|
4801
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$257M
|
+$7.9M
|
+3%
|
1.05%
|
–
|
115
|
9.57%
|
|
|
4802
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$256M
|
-$55.2K
|
-0%
|
0.56%
|
35.5%
|
46
|
8.7%
|
|
|
4803
|
Bell & Brown Wealth Advisors
Newport Beach,
California
|
$256M
|
-$12.3M
|
-5%
|
2.62%
|
–
|
72
|
5.56%
|
|
|
4804
|
Atlas Wealth
Cincinnati,
Ohio
|
$256M
|
-$7.95M
|
-3%
|
3.34%
|
43.5%
|
100
|
8%
|
|
|
4805
|
Palo Alto Wealth Advisors
Palo Alto,
California
|
$256M
|
-$28.6M
|
-10%
|
10.9%
|
108%
|
53
|
5.66%
|
|
|
4806
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$256M
|
+$6.98M
|
+3%
|
1.03%
|
53.9%
|
214
|
6.54%
|
|
|
4807
|
Carlson Capital
Dallas,
Texas
|
$256M
|
+$86.4M
|
+51%
|
9.62%
|
67.9%
|
58
|
74.14%
|
|
|
4808
|
Retirement Capital Strategies
San Jose,
California
|
$256M
|
-$7.86M
|
-3%
|
1.2%
|
59%
|
96
|
39.58%
|
|
|
4809
|
Rule One Partners
Moreland,
Georgia
|
$256M
|
-$3.33M
|
-1%
|
1.93%
|
–
|
22
|
59.09%
|
|
|
4810
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$256M
|
-$6M
|
-2%
|
1.76%
|
84.9%
|
488
|
3.28%
|
|
|
4811
|
Pineridge Advisors
St. Charles,
Missouri
|
$256M
|
-$8.78M
|
-3%
|
1.26%
|
–
|
685
|
33.28%
|
|
|
4812
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$256M
|
-$7.82M
|
-3%
|
1.77%
|
54.4%
|
181
|
6.63%
|
|
|
4813
|
Moseley Investment Management
Bradenton,
Florida
|
$256M
|
-$491K
|
-0.2%
|
2.29%
|
96.6%
|
156
|
7.69%
|
|
|
4814
|
PCJ Investment Counsel
Toronto,
Ontario, Canada
|
$256M
|
-$40.5M
|
-14%
|
3.51%
|
164%
|
79
|
31.65%
|
|
|
4815
|
Castle Wealth Management
West Palm Beach,
Florida
|
$255M
|
+$1.28M
|
+0.5%
|
1.13%
|
53.6%
|
128
|
9.38%
|
|
|
4816
|
Impact Asset Management
Vienna,
|
$255M
|
+$2.17M
|
+0.9%
|
2.26%
|
–
|
76
|
9.21%
|
|
|
4817
|
Addison Capital
Conshohocken,
Pennsylvania
|
$255M
|
+$3.84M
|
+2%
|
0.37%
|
59.7%
|
145
|
10.34%
|
|
|
4818
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$255M
|
+$47.6K
|
+0%
|
0.84%
|
83.6%
|
253
|
12.65%
|
|
|
4819
|
Richard W. Paul & Associates
Novi,
Michigan
|
$255M
|
-$19.5M
|
-7%
|
0.89%
|
65.2%
|
523
|
37.67%
|
|
|
4820
|
Arlington Partners
Birmingham,
Alabama
|
$255M
|
-$2.74M
|
-1%
|
3.79%
|
43.7%
|
59
|
3.39%
|
|
|
4821
|
Naman Capital
Sao Paulo,
Brazil
|
$255M
|
+$87.4M
|
+52%
|
3.11%
|
89.9%
|
13
|
15.38%
|
|
|
4822
|
Doma Perpetual Capital Management
Miami,
Florida
|
$254M
|
+$53.4M
|
+27%
|
4.81%
|
–
|
10
|
20%
|
|
|
4823
|
Excalibur Management
Waltham,
Massachusetts
|
$254M
|
+$2.62M
|
+1%
|
2.07%
|
81.7%
|
170
|
4.12%
|
|
|
4824
|
Carmel Capital Partners
San Diego,
California
|
$254M
|
+$6.31M
|
+3%
|
1.85%
|
65.1%
|
156
|
10.9%
|
|
|
4825
|
Mariner Investment Group
Harrison,
New York
|
$254M
|
-$250M
|
-50%
|
2.96%
|
–
|
59
|
64.41%
|
|