|
4701
|
RJA Asset Management
Stamford,
Connecticut
|
$290M
|
-$33.7M
|
-10%
|
3.01%
|
80.2%
|
4
|
0%
|
|
|
4702
|
Cabot-Wellington
Boston,
Massachusetts
|
$290M
|
+$18.9M
|
+7%
|
10.5%
|
65%
|
5
|
0%
|
|
|
4703
|
BWM Planning
The Woodlands,
Texas
|
$290M
|
+$53.9M
|
+23%
|
6.66%
|
–
|
85
|
14.12%
|
|
|
4704
|
Moseley Investment Management
Bradenton,
Florida
|
$290M
|
+$34.5M
|
+13%
|
12.4%
|
96.6%
|
166
|
10.84%
|
|
|
4705
|
Pinion Investment Advisors
Wichita,
Kansas
|
$290M
|
-$164M
|
-36%
|
9.4%
|
75.4%
|
171
|
16.96%
|
|
|
4706
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$290M
|
-$225M
|
-44%
|
6.82%
|
36.5%
|
85
|
69.41%
|
|
|
4707
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$290M
|
+$18.9M
|
+7%
|
6.31%
|
44.7%
|
79
|
8.86%
|
|
|
4708
|
AF Advisors
Sacramento,
California
|
$290M
|
-$239M
|
-45%
|
0.12%
|
76.5%
|
30
|
33.33%
|
|
|
4709
|
Hudson Value Partners
Palm Beach,
Florida
|
$290M
|
+$23.7M
|
+9%
|
10.7%
|
124%
|
115
|
18.26%
|
|
|
4710
|
Kercheville Advisors
San Antonio,
Texas
|
$290M
|
+$44.4M
|
+18%
|
16.8%
|
240%
|
113
|
28.32%
|
|
|
4711
|
Stiles Financial Services
Edina,
Minnesota
|
$290M
|
+$29M
|
+11%
|
12%
|
133%
|
180
|
8.33%
|
|
|
4712
|
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
|
$289M
|
+$27.4M
|
+10%
|
8.02%
|
–
|
155
|
11.61%
|
|
|
4713
|
Hoxton Planning & Management
Shepherdstown,
West Virginia
|
$289M
|
+$27.2M
|
+10%
|
9.84%
|
70.1%
|
223
|
17.04%
|
|
|
4714
|
NIA Impact Advisors
Berkeley,
California
|
$289M
|
+$20M
|
+7%
|
15.9%
|
–
|
105
|
13.33%
|
|
|
4715
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$289M
|
+$57.2M
|
+25%
|
7.72%
|
50.8%
|
109
|
18.35%
|
|
|
4716
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$289M
|
+$15.9M
|
+6%
|
8.86%
|
91.6%
|
221
|
11.31%
|
|
|
4717
|
SAM Advisors
Oakhurst,
California
|
$289M
|
+$22.2M
|
+8%
|
9.68%
|
57.5%
|
45
|
17.78%
|
|
|
4718
|
Sage Financial Management Group
Mclean,
Virginia
|
$289M
|
+$13.6M
|
+5%
|
7.44%
|
47.3%
|
57
|
5.26%
|
|
|
4719
|
Darwin Wealth Management
Tampa,
Florida
|
$289M
|
-$8.55M
|
-3%
|
9.85%
|
56.8%
|
681
|
17.62%
|
|
|
4720
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$289M
|
+$44.6M
|
+18%
|
8.76%
|
61.6%
|
85
|
8.24%
|
|
|
4721
|
WIT Partners Advisory
Singapore
|
$289M
|
-$14M
|
-5%
|
4.63%
|
–
|
1
|
0%
|
|
|
4722
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$289M
|
+$52.4M
|
+22%
|
11.6%
|
85%
|
1,354
|
47.19%
|
|
|
4723
|
Iridian Asset Management
Westport,
Connecticut
|
$289M
|
-$30.1M
|
-9%
|
5.91%
|
82.5%
|
46
|
10.87%
|
|
|
4724
|
Family Capital Trust
Peabody,
Massachusetts
|
$289M
|
+$9.79M
|
+4%
|
5.44%
|
32.3%
|
62
|
0%
|
|
|
4725
|
Headwater Capital
Hong Kong,
China
|
$288M
|
+$65.8M
|
+30%
|
18.2%
|
–
|
17
|
64.71%
|
|