|
4701
|
New England Guild Wealth Advisors
Avon,
Connecticut
|
$184M
|
+$6.53M
|
+4%
|
4.78%
|
6.04%
|
71
|
7.04%
|
|
|
4702
|
Alerce Investment Management
Chicago,
Illinois
|
$184M
|
-$41.8M
|
-18%
|
16.2%
|
25.1%
|
7
|
0%
|
|
|
4703
|
Bontempo Ohly Capital Management
Bethesda,
Maryland
|
$184M
|
+$5.43M
|
+3%
|
4.16%
|
41.5%
|
32
|
0%
|
|
|
4704
|
St. Johns Investment Management
Jacksonville,
Florida
|
$184M
|
+$10.4M
|
+6%
|
6.85%
|
67.1%
|
213
|
21.13%
|
|
|
4705
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$184M
|
-$22.7M
|
-11%
|
4.62%
|
43.9%
|
113
|
18.58%
|
|
|
4706
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$184M
|
-$2.81M
|
-2%
|
3.99%
|
1.5%
|
191
|
52.36%
|
|
|
4707
|
Curated Wealth Partners
El Segundo,
California
|
$184M
|
+$20.9M
|
+13%
|
14.3%
|
45.4%
|
152
|
12.5%
|
|
|
4708
|
Adalta Capital Management
New York
|
$184M
|
+$10.3M
|
+6%
|
5.48%
|
66.3%
|
103
|
12.62%
|
|
|
4709
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$184M
|
+$61.1M
|
+50%
|
4.58%
|
67.7%
|
153
|
11.11%
|
|
|
4710
|
McMillion Capital Management
Greensboro,
North Carolina
|
$184M
|
+$12.6M
|
+7%
|
7.13%
|
59.3%
|
86
|
8.14%
|
|
|
4711
|
RBS Partners
Bay Harbor Islands,
Florida
|
$183M
|
+$34.2M
|
+23%
|
30.5%
|
210%
|
3
|
33.33%
|
|
|
4712
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$183M
|
+$15.2M
|
+9%
|
6.94%
|
77.2%
|
151
|
8.61%
|
|
|
4713
|
KFA Private Wealth Group
Tysons,
Virginia
|
$183M
|
+$11.8M
|
+7%
|
5.6%
|
44.8%
|
80
|
15%
|
|
|
4714
|
Oldfather Financial Services
Kearney,
Nebraska
|
$183M
|
+$9.14M
|
+5%
|
5.91%
|
60.8%
|
63
|
7.94%
|
|
|
4715
|
Strategic Vision Investment
Hong Kong
|
$183M
|
+$121M
|
+194%
|
9.87%
|
95.6%
|
23
|
56.52%
|
|
|
4716
|
Michael & Susan Dell Foundation
New York
|
$183M
|
+$34.5M
|
+23%
|
22.8%
|
120%
|
3
|
0%
|
|
|
4717
|
Matrix Private Capital Group
New York
|
$183M
|
+$16.5M
|
+10%
|
7%
|
56%
|
258
|
12.4%
|
|
|
4718
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$183M
|
+$10.3M
|
+6%
|
7.71%
|
–
|
179
|
12.85%
|
|
|
4719
|
Nationwide Asset Management
Columbus,
Ohio
|
$183M
|
+$39.3M
|
+27%
|
4%
|
7.81%
|
18
|
50%
|
|
|
4720
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$183M
|
-$4.64M
|
-2%
|
3.52%
|
104%
|
119
|
5.88%
|
|
|
4721
|
Verity Asset Management
Durham,
North Carolina
|
$183M
|
+$14.9M
|
+9%
|
5.75%
|
68.4%
|
259
|
30.12%
|
|
|
4722
|
Salem Capital Management
Woburn,
Massachusetts
|
$182M
|
+$14.5M
|
+9%
|
5.64%
|
32.3%
|
78
|
8.97%
|
|
|
4723
|
Wade Financial Advisory
Campbell,
California
|
$182M
|
+$24.2M
|
+15%
|
6.13%
|
15.9%
|
71
|
4.23%
|
|
|
4724
|
Spark Investment Management
New York
|
$182M
|
+$33.2M
|
+22%
|
19.8%
|
337%
|
46
|
13.04%
|
|
|
4725
|
Truvestments Capital
Sarasota,
Florida
|
$182M
|
+$5.25M
|
+3%
|
5.99%
|
86.7%
|
715
|
18.88%
|
|