|
4126
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$212M
|
-$6M
|
-3%
|
4.25%
|
58.2%
|
133
|
3.76%
|
|
|
4127
|
Keystone Wealth Services
Palm Desert,
California
|
$212M
|
-$11.8M
|
-5%
|
3.44%
|
80.1%
|
178
|
12.92%
|
|
|
4128
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$212M
|
+$13.4M
|
+7%
|
6.33%
|
28.6%
|
60
|
16.67%
|
|
|
4129
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$212M
|
-$8.54M
|
-4%
|
5.53%
|
65.5%
|
55
|
5.45%
|
|
|
4130
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$212M
|
-$10.3M
|
-5%
|
4.71%
|
98.5%
|
139
|
5.04%
|
|
|
4131
|
Denali Advisors
San Diego,
California
|
$211M
|
-$17.9M
|
-8%
|
6.19%
|
106%
|
429
|
28.67%
|
|
|
4132
|
Knuff & Co
Foster City,
California
|
$211M
|
-$11.1M
|
-5%
|
1.29%
|
85.8%
|
143
|
13.99%
|
|
|
4133
|
Prudent Man Advisors
Naperville,
Illinois
|
$211M
|
-$3.13M
|
-1%
|
5.03%
|
82.8%
|
180
|
18.33%
|
|
|
4134
|
TrueWealth Advisors
Birmingham,
Alabama
|
$211M
|
-$3.96M
|
-2%
|
4.47%
|
58.5%
|
179
|
14.53%
|
|
|
4135
|
Susquehanna Capital Management
Bala Cynwyd,
Pennsylvania
|
$211M
|
+$65.4M
|
+45%
|
47.8%
|
40.8%
|
2
|
0%
|
|
|
4136
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$211M
|
-$10.6M
|
-5%
|
4.15%
|
103%
|
540
|
6.48%
|
|
|
4137
|
Fairfield Financial Advisors
Wellesley,
Massachusetts
|
$211M
|
-$5.42M
|
-3%
|
1.74%
|
–
|
329
|
7.9%
|
|
|
4138
|
Fiducient Advisors
Chicago,
Illinois
|
$211M
|
-$55.6M
|
-21%
|
5%
|
52.3%
|
85
|
36.47%
|
|
|
4139
|
Phase 2 Partners
San Francisco,
California
|
$211M
|
+$16.1M
|
+8%
|
3.54%
|
25.1%
|
35
|
57.14%
|
|
|
4140
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$210M
|
-$7.1M
|
-3%
|
4.3%
|
61.1%
|
223
|
3.14%
|
|
|
4141
|
New World Advisors
Hingham,
Massachusetts
|
$210M
|
+$24.8M
|
+13%
|
8.45%
|
84.1%
|
67
|
25.37%
|
|
|
4142
|
MGO Private Wealth
Irvine,
California
|
$210M
|
–
|
–
|
4.95%
|
51.5%
|
130
|
–
|
|
|
4143
|
Tenzing Global Management
San Francisco,
California
|
$210M
|
-$8.25M
|
-4%
|
14.5%
|
273%
|
17
|
41.18%
|
|
|
4144
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$210M
|
-$8.2M
|
-4%
|
5.13%
|
43.5%
|
315
|
2.86%
|
|
|
4145
|
Roanoke Asset Management
Jersey City,
New Jersey
|
$210M
|
-$12.5M
|
-6%
|
4.32%
|
50.3%
|
112
|
3.57%
|
|
|
4146
|
Wealthstar Advisors
Plano,
Texas
|
$210M
|
-$49.4M
|
-19%
|
6.94%
|
–
|
98
|
12.24%
|
|
|
4147
|
PRW Wealth Management
Quincy,
Massachusetts
|
$210M
|
+$39.6M
|
+23%
|
3.24%
|
42.3%
|
112
|
28.57%
|
|
|
4148
|
Keywise Capital Management (HK)
Hong Kong
|
$210M
|
+$93.4M
|
+80%
|
2.75%
|
684%
|
20
|
60%
|
|
|
4149
|
Anfield Capital Management
Irvine,
California
|
$210M
|
-$11.2M
|
-5%
|
5.06%
|
65.2%
|
94
|
7.45%
|
|
|
4150
|
TPB Wealth Advisors
San Antonio,
Texas
|
$210M
|
-$12.4M
|
-6%
|
7.41%
|
–
|
51
|
15.69%
|
|