|
3926
|
AllGen Financial Advisors
Orlando,
Florida
|
$421M
|
-$170K
|
-0%
|
0.51%
|
39.7%
|
46
|
26.09%
|
|
|
3927
|
Wealthspring Capital
West Harrison,
New York
|
$421M
|
-$2.24M
|
-0.5%
|
0.5%
|
23.6%
|
241
|
43.15%
|
|
|
3928
|
Sands Capital Ventures
Arlington,
Virginia
|
$421M
|
-$97.3M
|
-19%
|
20.6%
|
167%
|
21
|
4.76%
|
|
|
3929
|
Boston Research & Management
Manchester,
Massachusetts
|
$421M
|
-$12.7M
|
-3%
|
0.86%
|
52.1%
|
122
|
8.2%
|
|
|
3930
|
RIA Advisory Group
Des Moines,
Iowa
|
$421M
|
+$4.84M
|
+1%
|
1.28%
|
–
|
170
|
30.59%
|
|
|
3931
|
Triune Financial Partners
Overland Park,
Kansas
|
$421M
|
-$7.31M
|
-2%
|
1.22%
|
61.6%
|
49
|
4.08%
|
|
|
3932
|
Hilltop National Bank
Casper,
Wyoming
|
$421M
|
+$6.91M
|
+2%
|
2.01%
|
–
|
840
|
12.62%
|
|
|
3933
|
Cordatus Wealth Management
Newtown,
Pennsylvania
|
$420M
|
-$12.3M
|
-3%
|
1.11%
|
96.3%
|
197
|
35.03%
|
|
|
3934
|
MilWealth Group
Milwaukee,
Wisconsin
|
$420M
|
+$29.5K
|
+0%
|
0.89%
|
36.8%
|
84
|
15.48%
|
|
|
3935
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$420M
|
+$11.6M
|
+3%
|
0.81%
|
55.8%
|
124
|
6.45%
|
|
|
3936
|
ArchPoint Investors
Coral Gables,
Florida
|
$420M
|
-$1.65M
|
-0.4%
|
0.16%
|
111%
|
84
|
11.9%
|
|
|
3937
|
Meridian Investment Counsel
Lafayette,
California
|
$420M
|
+$4.89M
|
+1%
|
2.35%
|
103%
|
249
|
8.84%
|
|
|
3938
|
Investment Management Associates
Greenwood Village,
Colorado
|
$420M
|
+$57.2M
|
+16%
|
1.09%
|
51.6%
|
33
|
24.24%
|
|
|
3939
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$420M
|
-$20.7M
|
-5%
|
4.86%
|
120%
|
143
|
9.79%
|
|
|
3940
|
CVC Management Holdings II
St. Helier,
Jersey
|
$420M
|
-$175M
|
-29%
|
1.3%
|
–
|
4
|
25%
|
|
|
3941
|
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
|
$420M
|
+$17M
|
+4%
|
0.28%
|
41.6%
|
56
|
8.93%
|
|
|
3942
|
Weaver Consulting Group
Huntington Beach,
California
|
$420M
|
+$10.6M
|
+3%
|
0.86%
|
50.5%
|
284
|
8.8%
|
|
|
3943
|
Harrell Investment Partners
Austin,
Texas
|
$419M
|
-$4.85M
|
-1%
|
0.14%
|
105%
|
148
|
16.89%
|
|
|
3944
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$419M
|
-$5.59M
|
-1%
|
1.11%
|
67.6%
|
117
|
11.97%
|
|
|
3945
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$419M
|
+$33.6M
|
+9%
|
2.15%
|
59.7%
|
117
|
22.22%
|
|
|
3946
|
Fairvoy Private Wealth
Birmingham,
Alabama
|
$419M
|
-$27.7M
|
-6%
|
0.06%
|
–
|
231
|
30.3%
|
|
|
3947
|
Mattson Financial Services
Kentwood,
Michigan
|
$419M
|
-$9.44M
|
-2%
|
1.47%
|
–
|
242
|
29.34%
|
|
|
3948
|
Monetary Management Group
St Louis,
Missouri
|
$419M
|
-$13.8M
|
-3%
|
1.51%
|
138%
|
339
|
6.49%
|
|
|
3949
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$419M
|
+$8.69M
|
+2%
|
0.4%
|
57.3%
|
208
|
17.79%
|
|
|
3950
|
Praesidium Investment Management Company
New York
|
$419M
|
-$121M
|
-22%
|
17.7%
|
60.5%
|
12
|
0%
|
|