|
4701
|
Private Wealth Management Group
Princeton,
New Jersey
|
$261M
|
+$8.01M
|
+3%
|
|
|
1,598
|
|
|
|
4702
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$261M
|
+$3.31M
|
+1%
|
|
|
108
|
|
|
|
4703
|
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
|
$261M
|
–
|
–
|
|
|
199
|
|
|
|
4704
|
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
$261M
|
+$9.01M
|
+4%
|
|
|
68
|
|
|
|
4705
|
Tidemark
San Diego,
California
|
$261M
|
+$17.3M
|
+7%
|
|
|
689
|
|
|
|
4706
|
Rede Wealth
Charlottesville,
Virginia
|
$261M
|
-$486K
|
-0.2%
|
|
|
106
|
|
|
|
4707
|
Shaker Financial Services
Arlington,
Virginia
|
$261M
|
-$4.31M
|
-2%
|
|
|
185
|
|
|
|
4708
|
Affinity Partners
Sunny Isles Beach,
Florida
|
$261M
|
–
|
–
|
|
|
1
|
|
|
|
4709
|
Brown Miller Wealth Management
Mclean,
Virginia
|
$261M
|
+$3.47M
|
+1%
|
|
|
134
|
|
|
|
4710
|
Aurdan Capital Management
Wayne,
Pennsylvania
|
$261M
|
–
|
–
|
|
|
80
|
|
|
|
4711
|
Highview Capital Management
Buffalo Grove,
Illinois
|
$260M
|
+$14.4M
|
+6%
|
|
|
130
|
|
|
|
4712
|
Lombard Odier Asset Management (USA)
New York
|
$260M
|
-$8.81M
|
-3%
|
|
|
341
|
|
|
|
4713
|
44 Wealth Management
Eugene,
Oregon
|
$260M
|
-$24M
|
-8%
|
|
|
202
|
|
|
|
4714
|
|
$260M
|
-$78.9M
|
-23%
|
|
|
5
|
|
|
|
4715
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$260M
|
-$7.49M
|
-3%
|
|
|
409
|
|
|
|
4716
|
MTM Investment Management
Spartanburg,
South Carolina
|
$260M
|
+$3.03M
|
+1%
|
|
|
282
|
|
|
|
4717
|
Client 1st Advisory Group
Dunedin,
Florida
|
$260M
|
+$8.22M
|
+3%
|
|
|
137
|
|
|
|
4718
|
Hixon Zuercher
Findlay,
Ohio
|
$260M
|
+$4.6M
|
+2%
|
|
|
79
|
|
|
|
4719
|
Eaton Financial Holdings
Coral Springs,
Florida
|
$260M
|
+$14M
|
+6%
|
|
|
68
|
|
|
|
4720
|
ECP ControlCo
Summit,
New Jersey
|
$260M
|
-$69.1M
|
-21%
|
|
|
6
|
|
|
|
4721
|
Raleigh Capital Management
Cary,
North Carolina
|
$259M
|
+$116K
|
+0%
|
|
|
1,079
|
|
|
|
4722
|
Newton One Investments
Newark,
Delaware
|
$259M
|
+$9.99M
|
+4%
|
|
|
122
|
|
|
|
4723
|
Advyzon Investment Management
Lisle,
Illinois
|
$259M
|
–
|
–
|
|
|
231
|
|
|
|
4724
|
Vance Wealth
Santa Clarita,
California
|
$259M
|
-$5.18M
|
-2%
|
|
|
104
|
|
|
|
4725
|
Meritech Capital Associates V
Palo Alto,
California
|
$259M
|
-$40M
|
-13%
|
|
|
2
|
|
|