|
4001
|
Bridge Creek Capital Management
West Barnstable,
Massachusetts
|
$325M
|
-$6.7M
|
-2%
|
|
|
112
|
|
|
|
4002
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$325M
|
+$13.2M
|
+4%
|
|
|
264
|
|
|
|
4003
|
Ballast Advisors
Woodbury,
Minnesota
|
$325M
|
+$941K
|
+0.3%
|
|
|
167
|
|
|
|
4004
|
Covenant Partners
Nashville,
Tennessee
|
$324M
|
-$19.1M
|
-6%
|
|
|
184
|
|
|
|
4005
|
ORG Wealth Partners
Dallas,
Texas
|
$324M
|
+$23.2M
|
+8%
|
|
|
563
|
|
|
|
4006
|
Whitcomb & Hess
Ashland,
Ohio
|
$324M
|
-$12.4M
|
-4%
|
|
|
58
|
|
|
|
4007
|
Ayalon Insurance Company
Ramat Gan,
Israel
|
$324M
|
+$2.73M
|
+0.8%
|
|
|
63
|
|
|
|
4008
|
Steamboat Capital Partners
Rye,
New York
|
$324M
|
+$6.53M
|
+2%
|
|
|
61
|
|
|
|
4009
|
Montis Financial
Waltham,
Massachusetts
|
$324M
|
+$42.3M
|
+15%
|
|
|
139
|
|
|
|
4010
|
O'Keefe Stevens Advisory
Rochester,
New York
|
$323M
|
-$7.19M
|
-2%
|
|
|
75
|
|
|
|
4011
|
American Assets Inc
San Diego,
California
|
$323M
|
+$18.6M
|
+6%
|
|
|
25
|
|
|
|
4012
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$323M
|
+$9.83M
|
+3%
|
|
|
76
|
|
|
|
4013
|
Princeton Capital Management
Red Bank,
New Jersey
|
$323M
|
+$5.56M
|
+2%
|
|
|
129
|
|
|
|
4014
|
Redwood Grove Capital
Palo Alto,
California
|
$323M
|
-$45.3M
|
-12%
|
|
|
24
|
|
|
|
4015
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$323M
|
+$4.37M
|
+1%
|
|
|
51
|
|
|
|
4016
|
Sarissa Capital Management
Greenwich,
Connecticut
|
$323M
|
-$79.5M
|
-20%
|
|
|
10
|
|
|
|
4017
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$323M
|
-$5.68M
|
-2%
|
|
|
517
|
|
|
|
4018
|
Snider Financial Group
Bellevue,
Washington
|
$323M
|
+$49.6M
|
+18%
|
|
|
115
|
|
|
|
4019
|
Regents of the University of California
Oakland,
California
|
$323M
|
+$167M
|
+107%
|
|
|
6
|
|
|
|
4020
|
Nixon Capital
Austin,
Texas
|
$323M
|
+$37.9M
|
+13%
|
|
|
44
|
|
|
|
4021
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$322M
|
+$68M
|
+27%
|
|
|
295
|
|
|
|
4022
|
Keystone Financial Planning
Cleveland,
Ohio
|
$322M
|
-$8.04M
|
-2%
|
|
|
47
|
|
|
|
4023
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$322M
|
-$9.99M
|
-3%
|
|
|
45
|
|
|
|
4024
|
High Ground Investment Management
London,
United Kingdom
|
$322M
|
+$105M
|
+48%
|
|
|
9
|
|
|
|
4025
|
MGB Wealth Management
Addison,
Texas
|
$322M
|
+$48.3M
|
+18%
|
|
|
302
|
|
|