|
4051
|
Pettee Investors
Rowayton,
Connecticut
|
$162M
|
+$22.7M
|
+16%
|
18.3%
|
96.1%
|
115
|
13.04%
|
|
|
4052
|
SCF Partners
Houston,
Texas
|
$161M
|
+$58M
|
+56%
|
64.5%
|
2.1%
|
4
|
0%
|
|
|
4053
|
Berry Group
Worcester,
Massachusetts
|
$161M
|
+$28.8M
|
+22%
|
22.1%
|
–
|
107
|
13.08%
|
|
|
4054
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$161M
|
+$20.8M
|
+15%
|
10.1%
|
104%
|
111
|
4.5%
|
|
|
4055
|
Front Row Advisors
Tiburon,
California
|
$161M
|
+$13.3M
|
+9%
|
24.3%
|
142%
|
1,052
|
8.65%
|
|
|
4056
|
Retirement Group
San Diego,
California
|
$161M
|
–
|
–
|
17.5%
|
33.7%
|
677
|
–
|
|
|
4057
|
Xcel Wealth Management
Holly Hill,
Florida
|
$161M
|
+$50.3M
|
+45%
|
30.6%
|
93.7%
|
102
|
27.45%
|
|
|
4058
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$161M
|
+$26.3M
|
+19%
|
17.2%
|
83.7%
|
142
|
13.38%
|
|
|
4059
|
Reliant Wealth Planning
Louisville,
Kentucky
|
$161M
|
-$30.6M
|
-16%
|
13.8%
|
39.4%
|
11
|
45.45%
|
|
|
4060
|
Spark Growth Management Partners
Boston,
Massachusetts
|
$161M
|
+$21.8M
|
+16%
|
15.8%
|
–
|
1
|
0%
|
|
|
4061
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$161M
|
+$4.06M
|
+3%
|
14.5%
|
40.4%
|
70
|
12.86%
|
|
|
4062
|
LGL Partners
Philadelphia,
Pennsylvania
|
$161M
|
+$8.81M
|
+6%
|
21.4%
|
68.9%
|
95
|
21.05%
|
|
|
4063
|
Wills Financial Group
Richmond,
Virginia
|
$161M
|
+$20.4M
|
+15%
|
15.4%
|
57.5%
|
53
|
11.32%
|
|
|
4064
|
Towerpoint Wealth
Sacramento,
California
|
$161M
|
+$34.4M
|
+27%
|
14.2%
|
62.4%
|
69
|
20.29%
|
|
|
4065
|
|
$161M
|
+$69.8M
|
+77%
|
79.7%
|
21.1%
|
3
|
33.33%
|
|
|
4066
|
Vivid Financial Management
Orcutt,
California
|
$160M
|
+$83.8M
|
+110%
|
17.2%
|
–
|
106
|
48.11%
|
|
|
4067
|
D. Scott Neal
Lexington,
Kentucky
|
$160M
|
-$6.71M
|
-4%
|
9.73%
|
105%
|
41
|
24.39%
|
|
|
4068
|
Steginsky Capital
Port Washington,
New York
|
$160M
|
+$16.2M
|
+11%
|
12.3%
|
115%
|
8
|
0%
|
|
|
4069
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$160M
|
+$22.5M
|
+16%
|
20.4%
|
139%
|
132
|
12.12%
|
|
|
4070
|
Continuum Advisory
Eagle,
Idaho
|
$159M
|
+$10.9M
|
+7%
|
15.5%
|
77%
|
165
|
28.48%
|
|
|
4071
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
$159M
|
+$20.4M
|
+15%
|
19.6%
|
87.5%
|
193
|
75.65%
|
|
|
4072
|
Taylor Hoffman Wealth Management
Richmond,
Virginia
|
$159M
|
+$55.3M
|
+53%
|
20.9%
|
47.8%
|
402
|
73.63%
|
|
|
4073
|
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
|
$159M
|
+$20.5M
|
+15%
|
17.8%
|
13.1%
|
75
|
21.33%
|
|
|
4074
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$159M
|
+$23.8M
|
+18%
|
9.76%
|
47.7%
|
355
|
28.45%
|
|
|
4075
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$159M
|
+$47.6M
|
+43%
|
27.7%
|
117%
|
38
|
47.37%
|
|