|
4201
|
Clearstead Trust
Portland,
Maine
|
$125M
|
+$5.42M
|
+5%
|
|
|
211
|
|
|
|
4202
|
Centerpoint Advisors
Needham,
Massachusetts
|
$125M
|
+$7.35M
|
+6%
|
|
|
283
|
|
|
|
4203
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$125M
|
–
|
–
|
|
|
48
|
|
|
|
4204
|
Foresight Wealth Management
Draper,
Utah
|
$125M
|
+$13.1M
|
+12%
|
|
|
102
|
|
|
|
4205
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$125M
|
+$4.56M
|
+4%
|
|
|
189
|
|
|
|
4206
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$125M
|
+$7.04M
|
+6%
|
|
|
833
|
|
|
|
4207
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$124M
|
-$5.04M
|
-4%
|
|
|
133
|
|
|
|
4208
|
Deep Field Asset Management
Beverly Hills,
California
|
$124M
|
-$2.39M
|
-2%
|
|
|
21
|
|
|
|
4209
|
MONECO Advisors
Fairfield,
Connecticut
|
$124M
|
+$844K
|
+0.7%
|
|
|
140
|
|
|
|
4210
|
Taylor Hoffman Wealth Management
Richmond,
Virginia
|
$124M
|
-$10.6M
|
-8%
|
|
|
427
|
|
|
|
4211
|
9258 Wealth Management
Blue Ash,
Ohio
|
$124M
|
+$6.44M
|
+5%
|
|
|
198
|
|
|
|
4212
|
Elm Ridge Management
Briarcliff Manor,
New York
|
$124M
|
-$10.4M
|
-8%
|
|
|
34
|
|
|
|
4213
|
Donor Advised Charitable Giving
San Francisco,
California
|
$124M
|
+$4.78M
|
+4%
|
|
|
56
|
|
|
|
4214
|
Northwest Wealth Management
Spencer,
Iowa
|
$124M
|
-$8.71M
|
-7%
|
|
|
544
|
|
|
|
4215
|
Geneva Partners
Lake Geneva,
Wisconsin
|
$124M
|
+$6.53M
|
+6%
|
|
|
73
|
|
|
|
4216
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$124M
|
+$6.06M
|
+5%
|
|
|
45
|
|
|
|
4217
|
First Financial Corp
Terre Haute,
Indiana
|
$124M
|
-$10.1M
|
-8%
|
|
|
325
|
|
|
|
4218
|
GoodHaven Capital Management
Millburn,
New Jersey
|
$124M
|
+$588K
|
+0.5%
|
|
|
23
|
|
|
|
4219
|
Harborview Advisors
Portland,
Maine
|
$124M
|
+$8.22M
|
+7%
|
|
|
87
|
|
|
|
4220
|
Defender Capital
Charlotte,
North Carolina
|
$124M
|
-$1.43M
|
-1%
|
|
|
16
|
|
|
|
4221
|
Shilanski & Associates
Anchorage,
Alaska
|
$123M
|
–
|
–
|
|
|
91
|
|
|
|
4222
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$123M
|
-$7.22M
|
-6%
|
|
|
99
|
|
|
|
4223
|
Rex Capital Advisors
Providence,
Rhode Island
|
$123M
|
+$3.2M
|
+3%
|
|
|
17
|
|
|
|
4224
|
Otter Creek Advisors
Palm Beach Gardens,
Florida
|
$123M
|
+$1.16M
|
+1%
|
|
|
72
|
|
|
|
4225
|
Weil Company
San Diego,
California
|
$123M
|
+$3.57M
|
+3%
|
|
|
110
|
|
|