|
4951
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$220M
|
+$4.79M
|
+2%
|
2.47%
|
63.3%
|
336
|
14.88%
|
|
|
4952
|
WorthPointe
La Jolla,
California
|
$219M
|
+$20.7M
|
+10%
|
0.73%
|
51%
|
76
|
21.05%
|
|
|
4953
|
Fusion Capital
Mt. Pleasant,
South Carolina
|
$219M
|
+$638K
|
+0.3%
|
3.01%
|
73.5%
|
75
|
5.33%
|
|
|
4954
|
Elevation Capital Advisory
Bend,
Oregon
|
$219M
|
–
|
–
|
4.41%
|
–
|
40
|
–
|
|
|
4955
|
Nixon Capital
Austin,
Texas
|
$219M
|
-$40.6M
|
-16%
|
6.82%
|
102%
|
34
|
29.41%
|
|
|
4956
|
Sander Capital Advisors
Seattle,
Washington
|
$219M
|
+$13.9M
|
+7%
|
9.89%
|
68.8%
|
18
|
27.78%
|
|
|
4957
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$219M
|
+$8.47M
|
+4%
|
0.89%
|
–
|
128
|
5.47%
|
|
|
4958
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$219M
|
+$31.1M
|
+17%
|
0.94%
|
43.2%
|
204
|
53.43%
|
|
|
4959
|
Next Level Private
Harrison,
New York
|
$219M
|
+$822K
|
+0.4%
|
1.92%
|
92.4%
|
141
|
12.77%
|
|
|
4960
|
GGM Wealth Advisors
Baltimore,
Maryland
|
$219M
|
+$3.92M
|
+2%
|
2.1%
|
25.9%
|
143
|
13.99%
|
|
|
4961
|
Codex Capital Asset Management
Dallas,
Texas
|
$218M
|
–
|
–
|
8.93%
|
–
|
37
|
–
|
|
|
4962
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$218M
|
+$9.57M
|
+5%
|
0.94%
|
46.7%
|
46
|
17.39%
|
|
|
4963
|
Commonwealth Retirement Investments
Richmond,
Virginia
|
$218M
|
+$8.95M
|
+4%
|
1.67%
|
70.1%
|
93
|
15.05%
|
|
|
4964
|
Capital Today Evergreen Fund
Grand Cayman,
Cayman Islands
|
$218M
|
+$33.5M
|
+18%
|
19.6%
|
31.3%
|
3
|
0%
|
|
|
4965
|
Montis Financial
Waltham,
Massachusetts
|
$218M
|
+$7.67M
|
+4%
|
2.23%
|
44%
|
89
|
16.85%
|
|
|
4966
|
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
|
$218M
|
+$6.17M
|
+3%
|
2.02%
|
39.8%
|
98
|
9.18%
|
|
|
4967
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$218M
|
+$5.8M
|
+3%
|
3.26%
|
57%
|
51
|
41.18%
|
|
|
4968
|
Krensavage Asset Management
New York
|
$218M
|
-$7.72M
|
-3%
|
3.24%
|
113%
|
13
|
7.69%
|
|
|
4969
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$218M
|
+$5.49M
|
+3%
|
0.22%
|
66%
|
248
|
16.13%
|
|
|
4970
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$218M
|
-$1.95M
|
-0.9%
|
0.92%
|
53.9%
|
100
|
12%
|
|
|
4971
|
Tidemark
San Diego,
California
|
$217M
|
+$38.2M
|
+21%
|
1.99%
|
–
|
732
|
20.36%
|
|
|
4972
|
HGC Investment Management
Toronto,
Ontario, Canada
|
$217M
|
-$62.9M
|
-22%
|
0.67%
|
34.4%
|
117
|
29.91%
|
|
|
4973
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$217M
|
-$30.1M
|
-12%
|
1.48%
|
56%
|
293
|
70.31%
|
|
|
4974
|
Astor Investment Management
Chicago,
Illinois
|
$217M
|
-$34.5M
|
-14%
|
0.84%
|
23.3%
|
38
|
42.11%
|
|
|
4975
|
Mirabaud Asset Management
London,
United Kingdom
|
$217M
|
-$30.3M
|
-12%
|
5.31%
|
–
|
53
|
22.64%
|
|