|
4901
|
Powell Investment Advisors
Miami,
Florida
|
$290M
|
-$371K
|
-0.1%
|
1.91%
|
76.1%
|
177
|
6.21%
|
|
|
4902
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$290M
|
+$12M
|
+4%
|
0.65%
|
58.3%
|
623
|
9.15%
|
|
|
4903
|
Raleigh Capital Management
Cary,
North Carolina
|
$290M
|
+$14.2M
|
+5%
|
1.05%
|
71.8%
|
808
|
33.91%
|
|
|
4904
|
Sonoma Allocations
Santa Rosa,
California
|
$290M
|
-$11.5M
|
-4%
|
1.17%
|
–
|
152
|
20.39%
|
|
|
4905
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$290M
|
+$2.12M
|
+0.7%
|
1.93%
|
111%
|
257
|
17.51%
|
|
|
4906
|
Blue Water Asset Management
Grand Rapids,
Michigan
|
$289M
|
+$11.3M
|
+4%
|
0.2%
|
–
|
108
|
8.33%
|
|
|
4907
|
LeClair Wealth Partners
Dublin,
Ohio
|
$289M
|
+$117M
|
+68%
|
0.2%
|
–
|
204
|
94.61%
|
|
|
4908
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$289M
|
+$530K
|
+0.2%
|
0.65%
|
35.5%
|
45
|
4.44%
|
|
|
4909
|
PineBridge Investments Asia
Hong Kong,
|
$289M
|
-$56.8M
|
-16%
|
0.06%
|
–
|
8
|
25%
|
|
|
4910
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$289M
|
-$13.2M
|
-4%
|
2.6%
|
65.9%
|
739
|
13.8%
|
|
|
4911
|
Goodlander Investment Management
Dallas,
Texas
|
$289M
|
+$27.3M
|
+10%
|
25.6%
|
–
|
19
|
78.95%
|
|
|
4912
|
Plum Street Advisors
New Orleans,
Louisiana
|
$289M
|
+$8M
|
+3%
|
0.31%
|
–
|
100
|
7%
|
|
|
4913
|
New Perspectives Inc
Ridgeland,
Mississippi
|
$289M
|
+$370K
|
+0.1%
|
1.32%
|
–
|
44
|
4.55%
|
|
|
4914
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$289M
|
+$3.03M
|
+1%
|
8.38%
|
137%
|
106
|
12.26%
|
|
|
4915
|
Whetstone Capital Advisors
Shawnee Mission,
Kansas
|
$288M
|
-$32.2M
|
-10%
|
17.1%
|
201%
|
65
|
30.77%
|
|
|
4916
|
Realta Investment Advisors
Wilmington,
Delaware
|
$288M
|
-$17.2M
|
-6%
|
1.31%
|
126%
|
407
|
24.82%
|
|
|
4917
|
New Wave Wealth Advisors
Springdale,
Arkansas
|
$288M
|
+$14.9M
|
+5%
|
2.06%
|
–
|
230
|
37.39%
|
|
|
4918
|
Enzi Wealth
Austin,
Texas
|
$288M
|
+$4.47M
|
+2%
|
4.12%
|
72.1%
|
74
|
8.11%
|
|
|
4919
|
WrapManager Inc
Mill Valley,
California
|
$288M
|
-$7.91M
|
-3%
|
2.22%
|
64.6%
|
147
|
12.93%
|
|
|
4920
|
ticino wealth
Mission Viejo,
California
|
$288M
|
+$17.9M
|
+7%
|
4.97%
|
–
|
143
|
6.29%
|
|
|
4921
|
Financial Connections Group
Corte Madera,
California
|
$288M
|
-$3.33M
|
-1%
|
2.21%
|
44.4%
|
264
|
15.91%
|
|
|
4922
|
Marnell Management
Farmington Hills,
Michigan
|
$288M
|
+$81.4M
|
+39%
|
15.3%
|
–
|
83
|
38.55%
|
|
|
4923
|
Horizon Investment Services
Hammond,
Indiana
|
$288M
|
+$9.64M
|
+3%
|
2.41%
|
250%
|
158
|
25.32%
|
|
|
4924
|
Forza Wealth Management
Sarasota,
Florida
|
$287M
|
+$10.9M
|
+4%
|
2.99%
|
65.6%
|
191
|
5.76%
|
|
|
4925
|
Lazari Capital Management
Woodland Hills,
California
|
$287M
|
-$10.2M
|
-3%
|
2.63%
|
124%
|
180
|
11.11%
|
|