|
4201
|
OTA Financial Group
Purchase,
New York
|
$147M
|
+$25.4M
|
+21%
|
|
|
83
|
|
|
|
4202
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$147M
|
+$12.9M
|
+10%
|
|
|
98
|
|
|
|
4203
|
RBA Wealth Management
Newport Beach,
California
|
$147M
|
+$15.7M
|
+12%
|
|
|
104
|
|
|
|
4204
|
Heard Capital LLC
Chicago,
Illinois
|
$147M
|
–
|
–
|
|
|
23
|
|
|
|
4205
|
Financial Perspectives
Minneapolis,
Minnesota
|
$147M
|
–
|
–
|
|
|
514
|
|
|
|
4206
|
Tiemann Investment Advisors
Menlo Park,
California
|
$146M
|
+$8.88M
|
+6%
|
|
|
187
|
|
|
|
4207
|
Davis Rea
Toronto,
Ontario, Canada
|
$146M
|
+$9.83M
|
+7%
|
|
|
47
|
|
|
|
4208
|
Susquehanna Foundation
Bala Cynwyd,
Pennsylvania
|
$146M
|
+$16.4M
|
+13%
|
|
|
4
|
|
|
|
4209
|
Marcho Partners
London,
United Kingdom
|
$146M
|
–
|
–
|
|
|
10
|
|
|
|
4210
|
Cougar Global Investments
Toronto,
Ontario, Canada
|
$146M
|
-$3.23M
|
-2%
|
|
|
19
|
|
|
|
4211
|
Radnor Financial Advisors
Wayne,
Pennsylvania
|
$146M
|
–
|
–
|
|
|
17
|
|
|
|
4212
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$146M
|
+$20.2M
|
+16%
|
|
|
86
|
|
|
|
4213
|
Turiya Advisors Asia
Hong Kong
|
$146M
|
+$35.7M
|
+32%
|
|
|
8
|
|
|
|
4214
|
Deane Retirement Strategies
New Orleans,
Louisiana
|
$146M
|
+$5.88M
|
+4%
|
|
|
68
|
|
|
|
4215
|
Marshall & Sullivan
Seattle,
Washington
|
$146M
|
+$9.85M
|
+7%
|
|
|
39
|
|
|
|
4216
|
Ascension Capital Advisors
Houston,
Texas
|
$146M
|
–
|
–
|
|
|
53
|
|
|
|
4217
|
Walnut Private Equity Partners
Omaha,
Nebraska
|
$146M
|
+$5.62M
|
+4%
|
|
|
23
|
|
|
|
4218
|
Financial Advantage
Columbia,
Maryland
|
$146M
|
-$838K
|
-0.6%
|
|
|
154
|
|
|
|
4219
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$146M
|
+$7.86M
|
+6%
|
|
|
36
|
|
|
|
4220
|
Strategic Blueprint
Atlanta,
Georgia
|
$146M
|
+$12.7M
|
+10%
|
|
|
470
|
|
|
|
4221
|
OptiFour Integrated Wealth Management
Mc Lean,
Virginia
|
$145M
|
+$4.57M
|
+3%
|
|
|
74
|
|
|
|
4222
|
IMS Capital Management
Portland,
Oregon
|
$145M
|
+$14.2M
|
+11%
|
|
|
135
|
|
|
|
4223
|
Prince Street Capital Management
New York
|
$145M
|
+$4.94M
|
+4%
|
|
|
24
|
|
|
|
4224
|
First City Capital Management
Savannah,
Georgia
|
$145M
|
+$8.58M
|
+6%
|
|
|
143
|
|
|
|
4225
|
Indigo Latam Management
Phoenix,
Arizona
|
$145M
|
+$5.71M
|
+4%
|
|
|
1
|
|
|