|
4976
|
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
|
$301M
|
+$19.9M
|
+7%
|
1.55%
|
52%
|
101
|
16.83%
|
|
|
4977
|
Cooper Investors
Melbourne, Victoria,
Australia
|
$301M
|
-$65.3M
|
-18%
|
5.08%
|
49.8%
|
49
|
34.69%
|
|
|
4978
|
|
$301M
|
-$5.16M
|
-2%
|
4.41%
|
96%
|
116
|
9.48%
|
|
|
4979
|
Punch Card Management
Winter Park,
Florida
|
$301M
|
-$21.5M
|
-7%
|
3.43%
|
41%
|
6
|
16.67%
|
|
|
4980
|
Tulsa Wealth Advisors
Tulsa,
Oklahoma
|
$301M
|
–
|
–
|
1.73%
|
–
|
110
|
–
|
|
|
4981
|
Vert Asset Management
Sausalito,
California
|
$301M
|
+$3.24M
|
+1%
|
2.99%
|
43.6%
|
47
|
6.38%
|
|
|
4982
|
Hi-Line Capital Management
Watertown,
South Dakota
|
$300M
|
-$16.4M
|
-5%
|
1.64%
|
57.5%
|
42
|
19.05%
|
|
|
4983
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$300M
|
+$2.77M
|
+0.9%
|
1.76%
|
50.6%
|
191
|
16.23%
|
|
|
4984
|
Ketron Financial
Novato,
California
|
$300M
|
–
|
–
|
2.96%
|
–
|
56
|
–
|
|
|
4985
|
Wellington Group
Indianapolis,
Indiana
|
$300M
|
–
|
–
|
3.75%
|
–
|
397
|
–
|
|
|
4986
|
Prosperity Wealth Management
San Ramon,
California
|
$300M
|
+$5.76M
|
+2%
|
1.74%
|
175%
|
309
|
41.1%
|
|
|
4987
|
Aspect Management
Palo Alto,
California
|
$300M
|
–
|
–
|
24.8%
|
–
|
1
|
–
|
|
|
4988
|
Buttonwood Financial Advisors
Baltimore,
Maryland
|
$300M
|
+$9.51M
|
+3%
|
3.8%
|
66.3%
|
106
|
4.72%
|
|
|
4989
|
Ravenswood Partners
Mclean,
Virginia
|
$300M
|
-$16.4M
|
-5%
|
0.31%
|
–
|
37
|
10.81%
|
|
|
4990
|
Front Row Advisors
Tiburon,
California
|
$300M
|
+$2.37M
|
+0.8%
|
2.65%
|
142%
|
573
|
4.54%
|
|
|
4991
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$300M
|
+$15.4M
|
+5%
|
2.14%
|
62.9%
|
126
|
26.19%
|
|
|
4992
|
Barrett & Company
Providence,
Rhode Island
|
$300M
|
+$8.11M
|
+3%
|
2.05%
|
74.8%
|
679
|
8.98%
|
|
|
4993
|
Skyline Advisors
Bellingham,
Washington
|
$300M
|
+$9.3M
|
+3%
|
0.62%
|
–
|
105
|
9.52%
|
|
|
4994
|
TPG Financial Advisors
Portland,
Oregon
|
$300M
|
+$31.1M
|
+12%
|
0.92%
|
–
|
78
|
17.95%
|
|
|
4995
|
Sustainable Insight Capital Management
New York
|
$300M
|
-$18.7M
|
-6%
|
2.9%
|
150%
|
89
|
33.71%
|
|
|
4996
|
Argyle Capital Management
Center Valley,
Pennsylvania
|
$300M
|
+$10.3M
|
+4%
|
4.17%
|
95.8%
|
139
|
4.32%
|
|
|
4997
|
Denver PWM
Denver,
Colorado
|
$299M
|
-$21.3M
|
-7%
|
0.97%
|
44.8%
|
78
|
2.56%
|
|
|
4998
|
|
$299M
|
–
|
–
|
2.09%
|
–
|
657
|
–
|
|
|
4999
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$299M
|
+$1.59M
|
+0.5%
|
3.25%
|
58.2%
|
145
|
6.21%
|
|
|
5000
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$299M
|
+$20.1M
|
+7%
|
3.52%
|
120%
|
181
|
21.55%
|
|