|
3976
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$304M
|
+$26.7M
|
+10%
|
10.5%
|
–
|
1,388
|
14.41%
|
|
|
3977
|
Financial Consulate
Hunt Valley,
Maryland
|
$304M
|
+$77.6M
|
+34%
|
9.37%
|
53.3%
|
40
|
15%
|
|
|
3978
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$304M
|
+$18.1M
|
+6%
|
4.55%
|
56.1%
|
102
|
32.35%
|
|
|
3979
|
Centric Wealth Management
Chicago,
Illinois
|
$304M
|
+$64.2M
|
+27%
|
6.14%
|
44.4%
|
167
|
35.93%
|
|
|
3980
|
First Sabrepoint Capital Management
Dallas,
Texas
|
$304M
|
+$69M
|
+29%
|
17.3%
|
218%
|
55
|
60%
|
|
|
3981
|
Regis Management Company
Menlo Park,
California
|
$304M
|
+$10.9M
|
+4%
|
9.56%
|
5.33%
|
41
|
9.76%
|
|
|
3982
|
Watchman Group
Plano,
Texas
|
$303M
|
+$68M
|
+29%
|
10.1%
|
52.9%
|
81
|
14.81%
|
|
|
3983
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$303M
|
+$25.1M
|
+9%
|
11.9%
|
83.4%
|
200
|
8%
|
|
|
3984
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$303M
|
-$25M
|
-8%
|
9.9%
|
–
|
197
|
12.18%
|
|
|
3985
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$303M
|
+$40.4M
|
+15%
|
9.78%
|
55.1%
|
1,248
|
25.08%
|
|
|
3986
|
|
$303M
|
+$24.6M
|
+9%
|
18.6%
|
198%
|
25
|
20%
|
|
|
3987
|
Venator Management
Pittsburgh,
Pennsylvania
|
$303M
|
+$31.9M
|
+12%
|
14.5%
|
101%
|
32
|
21.88%
|
|
|
3988
|
Stony Point Capital
New York
|
$303M
|
+$8.37M
|
+3%
|
21.8%
|
208%
|
29
|
24.14%
|
|
|
3989
|
The Wealth Group
Eden Prairie,
Minnesota
|
$303M
|
–
|
–
|
10.4%
|
–
|
60
|
–
|
|
|
3990
|
Keystone Financial Planning
Cleveland,
Ohio
|
$303M
|
+$16.4M
|
+6%
|
6.71%
|
34.1%
|
49
|
2.04%
|
|
|
3991
|
Karpas Strategies
Litchfield,
Connecticut
|
$302M
|
+$30.1M
|
+11%
|
11.6%
|
16.1%
|
121
|
9.09%
|
|
|
3992
|
Berkeley Capital Partners
Milton,
Georgia
|
$302M
|
+$25.4M
|
+9%
|
10.1%
|
62.8%
|
159
|
12.58%
|
|
|
3993
|
Intel Corp
Santa Clara,
California
|
$302M
|
+$12.6M
|
+4%
|
13.6%
|
9.79%
|
7
|
14.29%
|
|
|
3994
|
Hobart Private Capital
Charlotte,
North Carolina
|
$302M
|
+$38.7M
|
+15%
|
9.81%
|
52.5%
|
63
|
44.44%
|
|
|
3995
|
Professional Financial Advisors
North Platte,
Nebraska
|
$302M
|
+$81.1M
|
+37%
|
9.42%
|
52.8%
|
99
|
13.13%
|
|
|
3996
|
Platte River Wealth Advisors
Louisville,
Colorado
|
$302M
|
+$28.8M
|
+11%
|
10.3%
|
28.6%
|
104
|
15.38%
|
|
|
3997
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$302M
|
+$29.4M
|
+11%
|
9.61%
|
83.8%
|
181
|
6.08%
|
|
|
3998
|
Boltwood Capital Management
Walnut Creek,
California
|
$302M
|
+$32M
|
+12%
|
8.51%
|
56.3%
|
170
|
11.76%
|
|
|
3999
|
Bandera Partners
New York
|
$302M
|
+$25M
|
+9%
|
3.84%
|
55.4%
|
20
|
10%
|
|
|
4000
|
MilWealth Group
Milwaukee,
Wisconsin
|
$302M
|
+$48M
|
+19%
|
8.35%
|
36.8%
|
65
|
4.62%
|
|