|
4701
|
Colony Family Offices
Charlotte,
North Carolina
|
$208M
|
+$1.07M
|
+0.5%
|
3.31%
|
49.6%
|
34
|
23.53%
|
|
|
4702
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$208M
|
-$4.73M
|
-2%
|
4.65%
|
56.7%
|
138
|
7.25%
|
|
|
4703
|
Jefferies Financial Group
New York
|
$208M
|
-$15.7M
|
-7%
|
3.36%
|
135%
|
6
|
0%
|
|
|
4704
|
Keeler Thomas Management
Orem,
Utah
|
$208M
|
-$22.8M
|
-10%
|
2.87%
|
46.1%
|
79
|
25.32%
|
|
|
4705
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$208M
|
-$11.6M
|
-5%
|
3.85%
|
13%
|
51
|
7.84%
|
|
|
4706
|
Harbor Island Capital
Topsfield,
Massachusetts
|
$208M
|
-$17.3M
|
-8%
|
7.94%
|
231%
|
15
|
0%
|
|
|
4707
|
Prentice Wealth Management
Rochester,
New York
|
$208M
|
-$5.42M
|
-3%
|
4.33%
|
44.2%
|
106
|
11.32%
|
|
|
4708
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$208M
|
-$16.5M
|
-7%
|
1.86%
|
11.8%
|
91
|
14.29%
|
|
|
4709
|
Holowesko Partners
Nassau,
Bahamas
|
$208M
|
-$36.9M
|
-15%
|
2.5%
|
51.1%
|
35
|
25.71%
|
|
|
4710
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$208M
|
+$8.06M
|
+4%
|
3.36%
|
72.2%
|
488
|
9.22%
|
|
|
4711
|
Rings Capital Management
Chicago,
Illinois
|
$208M
|
-$35.5M
|
-15%
|
7.35%
|
40.9%
|
7
|
42.86%
|
|
|
4712
|
Guinness Atkinson Asset Management
Pasadena,
California
|
$208M
|
-$20.8M
|
-9%
|
6.21%
|
132%
|
98
|
3.06%
|
|
|
4713
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$208M
|
-$8.36M
|
-4%
|
1.89%
|
104%
|
122
|
5.74%
|
|
|
4714
|
RBA Wealth Management
Newport Beach,
California
|
$208M
|
-$3.57M
|
-2%
|
0.62%
|
77.7%
|
113
|
9.73%
|
|
|
4715
|
Platform Technology Partners
New York
|
$208M
|
-$19.6M
|
-9%
|
3.18%
|
–
|
238
|
13.03%
|
|
|
4716
|
US Financial Advisors
Braintree,
Massachusetts
|
$208M
|
-$11.7M
|
-5%
|
4.74%
|
12.6%
|
84
|
21.43%
|
|
|
4717
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$208M
|
-$9.8M
|
-5%
|
3.69%
|
44.7%
|
88
|
11.36%
|
|
|
4718
|
DOHJ LLC
Seattle,
Washington
|
$208M
|
-$15.9M
|
-7%
|
5.05%
|
51.5%
|
106
|
21.7%
|
|
|
4719
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$208M
|
+$41.5M
|
+25%
|
0.64%
|
21.8%
|
672
|
83.78%
|
|
|
4720
|
NatWest Group
Edinburgh, Scotland,
United Kingdom
|
$207M
|
+$13.2M
|
+7%
|
1.91%
|
207%
|
56
|
28.57%
|
|
|
4721
|
360 Financial
Wayzata,
Minnesota
|
$207M
|
-$11.9M
|
-5%
|
6.43%
|
82.5%
|
105
|
22.86%
|
|
|
4722
|
Wisconsin Capital Management
Madison,
Wisconsin
|
$207M
|
-$35.9M
|
-15%
|
5.31%
|
153%
|
60
|
23.33%
|
|
|
4723
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$207M
|
-$56.5M
|
-21%
|
4.73%
|
106%
|
71
|
26.76%
|
|
|
4724
|
Atwater Malick
Lancaster,
Pennsylvania
|
$207M
|
-$8.29M
|
-4%
|
4.87%
|
79.1%
|
62
|
12.9%
|
|
|
4725
|
Monterey Private Wealth
Monterey,
California
|
$207M
|
+$5.12M
|
+3%
|
3.07%
|
29.8%
|
133
|
30.08%
|
|