|
4001
|
Bruce & Co
Chicago,
Illinois
|
$344M
|
+$39.6M
|
+13%
|
14.4%
|
94.5%
|
41
|
2.44%
|
|
|
4002
|
Covenant Partners
Nashville,
Tennessee
|
$344M
|
+$14.6M
|
+4%
|
6.85%
|
70.3%
|
196
|
18.88%
|
|
|
4003
|
The Wealth Group
Eden Prairie,
Minnesota
|
$344M
|
+$12.5M
|
+4%
|
5.66%
|
–
|
67
|
11.94%
|
|
|
4004
|
Berkeley Inc
Boise,
Idaho
|
$343M
|
+$183M
|
+113%
|
7.48%
|
40.9%
|
67
|
8.96%
|
|
|
4005
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$343M
|
-$12.8M
|
-4%
|
5.51%
|
–
|
1,356
|
18.95%
|
|
|
4006
|
Longitude (Cayman)
Grand Cayman,
Cayman Islands
|
$343M
|
+$186M
|
+118%
|
12.6%
|
–
|
56
|
46.43%
|
|
|
4007
|
Court Place Advisors
Ellicott City,
Maryland
|
$343M
|
+$24.2M
|
+8%
|
8.96%
|
92%
|
169
|
8.28%
|
|
|
4008
|
JSF Financial
Los Angeles,
California
|
$343M
|
+$16.5M
|
+5%
|
5.86%
|
79%
|
124
|
17.74%
|
|
|
4009
|
XR Securities
Chicago,
Illinois
|
$343M
|
-$205M
|
-37%
|
12.1%
|
17%
|
247
|
31.17%
|
|
|
4010
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$342M
|
+$22.2M
|
+7%
|
5.61%
|
67.1%
|
88
|
10.23%
|
|
|
4011
|
VeraBank
Henderson,
Texas
|
$342M
|
+$19.9M
|
+6%
|
6.7%
|
60.6%
|
146
|
1.37%
|
|
|
4012
|
Xcel Wealth Management
Holly Hill,
Florida
|
$342M
|
+$22.5M
|
+7%
|
8.07%
|
93.7%
|
131
|
9.92%
|
|
|
4013
|
tru Independence
Portland,
Oregon
|
$342M
|
+$10.4M
|
+3%
|
5.12%
|
55.7%
|
112
|
8.93%
|
|
|
4014
|
Verum Partners
Charlotte,
North Carolina
|
$341M
|
+$31.8M
|
+10%
|
5.96%
|
53.9%
|
164
|
7.93%
|
|
|
4015
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$341M
|
+$22.6M
|
+7%
|
5.26%
|
41.6%
|
78
|
8.97%
|
|
|
4016
|
PSI Advisors
Tampa,
Florida
|
$341M
|
+$25.4M
|
+8%
|
5%
|
58.2%
|
914
|
6.89%
|
|
|
4017
|
Astoria Strategic Wealth
Conroe,
Texas
|
$341M
|
+$18.1M
|
+6%
|
5.53%
|
42.1%
|
35
|
17.14%
|
|
|
4018
|
M. Kraus & Co
Shelburne,
Vermont
|
$341M
|
+$15.1M
|
+5%
|
6.92%
|
51.8%
|
82
|
4.88%
|
|
|
4019
|
Carr Financial Group
Worcester,
Massachusetts
|
$341M
|
+$26.8M
|
+9%
|
5.56%
|
66.1%
|
202
|
10.89%
|
|
|
4020
|
MilWealth Group
Milwaukee,
Wisconsin
|
$341M
|
+$24M
|
+8%
|
5.65%
|
36.8%
|
68
|
2.94%
|
|
|
4021
|
Peak Financial Management
Wellesley,
Massachusetts
|
$341M
|
+$21.1M
|
+7%
|
6.32%
|
51.8%
|
100
|
8%
|
|
|
4022
|
Vickerman Investment Advisors
Spokane,
Washington
|
$340M
|
+$28.7M
|
+9%
|
4.3%
|
47.3%
|
65
|
1.54%
|
|
|
4023
|
Engle Capital Management
Greenwich,
Connecticut
|
$340M
|
+$44.2M
|
+15%
|
19%
|
398%
|
27
|
48.15%
|
|
|
4024
|
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
|
$340M
|
+$7.19M
|
+2%
|
10.1%
|
115%
|
41
|
4.88%
|
|
|
4025
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$340M
|
+$30.9M
|
+10%
|
4.11%
|
–
|
167
|
16.17%
|
|