|
3676
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$349M
|
–
|
–
|
6.37%
|
64.4%
|
17
|
–
|
|
|
3677
|
|
$349M
|
+$11.8M
|
+4%
|
6.15%
|
65.5%
|
38
|
5.26%
|
|
|
3678
|
Princeton Capital Management
Red Bank,
New Jersey
|
$349M
|
+$35.2M
|
+11%
|
12.9%
|
180%
|
117
|
10.26%
|
|
|
3679
|
KB Financial Partners
Princeton,
New Jersey
|
$348M
|
+$75.2M
|
+28%
|
6.1%
|
–
|
677
|
76.22%
|
|
|
3680
|
GSB Wealth Management
Guilford,
Connecticut
|
$348M
|
+$154M
|
+79%
|
8.43%
|
61.8%
|
228
|
35.09%
|
|
|
3681
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$348M
|
+$38.1M
|
+12%
|
9.24%
|
54.9%
|
142
|
9.86%
|
|
|
3682
|
Black Swift Group
Boulder,
Colorado
|
$348M
|
+$8.62M
|
+3%
|
8.84%
|
139%
|
119
|
46.22%
|
|
|
3683
|
RMR Wealth Builders
Montclair,
New Jersey
|
$348M
|
+$7.64M
|
+2%
|
7.86%
|
81.6%
|
210
|
52.86%
|
|
|
3684
|
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
|
$348M
|
+$29.6M
|
+9%
|
8.76%
|
41.6%
|
52
|
3.85%
|
|
|
3685
|
Mendon Capital Advisors
Key Largo,
Florida
|
$348M
|
+$54.5M
|
+19%
|
11.5%
|
–
|
73
|
27.4%
|
|
|
3686
|
Corrigan Financial
Middletown,
Rhode Island
|
$348M
|
+$20.7M
|
+6%
|
4.1%
|
9.54%
|
90
|
8.89%
|
|
|
3687
|
TRV GP IV
Boston,
Massachusetts
|
$348M
|
-$93M
|
-21%
|
19.7%
|
1,102%
|
5
|
0%
|
|
|
3688
|
Jackson Square Capital
San Francisco,
California
|
$348M
|
+$40M
|
+13%
|
12.9%
|
416%
|
197
|
17.26%
|
|
|
3689
|
Delta Investment Management
San Francisco,
California
|
$348M
|
+$29.4M
|
+9%
|
8.57%
|
65.8%
|
196
|
26.53%
|
|
|
3690
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$347M
|
–
|
–
|
6.8%
|
60.3%
|
151
|
–
|
|
|
3691
|
ESL Trust Services
Rochester,
New York
|
$347M
|
+$19.3M
|
+6%
|
6.28%
|
53.9%
|
24
|
8.33%
|
|
|
3692
|
Pacific Capital Wealth Advisors
Corona,
California
|
$347M
|
+$32.4M
|
+10%
|
4.94%
|
46.9%
|
92
|
13.04%
|
|
|
3693
|
Winmill & Co
Walpole,
New Hampshire
|
$347M
|
+$34.4M
|
+11%
|
9.27%
|
146%
|
87
|
16.09%
|
|
|
3694
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$347M
|
+$19.2M
|
+6%
|
7.69%
|
61.4%
|
144
|
11.81%
|
|
|
3695
|
LGT Fund Management
Vaduz,
Liechtenstein
|
$347M
|
–
|
–
|
11.3%
|
121%
|
174
|
–
|
|
|
3696
|
Patient Capital Management
Baltimore,
Maryland
|
$347M
|
–
|
–
|
1.95%
|
131%
|
43
|
–
|
|
|
3697
|
Peterson Wealth Advisors
Orem,
Utah
|
$347M
|
+$44.2M
|
+15%
|
7.09%
|
46.4%
|
60
|
13.33%
|
|
|
3698
|
Fort Sheridan Advisors
Highland Park,
Illinois
|
$347M
|
+$41M
|
+13%
|
11.9%
|
109%
|
214
|
15.42%
|
|
|
3699
|
Bender Robert & Associates
Pasadena,
California
|
$347M
|
-$2.81M
|
-0.8%
|
8.25%
|
116%
|
49
|
6.12%
|
|
|
3700
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$346M
|
+$7.85M
|
+2%
|
5.49%
|
39.9%
|
75
|
14.67%
|
|