|
4851
|
Private Wealth Management Group
Princeton,
New Jersey
|
$261M
|
+$8.01M
|
+3%
|
0.24%
|
–
|
1,597
|
11.77%
|
|
|
4852
|
Seven Post Investment Office
San Francisco,
California
|
$261M
|
-$400M
|
-61%
|
4.8%
|
52.6%
|
55
|
40%
|
|
|
4853
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$261M
|
+$3.31M
|
+1%
|
0.36%
|
66%
|
108
|
15.74%
|
|
|
4854
|
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
|
$261M
|
–
|
–
|
0.08%
|
–
|
199
|
–
|
|
|
4855
|
Crescent Park Management
East Palo Alto,
California
|
$261M
|
+$9.91M
|
+4%
|
18.9%
|
87%
|
38
|
21.05%
|
|
|
4856
|
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
$261M
|
+$9.01M
|
+4%
|
2.68%
|
88%
|
68
|
7.35%
|
|
|
4857
|
Tidemark
San Diego,
California
|
$261M
|
+$17.3M
|
+7%
|
0.03%
|
–
|
697
|
20.8%
|
|
|
4858
|
Juniper Capital Advisors
Houston,
Texas
|
$261M
|
-$39.5M
|
-13%
|
13.1%
|
–
|
1
|
0%
|
|
|
4859
|
Silverlake Wealth Management
Williston,
Vermont
|
$261M
|
-$3.05M
|
-1%
|
0.17%
|
64.5%
|
291
|
12.03%
|
|
|
4860
|
Rede Wealth
Charlottesville,
Virginia
|
$261M
|
-$486K
|
-0.2%
|
0.56%
|
80.9%
|
106
|
5.66%
|
|
|
4861
|
Shaker Financial Services
Arlington,
Virginia
|
$261M
|
-$4.31M
|
-2%
|
3.13%
|
13.1%
|
185
|
20%
|
|
|
4862
|
Affinity Partners
Sunny Isles Beach,
Florida
|
$261M
|
–
|
–
|
0.82%
|
–
|
1
|
–
|
|
|
4863
|
Brown Miller Wealth Management
Mclean,
Virginia
|
$261M
|
+$3.47M
|
+1%
|
2.18%
|
102%
|
134
|
15.67%
|
|
|
4864
|
Aurdan Capital Management
Wayne,
Pennsylvania
|
$261M
|
–
|
–
|
2.07%
|
–
|
80
|
–
|
|
|
4865
|
|
$260M
|
-$139M
|
-35%
|
2.44%
|
19.7%
|
23
|
43.48%
|
|
|
4866
|
Highview Capital Management
Buffalo Grove,
Illinois
|
$260M
|
+$14.4M
|
+6%
|
4.28%
|
123%
|
130
|
22.31%
|
|
|
4867
|
44 Wealth Management
Eugene,
Oregon
|
$260M
|
-$24M
|
-8%
|
2.14%
|
–
|
202
|
9.41%
|
|
|
4868
|
|
$260M
|
-$78.9M
|
-23%
|
6.27%
|
261%
|
5
|
20%
|
|
|
4869
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$260M
|
-$7.49M
|
-3%
|
1.12%
|
54.3%
|
409
|
5.62%
|
|
|
4870
|
MTM Investment Management
Spartanburg,
South Carolina
|
$260M
|
+$3.03M
|
+1%
|
2.74%
|
80.5%
|
282
|
9.93%
|
|
|
4871
|
Client 1st Advisory Group
Dunedin,
Florida
|
$260M
|
+$8.22M
|
+3%
|
0.74%
|
57.4%
|
137
|
14.6%
|
|
|
4872
|
Hixon Zuercher
Findlay,
Ohio
|
$260M
|
+$4.6M
|
+2%
|
1.47%
|
87.5%
|
79
|
3.8%
|
|
|
4873
|
Eaton Financial Holdings
Coral Springs,
Florida
|
$260M
|
+$14M
|
+6%
|
1.79%
|
–
|
68
|
16.18%
|
|
|
4874
|
ECP ControlCo
Summit,
New Jersey
|
$260M
|
-$69.1M
|
-21%
|
11.3%
|
42.5%
|
6
|
33.33%
|
|
|
4875
|
Raleigh Capital Management
Cary,
North Carolina
|
$259M
|
+$116K
|
+0%
|
0.64%
|
71.8%
|
1,078
|
12.99%
|
|