|
4201
|
11 Capital Partners
Darien,
Connecticut
|
$301M
|
+$57.9M
|
+24%
|
|
|
18
|
|
|
|
4202
|
Divergent Planning
Bethesda,
Maryland
|
$301M
|
+$9.01M
|
+3%
|
|
|
31
|
|
|
|
4203
|
Almitas Capital
Santa Monica,
California
|
$301M
|
-$154M
|
-34%
|
|
|
106
|
|
|
|
4204
|
DoubleLine ETF Adviser
Tampa,
Florida
|
$301M
|
-$69.4M
|
-19%
|
|
|
196
|
|
|
|
4205
|
Liberty Mutual Group Asset Management
Boston,
Massachusetts
|
$301M
|
-$119M
|
-28%
|
|
|
19
|
|
|
|
4206
|
Headland Capital
Mt. Pleasant,
South Carolina
|
$301M
|
+$8.63M
|
+3%
|
|
|
72
|
|
|
|
4207
|
Performa Ltd (US)
Charleston,
South Carolina
|
$301M
|
+$16.6M
|
+6%
|
|
|
63
|
|
|
|
4208
|
Fiduciary Family Office
Boca Raton,
Florida
|
$301M
|
-$34.7M
|
-10%
|
|
|
233
|
|
|
|
4209
|
WP Advisors
San Francisco,
California
|
$300M
|
+$192K
|
+0.1%
|
|
|
115
|
|
|
|
4210
|
Warther Private Wealth
Akron,
Ohio
|
$300M
|
+$6.07M
|
+2%
|
|
|
85
|
|
|
|
4211
|
Triumph Capital Management
Denver,
Colorado
|
$300M
|
+$8.03M
|
+3%
|
|
|
304
|
|
|
|
4212
|
Howard Bailey Securities
Fort Wayne,
Indiana
|
$300M
|
+$30.8M
|
+11%
|
|
|
186
|
|
|
|
4213
|
Wells Trecaso Financial Group
Akron,
Ohio
|
$300M
|
-$6.07M
|
-2%
|
|
|
94
|
|
|
|
4214
|
West Branch Capital
Amherst,
Massachusetts
|
$300M
|
-$13.7M
|
-4%
|
|
|
587
|
|
|
|
4215
|
BankPlus Trust Department
Jackson,
Mississippi
|
$300M
|
-$5.11M
|
-2%
|
|
|
519
|
|
|
|
4216
|
Abound Wealth Management
Franklin,
Tennessee
|
$300M
|
-$12.1M
|
-4%
|
|
|
1,344
|
|
|
|
4217
|
Bayberry Capital Partners
New York
|
$300M
|
+$37.1M
|
+14%
|
|
|
21
|
|
|
|
4218
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$299M
|
$0
|
0%
|
|
|
32
|
|
|
|
4219
|
Palumbo Wealth Management
Great Neck,
New York
|
$299M
|
+$31.3M
|
+12%
|
|
|
199
|
|
|
|
4220
|
Investment Advisory Group
Hanover,
Massachusetts
|
$299M
|
+$304K
|
+0.1%
|
|
|
174
|
|
|
|
4221
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$299M
|
-$1.1M
|
-0.4%
|
|
|
66
|
|
|
|
4222
|
Financial Advisory Partners
Winter Park,
Florida
|
$299M
|
-$2.19M
|
-0.7%
|
|
|
67
|
|
|
|
4223
|
Argent Advisors
Monroe,
Louisiana
|
$299M
|
+$29M
|
+11%
|
|
|
153
|
|
|
|
4224
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
$299M
|
+$11.8M
|
+4%
|
|
|
142
|
|
|
|
4225
|
Phraction Management
Colchester,
Connecticut
|
$299M
|
+$13.3M
|
+5%
|
|
|
77
|
|
|