|
4901
|
Parkwoods Wealth Partners
Syracuse,
New York
|
$293M
|
+$120M
|
+69%
|
6.94%
|
–
|
100
|
29%
|
|
|
4902
|
Davis Investment Partners
Charlotte,
North Carolina
|
$293M
|
+$13.5M
|
+5%
|
7.8%
|
88.9%
|
167
|
10.78%
|
|
|
4903
|
Richard W. Paul & Associates
Novi,
Michigan
|
$293M
|
+$16.3M
|
+6%
|
7.52%
|
65.2%
|
354
|
15.54%
|
|
|
4904
|
Lifestyle Asset Management
Friendswood,
Texas
|
$293M
|
+$78.6M
|
+37%
|
9.5%
|
82.6%
|
149
|
26.17%
|
|
|
4905
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$293M
|
-$16M
|
-5%
|
10.9%
|
–
|
2,271
|
92.82%
|
|
|
4906
|
Benson Investment Management Company
Roanoke,
Virginia
|
$293M
|
+$28.8M
|
+11%
|
10.1%
|
91.6%
|
60
|
23.33%
|
|
|
4907
|
Westshore Wealth
Newport Beach,
California
|
$293M
|
+$32M
|
+12%
|
7.36%
|
58.8%
|
107
|
14.95%
|
|
|
4908
|
Flagship Pioneering
Cambridge,
Massachusetts
|
$293M
|
+$24.2M
|
+9%
|
12.9%
|
13.3%
|
4
|
0%
|
|
|
4909
|
Rosalind Advisors
Toronto,
Ontario, Canada
|
$293M
|
+$81.7M
|
+39%
|
42%
|
–
|
48
|
41.67%
|
|
|
4910
|
Oak Asset Management
Westlake Village,
California
|
$292M
|
+$13.4M
|
+5%
|
10.1%
|
78%
|
108
|
6.48%
|
|
|
4911
|
Q3 Asset Management
Birmingham,
Michigan
|
$292M
|
+$9.12M
|
+3%
|
6.54%
|
96.2%
|
80
|
73.75%
|
|
|
4912
|
Solitude Financial Services
Charlottesville,
Virginia
|
$292M
|
+$16.2M
|
+6%
|
7.13%
|
55.4%
|
42
|
19.05%
|
|
|
4913
|
Stephens Consulting
Flint,
Michigan
|
$292M
|
-$130M
|
-31%
|
6.21%
|
50.1%
|
1,226
|
71.7%
|
|
|
4914
|
Leisure Capital Management
Costa Mesa,
California
|
$292M
|
+$26.7M
|
+10%
|
11%
|
98%
|
147
|
11.56%
|
|
|
4915
|
SoundView Advisors
Olympia,
Washington
|
$292M
|
+$20.4M
|
+8%
|
8.75%
|
–
|
42
|
59.52%
|
|
|
4916
|
Valence8 US
Cambridge,
Massachusetts
|
$292M
|
+$54.1M
|
+23%
|
6.83%
|
69.9%
|
14
|
14.29%
|
|
|
4917
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$292M
|
+$11.3M
|
+4%
|
3.17%
|
17.7%
|
121
|
24.79%
|
|
|
4918
|
Barrett & Company
Providence,
Rhode Island
|
$292M
|
+$25M
|
+9%
|
7.59%
|
74.8%
|
659
|
6.53%
|
|
|
4919
|
Shaker Financial Services
Arlington,
Virginia
|
$292M
|
+$15.8M
|
+6%
|
3.4%
|
13.1%
|
173
|
28.9%
|
|
|
4920
|
Lokken Investment Group
Lewes,
Delaware
|
$291M
|
+$31.6M
|
+12%
|
7.4%
|
65.3%
|
152
|
11.84%
|
|
|
4921
|
Robertson Opportunity Capital
Dallas,
Texas
|
$291M
|
+$21.6M
|
+8%
|
8.12%
|
93.4%
|
28
|
0%
|
|
|
4922
|
Silver Coast Investments
San Diego,
United States
|
$291M
|
+$15.9M
|
+6%
|
5.9%
|
–
|
116
|
10.34%
|
|
|
4923
|
Tred Avon Family Wealth
Easton,
Maryland
|
$291M
|
–
|
–
|
6.57%
|
–
|
237
|
–
|
|
|
4924
|
Alteri Wealth
Westlake Village,
California
|
$291M
|
+$33.2M
|
+13%
|
10.4%
|
–
|
290
|
9.31%
|
|
|
4925
|
Planned Solutions
Folsom,
California
|
$291M
|
+$28M
|
+11%
|
6.65%
|
60.8%
|
138
|
10.87%
|
|