|
4401
|
|
$357M
|
+$2.12M
|
+0.6%
|
1.81%
|
61.2%
|
50
|
16%
|
|
|
4402
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$357M
|
+$3.25M
|
+0.9%
|
1.42%
|
60.9%
|
342
|
5.26%
|
|
|
4403
|
Cypress Capital
Franklin,
Tennessee
|
$357M
|
+$7.61M
|
+2%
|
2.27%
|
39.8%
|
98
|
8.16%
|
|
|
4404
|
2Xideas
Kusnacht,
Switzerland
|
$357M
|
-$117M
|
-25%
|
1.95%
|
34%
|
65
|
36.92%
|
|
|
4405
|
Capital Planning
Bellevue,
Washington
|
$357M
|
+$13.6M
|
+4%
|
0.52%
|
68.9%
|
85
|
8.24%
|
|
|
4406
|
Westend Capital Management
Sausalito,
California
|
$357M
|
+$13.6M
|
+4%
|
10.3%
|
–
|
281
|
24.91%
|
|
|
4407
|
Haverford Financial Services
Radnor,
Pennsylvania
|
$357M
|
+$464K
|
+0.1%
|
2.96%
|
57.8%
|
48
|
6.25%
|
|
|
4408
|
Peak Planning Group
Centennial,
Colorado
|
$357M
|
+$165M
|
+86%
|
3.45%
|
82.4%
|
127
|
31.5%
|
|
|
4409
|
OLIO Financial Planning
Mclean,
Virginia
|
$356M
|
+$15.6M
|
+5%
|
2.16%
|
47.8%
|
75
|
16%
|
|
|
4410
|
Wood Tarver Financial Group
Boise,
Idaho
|
$356M
|
+$17.2M
|
+5%
|
2.21%
|
–
|
153
|
2.61%
|
|
|
4411
|
Divisar Capital Management
San Francisco,
California
|
$356M
|
-$11.6M
|
-3%
|
17%
|
111%
|
28
|
17.86%
|
|
|
4412
|
Leeward Financial Partners
Bellevue,
Washington
|
$356M
|
+$4.28M
|
+1%
|
1.76%
|
69.5%
|
104
|
10.58%
|
|
|
4413
|
McMill Wealth Management
Norfolk,
Nebraska
|
$356M
|
+$4.69M
|
+1%
|
2.33%
|
–
|
59
|
6.78%
|
|
|
4414
|
Doma Perpetual Capital Management
Miami,
Florida
|
$356M
|
+$57.8M
|
+19%
|
1.12%
|
–
|
13
|
15.38%
|
|
|
4415
|
Fusion Capital
Mt. Pleasant,
South Carolina
|
$356M
|
+$11.9M
|
+3%
|
4.39%
|
73.5%
|
101
|
2.97%
|
|
|
4416
|
Naman Capital
Sao Paulo,
Brazil
|
$356M
|
-$764K
|
-0.2%
|
1.66%
|
106%
|
12
|
0%
|
|
|
4417
|
Highline Wealth Partners
Sherman Oaks,
California
|
$355M
|
-$16.4M
|
-4%
|
1.61%
|
82.9%
|
1,176
|
17.18%
|
|
|
4418
|
Crossingbridge Advisors
Pleasantville,
New York
|
$355M
|
+$160M
|
+82%
|
0.52%
|
–
|
133
|
60.15%
|
|
|
4419
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$355M
|
+$27.5M
|
+8%
|
1.73%
|
50.8%
|
144
|
15.28%
|
|
|
4420
|
CenterStar Asset Management
Chicago,
Illinois
|
$355M
|
-$112M
|
-24%
|
9.3%
|
87.2%
|
435
|
77.24%
|
|
|
4421
|
Alaethes Wealth
Glenbrook,
Nevada
|
$355M
|
+$2.6M
|
+0.7%
|
2.36%
|
80.5%
|
121
|
11.57%
|
|
|
4422
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$355M
|
+$22.6M
|
+7%
|
2.2%
|
41.2%
|
193
|
8.29%
|
|
|
4423
|
|
$355M
|
+$77.7M
|
+28%
|
5.83%
|
–
|
88
|
64.77%
|
|
|
4424
|
|
$355M
|
+$5.8M
|
+2%
|
5.31%
|
62.5%
|
77
|
10.39%
|
|
|
4425
|
Financial Advisory Partners
Winter Park,
Florida
|
$355M
|
+$12.2M
|
+4%
|
1.25%
|
46.7%
|
70
|
7.14%
|
|