|
4001
|
TrueWealth Advisors
Birmingham,
Alabama
|
$211M
|
-$3.96M
|
-2%
|
|
|
179
|
|
|
|
4002
|
Appian Way Asset Management
New York
|
$211M
|
-$34.2M
|
-14%
|
|
|
39
|
|
|
|
4003
|
Susquehanna Capital Management
Bala Cynwyd,
Pennsylvania
|
$211M
|
+$65.4M
|
+45%
|
|
|
2
|
|
|
|
4004
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$211M
|
-$10.6M
|
-5%
|
|
|
540
|
|
|
|
4005
|
Fairfield Financial Advisors
Wellesley,
Massachusetts
|
$211M
|
-$5.42M
|
-3%
|
|
|
329
|
|
|
|
4006
|
Fiducient Advisors
Chicago,
Illinois
|
$211M
|
-$55.6M
|
-21%
|
|
|
85
|
|
|
|
4007
|
Phase 2 Partners
San Francisco,
California
|
$211M
|
+$16.1M
|
+8%
|
|
|
35
|
|
|
|
4008
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$210M
|
-$7.1M
|
-3%
|
|
|
223
|
|
|
|
4009
|
New World Advisors
Hingham,
Massachusetts
|
$210M
|
+$24.8M
|
+13%
|
|
|
67
|
|
|
|
4010
|
MGO Private Wealth
Irvine,
California
|
$210M
|
–
|
–
|
|
|
130
|
|
|
|
4011
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$210M
|
-$8.2M
|
-4%
|
|
|
316
|
|
|
|
4012
|
Roanoke Asset Management
Jersey City,
New Jersey
|
$210M
|
-$12.5M
|
-6%
|
|
|
112
|
|
|
|
4013
|
Wealthstar Advisors
Plano,
Texas
|
$210M
|
-$25.6M
|
-11%
|
|
|
97
|
|
|
|
4014
|
PRW Wealth Management
Quincy,
Massachusetts
|
$210M
|
+$39.9M
|
+23%
|
|
|
111
|
|
|
|
4015
|
Keywise Capital Management (HK)
Hong Kong
|
$210M
|
+$93.4M
|
+80%
|
|
|
20
|
|
|
|
4016
|
Anfield Capital Management
Irvine,
California
|
$210M
|
-$11.2M
|
-5%
|
|
|
94
|
|
|
|
4017
|
Vision Capital
Toronto,
Ontario, Canada
|
$210M
|
-$12.7M
|
-6%
|
|
|
16
|
|
|
|
4018
|
Tenzing Global Management
San Francisco,
California
|
$210M
|
+$9.01M
|
+4%
|
|
|
16
|
|
|
|
4019
|
TPB Wealth Advisors
San Antonio,
Texas
|
$210M
|
-$12.4M
|
-6%
|
|
|
51
|
|
|
|
4020
|
Shorepoint Capital Partners
Norwood,
Massachusetts
|
$210M
|
-$27M
|
-11%
|
|
|
85
|
|
|
|
4021
|
RV Capital
Schindellegi,
Switzerland
|
$210M
|
-$12.5M
|
-6%
|
|
|
6
|
|
|
|
4022
|
Cardinal Point Wealth Management Partners
Irvine,
California
|
$210M
|
+$971K
|
+0.5%
|
|
|
53
|
|
|
|
4023
|
Gradient Capital Advisors
San Diego,
California
|
$209M
|
+$970K
|
+0.5%
|
|
|
130
|
|
|
|
4024
|
Oakview Capital Management
Dallas,
Texas
|
$209M
|
+$10.3M
|
+5%
|
|
|
16
|
|
|
|
4025
|
Foundry Group
Boulder,
Colorado
|
$209M
|
-$11.8M
|
-5%
|
|
|
4
|
|
|