|
4851
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$262M
|
+$2.27M
|
+0.9%
|
0.77%
|
96.7%
|
502
|
6.37%
|
6.2
|
|
|
4852
|
Ovata Capital Management
Hong Kong
|
$262M
|
+$25.7M
|
+11%
|
14.2%
|
69.1%
|
44
|
50%
|
0.6
|
|
|
4853
|
|
$262M
|
+$10.4M
|
+4%
|
3.13%
|
26.2%
|
10
|
10%
|
1.7
|
|
|
4854
|
Cornerstone Planning
Charlotte,
North Carolina
|
$262M
|
–
|
–
|
1.45%
|
–
|
112
|
–
|
0
|
|
|
4855
|
Hoxton Planning & Management
Shepherdstown,
West Virginia
|
$262M
|
+$3.42M
|
+1%
|
0.39%
|
77.8%
|
215
|
10.23%
|
1.2
|
|
|
4856
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$262M
|
-$5.71M
|
-2%
|
0.6%
|
65.8%
|
135
|
18.52%
|
2.3
|
|
|
4857
|
AGUR Provident & Training Funds Management
Tel Aviv,
Israel
|
$261M
|
-$67.1M
|
-20%
|
2.84%
|
–
|
24
|
16.67%
|
2.3
|
|
|
4858
|
Veery Capital
Wilmington,
Delaware
|
$261M
|
-$5.25M
|
-2%
|
0.59%
|
63.4%
|
99
|
13.13%
|
2.6
|
|
|
4859
|
Private Wealth Management Group
Princeton,
New Jersey
|
$261M
|
+$8.01M
|
+3%
|
0.24%
|
63.2%
|
1,597
|
11.77%
|
0.9
|
|
|
4860
|
Seven Post Investment Office
San Francisco,
California
|
$261M
|
-$400M
|
-61%
|
4.8%
|
44.4%
|
55
|
40%
|
4.2
|
|
|
4861
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$261M
|
+$3.31M
|
+1%
|
0.36%
|
66%
|
108
|
15.74%
|
1.8
|
|
|
4862
|
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
|
$261M
|
–
|
–
|
0.08%
|
–
|
199
|
–
|
0
|
|
|
4863
|
Crescent Park Management
East Palo Alto,
California
|
$261M
|
+$9.9M
|
+4%
|
18.9%
|
87%
|
38
|
21.05%
|
1.6
|
|
|
4864
|
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
$261M
|
+$9.01M
|
+4%
|
2.68%
|
103%
|
68
|
7.35%
|
3.5
|
|
|
4865
|
Tidemark
San Diego,
California
|
$261M
|
+$17.3M
|
+7%
|
0.03%
|
–
|
697
|
20.8%
|
0.8
|
|
|
4866
|
Juniper Capital Advisors
Houston,
Texas
|
$261M
|
-$39.5M
|
-13%
|
13.1%
|
–
|
1
|
0%
|
1
|
|
|
4867
|
Silverlake Wealth Management
Williston,
Vermont
|
$261M
|
-$3.05M
|
-1%
|
0.17%
|
73.3%
|
291
|
12.03%
|
2
|
|
|
4868
|
Rede Wealth
Charlottesville,
Virginia
|
$261M
|
-$486K
|
-0.2%
|
0.56%
|
84.4%
|
106
|
5.66%
|
2.7
|
|
|
4869
|
Shaker Financial Services
Arlington,
Virginia
|
$261M
|
-$4.31M
|
-2%
|
3.13%
|
12.9%
|
185
|
20%
|
1.9
|
|
|
4870
|
Affinity Partners
Sunny Isles Beach,
Florida
|
$261M
|
–
|
–
|
0.82%
|
–
|
1
|
–
|
0
|
|
|
4871
|
Brown Miller Wealth Management
Mclean,
Virginia
|
$261M
|
+$3.47M
|
+1%
|
2.18%
|
121%
|
134
|
15.67%
|
2.9
|
|
|
4872
|
Aurdan Capital Management
Wayne,
Pennsylvania
|
$261M
|
–
|
–
|
2.07%
|
–
|
80
|
–
|
0
|
|
|
4873
|
|
$260M
|
-$139M
|
-35%
|
2.44%
|
19.7%
|
23
|
43.48%
|
1.1
|
|
|
4874
|
Highview Capital Management
Buffalo Grove,
Illinois
|
$260M
|
+$14.4M
|
+6%
|
4.28%
|
123%
|
130
|
22.31%
|
1.7
|
|
|
4875
|
44 Wealth Management
Eugene,
Oregon
|
$260M
|
-$24M
|
-8%
|
2.14%
|
–
|
202
|
9.41%
|
2.4
|
|