|
4551
|
Somerset Trust
Somerset,
Pennsylvania
|
$281M
|
+$15.1M
|
+6%
|
0.91%
|
69.7%
|
174
|
13.79%
|
|
|
4552
|
Fortitude Family Office
Scottsdale,
Arizona
|
$281M
|
+$533K
|
+0.2%
|
2.2%
|
–
|
1,303
|
13.12%
|
|
|
4553
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$281M
|
+$3.39M
|
+1%
|
1.48%
|
75.4%
|
104
|
7.69%
|
|
|
4554
|
Cadent Capital Advisors
Tulsa,
Oklahoma
|
$281M
|
-$8.12M
|
-3%
|
0.99%
|
106%
|
167
|
20.96%
|
|
|
4555
|
Seven Springs Wealth Group
Brentwood,
Tennessee
|
$281M
|
+$12M
|
+4%
|
3.47%
|
59.2%
|
83
|
9.64%
|
|
|
4556
|
Seaside Wealth Management
Carlsbad,
California
|
$280M
|
+$7.1M
|
+3%
|
0.95%
|
53.4%
|
61
|
4.92%
|
|
|
4557
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$280M
|
-$11.2M
|
-4%
|
1.2%
|
65.9%
|
160
|
3.75%
|
|
|
4558
|
|
$280M
|
-$24.4M
|
-8%
|
0.34%
|
96%
|
251
|
56.18%
|
|
|
4559
|
Cypress Financial Planning
Haddon Heights,
New Jersey
|
$280M
|
+$7.63M
|
+3%
|
0.13%
|
37.9%
|
86
|
9.3%
|
|
|
4560
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$280M
|
+$90.8M
|
+48%
|
1.15%
|
56.3%
|
161
|
36.65%
|
|
|
4561
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$280M
|
-$4.63M
|
-2%
|
1.15%
|
81.8%
|
180
|
6.67%
|
|
|
4562
|
Newton One Investments
Newark,
Delaware
|
$280M
|
+$20.2M
|
+8%
|
1.35%
|
38.7%
|
122
|
3.28%
|
|
|
4563
|
Highland Financial Advisors
Wayne,
New Jersey
|
$280M
|
-$9.08M
|
-3%
|
3.48%
|
63.3%
|
60
|
16.67%
|
|
|
4564
|
Lynx1 Capital Management
San Juan,
Puerto Rico
|
$279M
|
+$12.5M
|
+5%
|
4.47%
|
883%
|
20
|
40%
|
|
|
4565
|
SMART Wealth
Omaha,
Nebraska
|
$279M
|
-$1.91M
|
-0.7%
|
1.05%
|
77.7%
|
174
|
28.16%
|
|
|
4566
|
Redwood Grove Capital
Palo Alto,
California
|
$279M
|
-$44M
|
-14%
|
9.39%
|
79.8%
|
25
|
16%
|
|
|
4567
|
Family Capital Trust
Peabody,
Massachusetts
|
$279M
|
-$16.2M
|
-5%
|
2.99%
|
32.3%
|
65
|
13.85%
|
|
|
4568
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$279M
|
-$7.03M
|
-2%
|
2.14%
|
58%
|
107
|
10.28%
|
|
|
4569
|
Camrose Capital Investment Partners
London,
United Kingdom
|
$279M
|
+$188M
|
+206%
|
2.89%
|
–
|
9
|
0%
|
|
|
4570
|
Acima Private Wealth
Richmond,
Virginia
|
$279M
|
-$18.4M
|
-6%
|
0.22%
|
45.2%
|
184
|
2.17%
|
|
|
4571
|
Evernest Financial Advisors
Carmel,
Indiana
|
$279M
|
-$107M
|
-28%
|
0.39%
|
–
|
176
|
23.3%
|
|
|
4572
|
Beta Wealth Group
San Diego,
California
|
$278M
|
+$52.4M
|
+23%
|
1.06%
|
45.4%
|
123
|
26.83%
|
|
|
4573
|
Militia Capital Partners
Las Vegas,
Nevada
|
$278M
|
+$98M
|
+54%
|
2.46%
|
–
|
211
|
65.88%
|
|
|
4574
|
Varenne Capital Partners
Paris,
France
|
$278M
|
-$60.5M
|
-18%
|
10.1%
|
212%
|
23
|
47.83%
|
|
|
4575
|
Sea Cliff Partners Management
San Francisco,
California
|
$278M
|
-$9.91M
|
-3%
|
4.56%
|
–
|
19
|
42.11%
|
|