|
3926
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$421M
|
+$50.8M
|
+14%
|
6.56%
|
–
|
1,192
|
90.44%
|
|
|
3927
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$421M
|
+$15.4M
|
+4%
|
9.44%
|
89.4%
|
139
|
10.79%
|
|
|
3928
|
Wealthspring Capital
West Harrison,
New York
|
$420M
|
+$41.7M
|
+11%
|
3.37%
|
24.1%
|
205
|
49.27%
|
|
|
3929
|
Bayberry Capital Partners
New York
|
$420M
|
+$109M
|
+35%
|
2.99%
|
99.7%
|
31
|
38.71%
|
|
|
3930
|
BetterWealth
San Jose,
California
|
$420M
|
+$29.6M
|
+8%
|
8.13%
|
55.7%
|
74
|
21.62%
|
|
|
3931
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$420M
|
+$34M
|
+9%
|
3.46%
|
34.3%
|
912
|
8.11%
|
|
|
3932
|
Unio Capital
Princeton,
New Jersey
|
$420M
|
+$80.1M
|
+24%
|
1.56%
|
97.8%
|
22
|
9.09%
|
|
|
3933
|
AMJ Financial Wealth Management
Leesburg,
Virginia
|
$420M
|
+$18M
|
+4%
|
7.72%
|
167%
|
101
|
28.71%
|
|
|
3934
|
Venator Management
Pittsburgh,
Pennsylvania
|
$420M
|
+$32.9M
|
+9%
|
7.34%
|
101%
|
26
|
15.38%
|
|
|
3935
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$420M
|
+$34.8M
|
+9%
|
7.16%
|
60%
|
119
|
13.45%
|
|
|
3936
|
Retirement Solution
Redmond,
Washington
|
$419M
|
+$27.5M
|
+7%
|
7.92%
|
65.2%
|
49
|
12.24%
|
|
|
3937
|
Waterway Wealth Management
The Woodlands,
Texas
|
$419M
|
+$88.7M
|
+27%
|
5.77%
|
–
|
89
|
22.47%
|
|
|
3938
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$419M
|
+$38.7M
|
+10%
|
10.1%
|
95.9%
|
95
|
28.42%
|
|
|
3939
|
Mattson Financial Services
Kentwood,
Michigan
|
$418M
|
+$47.4M
|
+13%
|
6.91%
|
–
|
211
|
34.12%
|
|
|
3940
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$418M
|
+$19.9M
|
+5%
|
6.88%
|
69.7%
|
218
|
24.31%
|
|
|
3941
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$418M
|
+$40.2M
|
+11%
|
9.34%
|
98.5%
|
166
|
7.23%
|
|
|
3942
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$417M
|
-$5.98M
|
-1%
|
6.91%
|
66.8%
|
177
|
11.86%
|
|
|
3943
|
Platform Technology Partners
New York
|
$417M
|
+$34.3M
|
+9%
|
8.65%
|
–
|
275
|
12.73%
|
|
|
3944
|
Cyrus Capital Partners
New York
|
$417M
|
+$35.3M
|
+9%
|
46%
|
163%
|
6
|
33.33%
|
|
|
3945
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$417M
|
+$108M
|
+35%
|
10.3%
|
75.4%
|
231
|
57.14%
|
|
|
3946
|
Collective Family Office
York,
Pennsylvania
|
$417M
|
+$27.1M
|
+7%
|
5.9%
|
50.1%
|
164
|
6.1%
|
|
|
3947
|
Advus Financial Partners
Winter Park,
Florida
|
$416M
|
+$25M
|
+6%
|
7.23%
|
73.9%
|
271
|
12.18%
|
|
|
3948
|
DKRT Investments
Toronto,
|
$416M
|
+$4.31M
|
+1%
|
4.79%
|
–
|
47
|
12.77%
|
|
|
3949
|
Coleford Investment Management
Toronto, Ontario,
Canada
|
$416M
|
+$29.2M
|
+8%
|
9.08%
|
–
|
22
|
9.09%
|
|
|
3950
|
American Investment Services
Great Barrington,
Massachusetts
|
$416M
|
+$24.4M
|
+6%
|
7.31%
|
63.1%
|
137
|
5.11%
|
|