|
4551
|
Millennium TVP Management
New York
|
$127M
|
–
|
–
|
187%
|
–
|
5
|
–
|
|
|
4552
|
JSF Financial
Los Angeles,
California
|
$127M
|
+$11.8M
|
+10%
|
9.56%
|
66.4%
|
80
|
26.25%
|
|
|
4553
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
$127M
|
+$14.3M
|
+13%
|
6.73%
|
29.7%
|
55
|
41.82%
|
|
|
4554
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$127M
|
-$4.85M
|
-4%
|
7.6%
|
20%
|
97
|
27.84%
|
|
|
4555
|
Pacific Financial Group
Bellevue,
Washington
|
$127M
|
+$31.2M
|
+33%
|
6.99%
|
48.4%
|
136
|
63.97%
|
|
|
4556
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$127M
|
+$12M
|
+10%
|
8.43%
|
52.7%
|
133
|
6.77%
|
|
|
4557
|
Adaptive Financial Consulting
Beachwood,
Ohio
|
$127M
|
+$13.3M
|
+12%
|
5.3%
|
26.8%
|
18
|
0%
|
|
|
4558
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$127M
|
+$49.2M
|
+63%
|
6.5%
|
64.9%
|
111
|
17.12%
|
|
|
4559
|
Wade Financial Advisory
Campbell,
California
|
$127M
|
+$11.2M
|
+10%
|
7.26%
|
15.9%
|
73
|
15.07%
|
|
|
4560
|
Blue Chip Wealth Management
Miami Beach,
Florida
|
$127M
|
+$21.2M
|
+20%
|
15.4%
|
–
|
118
|
21.19%
|
|
|
4561
|
Benchmark Wealth Management
Old Lyme,
Connecticut
|
$127M
|
+$9.44M
|
+8%
|
5.13%
|
42.7%
|
50
|
12%
|
|
|
4562
|
Burrage Capital Management
Boston,
Massachusetts
|
$127M
|
-$16.2M
|
-11%
|
0.22%
|
–
|
29
|
17.24%
|
|
|
4563
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$127M
|
-$30.3M
|
-19%
|
6.07%
|
75.1%
|
65
|
52.31%
|
|
|
4564
|
Investment Advisory Services
The Woodlands,
Texas
|
$127M
|
+$9.54M
|
+8%
|
8.52%
|
65.4%
|
77
|
3.9%
|
|
|
4565
|
Washburn Capital Management
Vero Beach,
Florida
|
$127M
|
+$17.9M
|
+17%
|
10.8%
|
117%
|
55
|
16.36%
|
|
|
4566
|
Orser Capital Management
Southlake,
Texas
|
$127M
|
+$16.1M
|
+15%
|
10.1%
|
122%
|
73
|
24.66%
|
|
|
4567
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$126M
|
+$1.55M
|
+1%
|
9.17%
|
55.2%
|
53
|
18.87%
|
|
|
4568
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$126M
|
-$32.6M
|
-20%
|
15.9%
|
117%
|
37
|
43.24%
|
|
|
4569
|
Seneca House Advisors
Richmond,
Virginia
|
$126M
|
+$8.22M
|
+7%
|
7.9%
|
48%
|
72
|
5.56%
|
|
|
4570
|
Hall Capital Management
Barrington,
Rhode Island
|
$126M
|
+$7.38M
|
+6%
|
9.02%
|
–
|
82
|
6.1%
|
|
|
4571
|
Mass General Brigham
Somerville,
Massachusetts
|
$126M
|
–
|
–
|
5.9%
|
–
|
2
|
–
|
|
|
4572
|
|
$126M
|
+$29.6M
|
+31%
|
2.59%
|
24.5%
|
22
|
63.64%
|
|
|
4573
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$126M
|
+$11.1M
|
+10%
|
13.4%
|
47.9%
|
90
|
22.22%
|
|
|
4574
|
Moneywise Inc
Forest,
Virginia
|
$126M
|
+$1.16M
|
+0.9%
|
5.17%
|
58%
|
42
|
0%
|
|
|
4575
|
Fortis Capital Management
Bellevue,
Washington
|
$126M
|
+$37.3M
|
+42%
|
2.78%
|
64%
|
110
|
72.73%
|
|