|
4101
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$280M
|
+$23M
|
+9%
|
10.9%
|
79.9%
|
144
|
4.86%
|
|
|
4102
|
Portland Investment Counsel
Burlington,
Ontario, Canada
|
$279M
|
+$61.8M
|
+28%
|
15.2%
|
104%
|
42
|
16.67%
|
|
|
4103
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$279M
|
+$3.36M
|
+1%
|
8.59%
|
49.2%
|
91
|
13.19%
|
|
|
4104
|
|
$279M
|
+$57.7M
|
+26%
|
11.9%
|
90.4%
|
116
|
35.34%
|
|
|
4105
|
KFA Private Wealth Group
Tysons,
Virginia
|
$279M
|
+$38.4M
|
+16%
|
8.52%
|
57.5%
|
88
|
14.77%
|
|
|
4106
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$279M
|
+$32.9M
|
+13%
|
11.4%
|
42.7%
|
28
|
10.71%
|
|
|
4107
|
Builder Investment Group
Atlanta,
Georgia
|
$278M
|
+$23.7M
|
+9%
|
9.24%
|
153%
|
106
|
12.26%
|
|
|
4108
|
Pilgrim Global Advisors
Reno,
Nevada
|
$278M
|
–
|
–
|
11.4%
|
–
|
6
|
–
|
|
|
4109
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$278M
|
+$31.9M
|
+13%
|
8.58%
|
11.8%
|
93
|
6.45%
|
|
|
4110
|
Foresight Group
London,
United Kingdom
|
$278M
|
–
|
–
|
13%
|
–
|
38
|
–
|
|
|
4111
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$277M
|
+$21.4M
|
+8%
|
8.01%
|
42.6%
|
47
|
12.77%
|
|
|
4112
|
Snow Phipps Group
New York
|
$277M
|
+$68.7M
|
+33%
|
39.3%
|
89.2%
|
2
|
0%
|
|
|
4113
|
Solidarity Wealth
Lehi,
Utah
|
$277M
|
+$1.19M
|
+0.4%
|
10.8%
|
73.4%
|
97
|
23.71%
|
|
|
4114
|
Brown University
Providence,
Rhode Island
|
$277M
|
+$27M
|
+11%
|
10.9%
|
7.69%
|
8
|
12.5%
|
|
|
4115
|
My Legacy Advisors
Bend,
Oregon
|
$277M
|
+$31M
|
+13%
|
9.49%
|
49.1%
|
215
|
12.56%
|
|
|
4116
|
Lantz Financial
Naperville,
Illinois
|
$277M
|
+$25.6M
|
+10%
|
9.32%
|
67.1%
|
204
|
11.76%
|
|
|
4117
|
Hartree Partners
New York
|
$277M
|
+$26M
|
+10%
|
2.62%
|
163%
|
83
|
60.24%
|
|
|
4118
|
BlackBarn Capital Partners
New York
|
$277M
|
–
|
–
|
9.59%
|
–
|
22
|
–
|
|
|
4119
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$276M
|
+$26.7M
|
+11%
|
10.9%
|
98.5%
|
158
|
10.76%
|
|
|
4120
|
Northcape Wealth Management
Williamsville,
New York
|
$276M
|
+$14.9M
|
+6%
|
9.47%
|
59.5%
|
149
|
12.75%
|
|
|
4121
|
Laurus Investment Counsel
Toronto,
Canada
|
$276M
|
+$37.9M
|
+16%
|
18.1%
|
14.1%
|
40
|
12.5%
|
|
|
4122
|
Hudson Capital Management
Ramsey,
New Jersey
|
$276M
|
+$24.9M
|
+10%
|
9.04%
|
61.6%
|
73
|
20.55%
|
|
|
4123
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$276M
|
+$19.3M
|
+8%
|
9.93%
|
47.5%
|
173
|
8.67%
|
|
|
4124
|
Truxt Investmentos
Rio De Janeiro,
Brazil
|
$276M
|
-$114M
|
-29%
|
17.8%
|
–
|
26
|
69.23%
|
|
|
4125
|
HighVista Strategies
Boston,
Massachusetts
|
$276M
|
+$59.5M
|
+28%
|
16.9%
|
518%
|
157
|
35.67%
|
|