|
4051
|
Joseph Group Capital Management
Columbus,
Ohio
|
$400M
|
+$19.7M
|
+5%
|
1.49%
|
58.4%
|
393
|
33.59%
|
|
|
4052
|
Home Federal Bank of Tennessee
Knoxville,
Tennessee
|
$400M
|
+$15.1M
|
+4%
|
1.09%
|
65.2%
|
95
|
18.95%
|
|
|
4053
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$400M
|
-$16.4M
|
-4%
|
0.29%
|
78.3%
|
218
|
13.76%
|
|
|
4054
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$400M
|
+$12.8M
|
+3%
|
5.92%
|
99.7%
|
179
|
15.64%
|
|
|
4055
|
RDA Financial Network
Akron,
Iowa
|
$400M
|
-$15.7M
|
-4%
|
3.06%
|
82.1%
|
293
|
16.38%
|
|
|
4056
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$399M
|
+$1.02M
|
+0.3%
|
0.26%
|
57.1%
|
39
|
15.38%
|
|
|
4057
|
Monument Capital Management
Alexandria,
Virginia
|
$399M
|
-$2.86M
|
-0.7%
|
6.78%
|
160%
|
250
|
25.2%
|
|
|
4058
|
Kettle Hill Capital Management
New York
|
$399M
|
-$49.3M
|
-11%
|
3.36%
|
37.4%
|
67
|
74.63%
|
|
|
4059
|
Legacy Wealth Partners (Colorado)
Lakewood,
Colorado
|
$399M
|
+$12.6M
|
+3%
|
0.02%
|
–
|
203
|
26.11%
|
|
|
4060
|
PW Nova Financial Services
Newtown,
Pennsylvania
|
$399M
|
+$135M
|
+51%
|
0.3%
|
–
|
194
|
40.72%
|
|
|
4061
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$399M
|
+$4.18M
|
+1%
|
1.29%
|
44.9%
|
86
|
18.6%
|
|
|
4062
|
Turim 21 Investimentos
Rio De Janeiro,
Brazil
|
$399M
|
+$140M
|
+54%
|
1.1%
|
62.1%
|
163
|
57.67%
|
|
|
4063
|
NovaPoint Capital
Atlanta,
Georgia
|
$399M
|
+$10.3M
|
+3%
|
2.28%
|
88.2%
|
81
|
4.94%
|
|
|
4064
|
Fortem Financial Group
Palm Desert,
California
|
$399M
|
+$24.4M
|
+7%
|
2.85%
|
179%
|
184
|
11.96%
|
|
|
4065
|
Bard Associates
Chicago,
Illinois
|
$398M
|
+$8.99M
|
+2%
|
6.99%
|
241%
|
307
|
26.38%
|
|
|
4066
|
Tillman Hartley LLC
Denver,
Colorado
|
$398M
|
-$91.6K
|
-0%
|
0.92%
|
46.6%
|
94
|
9.57%
|
|
|
4067
|
May Hill Capital
Cohasset,
Massachusetts
|
$398M
|
+$27.3M
|
+7%
|
0.03%
|
–
|
238
|
22.69%
|
|
|
4068
|
BCGM Wealth Management
Lafayette,
Indiana
|
$398M
|
+$6.25M
|
+2%
|
0.23%
|
54.9%
|
185
|
9.19%
|
|
|
4069
|
LongView Wealth Management
Atlanta,
Georgia
|
$398M
|
-$16M
|
-4%
|
1.08%
|
–
|
267
|
14.23%
|
|
|
4070
|
Searle & Co
Greenwich,
Connecticut
|
$398M
|
+$10.1M
|
+3%
|
3.59%
|
93.8%
|
199
|
8.54%
|
|
|
4071
|
Kelly Financial Group
Wethersfield,
Connecticut
|
$398M
|
+$4.24M
|
+1%
|
0.9%
|
–
|
102
|
7.84%
|
|
|
4072
|
Cypress Funds
Los Angeles,
California
|
$398M
|
-$207M
|
-34%
|
12.9%
|
100%
|
15
|
13.33%
|
|
|
4073
|
TrueWealth Advisors
Birmingham,
Alabama
|
$398M
|
+$11.4M
|
+3%
|
0.29%
|
58.5%
|
251
|
11.16%
|
|
|
4074
|
Vision Capital
Toronto,
Ontario, Canada
|
$397M
|
+$170M
|
+75%
|
7.1%
|
19.8%
|
17
|
47.06%
|
|
|
4075
|
|
$397M
|
+$7.91M
|
+2%
|
0%
|
–
|
360
|
100%
|
|