|
4151
|
Capital Planning
Bellevue,
Washington
|
$245M
|
+$9.68M
|
+4%
|
0.7%
|
68.9%
|
70
|
4.29%
|
|
|
4152
|
Somerset Trust
Somerset,
Pennsylvania
|
$245M
|
-$101K
|
-0%
|
0.3%
|
69.7%
|
138
|
7.25%
|
|
|
4153
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$245M
|
+$6.87M
|
+3%
|
1.38%
|
282%
|
341
|
35.48%
|
|
|
4154
|
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
|
$245M
|
-$2.41M
|
-1%
|
0.66%
|
75.1%
|
116
|
7.76%
|
|
|
4155
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$245M
|
+$21.8M
|
+10%
|
0.19%
|
115%
|
123
|
7.32%
|
|
|
4156
|
Lumature Wealth Partners
Alpharetta,
Georgia
|
$245M
|
+$2.9M
|
+1%
|
1.45%
|
–
|
420
|
12.38%
|
|
|
4157
|
United Capital Management of KS
Salina,
Kansas
|
$244M
|
-$670K
|
-0.3%
|
1.03%
|
272%
|
99
|
12.12%
|
|
|
4158
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$244M
|
+$1.94M
|
+0.8%
|
0.52%
|
51.3%
|
93
|
15.05%
|
|
|
4159
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$244M
|
+$26M
|
+12%
|
0.2%
|
20%
|
141
|
14.18%
|
|
|
4160
|
Thomas Story & Son
Culver,
Indiana
|
$244M
|
-$24M
|
-9%
|
0.04%
|
91.8%
|
65
|
0%
|
|
|
4161
|
Concord Wealth Partners
Abingdon,
Virginia
|
$244M
|
-$105M
|
-30%
|
1.84%
|
66%
|
1,083
|
19.11%
|
|
|
4162
|
Searle & Co
Greenwich,
Connecticut
|
$244M
|
-$354K
|
-0.1%
|
0.26%
|
93.8%
|
153
|
7.19%
|
|
|
4163
|
AMJ Financial Wealth Management
Leesburg,
Virginia
|
$244M
|
+$14.2M
|
+6%
|
2.41%
|
167%
|
107
|
32.71%
|
|
|
4164
|
Stone House Capital Management
Bay Harbor Islands,
Florida
|
$244M
|
+$7.3M
|
+3%
|
5.7%
|
151%
|
3
|
66.67%
|
|
|
4165
|
Vivid Financial Management
Orcutt,
California
|
$244M
|
+$472K
|
+0.2%
|
0.43%
|
–
|
163
|
23.93%
|
|
|
4166
|
WP Advisors
San Francisco,
California
|
$244M
|
+$4M
|
+2%
|
1.16%
|
95.5%
|
107
|
6.54%
|
|
|
4167
|
Wisconsin Capital Management
Madison,
Wisconsin
|
$244M
|
-$11.6M
|
-5%
|
0.84%
|
153%
|
60
|
10%
|
|
|
4168
|
|
$244M
|
+$15.9M
|
+7%
|
1.41%
|
107%
|
143
|
16.78%
|
|
|
4169
|
Voss Capital
Houston,
Texas
|
$244M
|
+$3.21M
|
+1%
|
2.49%
|
78.4%
|
48
|
47.92%
|
|
|
4170
|
Independent Family Office
Albany,
New York
|
$243M
|
-$12.9M
|
-5%
|
2.13%
|
68.4%
|
60
|
18.33%
|
|
|
4171
|
New Harbor Financial Group
Worcester,
Massachusetts
|
$243M
|
-$53.4M
|
-18%
|
7.2%
|
80.6%
|
27
|
25.93%
|
|
|
4172
|
BHK Investment Advisors
Birmingham,
Alabama
|
$243M
|
-$2.06M
|
-0.8%
|
1.17%
|
54.6%
|
66
|
3.03%
|
|
|
4173
|
Fairhaven Wealth Management
Oak Brook,
Illinois
|
$243M
|
-$8.21M
|
-3%
|
1.37%
|
–
|
122
|
4.92%
|
|
|
4174
|
Malaga Cove Capital
Pv Estates,
California
|
$243M
|
+$8.09M
|
+3%
|
0.03%
|
88.1%
|
187
|
28.88%
|
|
|
4175
|
Piershale Financial Group
Barrington,
Illinois
|
$243M
|
-$11.3M
|
-4%
|
0.7%
|
82%
|
38
|
47.37%
|
|