|
4801
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$290M
|
+$12M
|
+4%
|
|
|
623
|
|
|
|
4802
|
Raleigh Capital Management
Cary,
North Carolina
|
$290M
|
+$14.2M
|
+5%
|
|
|
808
|
|
|
|
4803
|
Orion Capital Management
Coronado,
California
|
$290M
|
-$6.56M
|
-2%
|
|
|
512
|
|
|
|
4804
|
Sonoma Allocations
Santa Rosa,
California
|
$290M
|
-$11.5M
|
-4%
|
|
|
152
|
|
|
|
4805
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$290M
|
+$2.12M
|
+0.7%
|
|
|
257
|
|
|
|
4806
|
Saxon Interests
Houston,
Texas
|
$290M
|
+$6.81M
|
+2%
|
|
|
240
|
|
|
|
4807
|
Blue Water Asset Management
Grand Rapids,
Michigan
|
$289M
|
+$11.3M
|
+4%
|
|
|
108
|
|
|
|
4808
|
LeClair Wealth Partners
Dublin,
Ohio
|
$289M
|
+$117M
|
+68%
|
|
|
204
|
|
|
|
4809
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$289M
|
+$530K
|
+0.2%
|
|
|
45
|
|
|
|
4810
|
PineBridge Investments Asia
Hong Kong,
|
$289M
|
-$56.8M
|
-16%
|
|
|
8
|
|
|
|
4811
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$289M
|
-$13.1M
|
-4%
|
|
|
738
|
|
|
|
4812
|
Goodlander Investment Management
Dallas,
Texas
|
$289M
|
+$27.3M
|
+10%
|
|
|
19
|
|
|
|
4813
|
Plum Street Advisors
New Orleans,
Louisiana
|
$289M
|
+$8M
|
+3%
|
|
|
100
|
|
|
|
4814
|
New Perspectives Inc
Ridgeland,
Mississippi
|
$289M
|
+$370K
|
+0.1%
|
|
|
44
|
|
|
|
4815
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$289M
|
+$3.03M
|
+1%
|
|
|
106
|
|
|
|
4816
|
Realta Investment Advisors
Wilmington,
Delaware
|
$288M
|
-$16.2M
|
-5%
|
|
|
405
|
|
|
|
4817
|
Enzi Wealth
Austin,
Texas
|
$288M
|
+$4.44M
|
+2%
|
|
|
73
|
|
|
|
4818
|
WrapManager Inc
Mill Valley,
California
|
$288M
|
-$7.91M
|
-3%
|
|
|
147
|
|
|
|
4819
|
ticino wealth
Mission Viejo,
California
|
$288M
|
+$17.9M
|
+7%
|
|
|
143
|
|
|
|
4820
|
Financial Connections Group
Corte Madera,
California
|
$288M
|
-$3.33M
|
-1%
|
|
|
264
|
|
|
|
4821
|
Horizon Investment Services
Hammond,
Indiana
|
$288M
|
+$9.64M
|
+3%
|
|
|
158
|
|
|
|
4822
|
Forza Wealth Management
Sarasota,
Florida
|
$287M
|
+$10.9M
|
+4%
|
|
|
191
|
|
|
|
4823
|
Lazari Capital Management
Woodland Hills,
California
|
$287M
|
-$10.2M
|
-3%
|
|
|
180
|
|
|
|
4824
|
PSquared Asset Management
Zurich,
Switzerland
|
$287M
|
+$73.5M
|
+34%
|
|
|
20
|
|
|
|
4825
|
Encompass Wealth Advisors
Portland,
Oregon
|
$287M
|
-$6.51M
|
-2%
|
|
|
106
|
|
|