|
8051
|
CFG Wealth Management Services
Indianapolis,
Indiana
|
$110M
|
–
|
–
|
0.54%
|
–
|
157
|
–
|
|
|
8052
|
Kitching Partners
Conshohocken,
Pennsylvania
|
$110M
|
+$3.7M
|
+3%
|
2.2%
|
–
|
47
|
27.66%
|
|
|
8053
|
SymBiosis Capital Partners
Bentonville,
Arkansas
|
$109M
|
–
|
–
|
20.6%
|
–
|
11
|
–
|
|
|
8054
|
21 West Wealth Management
Tustin,
California
|
$109M
|
+$4.01M
|
+4%
|
1.54%
|
–
|
64
|
12.5%
|
|
|
8055
|
Strategic Financial Concepts
San Antonio,
Texas
|
$109M
|
-$579M
|
-84%
|
2.14%
|
56.8%
|
324
|
79.01%
|
|
|
8056
|
Sawyer Falduto Asset Management
Elmhurst,
Illinois
|
$109M
|
–
|
–
|
1.89%
|
–
|
260
|
–
|
|
|
8057
|
Shuttleworth & Co
Powell,
Ohio
|
$109M
|
-$866K
|
-0.8%
|
0.05%
|
–
|
64
|
9.38%
|
|
|
8058
|
DRH Investments
Thousand Oaks,
California
|
$109M
|
-$637K
|
-0.6%
|
7.61%
|
81.2%
|
16
|
31.25%
|
|
|
8059
|
Green Alpha Advisors
Niwot,
Colorado
|
$109M
|
+$5.55M
|
+5%
|
8.27%
|
267%
|
121
|
20.66%
|
|
|
8060
|
10Elms LLP
Tulsa,
Oklahoma
|
$109M
|
-$2.15M
|
-2%
|
1.76%
|
–
|
477
|
2.94%
|
|
|
8061
|
Red Tree Management
Redwood City,
California
|
$109M
|
+$26.1M
|
+32%
|
43.4%
|
–
|
3
|
0%
|
|
|
8062
|
Fund Advisors of America Inc
Orland,
Florida
|
$109M
|
–
|
–
|
2.79%
|
–
|
119
|
–
|
|
|
8063
|
Pandowealth
Peachtree City,
Georgia
|
$109M
|
–
|
–
|
2.03%
|
–
|
19
|
–
|
|
|
8064
|
Bedminster
Bluffton,
South Carolina
|
$109M
|
–
|
–
|
1.73%
|
–
|
53
|
–
|
|
|
8065
|
Graham Capital Wealth Management
Washington D.c.,
District of Columbia
|
$109M
|
+$10.7M
|
+11%
|
1.69%
|
45.3%
|
78
|
26.92%
|
|
|
8066
|
Smith Partners Wealth Management
Greensboro,
North Carolina
|
$109M
|
–
|
–
|
1.04%
|
–
|
78
|
–
|
|
|
8067
|
City Center Advisors LLC
Troy,
Michigan
|
$109M
|
+$5.81M
|
+6%
|
2.43%
|
–
|
192
|
33.33%
|
|
|
8068
|
Snowwater Investment Partners
Fairfield,
Connecticut
|
$109M
|
–
|
–
|
6.42%
|
–
|
91
|
–
|
|
|
8069
|
|
$109M
|
-$42.3M
|
-28%
|
26.4%
|
3.5%
|
7
|
0%
|
|
|
8070
|
Granite Islands Private Wealth
Guilford,
Connecticut
|
$109M
|
–
|
–
|
3.24%
|
–
|
81
|
–
|
|
|
8071
|
Wolfstich Capital
Medfield,
Massachusetts
|
$109M
|
+$59.5M
|
+121%
|
2.1%
|
–
|
21
|
57.14%
|
|
|
8072
|
Auctus Advisors
Charlotte,
North Carolina
|
$108M
|
–
|
–
|
3.67%
|
–
|
26
|
–
|
|
|
8073
|
Cedrus Wealth Group LLC
Andover,
Minnesota
|
$108M
|
–
|
–
|
17.6%
|
–
|
48
|
–
|
|
|
8074
|
AWH Capital
Dallas,
Texas
|
$108M
|
+$12.5M
|
+13%
|
10.9%
|
183%
|
22
|
9.09%
|
|
|
8075
|
OakTrust Wealth Advisors
Wilton,
Connecticut
|
$108M
|
–
|
–
|
0.94%
|
–
|
68
|
–
|
|