|
4501
|
Personal Wealth Partners
Bloomington,
Minnesota
|
$242M
|
+$4.98M
|
+2%
|
7.07%
|
37.2%
|
83
|
16.87%
|
|
|
4502
|
LFL Advisers
Evanston,
Illinois
|
$242M
|
+$23.9M
|
+11%
|
12.9%
|
83%
|
11
|
0%
|
|
|
4503
|
Bishop & Co Investment Management
Erie,
Pennsylvania
|
$242M
|
+$36.2M
|
+18%
|
3.89%
|
47.6%
|
22
|
0%
|
|
|
4504
|
Venator Capital Management
Toronto,
Ontario, Canada
|
$242M
|
+$31.2M
|
+15%
|
4.67%
|
154%
|
70
|
27.14%
|
|
|
4505
|
Oxler Private Wealth
Rye Brook,
New York
|
$241M
|
+$14.4M
|
+6%
|
9.42%
|
92.6%
|
128
|
8.59%
|
|
|
4506
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$241M
|
+$21.9M
|
+10%
|
4.71%
|
52.6%
|
314
|
10.51%
|
|
|
4507
|
Wealth Effects
Boston,
Massachusetts
|
$241M
|
–
|
–
|
5.44%
|
202%
|
215
|
–
|
|
|
4508
|
Sweet Financial Partners
Fairmont,
Minnesota
|
$241M
|
–
|
–
|
6.19%
|
22.4%
|
156
|
–
|
|
|
4509
|
Game Creek Capital
Boston,
Massachusetts
|
$241M
|
+$8.21M
|
+4%
|
8.4%
|
176%
|
84
|
25%
|
|
|
4510
|
Gradient Capital Advisors
San Diego,
California
|
$240M
|
+$22.1M
|
+10%
|
8.2%
|
71%
|
125
|
5.6%
|
|
|
4511
|
One Fin Capital Management
San Francisco,
California
|
$240M
|
+$24.2M
|
+11%
|
14.5%
|
92%
|
31
|
67.74%
|
|
|
4512
|
WP Advisors
San Francisco,
California
|
$240M
|
-$3.84M
|
-2%
|
8.6%
|
95.5%
|
111
|
9.01%
|
|
|
4513
|
Autumn Glory Partners
Dallas,
Texas
|
$240M
|
–
|
–
|
9.02%
|
69.5%
|
218
|
–
|
|
|
4514
|
Affiance Financial
St. Louis Park,
Minnesota
|
$240M
|
+$9.64M
|
+4%
|
7%
|
50.1%
|
157
|
8.28%
|
|
|
4515
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$240M
|
+$39.9M
|
+20%
|
5.3%
|
53.9%
|
536
|
80.78%
|
|
|
4516
|
DFPG Investments
Sandy,
Utah
|
$239M
|
-$24.8M
|
-9%
|
6.53%
|
38.2%
|
199
|
19.1%
|
|
|
4517
|
Ceeto Capital Group
Coral Gables,
Florida
|
$239M
|
+$25.6M
|
+12%
|
12.6%
|
94.4%
|
159
|
7.55%
|
|
|
4518
|
FC Advisory
West Chester,
Pennsylvania
|
$239M
|
+$15.2M
|
+7%
|
4.16%
|
42.9%
|
69
|
7.25%
|
|
|
4519
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$239M
|
+$28.9M
|
+14%
|
6.85%
|
70.6%
|
80
|
20%
|
|
|
4520
|
Aprio Wealth Management
Atlanta,
Georgia
|
$239M
|
+$19.8M
|
+9%
|
5%
|
60.6%
|
82
|
20.73%
|
|
|
4521
|
Audent Global Asset Management
West Hollywood,
California
|
$239M
|
–
|
–
|
10.1%
|
112%
|
46
|
–
|
|
|
4522
|
Pivotal bioVenture Partners Investment Advisor
San Francisco,
California
|
$239M
|
-$43.8M
|
-15%
|
12.2%
|
667%
|
10
|
10%
|
|
|
4523
|
JRM Investment Counsel
Omaha,
Nebraska
|
$239M
|
+$41.6M
|
+21%
|
6.95%
|
65.5%
|
19
|
15.79%
|
|
|
4524
|
|
$239M
|
+$24.6M
|
+11%
|
9.4%
|
208%
|
5
|
20%
|
|
|
4525
|
Pettee Investors
Rowayton,
Connecticut
|
$239M
|
+$24M
|
+11%
|
11.7%
|
96.1%
|
126
|
4.76%
|
|