|
4551
|
Diana Davis Spencer Foundation
Bethesda,
Maryland
|
$297M
|
+$5.27M
|
+2%
|
|
|
4
|
|
|
|
4552
|
Idaho Trust Bank
Boise,
Idaho
|
$297M
|
+$17.2M
|
+6%
|
|
|
112
|
|
|
|
4553
|
Fairfield Financial Advisors
Wellesley,
Massachusetts
|
$297M
|
+$11.5M
|
+4%
|
|
|
78
|
|
|
|
4554
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$297M
|
+$52.8M
|
+22%
|
|
|
222
|
|
|
|
4555
|
Cape Ann Asset Management
London,
United Kingdom
|
$297M
|
+$63.3M
|
+27%
|
|
|
11
|
|
|
|
4556
|
Roth Financial Partners
Kingwood,
Texas
|
$297M
|
+$19.3M
|
+7%
|
|
|
32
|
|
|
|
4557
|
Exane Asset Management
Paris,
France
|
$297M
|
+$40.6M
|
+16%
|
|
|
38
|
|
|
|
4558
|
Pines Wealth Management
Southern Pines,
North Carolina
|
$297M
|
+$13.9M
|
+5%
|
|
|
238
|
|
|
|
4559
|
Lazari Capital Management
Woodland Hills,
California
|
$296M
|
+$30.7M
|
+12%
|
|
|
171
|
|
|
|
4560
|
Castle Wealth Management
West Palm Beach,
Florida
|
$296M
|
+$20.9M
|
+8%
|
|
|
133
|
|
|
|
4561
|
Tranquility Partners
Brentwood,
Tennessee
|
$296M
|
+$16.2M
|
+6%
|
|
|
242
|
|
|
|
4562
|
Team Hewins
Redwood City,
California
|
$296M
|
+$18.8M
|
+7%
|
|
|
39
|
|
|
|
4563
|
Gen-Wealth Partners
Zeeland,
Michigan
|
$296M
|
+$36.9M
|
+14%
|
|
|
719
|
|
|
|
4564
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$296M
|
+$44.5M
|
+18%
|
|
|
91
|
|
|
|
4565
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
$296M
|
+$18.4M
|
+7%
|
|
|
183
|
|
|
|
4566
|
Invesco LLC (Illinois)
Des Plaines,
Illinois
|
$296M
|
+$27.6M
|
+10%
|
|
|
136
|
|
|
|
4567
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$296M
|
+$32M
|
+12%
|
|
|
92
|
|
|
|
4568
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$295M
|
+$23.4M
|
+9%
|
|
|
125
|
|
|
|
4569
|
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
|
$295M
|
+$25.9M
|
+10%
|
|
|
243
|
|
|
|
4570
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$295M
|
+$26.6M
|
+10%
|
|
|
263
|
|
|
|
4571
|
Royal Harbor Partners
Houston,
Texas
|
$295M
|
+$21.2M
|
+8%
|
|
|
52
|
|
|
|
4572
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$295M
|
+$17.9M
|
+6%
|
|
|
1,028
|
|
|
|
4573
|
44 Wealth Management
Eugene,
Oregon
|
$295M
|
+$12.3M
|
+4%
|
|
|
219
|
|
|
|
4574
|
Prosperity Wealth Management
San Ramon,
California
|
$295M
|
+$24.8M
|
+9%
|
|
|
290
|
|
|
|
4575
|
EQ LLC
Bellevue,
Washington
|
$295M
|
+$37M
|
+14%
|
|
|
76
|
|
|