|
4901
|
Act Wealth Management
Plano,
Texas
|
$340M
|
+$42.5M
|
+14%
|
11.8%
|
66.7%
|
65
|
6.15%
|
|
|
4902
|
Warner Financial
Bethesda,
Maryland
|
$340M
|
+$48.5M
|
+17%
|
14%
|
62.1%
|
146
|
8.22%
|
|
|
4903
|
Greenbush Financial Group
Albany,
New York
|
$340M
|
+$38M
|
+13%
|
14.1%
|
–
|
40
|
22.5%
|
|
|
4904
|
O'Donnell Financial Services
San Rafael,
California
|
$340M
|
+$49.5M
|
+17%
|
15.4%
|
61%
|
78
|
23.08%
|
|
|
4905
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
$340M
|
+$25M
|
+8%
|
11.9%
|
–
|
112
|
44.64%
|
|
|
4906
|
River Street Advisors
Aurora,
Illinois
|
$340M
|
+$43.6M
|
+15%
|
15.2%
|
88.8%
|
188
|
14.36%
|
|
|
4907
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$339M
|
+$20.4M
|
+6%
|
13.6%
|
91.6%
|
254
|
12.2%
|
|
|
4908
|
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
|
$339M
|
+$293K
|
+0.1%
|
6.88%
|
39.2%
|
18
|
50%
|
|
|
4909
|
Haverford Financial Services
Radnor,
Pennsylvania
|
$339M
|
+$3.62M
|
+1%
|
6.35%
|
57.9%
|
49
|
6.12%
|
|
|
4910
|
New Insight Wealth Advisors
San Ramon,
California
|
$339M
|
+$60.3M
|
+22%
|
18.2%
|
–
|
122
|
13.93%
|
|
|
4911
|
1492 Capital Management
Milwaukee,
Wisconsin
|
$339M
|
+$76.1M
|
+29%
|
67.4%
|
332%
|
143
|
16.08%
|
|
|
4912
|
East Coast Asset Management
Essex,
Massachusetts
|
$339M
|
+$35.2M
|
+12%
|
14.9%
|
147%
|
72
|
12.5%
|
|
|
4913
|
|
$338M
|
+$177M
|
+109%
|
0.49%
|
25.4%
|
75
|
62.67%
|
|
|
4914
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$338M
|
+$24.9M
|
+8%
|
9.21%
|
54.8%
|
143
|
4.9%
|
|
|
4915
|
Castle Wealth Management
West Palm Beach,
Florida
|
$338M
|
+$29M
|
+9%
|
9.58%
|
53.6%
|
148
|
14.19%
|
|
|
4916
|
Elite Wealth Management
Kirkland,
Washington
|
$337M
|
+$29.4M
|
+10%
|
22.7%
|
142%
|
58
|
34.48%
|
|
|
4917
|
Shayne & Jacobs LLC
Nashville,
Tennessee
|
$337M
|
+$13.6M
|
+4%
|
8.98%
|
73.4%
|
101
|
6.93%
|
|
|
4918
|
Corundum Group
Colorado Springs,
Colorado
|
$337M
|
+$37.9M
|
+13%
|
15.8%
|
80.5%
|
118
|
13.56%
|
|
|
4919
|
Consilium Wealth Advisory
Richardson,
Texas
|
$337M
|
+$43.8M
|
+15%
|
23.8%
|
118%
|
110
|
15.45%
|
|
|
4920
|
Northern Right Capital Management
Darien,
Connecticut
|
$337M
|
+$55.9M
|
+20%
|
30.6%
|
187%
|
34
|
47.06%
|
|
|
4921
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$337M
|
+$23.2M
|
+7%
|
10.2%
|
70.1%
|
244
|
11.07%
|
|
|
4922
|
Riverwater Partners
Milwaukee,
Wisconsin
|
$337M
|
+$36.8M
|
+12%
|
18.8%
|
110%
|
239
|
23.43%
|
|
|
4923
|
BFI Infinity
Zurich,
Switzerland
|
$337M
|
+$146M
|
+76%
|
14.2%
|
–
|
73
|
26.03%
|
|
|
4924
|
Bank OZK
Little Rock,
Arkansas
|
$337M
|
+$53.2M
|
+19%
|
24.8%
|
112%
|
164
|
12.2%
|
|
|
4925
|
|
$336M
|
-$9.17M
|
-3%
|
12.2%
|
–
|
997
|
51.55%
|
|