|
4001
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$129M
|
+$96K
|
+0.1%
|
1.87%
|
57.1%
|
10
|
0%
|
|
|
4002
|
Donor Advised Charitable Giving
San Francisco,
California
|
$129M
|
+$9.51M
|
+8%
|
18.4%
|
365%
|
18
|
27.78%
|
|
|
4003
|
Peak Capital Management
Greenwood Village,
Colorado
|
$129M
|
-$17.9M
|
-12%
|
1.86%
|
9.52%
|
102
|
66.67%
|
|
|
4004
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$129M
|
-$2.46M
|
-2%
|
0.8%
|
80.7%
|
36
|
5.56%
|
|
|
4005
|
Nicollet Investment Management
Minneapolis,
Minnesota
|
$129M
|
+$7.36M
|
+6%
|
3.07%
|
83.3%
|
69
|
5.8%
|
|
|
4006
|
Steel Canyon Capital
Phoenix,
Arizona
|
$129M
|
+$12.6M
|
+11%
|
2.01%
|
62.8%
|
22
|
54.55%
|
|
|
4007
|
Lau Associates
Greenville,
Delaware
|
$129M
|
+$290K
|
+0.2%
|
1.8%
|
44.5%
|
81
|
9.88%
|
|
|
4008
|
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
|
$129M
|
-$5.69M
|
-4%
|
2.95%
|
61.7%
|
122
|
3.28%
|
|
|
4009
|
Heritage Way Advisors
Rockford,
Illinois
|
$129M
|
-$4.2M
|
-3%
|
1.86%
|
79.4%
|
67
|
14.93%
|
|
|
4010
|
Taylor Frigon Capital Management
Scottsdale,
Arizona
|
$129M
|
+$4.02M
|
+3%
|
1.48%
|
131%
|
94
|
19.15%
|
|
|
4011
|
Billings Capital Management
Arlington,
Virginia
|
$128M
|
-$36M
|
-22%
|
6.08%
|
–
|
11
|
36.36%
|
|
|
4012
|
Artemis Wealth Advisors
New York
|
$128M
|
+$10.4M
|
+9%
|
2.02%
|
174%
|
31
|
9.68%
|
|
|
4013
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$128M
|
+$317K
|
+0.2%
|
0.88%
|
119%
|
587
|
13.12%
|
|
|
4014
|
Hutner Capital Management
Manchester,
Vermont
|
$128M
|
-$12M
|
-9%
|
6%
|
52.2%
|
42
|
0%
|
|
|
4015
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$128M
|
+$12.7M
|
+11%
|
0.6%
|
47.8%
|
33
|
12.12%
|
|
|
4016
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$128M
|
-$2.46M
|
-2%
|
0.39%
|
55.9%
|
65
|
9.23%
|
|
|
4017
|
Ford Financial Group
Fresno,
California
|
$128M
|
-$4.85M
|
-4%
|
1.14%
|
47.7%
|
456
|
89.91%
|
|
|
4018
|
Foothills Asset Management
Scottsdale,
Arizona
|
$128M
|
-$3.87M
|
-3%
|
1.75%
|
8.84%
|
64
|
7.81%
|
|
|
4019
|
Newport Wealth Strategies
Irvine,
California
|
$128M
|
-$11.8M
|
-8%
|
0.64%
|
51.5%
|
109
|
13.76%
|
|
|
4020
|
Summit Financial Group
Moorefield,
West Virginia
|
$128M
|
+$5.54M
|
+5%
|
2.47%
|
26.1%
|
128
|
10.16%
|
|
|
4021
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$128M
|
+$586K
|
+0.5%
|
0.24%
|
70.7%
|
83
|
15.66%
|
|
|
4022
|
Lesa Sroufe & Co
Seattle,
Washington
|
$127M
|
+$6.44M
|
+5%
|
1.47%
|
–
|
63
|
38.1%
|
|
|
4023
|
General Equity Holdings
Brooklyn,
New York
|
$127M
|
-$3.86M
|
-3%
|
4.56%
|
775%
|
14
|
57.14%
|
|
|
4024
|
Kamunting Street Capital Management
Miami Beach,
Florida
|
$127M
|
-$13.3M
|
-9%
|
9.92%
|
7.47%
|
39
|
41.03%
|
|
|
4025
|
RB Capital Management
Reno,
Nevada
|
$127M
|
-$13.2M
|
-9%
|
1.73%
|
79.4%
|
144
|
8.33%
|
|