|
4101
|
TrueMark Investments
Chicago,
Illinois
|
$312M
|
+$19.1M
|
+7%
|
|
|
254
|
|
|
|
4102
|
Wittenberg Investment Management
Carlisle,
Massachusetts
|
$312M
|
+$18M
|
+6%
|
|
|
85
|
|
|
|
4103
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$311M
|
+$5.6M
|
+2%
|
|
|
562
|
|
|
|
4104
|
Family Capital Trust
Peabody,
Massachusetts
|
$311M
|
+$5.29M
|
+2%
|
|
|
61
|
|
|
|
4105
|
|
$311M
|
+$138M
|
+80%
|
|
|
51
|
|
|
|
4106
|
Strata Wealth Advisors
Dallas,
Texas
|
$311M
|
+$20.7M
|
+7%
|
|
|
82
|
|
|
|
4107
|
Parus Finance (UK)
London,
United Kingdom
|
$311M
|
-$34.9M
|
-10%
|
|
|
38
|
|
|
|
4108
|
Atwater Malick
Lancaster,
Pennsylvania
|
$311M
|
+$20.4M
|
+7%
|
|
|
78
|
|
|
|
4109
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$311M
|
+$22.6M
|
+8%
|
|
|
291
|
|
|
|
4110
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
$310M
|
+$17.7M
|
+6%
|
|
|
132
|
|
|
|
4111
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$310M
|
+$20.9M
|
+7%
|
|
|
209
|
|
|
|
4112
|
Stone Summit Wealth
Miami,
Florida
|
$310M
|
+$31M
|
+11%
|
|
|
141
|
|
|
|
4113
|
Oak Hill Capital Management
New York
|
$310M
|
-$1.68M
|
-0.5%
|
|
|
1
|
|
|
|
4114
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$310M
|
+$5.64M
|
+2%
|
|
|
117
|
|
|
|
4115
|
Drake & Associates
Waukesha,
Wisconsin
|
$310M
|
+$30.4M
|
+11%
|
|
|
92
|
|
|
|
4116
|
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
|
$310M
|
+$12.7M
|
+4%
|
|
|
708
|
|
|
|
4117
|
Cloverfields Capital Group
Minneapolis,
Minnesota
|
$309M
|
+$13.1M
|
+4%
|
|
|
99
|
|
|
|
4118
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$309M
|
+$21.2M
|
+7%
|
|
|
87
|
|
|
|
4119
|
Operose Advisors
Milwaukee,
Wisconsin
|
$309M
|
+$26.8M
|
+9%
|
|
|
633
|
|
|
|
4120
|
Roberts Wealth Advisors
Palo Alto,
California
|
$309M
|
+$16.1M
|
+6%
|
|
|
97
|
|
|
|
4121
|
Regimen Wealth
Atlanta,
Georgia
|
$309M
|
+$18.7M
|
+6%
|
|
|
67
|
|
|
|
4122
|
Rinkey Investments
San Diego,
California
|
$309M
|
+$30.7M
|
+11%
|
|
|
90
|
|
|
|
4123
|
Neo Ivy Capital Management
New York
|
$309M
|
-$201M
|
-39%
|
|
|
422
|
|
|
|
4124
|
CM Wealth Advisors
Beachwood,
Ohio
|
$309M
|
+$98.4M
|
+47%
|
|
|
85
|
|
|
|
4125
|
Chapin Davis
Baltimore,
Maryland
|
$309M
|
+$16.1M
|
+5%
|
|
|
245
|
|
|