|
4701
|
Planned Solutions
Folsom,
California
|
$309M
|
+$21.1M
|
+7%
|
|
|
145
|
|
|
|
4702
|
Pines Wealth Management
Southern Pines,
North Carolina
|
$309M
|
+$12.7M
|
+4%
|
|
|
237
|
|
|
|
4703
|
Bellevue Asset Management
Bellevue,
Washington
|
$309M
|
+$91.9M
|
+42%
|
|
|
511
|
|
|
|
4704
|
Solus Alternative Asset Management
Summit,
New Jersey
|
$309M
|
-$3.01M
|
-1%
|
|
|
10
|
|
|
|
4705
|
GoodHaven Capital Management
Millburn,
New Jersey
|
$309M
|
-$1.73M
|
-0.6%
|
|
|
26
|
|
|
|
4706
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$309M
|
+$401K
|
+0.1%
|
|
|
190
|
|
|
|
4707
|
Defender Capital
Charlotte,
North Carolina
|
$309M
|
+$10.5M
|
+4%
|
|
|
39
|
|
|
|
4708
|
Alteri Wealth
Westlake Village,
California
|
$309M
|
+$17.5M
|
+6%
|
|
|
294
|
|
|
|
4709
|
Great Point Partners
Greenwich,
Connecticut
|
$308M
|
+$68.9M
|
+29%
|
|
|
42
|
|
|
|
4710
|
Evelyn Partners Investment Management (Europe)
Dublin,
|
$308M
|
+$19.7M
|
+7%
|
|
|
188
|
|
|
|
4711
|
Rakuten Securities
Tokyo,
Japan
|
$308M
|
+$37.2M
|
+14%
|
|
|
987
|
|
|
|
4712
|
Cederberg Capital
London,
United Kingdom
|
$308M
|
-$42.3M
|
-12%
|
|
|
10
|
|
|
|
4713
|
California First Leasing Corp
Newport Beach,
California
|
$308M
|
+$34.8M
|
+13%
|
|
|
46
|
|
|
|
4714
|
Concord Investment Counsel
Irvine,
California
|
$308M
|
-$7.1M
|
-2%
|
|
|
40
|
|
|
|
4715
|
Crestmont Private Wealth
Houston,
Texas
|
$308M
|
+$5.06M
|
+2%
|
|
|
104
|
|
|
|
4716
|
Tred Avon Family Wealth
Easton,
Maryland
|
$307M
|
+$16.3M
|
+6%
|
|
|
267
|
|
|
|
4717
|
Lifestyle Asset Management
Friendswood,
Texas
|
$307M
|
+$14.5M
|
+5%
|
|
|
150
|
|
|
|
4718
|
JVL Associates
Wyoming,
Michigan
|
$307M
|
+$5.09M
|
+2%
|
|
|
67
|
|
|
|
4719
|
JW Asset Management
Miami Beach,
Florida
|
$307M
|
+$98.8M
|
+47%
|
|
|
22
|
|
|
|
4720
|
Argentarii
Cincinnati,
Ohio
|
$307M
|
+$56.4M
|
+22%
|
|
|
209
|
|
|
|
4721
|
Canopy Partners
Cincinnati,
Ohio
|
$307M
|
+$7.6M
|
+3%
|
|
|
259
|
|
|
|
4722
|
Goepper Burkhardt
Greenville,
South Carolina
|
$307M
|
+$13.5M
|
+5%
|
|
|
109
|
|
|
|
4723
|
Fairfield Financial Advisors
Wellesley,
Massachusetts
|
$307M
|
+$9.89M
|
+3%
|
|
|
73
|
|
|
|
4724
|
Resolute Advisors
San Francisco,
California
|
$307M
|
-$82.8M
|
-21%
|
|
|
80
|
|
|
|
4725
|
Your Advocates Ltd
Houston,
Texas
|
$306M
|
+$7.97M
|
+3%
|
|
|
248
|
|
|