|
4026
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$297M
|
+$17.4M
|
+6%
|
8.19%
|
65.9%
|
207
|
8.7%
|
2.8
|
|
|
4027
|
Black Diamond Financial
Towson,
Maryland
|
$297M
|
+$88.7M
|
+43%
|
7.2%
|
68.3%
|
96
|
19.79%
|
1.9
|
|
|
4028
|
Gold Dragon Worldwide Asset Management
Central,
Hong Kong
|
$297M
|
+$79.8M
|
+37%
|
0.9%
|
–
|
7
|
57.14%
|
0.4
|
|
|
4029
|
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
|
$297M
|
+$21.9M
|
+8%
|
8.26%
|
64.1%
|
200
|
4.5%
|
3.7
|
|
|
4030
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$297M
|
+$30.4M
|
+11%
|
5.92%
|
74.6%
|
180
|
16.11%
|
0.6
|
|
|
4031
|
Bridge Creek Capital Management
West Barnstable,
Massachusetts
|
$297M
|
+$22.7M
|
+8%
|
9.85%
|
76.5%
|
104
|
3.85%
|
4.2
|
|
|
4032
|
Northcape Wealth Management
Williamsville,
New York
|
$297M
|
–
|
–
|
6.8%
|
74%
|
132
|
–
|
0
|
|
|
4033
|
High Note Wealth
Deephaven,
Minnesota
|
$296M
|
+$19M
|
+7%
|
6.09%
|
82.8%
|
89
|
13.48%
|
0.9
|
|
|
4034
|
Goodman Advisory Group
Needham,
Massachusetts
|
$296M
|
–
|
–
|
6.11%
|
101%
|
61
|
–
|
0
|
|
|
4035
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$296M
|
+$24.3M
|
+9%
|
7.52%
|
62.3%
|
110
|
7.27%
|
4
|
|
|
4036
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$296M
|
+$16.3M
|
+6%
|
11.4%
|
101%
|
133
|
9.02%
|
5
|
|
|
4037
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$295M
|
+$21.9M
|
+8%
|
9.85%
|
74%
|
141
|
12.77%
|
1.9
|
|
|
4038
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$295M
|
+$111M
|
+60%
|
6.16%
|
58.5%
|
116
|
68.1%
|
0.5
|
|
|
4039
|
Arlington Financial Advisors
Santa Barbara,
California
|
$295M
|
+$39.9M
|
+16%
|
6.66%
|
67.6%
|
85
|
34.12%
|
1.9
|
|
|
4040
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$295M
|
+$76.7M
|
+35%
|
3.2%
|
116%
|
331
|
15.41%
|
0.8
|
|
|
4041
|
Old Port Advisors
Portland,
Maine
|
$295M
|
+$19.3M
|
+7%
|
8.84%
|
114%
|
232
|
9.48%
|
2.3
|
|
|
4042
|
Essex Savings Bank
Essex,
Connecticut
|
$295M
|
+$20.1M
|
+7%
|
11.4%
|
95.2%
|
227
|
10.57%
|
2.1
|
|
|
4043
|
Arcus Capital Partners
Atlanta,
Georgia
|
$295M
|
+$28.3M
|
+11%
|
8.01%
|
69.2%
|
119
|
24.37%
|
1.9
|
|
|
4044
|
Trinity Legacy Partners
Houston,
Texas
|
$295M
|
+$16.4M
|
+6%
|
9%
|
63.3%
|
122
|
25.41%
|
1.2
|
|
|
4045
|
Miramar Capital
Northbrook,
Illinois
|
$295M
|
+$44.1M
|
+18%
|
10.7%
|
47.3%
|
60
|
15%
|
1.9
|
|
|
4046
|
Magma Venture Partners General Partner
Tel Aviv,
Israel
|
$295M
|
–
|
–
|
33.2%
|
4.7%
|
3
|
–
|
0
|
|
|
4047
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$295M
|
+$9.8M
|
+3%
|
8.26%
|
53.6%
|
61
|
26.23%
|
3.7
|
|
|
4048
|
|
$295M
|
–
|
–
|
14%
|
169%
|
133
|
–
|
0
|
|
|
4049
|
Archer Investment Corporation
Carmel,
Indiana
|
$295M
|
+$27.2M
|
+10%
|
8.98%
|
76.1%
|
833
|
17.89%
|
1.5
|
|
|
4050
|
Ovata Capital Management
Hong Kong
|
$294M
|
+$34M
|
+13%
|
7.41%
|
69.1%
|
86
|
75.58%
|
0.4
|
|