|
4776
|
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
|
$301M
|
+$19.9M
|
+7%
|
|
|
101
|
|
|
|
4777
|
Findell Capital Management
New York
|
$301M
|
+$82M
|
+37%
|
|
|
18
|
|
|
|
4778
|
Cooper Investors
Melbourne, Victoria,
Australia
|
$301M
|
-$65.3M
|
-18%
|
|
|
49
|
|
|
|
4779
|
|
$301M
|
-$5.16M
|
-2%
|
|
|
116
|
|
|
|
4780
|
Punch Card Management
Winter Park,
Florida
|
$301M
|
-$21.5M
|
-7%
|
|
|
6
|
|
|
|
4781
|
Tulsa Wealth Advisors, INC
Tulsa,
Oklahoma
|
$301M
|
–
|
–
|
|
|
110
|
|
|
|
4782
|
Vert Asset Management
Sausalito,
California
|
$301M
|
+$3.24M
|
+1%
|
|
|
47
|
|
|
|
4783
|
Omega Financial Group
Santa Barbara,
California
|
$301M
|
+$3.22M
|
+1%
|
|
|
106
|
|
|
|
4784
|
Hi-Line Capital Management
Watertown,
South Dakota
|
$300M
|
-$16.4M
|
-5%
|
|
|
42
|
|
|
|
4785
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$300M
|
+$2.77M
|
+0.9%
|
|
|
191
|
|
|
|
4786
|
Ketron Financial
Novato,
California
|
$300M
|
–
|
–
|
|
|
56
|
|
|
|
4787
|
Aspect Management
Palo Alto,
California
|
$300M
|
–
|
–
|
|
|
1
|
|
|
|
4788
|
Buttonwood Financial Advisors
Baltimore,
Maryland
|
$300M
|
+$9.51M
|
+3%
|
|
|
106
|
|
|
|
4789
|
Ravenswood Partners
Mclean,
Virginia
|
$300M
|
-$16.4M
|
-5%
|
|
|
37
|
|
|
|
4790
|
Front Row Advisors
Tiburon,
California
|
$300M
|
+$2.37M
|
+0.8%
|
|
|
573
|
|
|
|
4791
|
Barrett & Company
Providence,
Rhode Island
|
$300M
|
+$8.11M
|
+3%
|
|
|
679
|
|
|
|
4792
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$300M
|
+$15.3M
|
+5%
|
|
|
123
|
|
|
|
4793
|
Skyline Advisors
Bellingham,
Washington
|
$300M
|
+$9.3M
|
+3%
|
|
|
105
|
|
|
|
4794
|
TPG Financial Advisors
Portland,
Oregon
|
$300M
|
+$31.1M
|
+12%
|
|
|
78
|
|
|
|
4795
|
Sustainable Insight Capital Management
New York
|
$300M
|
-$18.7M
|
-6%
|
|
|
89
|
|
|
|
4796
|
Caerus Investment Advisors
West Lake Hills,
Texas
|
$300M
|
+$55.2M
|
+23%
|
|
|
368
|
|
|
|
4797
|
Argyle Capital Management
Center Valley,
Pennsylvania
|
$300M
|
+$10.3M
|
+4%
|
|
|
139
|
|
|
|
4798
|
Denver PWM
Denver,
Colorado
|
$299M
|
-$21.3M
|
-7%
|
|
|
78
|
|
|
|
4799
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$299M
|
+$1.59M
|
+0.5%
|
|
|
145
|
|
|
|
4800
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$299M
|
+$20.1M
|
+7%
|
|
|
179
|
|
|