|
4651
|
Pure Portfolios Holdings
Lake Oswego,
Oregon
|
$295M
|
+$23.1M
|
+8%
|
7.51%
|
–
|
107
|
12.15%
|
|
|
4652
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$295M
|
+$37.4M
|
+15%
|
8.73%
|
59.3%
|
144
|
20.83%
|
|
|
4653
|
Centerpoint Advisors
Needham,
Massachusetts
|
$295M
|
+$24.2M
|
+9%
|
9.53%
|
74.2%
|
448
|
16.52%
|
|
|
4654
|
Schiavi & Co
Wilmington,
Delaware
|
$295M
|
+$22.2M
|
+8%
|
7.8%
|
41.4%
|
41
|
7.32%
|
|
|
4655
|
Long Path Partners
Stamford,
Connecticut
|
$295M
|
+$35.9M
|
+14%
|
3.15%
|
9.18%
|
10
|
40%
|
|
|
4656
|
Straight Path Wealth Management
Jenison,
Michigan
|
$295M
|
+$47.3M
|
+19%
|
10.3%
|
70.6%
|
121
|
13.22%
|
|
|
4657
|
Defender Capital
Charlotte,
North Carolina
|
$295M
|
+$40.9M
|
+16%
|
20.2%
|
83.5%
|
42
|
23.81%
|
|
|
4658
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$295M
|
+$12.8M
|
+5%
|
5.15%
|
48%
|
70
|
8.57%
|
|
|
4659
|
White Oak Capital Partners
Singapore
|
$294M
|
+$49.5M
|
+20%
|
8.65%
|
–
|
17
|
17.65%
|
|
|
4660
|
Yakira Capital Management
Westport,
Connecticut
|
$294M
|
+$31.1M
|
+12%
|
6.64%
|
74.1%
|
267
|
49.06%
|
|
|
4661
|
Goodman Advisory Group
Needham,
Massachusetts
|
$294M
|
-$33.7M
|
-10%
|
13.3%
|
88.8%
|
209
|
43.54%
|
|
|
4662
|
Hayek Kallen Investment Management
Fairhope,
Alabama
|
$294M
|
+$22.5M
|
+8%
|
8.35%
|
71.9%
|
98
|
10.2%
|
|
|
4663
|
B&I Capital
Zurich,
Switzerland
|
$294M
|
-$13.6M
|
-4%
|
2.05%
|
30.5%
|
32
|
9.38%
|
|
|
4664
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$294M
|
+$31.6M
|
+12%
|
9.6%
|
66%
|
121
|
21.49%
|
|
|
4665
|
Sivia Capital Partners
Mill Valley,
California
|
$294M
|
+$79.6M
|
+37%
|
15.2%
|
–
|
464
|
43.97%
|
|
|
4666
|
Central Valley Advisors
Sacramento,
California
|
$294M
|
+$29.8M
|
+11%
|
7.27%
|
–
|
143
|
20.98%
|
|
|
4667
|
XY Planning Network
Bozeman,
Montana
|
$294M
|
+$144M
|
+96%
|
7.74%
|
–
|
174
|
41.95%
|
|
|
4668
|
First American Financial Corporation
Santa Ana,
California
|
$294M
|
+$24.4M
|
+9%
|
9.95%
|
–
|
3
|
0%
|
|
|
4669
|
Aurdan Capital Management
Wayne,
Pennsylvania
|
$294M
|
+$28.1M
|
+11%
|
6.7%
|
–
|
92
|
13.04%
|
|
|
4670
|
Sterling Wealth Management
Champaign,
Illinois
|
$293M
|
–
|
–
|
6.63%
|
–
|
110
|
–
|
|
|
4671
|
Acima Private Wealth
Richmond,
Virginia
|
$293M
|
+$14.8M
|
+5%
|
6.92%
|
45.2%
|
187
|
7.49%
|
|
|
4672
|
Sea Cliff Partners Management
San Francisco,
California
|
$293M
|
+$15M
|
+5%
|
8.84%
|
–
|
18
|
33.33%
|
|
|
4673
|
Arch Capital Group
Pembroke,
Bermuda
|
$293M
|
-$65.3M
|
-18%
|
0.46%
|
3.08%
|
4
|
0%
|
|
|
4674
|
Intergy Private Wealth
Colorado Springs,
Colorado
|
$293M
|
+$30.1M
|
+11%
|
10.4%
|
67.6%
|
104
|
12.5%
|
|
|
4675
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$293M
|
+$17.3M
|
+6%
|
4.41%
|
36.5%
|
34
|
8.82%
|
|