93
|
10.75%
|
|
|
4369
|
|
$354M
|
-$172K
|
-0%
|
1.17%
|
57.4%
|
205
|
11.22%
|
|
|
4370
|
Wilson Asset Management
Sydney,
Australia
|
$354M
|
-$35.6M
|
-9%
|
4.85%
|
60.7%
|
48
|
22.92%
|
|
|
4371
|
Strathmore Capital Advisors
Charlotte,
North Carolina
|
$354M
|
+$48.8M
|
+16%
|
0.02%
|
–
|
142
|
23.24%
|
|
|
4372
|
Financial Advisory Partners
Winter Park,
Florida
|
$354M
|
-$954K
|
-0.3%
|
0.35%
|
46.7%
|
67
|
2.99%
|
|
|
4373
|
Pathway Financial Advisers
Auburn,
Indiana
|
$354M
|
+$8.6M
|
+2%
|
3.88%
|
82.4%
|
175
|
13.14%
|
|
|
4374
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$354M
|
+$8.3M
|
+2%
|
0.9%
|
75.4%
|
111
|
9.91%
|
|
|
4375
|
First Washington Corp
Seattle,
Washington
|
$353M
|
-$32.6M
|
-8%
|
2.56%
|
142%
|
59
|
16.95%
|
|