|
4026
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$376M
|
+$24.7M
|
+7%
|
12.8%
|
117%
|
113
|
23.89%
|
|
|
4027
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$376M
|
+$30.7M
|
+9%
|
8.01%
|
72.2%
|
798
|
5.01%
|
|
|
4028
|
VR Advisory Services
Camana Bay, Grand Cayman,
Cayman Islands
|
$375M
|
-$8.25M
|
-2%
|
1.45%
|
89.7%
|
33
|
9.09%
|
|
|
4029
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$375M
|
+$1.63M
|
+0.4%
|
8.13%
|
49.6%
|
100
|
11%
|
|
|
4030
|
Fielder Capital Group
Nashville,
Tennessee
|
$375M
|
+$29.2M
|
+8%
|
12%
|
–
|
258
|
19.38%
|
|
|
4031
|
McElhenny Sheffield Capital Management
Dallas,
Texas
|
$375M
|
+$108M
|
+41%
|
12.3%
|
86.3%
|
114
|
22.81%
|
|
|
4032
|
Heights Capital Management
San Francisco,
California
|
$375M
|
+$162M
|
+76%
|
26.6%
|
–
|
226
|
71.68%
|
|
|
4033
|
Income Research & Management
Boston,
Massachusetts
|
$374M
|
+$139M
|
+59%
|
0.84%
|
0.7%
|
42
|
40.48%
|
|
|
4034
|
Fermata Advisors
Sonoma,
California
|
$374M
|
-$179M
|
-32%
|
5.95%
|
49.3%
|
302
|
32.78%
|
|
|
4035
|
Augustine Asset Management
Jacksonville,
Florida
|
$374M
|
+$31.6M
|
+9%
|
14.1%
|
344%
|
111
|
7.21%
|
|
|
4036
|
Mercuria Capital Strategies
Houston,
Texas
|
$374M
|
+$291M
|
+353%
|
12.7%
|
–
|
13
|
76.92%
|
|
|
4037
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$374M
|
+$32.7M
|
+10%
|
8.91%
|
83.8%
|
206
|
5.34%
|
|
|
4038
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
$374M
|
+$19M
|
+5%
|
9.79%
|
73.3%
|
124
|
9.68%
|
|
|
4039
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$374M
|
+$35.1M
|
+10%
|
7.71%
|
52.6%
|
110
|
7.27%
|
|
|
4040
|
Coyle Financial Counsel
Glenview,
Illinois
|
$373M
|
+$46.1M
|
+14%
|
9.37%
|
62.4%
|
93
|
20.43%
|
|
|
4041
|
|
$373M
|
+$39.2M
|
+12%
|
7.7%
|
38.9%
|
55
|
5.45%
|
|
|
4042
|
Dodds Wealth
Greenwood Village,
Colorado
|
$373M
|
+$66.1M
|
+22%
|
5.87%
|
–
|
61
|
11.48%
|
|
|
4043
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$373M
|
+$46.2M
|
+14%
|
9.38%
|
67.6%
|
102
|
24.51%
|
|
|
4044
|
Monarch Capital Management
Fort Wayne,
Indiana
|
$372M
|
+$12.7M
|
+4%
|
4.88%
|
65%
|
119
|
5.04%
|
|
|
4045
|
AllGen Financial Advisors
Orlando,
Florida
|
$372M
|
+$34.5M
|
+10%
|
6.39%
|
39.7%
|
51
|
43.14%
|
|
|
4046
|
Arohi Asset Management
Singapore
|
$372M
|
+$74.4M
|
+25%
|
13.8%
|
–
|
6
|
33.33%
|
|
|
4047
|
Avalon Capital Management
Port Of Redwood City,
California
|
$372M
|
+$28M
|
+8%
|
13%
|
151%
|
150
|
31.33%
|
|
|
4048
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$372M
|
+$47.2M
|
+15%
|
9%
|
54.1%
|
50
|
12%
|
|
|
4049
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$372M
|
+$2.98M
|
+0.8%
|
4.95%
|
50.7%
|
191
|
8.9%
|
|
|
4050
|
Advantage Alpha Capital Partners
San Francisco,
California
|
$371M
|
-$37.3M
|
-9%
|
11%
|
79.2%
|
167
|
41.32%
|
|