|
4651
|
Channel Wealth
Santa Barbara,
California
|
$249M
|
+$36.9M
|
+17%
|
8.09%
|
59.3%
|
193
|
18.13%
|
|
|
4652
|
Red Lighthouse Investment Management
New York
|
$249M
|
+$10.1M
|
+4%
|
5.48%
|
63.4%
|
103
|
4.85%
|
|
|
4653
|
Team Hewins
Redwood City,
California
|
$248M
|
+$17.8M
|
+8%
|
6.73%
|
60.5%
|
28
|
7.14%
|
|
|
4654
|
Paragon Advisors
College Station,
Texas
|
$248M
|
+$11.6M
|
+5%
|
15.1%
|
109%
|
105
|
35.24%
|
|
|
4655
|
Mudrick Capital Management
New York
|
$248M
|
-$198M
|
-44%
|
5.04%
|
212%
|
10
|
10%
|
|
|
4656
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$248M
|
+$26.6M
|
+12%
|
12.6%
|
104%
|
491
|
12.83%
|
|
|
4657
|
Bourne Lent Asset Management
Pawling,
New York
|
$248M
|
+$1.58M
|
+0.6%
|
3.03%
|
76.1%
|
64
|
7.81%
|
|
|
4658
|
West Branch Capital
Amherst,
Massachusetts
|
$248M
|
+$35.2M
|
+17%
|
15.6%
|
139%
|
454
|
9.25%
|
|
|
4659
|
AA Financial Advisors
Columbus,
Ohio
|
$248M
|
+$97.6M
|
+65%
|
6.67%
|
–
|
153
|
58.82%
|
|
|
4660
|
Next Capital Management
New York
|
$248M
|
+$12.8M
|
+5%
|
8.8%
|
61.3%
|
151
|
21.19%
|
|
|
4661
|
Gill Capital Partners
Denver,
Colorado
|
$248M
|
+$10.2M
|
+4%
|
7.08%
|
52%
|
132
|
9.85%
|
|
|
4662
|
Continental Advisors
Park City,
Utah
|
$248M
|
-$8.76M
|
-3%
|
9.82%
|
69%
|
49
|
10.2%
|
|
|
4663
|
Mirabaud Asset Management
London,
United Kingdom
|
$247M
|
+$14.3M
|
+6%
|
18.2%
|
–
|
56
|
25%
|
|
|
4664
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$247M
|
+$15.3M
|
+7%
|
10.8%
|
196%
|
91
|
34.07%
|
|
|
4665
|
Gold Investment Management
Edmonton,
Alberta, Canada
|
$247M
|
+$13.8M
|
+6%
|
7.87%
|
–
|
219
|
6.85%
|
|
|
4666
|
Webs Creek Capital Management
Dallas,
Texas
|
$247M
|
+$30M
|
+14%
|
14.8%
|
133%
|
15
|
53.33%
|
|
|
4667
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$247M
|
+$26.6M
|
+12%
|
10.9%
|
66.1%
|
274
|
70.07%
|
|
|
4668
|
Peachtree Investment Partners
Indian River Shores,,
Florida
|
$247M
|
+$3.68M
|
+2%
|
10.5%
|
92.2%
|
110
|
16.36%
|
|
|
4669
|
RIA Advisory Group
Des Moines,
Iowa
|
$247M
|
+$7.44M
|
+3%
|
7.88%
|
–
|
222
|
81.08%
|
|
|
4670
|
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
$247M
|
+$17.3M
|
+8%
|
8.18%
|
55.8%
|
88
|
12.5%
|
|
|
4671
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$247M
|
+$25M
|
+11%
|
3.84%
|
–
|
67
|
31.34%
|
|
|
4672
|
Insight Folios
Charlotte,
North Carolina
|
$247M
|
+$15.9M
|
+7%
|
4.48%
|
32.9%
|
126
|
10.32%
|
|
|
4673
|
HST Ventures
Park City,
Utah
|
$247M
|
-$36.2M
|
-13%
|
10.3%
|
8.24%
|
71
|
63.38%
|
|
|
4674
|
Sterling Financial Planning
Sparta,
New Jersey
|
$247M
|
+$15.8M
|
+7%
|
5.89%
|
55.5%
|
108
|
8.33%
|
|
|
4675
|
RBA Wealth Management
Newport Beach,
California
|
$247M
|
+$17.7M
|
+8%
|
9.11%
|
77.7%
|
96
|
11.46%
|
|