|
4401
|
Tidemark
San Diego,
California
|
$343M
|
+$33M
|
+11%
|
6.29%
|
–
|
713
|
8.13%
|
|
|
4402
|
S.E.E.D. Planning Group
Binghamton,
New York
|
$343M
|
+$24.2M
|
+8%
|
7.68%
|
50.4%
|
88
|
22.73%
|
|
|
4403
|
Greenlea Lane Capital Management
Weston,
Connecticut
|
$343M
|
-$12.5M
|
-4%
|
5.97%
|
119%
|
8
|
0%
|
|
|
4404
|
Pathway Financial Advisers
Auburn,
Indiana
|
$343M
|
+$33.9M
|
+11%
|
7.7%
|
82.4%
|
382
|
58.9%
|
|
|
4405
|
Granger Management
New York
|
$343M
|
+$74.6M
|
+28%
|
7.4%
|
63.5%
|
6
|
0%
|
|
|
4406
|
Argonautica Private Wealth Management
Wellesley,
Massachusetts
|
$343M
|
+$26.8M
|
+8%
|
11.2%
|
158%
|
190
|
6.32%
|
|
|
4407
|
SRH Advisors
Salina,
Kansas
|
$343M
|
+$13.7M
|
+4%
|
4.02%
|
51%
|
286
|
9.44%
|
|
|
4408
|
Northcape Wealth Management
Williamsville,
New York
|
$342M
|
+$14.5M
|
+4%
|
5.94%
|
59.5%
|
144
|
8.33%
|
|
|
4409
|
Financial Advisory Partners
Winter Park,
Florida
|
$342M
|
+$24.3M
|
+8%
|
6.01%
|
46.7%
|
71
|
9.86%
|
|
|
4410
|
Quantum Private Wealth
Tampa,
Florida
|
$342M
|
+$33.3M
|
+11%
|
11%
|
219%
|
185
|
13.51%
|
|
|
4411
|
Vision Capital
Toronto,
Ontario, Canada
|
$342M
|
-$35.7M
|
-9%
|
1.51%
|
12.9%
|
18
|
61.11%
|
|
|
4412
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$342M
|
+$29.8M
|
+10%
|
7.08%
|
51.3%
|
103
|
27.18%
|
|
|
4413
|
Neumann Capital Management
Foster City,
California
|
$342M
|
+$23.9M
|
+8%
|
10.2%
|
79.4%
|
104
|
4.81%
|
|
|
4414
|
FC Advisory
West Chester,
Pennsylvania
|
$342M
|
+$18M
|
+6%
|
5.41%
|
42.9%
|
117
|
5.13%
|
|
|
4415
|
Main Street Group
Glen Allen,
Virginia
|
$341M
|
+$34.1M
|
+11%
|
9.86%
|
–
|
880
|
13.75%
|
|
|
4416
|
Corbyn Investment Management
Lutherville,
Maryland
|
$341M
|
+$43.8M
|
+15%
|
3.85%
|
56.1%
|
71
|
7.04%
|
|
|
4417
|
Metropolitan Life Insurance Company (MetLife)
New York
|
$341M
|
+$6.7M
|
+2%
|
5.14%
|
50.3%
|
11
|
0%
|
|
|
4418
|
May Hill Capital
Cohasset,
Massachusetts
|
$341M
|
+$37.5M
|
+12%
|
7.96%
|
–
|
220
|
20.45%
|
|
|
4419
|
OLIO Financial Planning
Mclean,
Virginia
|
$341M
|
+$23.8M
|
+8%
|
5.91%
|
47.8%
|
67
|
4.48%
|
|
|
4420
|
Rench Wealth Management
Denton,
Texas
|
$341M
|
+$24.8M
|
+8%
|
8.76%
|
86.4%
|
57
|
10.53%
|
|
|
4421
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$341M
|
+$31.7M
|
+10%
|
7.27%
|
–
|
256
|
9.77%
|
|
|
4422
|
Sandler Capital Management
New York
|
$340M
|
-$29.2M
|
-8%
|
17%
|
288%
|
208
|
61.06%
|
|
|
4423
|
Van Strum & Towne
San Francisco,
California
|
$340M
|
+$23.5M
|
+7%
|
5.25%
|
50.9%
|
110
|
0.91%
|
|
|
4424
|
Arcataur Capital Management
Milwaukee,
Wisconsin
|
$340M
|
+$20.2M
|
+6%
|
7.15%
|
60%
|
104
|
7.69%
|
|
|
4425
|
Anfield Capital Management
Irvine,
California
|
$340M
|
+$37.8M
|
+13%
|
8.34%
|
65.2%
|
649
|
26.35%
|
|