|
4101
|
Gradient Capital Advisors
San Diego,
California
|
$388M
|
+$14.9M
|
+4%
|
|
|
177
|
|
|
|
4102
|
Peak Financial Management
Wellesley,
Massachusetts
|
$388M
|
+$9.49M
|
+3%
|
|
|
103
|
|
|
|
4103
|
ETF Portfolio Partners
Leawood,
Kansas
|
$388M
|
+$11.8M
|
+3%
|
|
|
69
|
|
|
|
4104
|
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
|
$388M
|
+$16.1M
|
+4%
|
|
|
23
|
|
|
|
4105
|
Princeton Capital Management
Red Bank,
New Jersey
|
$388M
|
+$14.9M
|
+4%
|
|
|
150
|
|
|
|
4106
|
Searle & Co
Greenwich,
Connecticut
|
$388M
|
+$10.1M
|
+3%
|
|
|
191
|
|
|
|
4107
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$388M
|
+$23.6M
|
+6%
|
|
|
212
|
|
|
|
4108
|
St. Clair Advisors
Mayfield Hts,
Ohio
|
$388M
|
+$10.8M
|
+3%
|
|
|
83
|
|
|
|
4109
|
GSG Advisors
Mount Laurel,
New Jersey
|
$387M
|
+$9.57M
|
+3%
|
|
|
140
|
|
|
|
4110
|
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
|
$387M
|
+$2.63M
|
+0.7%
|
|
|
89
|
|
|
|
4111
|
WIM Investment Management
Hong Kong
|
$387M
|
-$6.13M
|
-2%
|
|
|
26
|
|
|
|
4112
|
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
|
$387M
|
+$6.91M
|
+2%
|
|
|
213
|
|
|
|
4113
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$387M
|
+$6.14M
|
+2%
|
|
|
177
|
|
|
|
4114
|
Pinnbrook Capital Management
New York
|
$387M
|
-$154M
|
-28%
|
|
|
164
|
|
|
|
4115
|
Hollow Brook Wealth Management
Katonah,
New York
|
$387M
|
-$36.1M
|
-9%
|
|
|
106
|
|
|
|
4116
|
United Wealth Management
Charlottesville,
Virginia
|
$387M
|
+$19.1M
|
+5%
|
|
|
24
|
|
|
|
4117
|
TriaGen Wealth Management
Calabasas,
California
|
$387M
|
+$3.23M
|
+0.8%
|
|
|
201
|
|
|
|
4118
|
Legacy Wealth Partners (Colorado)
Lakewood,
Colorado
|
$386M
|
–
|
–
|
|
|
177
|
|
|
|
4119
|
TrueWealth Advisors
Birmingham,
Alabama
|
$386M
|
+$16.5M
|
+4%
|
|
|
250
|
|
|
|
4120
|
First Washington Corp
Seattle,
Washington
|
$386M
|
+$13M
|
+3%
|
|
|
59
|
|
|
|
4121
|
Eldred Rock Partners
San Antonio,
Texas
|
$385M
|
-$15.5M
|
-4%
|
|
|
33
|
|
|
|
4122
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$385M
|
+$1.9M
|
+0.5%
|
|
|
98
|
|
|
|
4123
|
O'Keefe Stevens Advisory
Rochester,
New York
|
$385M
|
+$16M
|
+4%
|
|
|
69
|
|
|
|
4124
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$385M
|
+$12.8M
|
+3%
|
|
|
219
|
|
|
|
4125
|
Seafarer Capital Partners
Larkspur,
California
|
$385M
|
+$34.3M
|
+10%
|
|
|
9
|
|
|