|
4401
|
Permit Capital
West Conshohocken,
Pennsylvania
|
$282M
|
-$8.25M
|
-3%
|
|
|
32
|
|
|
|
4402
|
Custos Family Office
Austin,
Texas
|
$282M
|
-$3.88M
|
-1%
|
|
|
72
|
|
|
|
4403
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$282M
|
-$9.95M
|
-3%
|
|
|
71
|
|
|
|
4404
|
MYDA Advisors
Woodmere,
New York
|
$282M
|
-$68.4M
|
-20%
|
|
|
173
|
|
|
|
4405
|
Pacifica Capital Investments
Leander,
Texas
|
$282M
|
-$29M
|
-9%
|
|
|
14
|
|
|
|
4406
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$282M
|
+$12.8M
|
+5%
|
|
|
138
|
|
|
|
4407
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$281M
|
-$10.7M
|
-4%
|
|
|
85
|
|
|
|
4408
|
Beach Point Capital Management
Santa Monica,
California
|
$281M
|
+$2.29M
|
+0.8%
|
|
|
31
|
|
|
|
4409
|
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
$281M
|
+$6.48M
|
+2%
|
|
|
186
|
|
|
|
4410
|
Cedar Wealth Management
Walnut Creek,
California
|
$281M
|
+$4.54M
|
+2%
|
|
|
205
|
|
|
|
4411
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$281M
|
-$10.3M
|
-4%
|
|
|
90
|
|
|
|
4412
|
HGC Investment Management
Toronto,
Ontario, Canada
|
$281M
|
+$47.4M
|
+20%
|
|
|
95
|
|
|
|
4413
|
Harber Asset Management
Asheville,
North Carolina
|
$281M
|
-$52.9M
|
-16%
|
|
|
42
|
|
|
|
4414
|
Somerset Trust
Somerset,
Pennsylvania
|
$281M
|
+$15.1M
|
+6%
|
|
|
174
|
|
|
|
4415
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$281M
|
+$3.39M
|
+1%
|
|
|
104
|
|
|
|
4416
|
|
$281M
|
-$18M
|
-6%
|
|
|
546
|
|
|
|
4417
|
Seven Springs Wealth Group
Brentwood,
Tennessee
|
$281M
|
+$12M
|
+4%
|
|
|
83
|
|
|
|
4418
|
Seaside Wealth Management
Carlsbad,
California
|
$280M
|
+$7.1M
|
+3%
|
|
|
61
|
|
|
|
4419
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$280M
|
-$11.2M
|
-4%
|
|
|
160
|
|
|
|
4420
|
|
$280M
|
-$24.4M
|
-8%
|
|
|
251
|
|
|
|
4421
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$280M
|
+$90.8M
|
+48%
|
|
|
161
|
|
|
|
4422
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$280M
|
-$4.63M
|
-2%
|
|
|
180
|
|
|
|
4423
|
Newton One Investments
Newark,
Delaware
|
$280M
|
+$20.2M
|
+8%
|
|
|
122
|
|
|
|
4424
|
Fortitude Family Office
Scottsdale,
Arizona
|
$280M
|
-$315K
|
-0.1%
|
|
|
1,308
|
|
|
|
4425
|
Highland Financial Advisors
Wayne,
New Jersey
|
$280M
|
-$9.08M
|
-3%
|
|
|
60
|
|
|