|
4401
|
Newton One Investments
Newark,
Delaware
|
$280M
|
+$20.2M
|
+8%
|
|
|
122
|
|
|
|
4402
|
Fortitude Family Office
Scottsdale,
Arizona
|
$280M
|
-$315K
|
-0.1%
|
|
|
1,308
|
|
|
|
4403
|
Highland Financial Advisors
Wayne,
New Jersey
|
$280M
|
-$9.08M
|
-3%
|
|
|
60
|
|
|
|
4404
|
Lynx1 Capital Management
San Juan,
Puerto Rico
|
$279M
|
+$12.5M
|
+5%
|
|
|
20
|
|
|
|
4405
|
SMART Wealth
Omaha,
Nebraska
|
$279M
|
-$1.91M
|
-0.7%
|
|
|
174
|
|
|
|
4406
|
Redwood Grove Capital
Palo Alto,
California
|
$279M
|
-$44M
|
-14%
|
|
|
25
|
|
|
|
4407
|
Family Capital Trust
Peabody,
Massachusetts
|
$279M
|
-$16.2M
|
-5%
|
|
|
65
|
|
|
|
4408
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$279M
|
-$7.03M
|
-2%
|
|
|
107
|
|
|
|
4409
|
Camrose Capital Investment Partners
London,
United Kingdom
|
$279M
|
+$188M
|
+206%
|
|
|
9
|
|
|
|
4410
|
Acima Private Wealth
Richmond,
Virginia
|
$279M
|
-$18.4M
|
-6%
|
|
|
184
|
|
|
|
4411
|
Evernest Financial Advisors
Carmel,
Indiana
|
$279M
|
-$107M
|
-28%
|
|
|
176
|
|
|
|
4412
|
Beta Wealth Group
San Diego,
California
|
$278M
|
+$52.4M
|
+23%
|
|
|
123
|
|
|
|
4413
|
Sea Cliff Partners Management
San Francisco,
California
|
$278M
|
-$9.91M
|
-3%
|
|
|
19
|
|
|
|
4414
|
VSM Wealth Advisory
Hunt Valley,
Maryland
|
$278M
|
-$2.07M
|
-0.7%
|
|
|
533
|
|
|
|
4415
|
Steph & Co
Marinette,
Wisconsin
|
$278M
|
-$18.1M
|
-6%
|
|
|
284
|
|
|
|
4416
|
Bandera Partners
New York
|
$278M
|
+$15.3M
|
+6%
|
|
|
19
|
|
|
|
4417
|
Denver PWM
Denver,
Colorado
|
$278M
|
+$19.5M
|
+8%
|
|
|
236
|
|
|
|
4418
|
Millstreet Capital Management
Boston,
Massachusetts
|
$278M
|
-$1.2M
|
-0.4%
|
|
|
3
|
|
|
|
4419
|
Sequent Planning
Omaha,
Nebraska
|
$278M
|
+$5.28M
|
+2%
|
|
|
153
|
|
|
|
4420
|
Tiger Pacific Capital
New York
|
$278M
|
-$96.3M
|
-26%
|
|
|
17
|
|
|
|
4421
|
BNC Wealth Management
Beaverton,
Oregon
|
$278M
|
-$26.5M
|
-9%
|
|
|
109
|
|
|
|
4422
|
Granger Management
New York
|
$277M
|
-$162M
|
-37%
|
|
|
7
|
|
|
|
4423
|
McMill Wealth Management
Norfolk,
Nebraska
|
$277M
|
+$30.4M
|
+12%
|
|
|
51
|
|
|
|
4424
|
Sterling Financial Group
Pasadena,
California
|
$277M
|
+$8.59M
|
+3%
|
|
|
67
|
|
|
|
4425
|
Trinity Financial Advisors
Columbus,
Ohio
|
$277M
|
+$14M
|
+5%
|
|
|
92
|
|
|