|
3951
|
Strategic Planning Group
Bountiful,
Utah
|
$301M
|
–
|
–
|
12.1%
|
–
|
113
|
–
|
|
|
3952
|
Harvey Capital Management
Palm Beach,
Florida
|
$301M
|
+$17.2M
|
+6%
|
12.7%
|
141%
|
79
|
17.72%
|
|
|
3953
|
Van Den Berg Management I
Austin,
Texas
|
$301M
|
+$15.8M
|
+6%
|
7.09%
|
146%
|
114
|
15.79%
|
|
|
3954
|
Old Port Advisors
Portland,
Maine
|
$301M
|
+$25.5M
|
+9%
|
9.28%
|
106%
|
223
|
9.87%
|
|
|
3955
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$301M
|
+$34.5M
|
+13%
|
13.5%
|
158%
|
331
|
29.91%
|
|
|
3956
|
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
|
$301M
|
+$25.6M
|
+9%
|
10.4%
|
72.2%
|
99
|
8.08%
|
|
|
3957
|
SoftVest Advisors
Abilene,
Texas
|
$300M
|
-$61.1M
|
-17%
|
18.2%
|
146%
|
6
|
16.67%
|
|
|
3958
|
ASB Consultores
Aventura,
Florida
|
$300M
|
+$45.5M
|
+18%
|
10.5%
|
65.1%
|
164
|
45.12%
|
|
|
3959
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$300M
|
+$54.6M
|
+22%
|
8.47%
|
31.1%
|
46
|
4.35%
|
|
|
3960
|
Stonebrook Private
Northville,
Michigan
|
$299M
|
–
|
–
|
10.2%
|
–
|
209
|
–
|
|
|
3961
|
MYDA Advisors
Woodmere,
New York
|
$299M
|
-$10.5M
|
-3%
|
15.8%
|
189%
|
137
|
58.39%
|
|
|
3962
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$299M
|
+$21M
|
+8%
|
9.3%
|
101%
|
258
|
9.3%
|
|
|
3963
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$299M
|
+$21.9M
|
+8%
|
12.9%
|
93.3%
|
73
|
12.33%
|
|
|
3964
|
Holowesko Partners
Nassau,
Bahamas
|
$299M
|
+$61.6M
|
+26%
|
14.6%
|
52.1%
|
32
|
15.63%
|
|
|
3965
|
Harbourvest Partners
Boston,
Massachusetts
|
$299M
|
+$4.02M
|
+1%
|
20.6%
|
6.18%
|
60
|
15%
|
|
|
3966
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$299M
|
+$80.9M
|
+37%
|
10.6%
|
54.9%
|
205
|
29.76%
|
|
|
3967
|
Endeavour Capital Advisors
Greenwich,
Connecticut
|
$298M
|
+$49.5M
|
+20%
|
17.8%
|
72%
|
33
|
3.03%
|
|
|
3968
|
ETF Portfolio Partners
Leawood,
Kansas
|
$298M
|
+$27.3M
|
+10%
|
10.3%
|
44.3%
|
50
|
14%
|
|
|
3969
|
Home Federal Bank of Tennessee
Knoxville,
Tennessee
|
$298M
|
+$28.5M
|
+11%
|
11%
|
65.2%
|
71
|
7.04%
|
|
|
3970
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$298M
|
+$39.2M
|
+15%
|
9.77%
|
57%
|
598
|
13.55%
|
|
|
3971
|
Scott Capital Advisors
Portland,
Oregon
|
$298M
|
+$47M
|
+19%
|
10%
|
46.4%
|
52
|
13.46%
|
|
|
3972
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$298M
|
+$15.6M
|
+6%
|
10.1%
|
56.8%
|
246
|
15.85%
|
|
|
3973
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
$298M
|
+$27.8M
|
+10%
|
10.7%
|
63.3%
|
240
|
13.33%
|
|
|
3974
|
Auxano Advisors
Bellevue,
Washington
|
$298M
|
+$53M
|
+22%
|
12.1%
|
80.2%
|
136
|
30.88%
|
|
|
3975
|
Peak Financial Management
Wellesley,
Massachusetts
|
$298M
|
+$22.8M
|
+8%
|
8.91%
|
51.8%
|
89
|
23.6%
|
|