|
4576
|
Clearstead Trust
Portland,
Maine
|
$126M
|
+$7.21M
|
+6%
|
7.61%
|
84.1%
|
169
|
7.1%
|
|
|
4577
|
Moser Wealth Advisors
Bellevue,
Washington
|
$126M
|
+$20.9M
|
+20%
|
9.01%
|
–
|
128
|
15.63%
|
|
|
4578
|
Hill Winds Capital
High Falls,
New York
|
$126M
|
+$56M
|
+80%
|
0.31%
|
8.52%
|
41
|
53.66%
|
|
|
4579
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$126M
|
-$3.89M
|
-3%
|
6.87%
|
47.1%
|
47
|
31.91%
|
|
|
4580
|
New Potomac Partners
Bethesda,
Maryland
|
$126M
|
+$13.6M
|
+12%
|
7.99%
|
37.2%
|
134
|
5.22%
|
|
|
4581
|
KCS Wealth Advisory
Los Angeles,
California
|
$125M
|
+$4.6M
|
+4%
|
8.63%
|
45.3%
|
149
|
10.07%
|
|
|
4582
|
Successful Portfolios
Clearwater,
Florida
|
$125M
|
+$11.6M
|
+10%
|
8.04%
|
101%
|
181
|
12.71%
|
|
|
4583
|
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
|
$125M
|
+$12M
|
+11%
|
9.07%
|
74.9%
|
89
|
24.72%
|
|
|
4584
|
Ascension Asset Management
New York
|
$125M
|
–
|
–
|
11.1%
|
–
|
77
|
–
|
|
|
4585
|
Kempner Capital Management
Galveston,
Texas
|
$125M
|
-$2.36M
|
-2%
|
2.17%
|
60.9%
|
48
|
8.33%
|
|
|
4586
|
Brendel Financial Advisors
Hanover,
New Hampshire
|
$125M
|
+$8.94M
|
+8%
|
15.8%
|
110%
|
84
|
16.67%
|
|
|
4587
|
Heron Financial Group
New York
|
$125M
|
+$13.1M
|
+12%
|
7.91%
|
47.5%
|
133
|
15.04%
|
|
|
4588
|
Adero Partners
Pleasanton,
California
|
$125M
|
+$28.6M
|
+30%
|
11.3%
|
27.7%
|
93
|
27.96%
|
|
|
4589
|
Bronson Point Management
Fairfield,
Connecticut
|
$125M
|
-$7.36M
|
-6%
|
14%
|
7.56%
|
45
|
71.11%
|
|
|
4590
|
Friedenthal Financial
Marlton,
New Jersey
|
$125M
|
+$7.95M
|
+7%
|
6.74%
|
111%
|
57
|
35.09%
|
|
|
4591
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$125M
|
+$8.78M
|
+8%
|
7.61%
|
95.7%
|
121
|
18.18%
|
|
|
4592
|
Ranch Capital Advisors
Sarasota,
Florida
|
$124M
|
-$3.09M
|
-2%
|
7.52%
|
82%
|
1,007
|
36.94%
|
|
|
4593
|
Harbor Island Capital
Topsfield,
Massachusetts
|
$124M
|
+$4.63M
|
+4%
|
5.06%
|
132%
|
15
|
0%
|
|
|
4594
|
Seelaus Asset Management
Chatham,
New Jersey
|
$124M
|
+$14.5M
|
+13%
|
9.66%
|
122%
|
168
|
13.69%
|
|
|
4595
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$124M
|
+$16.2M
|
+15%
|
9.01%
|
51.9%
|
83
|
30.12%
|
|
|
4596
|
Strategic Value Partners
Greenwich,
Connecticut
|
$124M
|
+$29.1M
|
+31%
|
12.9%
|
–
|
5
|
60%
|
|
|
4597
|
L2 Asset Management
Wayland,
Massachusetts
|
$124M
|
+$13.7M
|
+12%
|
5.93%
|
110%
|
81
|
29.63%
|
|
|
4598
|
Lowell Blake & Associates
Boston,
Massachusetts
|
$124M
|
+$19.6M
|
+19%
|
11.7%
|
44.2%
|
55
|
12.73%
|
|
|
4599
|
HC Advisors
Sandy Springs,
Georgia
|
$124M
|
+$3.28M
|
+3%
|
5.43%
|
55.2%
|
90
|
27.78%
|
|
|
4600
|
Arias Resource Capital
George Town, Grand Cayman,
Cayman Islands
|
$124M
|
+$16.8M
|
+16%
|
15.7%
|
81.3%
|
1
|
0%
|
|