|
4076
|
TMD Wealth Management
Scottsdale,
Arizona
|
$225M
|
+$2.34M
|
+1%
|
6.05%
|
2.41%
|
54
|
44.44%
|
|
|
4077
|
Triad Financial Advisors
Greensboro,
North Carolina
|
$224M
|
+$40.4M
|
+22%
|
7.12%
|
–
|
116
|
18.1%
|
|
|
4078
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$224M
|
-$4.57M
|
-2%
|
9.54%
|
83.7%
|
173
|
6.94%
|
|
|
4079
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$224M
|
+$25.3M
|
+13%
|
7.69%
|
105%
|
235
|
22.55%
|
|
|
4080
|
WP Advisors
San Francisco,
California
|
$224M
|
+$2.83M
|
+1%
|
7.24%
|
95.5%
|
111
|
14.41%
|
|
|
4081
|
Pinnacle Holdings
Tulsa,
Oklahoma
|
$224M
|
+$10.1M
|
+5%
|
10.5%
|
65.3%
|
231
|
14.72%
|
|
|
4082
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$224M
|
+$20.5M
|
+10%
|
7.69%
|
42.7%
|
26
|
15.38%
|
|
|
4083
|
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
|
$224M
|
+$5.1M
|
+2%
|
7.23%
|
77.8%
|
62
|
22.58%
|
|
|
4084
|
272 Capital
Dallas,
Texas
|
$223M
|
+$37.3M
|
+20%
|
7.44%
|
213%
|
88
|
52.27%
|
|
|
4085
|
Clear Sky Carbon Solutions Investment Management
Bellaire,
Texas
|
$223M
|
+$55.4M
|
+33%
|
4.72%
|
–
|
72
|
37.5%
|
|
|
4086
|
Shoker Investment Counsel
Oxford,
Ohio
|
$223M
|
+$32.4M
|
+17%
|
13.2%
|
58.5%
|
91
|
9.89%
|
|
|
4087
|
Bessemer Securities
New York
|
$223M
|
-$54.9M
|
-20%
|
10.6%
|
45%
|
138
|
15.22%
|
|
|
4088
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$223M
|
+$10.9M
|
+5%
|
5.72%
|
47.9%
|
213
|
16.9%
|
|
|
4089
|
Mediatel Partners
Fort Worth,
Texas
|
$223M
|
+$35.3M
|
+19%
|
18.9%
|
22.9%
|
3
|
0%
|
|
|
4090
|
Perseverance Asset Management International
George Town,
Cayman Islands
|
$223M
|
+$56.8M
|
+34%
|
13.9%
|
68.4%
|
18
|
22.22%
|
|
|
4091
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$223M
|
+$19.9M
|
+10%
|
9.83%
|
80.6%
|
459
|
13.73%
|
|
|
4092
|
Susquehanna International Group (Ireland)
Dublin,
Ireland
|
$223M
|
-$85.6M
|
-28%
|
8.7%
|
5.26%
|
69
|
55.07%
|
|
|
4093
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
$223M
|
–
|
–
|
7.81%
|
63.3%
|
216
|
–
|
|
|
4094
|
Oak Asset Management
Westlake Village,
California
|
$223M
|
+$16.5M
|
+8%
|
11.6%
|
78%
|
101
|
5.94%
|
|
|
4095
|
Collective Family Office
York,
Pennsylvania
|
$222M
|
+$21.6M
|
+11%
|
9.47%
|
50.1%
|
194
|
26.8%
|
|
|
4096
|
Scott & Selber Inc
Houston,
Texas
|
$222M
|
+$14.9M
|
+7%
|
10.3%
|
187%
|
100
|
8%
|
|
|
4097
|
Engle Capital Management
Greenwich,
Connecticut
|
$222M
|
-$119M
|
-35%
|
8.26%
|
289%
|
31
|
64.52%
|
|
|
4098
|
Fountainhead AM
Warren,
New Jersey
|
$222M
|
+$23.9M
|
+12%
|
7.64%
|
50%
|
90
|
32.22%
|
|
|
4099
|
Aft Forsyth & Sober
Valrico,
Florida
|
$222M
|
+$16.5M
|
+8%
|
10.7%
|
77.3%
|
85
|
3.53%
|
|
|
4100
|
Quantum Financial Advisors
El Segundo,
California
|
$222M
|
-$3.3M
|
-1%
|
9%
|
61.1%
|
96
|
20.83%
|
|