|
3926
|
InceptionR
Lafayette,
California
|
$414M
|
-$18.1M
|
-4%
|
9.7%
|
50.5%
|
982
|
70.47%
|
|
|
3927
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$414M
|
+$35.1M
|
+9%
|
6.69%
|
68.2%
|
46
|
13.04%
|
|
|
3928
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$414M
|
+$21.2M
|
+5%
|
7.66%
|
85.7%
|
84
|
3.57%
|
|
|
3929
|
Summit Wealth Group
White River Junction,
Vermont
|
$414M
|
+$24.1M
|
+6%
|
5.92%
|
38.4%
|
114
|
5.26%
|
|
|
3930
|
General Pension Society PZU Joint Stock
Warsaw,
Poland
|
$414M
|
+$54M
|
+15%
|
14.8%
|
112%
|
16
|
6.25%
|
|
|
3931
|
Winthrop Capital Management
Carmel,
Indiana
|
$413M
|
+$17.8M
|
+5%
|
6.3%
|
–
|
368
|
12.77%
|
|
|
3932
|
Seven Springs Wealth Group
Brentwood,
Tennessee
|
$413M
|
+$9.51M
|
+2%
|
7.15%
|
56.4%
|
87
|
8.05%
|
|
|
3933
|
Cornerstone Wealth Advisors
Edina,
Minnesota
|
$413M
|
+$26.2M
|
+7%
|
5.11%
|
42.6%
|
51
|
5.88%
|
|
|
3934
|
Watchman Group
Plano,
Texas
|
$413M
|
+$29.5M
|
+8%
|
6.79%
|
52.9%
|
81
|
8.64%
|
|
|
3935
|
Brave Asset Management
Summit,
New Jersey
|
$413M
|
+$42.1M
|
+11%
|
10.2%
|
76.3%
|
183
|
13.66%
|
|
|
3936
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$413M
|
+$18M
|
+5%
|
5.77%
|
55.5%
|
144
|
6.94%
|
|
|
3937
|
Ballast Inc
Lexington,
Kentucky
|
$413M
|
+$30.8M
|
+8%
|
6.5%
|
66%
|
137
|
8.76%
|
|
|
3938
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$413M
|
+$31M
|
+8%
|
8.06%
|
58.9%
|
162
|
3.7%
|
|
|
3939
|
Winmill & Co
Rochester,
New York
|
$412M
|
+$52.8M
|
+15%
|
16.7%
|
106%
|
59
|
13.56%
|
|
|
3940
|
VR Advisory Services
Camana Bay, Grand Cayman,
Cayman Islands
|
$412M
|
+$37.2M
|
+10%
|
4.14%
|
93.7%
|
39
|
23.08%
|
|
|
3941
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$412M
|
+$29.4M
|
+8%
|
8.7%
|
59.4%
|
216
|
7.87%
|
|
|
3942
|
Davis Rea
Toronto,
Ontario, Canada
|
$412M
|
+$9M
|
+2%
|
5.09%
|
50%
|
69
|
28.99%
|
|
|
3943
|
Silverlake Wealth Management
Williston,
Vermont
|
$412M
|
+$67.9M
|
+20%
|
6.81%
|
54.9%
|
359
|
15.32%
|
|
|
3944
|
Progressive Investment Management
Lake Oswego,
Oregon
|
$412M
|
+$19.1M
|
+5%
|
9.32%
|
86.3%
|
59
|
11.86%
|
|
|
3945
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$412M
|
+$18M
|
+5%
|
6.46%
|
102%
|
378
|
12.7%
|
|
|
3946
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$411M
|
+$5.67M
|
+1%
|
6.63%
|
55.5%
|
131
|
7.63%
|
|
|
3947
|
Carderock Capital Management
Chevy Chase,
Maryland
|
$411M
|
+$20.9M
|
+5%
|
4.57%
|
88.6%
|
139
|
48.2%
|
|
|
3948
|
Sunflower Bank
Dallas,
Texas
|
$411M
|
+$15.7M
|
+4%
|
5.37%
|
42.7%
|
150
|
10%
|
|
|
3949
|
Integris Wealth Management
Monterey,
California
|
$411M
|
+$27.6M
|
+7%
|
6.59%
|
56.1%
|
122
|
6.56%
|
|
|
3950
|
Kraft Davis & Associates
St. Louis,
Missouri
|
$411M
|
+$46.5M
|
+13%
|
7.6%
|
75%
|
153
|
13.73%
|
|