|
4401
|
Cedar Wealth Management
Walnut Creek,
California
|
$222M
|
+$20.9M
|
+10%
|
6.71%
|
68.1%
|
274
|
12.77%
|
|
|
4402
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$222M
|
-$29.7M
|
-12%
|
5.98%
|
63.2%
|
102
|
31.37%
|
|
|
4403
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$222M
|
+$13.1M
|
+6%
|
7.4%
|
26.6%
|
92
|
7.61%
|
|
|
4404
|
BigSur Wealth Management
Miami,
Florida
|
$222M
|
+$26.7M
|
+14%
|
8.06%
|
83.1%
|
140
|
21.43%
|
|
|
4405
|
Affinity Investment Advisors
Newport Beach,
California
|
$222M
|
-$51.5M
|
-19%
|
6.27%
|
189%
|
175
|
23.43%
|
|
|
4406
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$221M
|
+$15.2M
|
+7%
|
5.61%
|
64.7%
|
66
|
18.18%
|
|
|
4407
|
Cardinal Point Wealth Management
Irvine,
California
|
$221M
|
+$22.9M
|
+12%
|
4.21%
|
–
|
42
|
11.9%
|
|
|
4408
|
Tucker Asset Management
Littleton,
Colorado
|
$221M
|
+$31.7M
|
+17%
|
5.92%
|
64.2%
|
378
|
17.99%
|
|
|
4409
|
Bickling Financial Services
Lexington,
Massachusetts
|
$221M
|
+$22.5M
|
+11%
|
7.1%
|
–
|
142
|
23.94%
|
|
|
4410
|
Campbell Capital Management
Miami,
Florida
|
$221M
|
+$4.21M
|
+2%
|
7.98%
|
–
|
66
|
34.85%
|
|
|
4411
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$221M
|
+$84.3M
|
+62%
|
4.68%
|
71.1%
|
158
|
39.87%
|
|
|
4412
|
S Squared Technology
New York
|
$221M
|
+$9.46M
|
+4%
|
3.81%
|
223%
|
43
|
25.58%
|
|
|
4413
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$221M
|
+$16.9M
|
+8%
|
5.81%
|
71.4%
|
105
|
16.19%
|
|
|
4414
|
SimpliFi Inc
San Diego,
California
|
$221M
|
+$6.79M
|
+3%
|
2.37%
|
26.7%
|
29
|
37.93%
|
|
|
4415
|
Excalibur Management
Waltham,
Massachusetts
|
$221M
|
+$18M
|
+9%
|
6%
|
81.7%
|
161
|
9.32%
|
|
|
4416
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$221M
|
+$19.7M
|
+10%
|
8.99%
|
89.4%
|
88
|
7.95%
|
|
|
4417
|
Cabot-Wellington
Boston,
Massachusetts
|
$221M
|
+$10.9M
|
+5%
|
6%
|
65%
|
17
|
0%
|
|
|
4418
|
Old Well Partners
Charlotte,
North Carolina
|
$220M
|
+$17.7M
|
+9%
|
11%
|
97.8%
|
52
|
38.46%
|
|
|
4419
|
D. Scott Neal
Lexington,
Kentucky
|
$220M
|
-$2.64M
|
-1%
|
6.03%
|
105%
|
52
|
15.38%
|
|
|
4420
|
SageGuard Financial Group
Goodlettsville,
Tennessee
|
$220M
|
+$5.42M
|
+3%
|
6.63%
|
–
|
150
|
20.67%
|
|
|
4421
|
Running Point Capital Advisors
El Segundo,
California
|
$220M
|
+$38.7M
|
+21%
|
6.5%
|
52.1%
|
158
|
13.92%
|
|
|
4422
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$220M
|
+$16.9M
|
+8%
|
6.87%
|
84.9%
|
494
|
9.51%
|
|
|
4423
|
Sonata Capital Group
Seattle,
Washington
|
$220M
|
+$11.5M
|
+6%
|
5.66%
|
57.4%
|
129
|
3.88%
|
|
|
4424
|
Childress Capital Advisors
Houston,
Texas
|
$220M
|
+$2.06M
|
+0.9%
|
12.9%
|
101%
|
179
|
23.46%
|
|
|
4425
|
Cheyne Capital Management (UK)
London,
United Kingdom
|
$220M
|
+$61.9M
|
+39%
|
1.9%
|
35.6%
|
144
|
45.83%
|
|