|
3901
|
Safeguard Investment Advisory Group
Corona,
California
|
$351M
|
+$28.8M
|
+9%
|
5.48%
|
62.9%
|
127
|
21.26%
|
|
|
3902
|
Essex Woodlands Management
The Woodlands,
Texas
|
$350M
|
+$43.7M
|
+14%
|
40.2%
|
203%
|
7
|
0%
|
|
|
3903
|
Goodman Advisory Group
Needham,
Massachusetts
|
$350M
|
+$15.5M
|
+5%
|
5.36%
|
62.7%
|
206
|
18.93%
|
|
|
3904
|
Pennant Investors
Summit,
New Jersey
|
$350M
|
-$32.3M
|
-8%
|
13.8%
|
359%
|
47
|
68.09%
|
|
|
3905
|
Berkeley Capital Partners
Milton,
Georgia
|
$350M
|
+$18.1M
|
+5%
|
7.55%
|
49.3%
|
177
|
15.82%
|
|
|
3906
|
WealthBridge Capital Management
Westerville,
Ohio
|
$350M
|
+$46.1M
|
+15%
|
6.29%
|
82.1%
|
216
|
15.28%
|
|
|
3907
|
Park Edge Advisors
Cleveland,
Ohio
|
$350M
|
+$22.8M
|
+7%
|
4.3%
|
53.7%
|
154
|
22.73%
|
|
|
3908
|
DDFG Inc
Thousand Oaks,
California
|
$350M
|
+$26.3M
|
+8%
|
6.29%
|
50.9%
|
83
|
9.64%
|
|
|
3909
|
High Note Wealth
Deephaven,
Minnesota
|
$350M
|
+$22.5M
|
+7%
|
6.16%
|
73%
|
102
|
7.84%
|
|
|
3910
|
Prism Advisors
Studio City,
California
|
$350M
|
+$19.8M
|
+6%
|
6.4%
|
49.9%
|
69
|
10.14%
|
|
|
3911
|
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
|
$350M
|
+$18.3M
|
+6%
|
9.41%
|
5.11%
|
1
|
0%
|
|
|
3912
|
Home Federal Bank of Tennessee
Knoxville,
Tennessee
|
$350M
|
+$21M
|
+6%
|
6.79%
|
65.2%
|
81
|
6.17%
|
|
|
3913
|
Seafarer Capital Partners
Larkspur,
California
|
$350M
|
+$56.6M
|
+19%
|
12.3%
|
76.2%
|
7
|
14.29%
|
|
|
3914
|
Haverford Financial Services
Radnor,
Pennsylvania
|
$349M
|
+$15.8M
|
+5%
|
9.12%
|
57.8%
|
41
|
0%
|
|
|
3915
|
AMJ Financial Wealth Management
Leesburg,
Virginia
|
$349M
|
+$26.2M
|
+8%
|
8.25%
|
150%
|
93
|
30.11%
|
|
|
3916
|
Wiser Wealth Management
Marietta,
Georgia
|
$349M
|
+$25.9M
|
+8%
|
5.13%
|
46.7%
|
49
|
28.57%
|
|
|
3917
|
Apeiron RIA
Dallas,
Texas
|
$349M
|
+$22.4M
|
+7%
|
5.84%
|
63.7%
|
214
|
8.88%
|
|
|
3918
|
Little House Capital
Braintree,
Massachusetts
|
$349M
|
+$28.9M
|
+9%
|
6.03%
|
85.8%
|
123
|
15.45%
|
|
|
3919
|
Aristotle Pacific Capital
Newport Beach,
California
|
$348M
|
+$45.2M
|
+15%
|
2.43%
|
1.3%
|
6
|
0%
|
|
|
3920
|
Birinyi Associates
Westport,
Connecticut
|
$348M
|
+$14.4M
|
+4%
|
5.25%
|
102%
|
61
|
11.48%
|
|
|
3921
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$348M
|
+$27.8M
|
+9%
|
4.7%
|
54.9%
|
273
|
13.19%
|
|
|
3922
|
Kore Advisors
Boynton Beach,
Florida
|
$348M
|
+$1.56M
|
+0.4%
|
10.1%
|
–
|
22
|
27.27%
|
|
|
3923
|
NFC Investments
Memphis,
Tennessee
|
$348M
|
-$482K
|
-0.1%
|
5.21%
|
–
|
36
|
2.78%
|
|
|
3924
|
Gavilan Investment Partners
Burlingame,
California
|
$348M
|
+$33M
|
+10%
|
11.9%
|
123%
|
14
|
14.29%
|
|
|
3925
|
Park Place Capital
Homewood,
Alabama
|
$348M
|
+$34.7M
|
+11%
|
6.89%
|
49.6%
|
905
|
11.05%
|
|