|
3926
|
Pioneer Trust Bank
Salem,
Oregon
|
$392M
|
+$12.4M
|
+3%
|
8.07%
|
61.4%
|
80
|
6.25%
|
|
|
3927
|
Retirement Solution
Redmond,
Washington
|
$392M
|
+$39.3M
|
+11%
|
10.1%
|
65.2%
|
49
|
30.61%
|
|
|
3928
|
American Investment Services
Great Barrington,
Massachusetts
|
$392M
|
-$176M
|
-31%
|
5.98%
|
63.1%
|
160
|
18.75%
|
|
|
3929
|
DecisionPoint Financial
Mesa,
Arizona
|
$392M
|
+$46.9M
|
+14%
|
6.7%
|
43.3%
|
695
|
70.94%
|
|
|
3930
|
Advus Financial Partners
Winter Park,
Florida
|
$391M
|
+$34.4M
|
+10%
|
9.27%
|
73.9%
|
271
|
19.93%
|
|
|
3931
|
F&V Capital Management
Boca Raton,
Florida
|
$391M
|
+$6M
|
+2%
|
8.75%
|
107%
|
62
|
24.19%
|
|
|
3932
|
Truffle Hound Capital
Bethesda,
Maryland
|
$391M
|
+$114M
|
+41%
|
12.6%
|
–
|
73
|
46.58%
|
|
|
3933
|
|
$390M
|
+$27M
|
+7%
|
17.2%
|
131%
|
25
|
40%
|
|
|
3934
|
BetterWealth
San Jose,
California
|
$390M
|
+$34.1M
|
+10%
|
7.06%
|
55.7%
|
63
|
3.17%
|
|
|
3935
|
Carderock Capital Management
Chevy Chase,
Maryland
|
$390M
|
+$13M
|
+3%
|
8.77%
|
88.6%
|
140
|
50.71%
|
|
|
3936
|
|
$390M
|
+$65.9M
|
+20%
|
8.95%
|
54.7%
|
77
|
15.58%
|
|
|
3937
|
Martin Investment Management
Palm Beach Gardens,
Florida
|
$390M
|
-$6.25M
|
-2%
|
3.44%
|
44.7%
|
53
|
13.21%
|
|
|
3938
|
Park Edge Advisors
Cleveland,
Ohio
|
$390M
|
+$30.8M
|
+9%
|
8.01%
|
53.7%
|
151
|
14.57%
|
|
|
3939
|
Continental General Insurance Company
Austin,
Texas
|
$390M
|
+$101M
|
+35%
|
10.9%
|
188%
|
13
|
30.77%
|
|
|
3940
|
Collective Family Office
York,
Pennsylvania
|
$389M
|
+$19.5M
|
+5%
|
6.02%
|
50.1%
|
165
|
9.09%
|
|
|
3941
|
Summit Wealth Group
White River Junction,
Vermont
|
$389M
|
+$47.3M
|
+14%
|
7.16%
|
53%
|
114
|
14.91%
|
|
|
3942
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$389M
|
+$38.1M
|
+11%
|
10.9%
|
67.1%
|
87
|
4.6%
|
|
|
3943
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$389M
|
+$29.4M
|
+8%
|
9.17%
|
70%
|
285
|
13.68%
|
|
|
3944
|
Stenger Family Office
Naperville,
Illinois
|
$389M
|
–
|
–
|
10.8%
|
–
|
102
|
–
|
|
|
3945
|
Apeiron RIA
Dallas,
Texas
|
$388M
|
+$57.7M
|
+17%
|
8.66%
|
63.7%
|
215
|
12.56%
|
|
|
3946
|
MilWealth Group
Milwaukee,
Wisconsin
|
$388M
|
+$25.3M
|
+7%
|
6.89%
|
36.8%
|
68
|
0%
|
|
|
3947
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
$388M
|
+$18.6M
|
+5%
|
6.3%
|
–
|
469
|
16.84%
|
|
|
3948
|
Voisard Asset Management Group
Grand Rapids,
Michigan
|
$388M
|
+$45.8M
|
+13%
|
6.99%
|
–
|
93
|
13.98%
|
|
|
3949
|
Montanaro Asset Management
London,
United Kingdom
|
$388M
|
+$47M
|
+14%
|
15%
|
49.6%
|
46
|
15.22%
|
|
|
3950
|
Coalescence Partners Investment Management
New York
|
$387M
|
+$84.7M
|
+28%
|
15.5%
|
–
|
17
|
17.65%
|
|