|
4051
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$246M
|
+$13.3M
|
+6%
|
5.59%
|
65.5%
|
51
|
0%
|
|
|
4052
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$246M
|
+$3.18M
|
+1%
|
5.88%
|
82.4%
|
428
|
2.57%
|
|
|
4053
|
Financial Insights
Tacoma,
Washington
|
$246M
|
+$34.5M
|
+16%
|
8.91%
|
62.1%
|
177
|
27.68%
|
|
|
4054
|
High Net Worth Advisory Group
Naples,
Florida
|
$245M
|
-$11.8M
|
-5%
|
5.81%
|
67.7%
|
624
|
69.23%
|
|
|
4055
|
BBJS Financial Advisors
Seattle,
Washington
|
$245M
|
+$23.5M
|
+11%
|
13%
|
–
|
144
|
14.58%
|
|
|
4056
|
Empire Financial Management Company
New York
|
$245M
|
–
|
–
|
3.29%
|
71.1%
|
189
|
–
|
|
|
4057
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$245M
|
+$29.1M
|
+13%
|
5.33%
|
52.6%
|
350
|
18.86%
|
|
|
4058
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$245M
|
+$14.8M
|
+6%
|
3.65%
|
50.5%
|
287
|
22.65%
|
|
|
4059
|
Cavalier Investments
Alpharetta,
Georgia
|
$245M
|
-$34M
|
-12%
|
6.46%
|
154%
|
105
|
47.62%
|
|
|
4060
|
Accel Wealth Management
Waverly,
Iowa
|
$245M
|
+$35.6M
|
+17%
|
2.5%
|
77.4%
|
1,275
|
3.14%
|
|
|
4061
|
Keystone Wealth Services
Palm Desert,
California
|
$244M
|
+$15.2M
|
+7%
|
6.17%
|
61.6%
|
200
|
11.5%
|
|
|
4062
|
Oak Grove Capital
North Hampton,
New Hampshire
|
$244M
|
+$45.4M
|
+23%
|
19.1%
|
236%
|
60
|
18.33%
|
|
|
4063
|
Cedar Wealth Management
Walnut Creek,
California
|
$244M
|
+$41.8M
|
+21%
|
4.1%
|
53.2%
|
317
|
10.73%
|
|
|
4064
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$244M
|
+$96.1M
|
+65%
|
3.68%
|
64.7%
|
117
|
54.7%
|
|
|
4065
|
NovaPoint Capital
Atlanta,
Georgia
|
$244M
|
+$15.3M
|
+7%
|
3.37%
|
72.2%
|
132
|
8.33%
|
|
|
4066
|
Kaydan Wealth Management
Fenton,
Michigan
|
$244M
|
-$6.14M
|
-2%
|
2.55%
|
57.8%
|
89
|
5.62%
|
|
|
4067
|
Aries Wealth Management
Portland,
Maine
|
$244M
|
+$11.9M
|
+5%
|
5.71%
|
75%
|
200
|
8%
|
|
|
4068
|
Rothschild Capital Partners
New York
|
$244M
|
+$7.55M
|
+3%
|
9.54%
|
81.8%
|
32
|
12.5%
|
|
|
4069
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
$244M
|
+$5.19M
|
+2%
|
4.08%
|
8.87%
|
61
|
8.2%
|
|
|
4070
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$244M
|
+$19.1M
|
+8%
|
5.63%
|
43.5%
|
470
|
32.13%
|
|
|
4071
|
Quattro Financial Advisors
The Woodlands,
Texas
|
$244M
|
-$6.7M
|
-3%
|
8.67%
|
61.8%
|
90
|
18.89%
|
|
|
4072
|
Cumberland Advisors
Sarasota,
Florida
|
$244M
|
+$12.9M
|
+6%
|
6.84%
|
73.5%
|
64
|
17.19%
|
|
|
4073
|
Ballast Inc
Lexington,
Kentucky
|
$244M
|
+$15M
|
+7%
|
4.24%
|
66%
|
112
|
6.25%
|
|
|
4074
|
Searchlight Capital Partners
New York
|
$244M
|
-$46.9M
|
-16%
|
9.34%
|
70.4%
|
5
|
0%
|
|
|
4075
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
$243M
|
+$16.7M
|
+7%
|
4.48%
|
52.8%
|
90
|
11.11%
|
|