|
4101
|
My Legacy Advisors
Bend,
Oregon
|
$254M
|
+$21.2M
|
+9%
|
4.73%
|
49.1%
|
223
|
14.8%
|
|
|
4102
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$254M
|
+$22.2M
|
+10%
|
6.19%
|
71.5%
|
276
|
32.61%
|
|
|
4103
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$254M
|
-$13.2M
|
-5%
|
5.33%
|
67.6%
|
109
|
50.46%
|
|
|
4104
|
Institutional Venture Management XV
Menlo Park,
California
|
$254M
|
-$87.5M
|
-26%
|
3.1%
|
36.3%
|
6
|
33.33%
|
|
|
4105
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$254M
|
+$53.8M
|
+27%
|
7.09%
|
72.5%
|
521
|
14.97%
|
|
|
4106
|
Borer Denton & Associates
Blue Bell,
Pennsylvania
|
$254M
|
+$13.1M
|
+5%
|
6.71%
|
44.2%
|
63
|
1.59%
|
|
|
4107
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$254M
|
+$13.9M
|
+6%
|
6.24%
|
57.5%
|
161
|
8.07%
|
|
|
4108
|
Susquehanna Foundation
Bala Cynwyd,
Pennsylvania
|
$254M
|
+$33.3M
|
+15%
|
15.1%
|
36.7%
|
4
|
0%
|
|
|
4109
|
Beck Capital Management
Austin,
Texas
|
$254M
|
+$18.6M
|
+8%
|
12.3%
|
205%
|
132
|
39.39%
|
|
|
4110
|
Horizon Wealth Management
La Grange,
Illinois
|
$254M
|
+$120M
|
+90%
|
11.1%
|
82.8%
|
86
|
13.95%
|
|
|
4111
|
|
$253M
|
+$13.2M
|
+6%
|
5.61%
|
5.54%
|
10
|
10%
|
|
|
4112
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$253M
|
–
|
–
|
4.34%
|
55.1%
|
1,569
|
–
|
|
|
4113
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$253M
|
+$18.2M
|
+8%
|
5.26%
|
42.7%
|
25
|
8%
|
|
|
4114
|
Vesey Street Capital Partners
New York
|
$253M
|
+$105M
|
+71%
|
71%
|
43.8%
|
1
|
0%
|
|
|
4115
|
Roanoke Asset Management
Jersey City,
New Jersey
|
$253M
|
+$18.3M
|
+8%
|
8.91%
|
50.3%
|
107
|
1.87%
|
|
|
4116
|
Wade Financial Advisory
Campbell,
California
|
$252M
|
+$14.3M
|
+6%
|
5.09%
|
15.9%
|
78
|
8.97%
|
|
|
4117
|
Stephens Consulting
Flint,
Michigan
|
$252M
|
+$86.4M
|
+52%
|
4.73%
|
50.1%
|
537
|
9.68%
|
|
|
4118
|
Dash Acquisitions
Woodland Hills,
California
|
$252M
|
+$36.4M
|
+17%
|
10.8%
|
61.3%
|
51
|
29.41%
|
|
|
4119
|
|
$252M
|
+$17.5M
|
+7%
|
7.76%
|
96%
|
275
|
5.82%
|
|
|
4120
|
Quattro Financial Advisors
The Woodlands,
Texas
|
$252M
|
+$7.95M
|
+3%
|
4.43%
|
61.8%
|
102
|
36.27%
|
|
|
4121
|
Columbus Macro
New Castle,
Pennsylvania
|
$252M
|
-$17.4M
|
-6%
|
1.72%
|
46.8%
|
186
|
27.42%
|
|
|
4122
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$252M
|
+$2.11M
|
+0.8%
|
3.8%
|
53.8%
|
100
|
41%
|
|
|
4123
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$251M
|
+$5.51M
|
+2%
|
7.4%
|
82.4%
|
428
|
3.04%
|
|
|
4124
|
|
$251M
|
-$3.22M
|
-1%
|
6.86%
|
144%
|
155
|
8.39%
|
|
|
4125
|
Wakefield Asset Management
Englewood,
Colorado
|
$251M
|
+$10.4M
|
+4%
|
5.87%
|
111%
|
194
|
43.3%
|
|