|
4026
|
ETF Portfolio Partners
Leawood,
Kansas
|
$298M
|
+$27.3M
|
+10%
|
10.3%
|
44.3%
|
50
|
14%
|
|
|
4027
|
Home Federal Bank of Tennessee
Knoxville,
Tennessee
|
$298M
|
+$28.5M
|
+11%
|
11%
|
65.2%
|
71
|
7.04%
|
|
|
4028
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$298M
|
+$39.2M
|
+15%
|
9.77%
|
57%
|
598
|
13.55%
|
|
|
4029
|
Scott Capital Advisors
Portland,
Oregon
|
$298M
|
+$47M
|
+19%
|
10%
|
46.4%
|
52
|
13.46%
|
|
|
4030
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$298M
|
+$15.6M
|
+6%
|
10.1%
|
64.7%
|
246
|
15.85%
|
|
|
4031
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
$298M
|
+$27.8M
|
+10%
|
10.7%
|
63.3%
|
240
|
13.33%
|
|
|
4032
|
Auxano Advisors
Bellevue,
Washington
|
$298M
|
+$53M
|
+22%
|
12.1%
|
85.4%
|
136
|
30.88%
|
|
|
4033
|
Peak Financial Management
Wellesley,
Massachusetts
|
$298M
|
+$22.8M
|
+8%
|
8.91%
|
51.8%
|
89
|
23.6%
|
|
|
4034
|
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
|
$298M
|
+$37.8M
|
+15%
|
11.3%
|
73.4%
|
74
|
6.76%
|
|
|
4035
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$298M
|
+$25.4M
|
+9%
|
6.65%
|
36.9%
|
238
|
13.45%
|
|
|
4036
|
VeraBank
Henderson,
Texas
|
$297M
|
+$36.6M
|
+14%
|
9.12%
|
60.6%
|
145
|
8.97%
|
|
|
4037
|
Caligan Partners
New York
|
$297M
|
+$78.8M
|
+36%
|
50%
|
2,628%
|
13
|
15.38%
|
|
|
4038
|
Medicxi Ventures Management
St. Helier,
Jersey
|
$296M
|
-$17M
|
-5%
|
15.6%
|
505%
|
6
|
16.67%
|
|
|
4039
|
272 Capital
Dallas,
Texas
|
$296M
|
+$44.5M
|
+18%
|
2.13%
|
213%
|
108
|
54.63%
|
|
|
4040
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$296M
|
+$29.3M
|
+11%
|
9.18%
|
63.3%
|
66
|
16.67%
|
|
|
4041
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$296M
|
+$48.8M
|
+20%
|
12.1%
|
141%
|
114
|
22.81%
|
|
|
4042
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$296M
|
+$17.8M
|
+6%
|
8.23%
|
57.9%
|
120
|
16.67%
|
|
|
4043
|
DDFG Inc
Thousand Oaks,
California
|
$296M
|
+$24.3M
|
+9%
|
9.01%
|
50.9%
|
75
|
9.33%
|
|
|
4044
|
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
|
$295M
|
+$5.56M
|
+2%
|
19.1%
|
240%
|
81
|
48.15%
|
|
|
4045
|
Bayview Asset Management
Coral Gables,
Florida
|
$295M
|
-$66.4M
|
-18%
|
8.9%
|
55.4%
|
24
|
58.33%
|
|
|
4046
|
West Family Investments
Carlsbad,
California
|
$295M
|
+$8.54M
|
+3%
|
8.28%
|
116%
|
266
|
25.94%
|
|
|
4047
|
Forest Avenue Capital Management
Miami,
Florida
|
$295M
|
+$73.4M
|
+33%
|
12.5%
|
415%
|
32
|
56.25%
|
|
|
4048
|
Stephens Consulting
Flint,
Michigan
|
$295M
|
+$49M
|
+20%
|
9.59%
|
50.1%
|
513
|
7.6%
|
|
|
4049
|
BCWM LLC
Overland Park,
Kansas
|
$295M
|
+$21.4M
|
+8%
|
12.6%
|
–
|
66
|
13.64%
|
|
|
4050
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$295M
|
+$13.6M
|
+5%
|
11.5%
|
67%
|
132
|
14.39%
|
|