|
4801
|
Front Row Advisors
Tiburon,
California
|
$298M
|
+$10.1M
|
+4%
|
11.5%
|
122%
|
563
|
6.22%
|
|
|
4802
|
Sweeney & Michel
Chico,
California
|
$298M
|
+$16M
|
+6%
|
8.88%
|
–
|
139
|
7.91%
|
|
|
4803
|
Vert Asset Management
Sausalito,
California
|
$297M
|
+$22.8M
|
+8%
|
3.36%
|
43.6%
|
45
|
0%
|
|
|
4804
|
Private Wealth Advisors (California)
Fresno,
California
|
$297M
|
+$24.9M
|
+9%
|
8.94%
|
55%
|
94
|
13.83%
|
|
|
4805
|
HTG Investment Advisors
New Canaan,
Connecticut
|
$297M
|
+$28.3M
|
+11%
|
6.59%
|
51.8%
|
78
|
14.1%
|
|
|
4806
|
Turim 21 Investimentos
Rio De Janeiro,
Brazil
|
$297M
|
-$214M
|
-42%
|
4.85%
|
62%
|
151
|
67.55%
|
|
|
4807
|
Diana Davis Spencer Foundation
Bethesda,
Maryland
|
$297M
|
+$5.27M
|
+2%
|
1.84%
|
1.41%
|
4
|
0%
|
|
|
4808
|
Idaho Trust Bank
Boise,
Idaho
|
$297M
|
+$17.2M
|
+6%
|
6.06%
|
37.7%
|
112
|
8.93%
|
|
|
4809
|
Pines Wealth Management
Southern Pines,
North Carolina
|
$297M
|
+$14.3M
|
+5%
|
8.51%
|
–
|
239
|
9.21%
|
|
|
4810
|
Fairfield Financial Advisors
Wellesley,
Massachusetts
|
$297M
|
+$11.5M
|
+4%
|
5.71%
|
–
|
78
|
16.67%
|
|
|
4811
|
Cape Ann Asset Management
London,
United Kingdom
|
$297M
|
+$63.3M
|
+27%
|
20%
|
210%
|
11
|
18.18%
|
|
|
4812
|
Roth Financial Partners
Kingwood,
Texas
|
$297M
|
+$19.3M
|
+7%
|
6.43%
|
54.3%
|
32
|
3.13%
|
|
|
4813
|
Exane Asset Management
Paris,
France
|
$297M
|
+$40.6M
|
+16%
|
11.9%
|
77.5%
|
38
|
42.11%
|
|
|
4814
|
Lazari Capital Management
Woodland Hills,
California
|
$296M
|
+$30.7M
|
+12%
|
12.3%
|
124%
|
171
|
12.28%
|
|
|
4815
|
Castle Wealth Management
West Palm Beach,
Florida
|
$296M
|
+$20.9M
|
+8%
|
6.55%
|
53.6%
|
133
|
11.28%
|
|
|
4816
|
Tranquility Partners
Brentwood,
Tennessee
|
$296M
|
+$16.2M
|
+6%
|
7.42%
|
67.4%
|
242
|
12.4%
|
|
|
4817
|
Team Hewins
Redwood City,
California
|
$296M
|
+$18.8M
|
+7%
|
7.57%
|
60.5%
|
39
|
12.82%
|
|
|
4818
|
Gen-Wealth Partners
Zeeland,
Michigan
|
$296M
|
+$36.9M
|
+14%
|
5.87%
|
–
|
719
|
15.99%
|
|
|
4819
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$296M
|
+$44.5M
|
+18%
|
5.61%
|
46.4%
|
91
|
10.99%
|
|
|
4820
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
$296M
|
+$18.4M
|
+7%
|
9.13%
|
66%
|
183
|
21.86%
|
|
|
4821
|
Invesco LLC (Illinois)
Des Plaines,
Illinois
|
$296M
|
+$27.6M
|
+10%
|
11.4%
|
113%
|
136
|
5.88%
|
|
|
4822
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$296M
|
+$32M
|
+12%
|
6.04%
|
57.8%
|
92
|
9.78%
|
|
|
4823
|
Alpine Investment Management
Hong Kong
|
$295M
|
-$36.1M
|
-11%
|
18.2%
|
37.4%
|
10
|
70%
|
|
|
4824
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$295M
|
+$23.4M
|
+9%
|
8.11%
|
86.7%
|
125
|
10.4%
|
|
|
4825
|
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
|
$295M
|
+$25.9M
|
+10%
|
7.13%
|
–
|
243
|
12.35%
|
|