|
4001
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$268M
|
-$1.15M
|
-0.4%
|
7.12%
|
72.9%
|
1,096
|
12.59%
|
|
|
4002
|
NovaPoint Capital
Atlanta,
Georgia
|
$268M
|
+$24M
|
+10%
|
5.44%
|
72.2%
|
139
|
10.79%
|
|
|
4003
|
Clare Market Investments
Dallas,
Texas
|
$268M
|
+$28.8M
|
+12%
|
13.8%
|
–
|
145
|
25.52%
|
|
|
4004
|
Manhattan West Asset Management
Los Angeles,
California
|
$268M
|
+$38.3M
|
+17%
|
3.79%
|
53.1%
|
135
|
14.81%
|
|
|
4005
|
White Pine Capital
Bloomington,
Minnesota
|
$268M
|
+$10.6M
|
+4%
|
4.73%
|
100%
|
211
|
8.53%
|
|
|
4006
|
Keystone Wealth Services
Palm Desert,
California
|
$268M
|
+$23.2M
|
+9%
|
7.05%
|
61.6%
|
212
|
14.62%
|
|
|
4007
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$267M
|
+$15.9M
|
+6%
|
4.45%
|
53.8%
|
104
|
24.04%
|
|
|
4008
|
Knuff & Co
Foster City,
California
|
$267M
|
+$14.3M
|
+6%
|
8.37%
|
73.7%
|
132
|
8.33%
|
|
|
4009
|
Washington University
St Louis,
Missouri
|
$267M
|
-$113M
|
-30%
|
29.4%
|
44%
|
12
|
58.33%
|
|
|
4010
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$266M
|
+$18.7M
|
+8%
|
8.51%
|
66.9%
|
78
|
7.69%
|
|
|
4011
|
Prudent Man Advisors
Naperville,
Illinois
|
$266M
|
+$10.2M
|
+4%
|
4.83%
|
56.9%
|
216
|
12.5%
|
|
|
4012
|
EnCap Flatrock Midstream Fund IV
San Antonio,
Texas
|
$266M
|
–
|
–
|
1.84%
|
–
|
1
|
–
|
|
|
4013
|
Cordatus Wealth Management
Newtown,
Pennsylvania
|
$266M
|
+$187M
|
+239%
|
7.56%
|
96.3%
|
169
|
79.88%
|
|
|
4014
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$266M
|
+$5.55M
|
+2%
|
2.26%
|
42.6%
|
43
|
9.3%
|
|
|
4015
|
Flagstar Advisors
New York
|
$266M
|
-$9.34M
|
-3%
|
4.27%
|
77.9%
|
165
|
12.73%
|
|
|
4016
|
Empower Annuity Insurance Company
Hartford,
Connecticut
|
$266M
|
-$3.61M
|
-1%
|
1.34%
|
0.57%
|
1
|
0%
|
|
|
4017
|
Ballast Advisors
Woodbury,
Minnesota
|
$266M
|
+$14.8M
|
+6%
|
7.55%
|
60.4%
|
194
|
11.86%
|
|
|
4018
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$266M
|
+$9.09M
|
+4%
|
4.18%
|
55.9%
|
73
|
12.33%
|
|
|
4019
|
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
|
$266M
|
+$15.3M
|
+6%
|
5.13%
|
73.4%
|
71
|
9.86%
|
|
|
4020
|
Compton Financial Group
Towson,
Maryland
|
$265M
|
+$12M
|
+5%
|
2.38%
|
29.1%
|
34
|
2.94%
|
|
|
4021
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$265M
|
+$23.7M
|
+10%
|
8.32%
|
97.9%
|
251
|
17.53%
|
|
|
4022
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$265M
|
+$38M
|
+17%
|
4.95%
|
63.3%
|
78
|
26.92%
|
|
|
4023
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$265M
|
+$21.8M
|
+9%
|
9.94%
|
94.5%
|
511
|
11.55%
|
|
|
4024
|
Sovereign Investment Advisors
Phoenix,
Arizona
|
$265M
|
+$12.6M
|
+5%
|
2.34%
|
34.5%
|
41
|
21.95%
|
|
|
4025
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
$265M
|
+$8.31M
|
+3%
|
6.69%
|
73.3%
|
101
|
5.94%
|
|