|
4401
|
Beach Point Capital Management
Santa Monica,
California
|
$281M
|
+$2.29M
|
+0.8%
|
|
|
31
|
|
|
|
4402
|
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
$281M
|
+$6.48M
|
+2%
|
|
|
186
|
|
|
|
4403
|
Cedar Wealth Management
Walnut Creek,
California
|
$281M
|
+$4.54M
|
+2%
|
|
|
205
|
|
|
|
4404
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$281M
|
-$10.3M
|
-4%
|
|
|
90
|
|
|
|
4405
|
Harber Asset Management
Asheville,
North Carolina
|
$281M
|
-$52.9M
|
-16%
|
|
|
42
|
|
|
|
4406
|
Somerset Trust
Somerset,
Pennsylvania
|
$281M
|
+$15.1M
|
+6%
|
|
|
174
|
|
|
|
4407
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$281M
|
+$3.39M
|
+1%
|
|
|
104
|
|
|
|
4408
|
|
$281M
|
-$18M
|
-6%
|
|
|
546
|
|
|
|
4409
|
Seven Springs Wealth Group
Brentwood,
Tennessee
|
$281M
|
+$12M
|
+4%
|
|
|
83
|
|
|
|
4410
|
Seaside Wealth Management
Carlsbad,
California
|
$280M
|
+$7.1M
|
+3%
|
|
|
61
|
|
|
|
4411
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$280M
|
-$11.2M
|
-4%
|
|
|
160
|
|
|
|
4412
|
|
$280M
|
-$24.4M
|
-8%
|
|
|
251
|
|
|
|
4413
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$280M
|
+$90.8M
|
+48%
|
|
|
161
|
|
|
|
4414
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$280M
|
-$4.63M
|
-2%
|
|
|
180
|
|
|
|
4415
|
Newton One Investments
Newark,
Delaware
|
$280M
|
+$20.2M
|
+8%
|
|
|
122
|
|
|
|
4416
|
Fortitude Family Office
Scottsdale,
Arizona
|
$280M
|
-$315K
|
-0.1%
|
|
|
1,308
|
|
|
|
4417
|
Highland Financial Advisors
Wayne,
New Jersey
|
$280M
|
-$9.08M
|
-3%
|
|
|
60
|
|
|
|
4418
|
Lynx1 Capital Management
San Juan,
Puerto Rico
|
$279M
|
+$12.5M
|
+5%
|
|
|
20
|
|
|
|
4419
|
SMART Wealth
Omaha,
Nebraska
|
$279M
|
-$1.91M
|
-0.7%
|
|
|
174
|
|
|
|
4420
|
Redwood Grove Capital
Palo Alto,
California
|
$279M
|
-$44M
|
-14%
|
|
|
25
|
|
|
|
4421
|
Family Capital Trust
Peabody,
Massachusetts
|
$279M
|
-$16.2M
|
-5%
|
|
|
65
|
|
|
|
4422
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$279M
|
-$7.03M
|
-2%
|
|
|
107
|
|
|
|
4423
|
Camrose Capital Investment Partners
London,
United Kingdom
|
$279M
|
+$188M
|
+206%
|
|
|
9
|
|
|
|
4424
|
Acima Private Wealth
Richmond,
Virginia
|
$279M
|
-$18.4M
|
-6%
|
|
|
184
|
|
|
|
4425
|
Evernest Financial Advisors
Carmel,
Indiana
|
$279M
|
-$107M
|
-28%
|
|
|
176
|
|
|