|
4126
|
Annapolis Financial Services
Annapolis,
Maryland
|
$309M
|
+$4.98M
|
+2%
|
0.44%
|
15%
|
372
|
6.45%
|
|
|
4127
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$309M
|
+$15M
|
+5%
|
5.5%
|
70.6%
|
51
|
11.76%
|
|
|
4128
|
Sanchez Wealth Management Group
Jacksonville,
Florida
|
$309M
|
+$13.3M
|
+5%
|
1.25%
|
56.9%
|
40
|
7.5%
|
|
|
4129
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$308M
|
+$18.1M
|
+6%
|
0.51%
|
–
|
401
|
42.64%
|
|
|
4130
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$308M
|
+$4.81M
|
+2%
|
0.88%
|
65.5%
|
59
|
15.25%
|
|
|
4131
|
Knuff & Co
Foster City,
California
|
$308M
|
+$10.6M
|
+4%
|
5.47%
|
85.8%
|
133
|
7.52%
|
|
|
4132
|
Cedar Wealth Management
Walnut Creek,
California
|
$308M
|
+$4.03M
|
+1%
|
1.71%
|
68.1%
|
356
|
18.54%
|
|
|
4133
|
Capasso Planning Partners
Charleston,
South Carolina
|
$308M
|
+$66.5M
|
+28%
|
2.18%
|
51.6%
|
153
|
35.95%
|
|
|
4134
|
Compton Financial Group
Towson,
Maryland
|
$308M
|
+$10.6M
|
+4%
|
1.24%
|
37.7%
|
34
|
8.82%
|
|
|
4135
|
Sentinus LLC
Oak Brook,
Illinois
|
$308M
|
+$23.8M
|
+8%
|
2.48%
|
–
|
195
|
18.97%
|
|
|
4136
|
Access Investment Management
Atlanta,
Georgia
|
$308M
|
+$4.97M
|
+2%
|
4.81%
|
–
|
104
|
6.73%
|
|
|
4137
|
Physicians Financial Services
Raleigh,
North Carolina
|
$307M
|
+$23.5M
|
+8%
|
7.21%
|
100%
|
110
|
8.18%
|
|
|
4138
|
Security Benefit Life Insurance Company
Topeka,
Kansas
|
$307M
|
-$18.5M
|
-6%
|
4.17%
|
60.6%
|
36
|
22.22%
|
|
|
4139
|
Wellington Shields & Co
New York
|
$307M
|
+$8.68M
|
+3%
|
3.37%
|
109%
|
322
|
11.18%
|
|
|
4140
|
TFB Advisors
Overland Park,
Kansas
|
$307M
|
+$31.4M
|
+11%
|
3.23%
|
80.4%
|
299
|
15.38%
|
|
|
4141
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$307M
|
+$12.5M
|
+4%
|
1.94%
|
72.2%
|
624
|
12.18%
|
|
|
4142
|
Savvy Advisors Inc
New York
|
$307M
|
+$133M
|
+77%
|
2.94%
|
–
|
312
|
32.37%
|
|
|
4143
|
Princeton Capital Management
Red Bank,
New Jersey
|
$307M
|
+$29.8M
|
+11%
|
13.5%
|
180%
|
122
|
23.77%
|
|
|
4144
|
Tikvah Management
Charlotte,
North Carolina
|
$307M
|
-$12.5M
|
-4%
|
1.92%
|
169%
|
25
|
8%
|
|
|
4145
|
Essex Woodlands Management
The Woodlands,
Texas
|
$307M
|
-$38.1M
|
-11%
|
7.56%
|
55%
|
7
|
0%
|
|
|
4146
|
Prentice Wealth Management
Rochester,
New York
|
$306M
|
+$18.5M
|
+6%
|
1.37%
|
44.2%
|
107
|
1.87%
|
|
|
4147
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$306M
|
-$2.14M
|
-0.7%
|
0.27%
|
31.1%
|
45
|
4.44%
|
|
|
4148
|
Copperwynd Financial
Scottsdale,
Arizona
|
$306M
|
+$28.3M
|
+10%
|
3.29%
|
90%
|
155
|
15.48%
|
|
|
4149
|
Carrera Capital Advisors
Troy,
Michigan
|
$306M
|
–
|
–
|
0.55%
|
–
|
85
|
–
|
|
|
4150
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$306M
|
+$181K
|
+0.1%
|
3.47%
|
63.8%
|
579
|
12.61%
|
|