|
3976
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$261M
|
+$194M
|
+289%
|
5.41%
|
–
|
1,334
|
68.89%
|
|
|
3977
|
JW Asset Management
Miami Beach,
Florida
|
$261M
|
+$17.5M
|
+7%
|
1.77%
|
251%
|
10
|
40%
|
|
|
3978
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$261M
|
+$18.7M
|
+8%
|
11.8%
|
83.4%
|
189
|
6.35%
|
|
|
3979
|
RS Crum Inc
Newport Beach,
California
|
$261M
|
+$47M
|
+22%
|
4.65%
|
48.5%
|
74
|
8.11%
|
|
|
3980
|
Park Edge Advisors
Cleveland,
Ohio
|
$260M
|
+$32.7M
|
+14%
|
7.88%
|
53.7%
|
111
|
23.42%
|
|
|
3981
|
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
|
$260M
|
-$5.39M
|
-2%
|
1.31%
|
68.3%
|
56
|
73.21%
|
|
|
3982
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$260M
|
+$11.9M
|
+5%
|
4.2%
|
42.6%
|
55
|
34.55%
|
|
|
3983
|
New World Advisors
Hingham,
Massachusetts
|
$260M
|
-$33.7M
|
-11%
|
0.68%
|
84.1%
|
72
|
22.22%
|
|
|
3984
|
Grand Jean Capital Management
San Francisco,
California
|
$260M
|
+$38.1M
|
+17%
|
11.5%
|
61.4%
|
45
|
4.44%
|
|
|
3985
|
Financial Strategies Group
Okemos,
Michigan
|
$260M
|
+$19M
|
+8%
|
4.99%
|
44.9%
|
83
|
12.05%
|
|
|
3986
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$260M
|
+$16.8M
|
+7%
|
5.31%
|
84.3%
|
184
|
16.85%
|
|
|
3987
|
Arlington Financial Advisors
Santa Barbara,
California
|
$260M
|
+$22.5M
|
+9%
|
6.73%
|
60.7%
|
71
|
25.35%
|
|
|
3988
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$260M
|
+$21.3M
|
+9%
|
5.74%
|
44.7%
|
81
|
3.7%
|
|
|
3989
|
|
$259M
|
-$59.4M
|
-19%
|
0.51%
|
87.4%
|
2
|
0%
|
|
|
3990
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$259M
|
+$20.9M
|
+9%
|
5.21%
|
41.7%
|
52
|
7.69%
|
|
|
3991
|
S.E.E.D. Planning Group
Binghamton,
New York
|
$259M
|
+$28.4M
|
+12%
|
7.66%
|
45.1%
|
91
|
9.89%
|
|
|
3992
|
Astoria Strategic Wealth
Conroe,
Texas
|
$259M
|
+$20M
|
+8%
|
4.86%
|
42.1%
|
35
|
17.14%
|
|
|
3993
|
Bridge Advisory
Pasadena,
California
|
$259M
|
+$19.5M
|
+8%
|
5.5%
|
6.7%
|
138
|
18.84%
|
|
|
3994
|
NewGen Asset Management
Toronto,
Ontario, Canada
|
$259M
|
+$60.4M
|
+30%
|
7.27%
|
402%
|
35
|
62.86%
|
|
|
3995
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$258M
|
+$13.6M
|
+6%
|
4.62%
|
57.1%
|
136
|
7.35%
|
|
|
3996
|
Family Capital Trust
Peabody,
Massachusetts
|
$258M
|
+$11.9M
|
+5%
|
8.46%
|
32.3%
|
52
|
3.85%
|
|
|
3997
|
EnCap Energy Capital Fund XI
Houston,
Texas
|
$258M
|
-$24.2M
|
-9%
|
8.57%
|
21%
|
1
|
0%
|
|
|
3998
|
Juniper Hill Capital Management
Menlo Park,
California
|
$258M
|
-$58.5M
|
-18%
|
2.33%
|
33.6%
|
7
|
57.14%
|
|
|
3999
|
Frisch Financial Group
Melville,
New York
|
$258M
|
-$8.99M
|
-3%
|
6.19%
|
66.6%
|
140
|
25%
|
|
|
4000
|
Winch Advisory Services
Appleton,
Wisconsin
|
$258M
|
+$23.3M
|
+10%
|
12.1%
|
80.8%
|
463
|
3.89%
|
|