|
4151
|
WealthOne
Albany,
New York
|
$248M
|
-$24.9M
|
-9%
|
3.97%
|
23.4%
|
112
|
25.89%
|
|
|
4152
|
First Washington Corp
Seattle,
Washington
|
$247M
|
+$19.4M
|
+9%
|
7.47%
|
142%
|
62
|
19.35%
|
|
|
4153
|
J. Arnold Wealth Management
Youngstown,
Ohio
|
$247M
|
+$10.8M
|
+5%
|
6.25%
|
46.2%
|
33
|
54.55%
|
|
|
4154
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$247M
|
+$3.27M
|
+1%
|
2.47%
|
141%
|
107
|
16.82%
|
|
|
4155
|
One Fin Capital Management
San Francisco,
California
|
$247M
|
+$16.2M
|
+7%
|
0.7%
|
92%
|
28
|
39.29%
|
|
|
4156
|
Frisch Financial Group
Melville,
New York
|
$246M
|
+$37.9M
|
+18%
|
2.7%
|
66.6%
|
127
|
20.47%
|
|
|
4157
|
Stephens Consulting
Flint,
Michigan
|
$246M
|
-$6.12M
|
-2%
|
3.5%
|
50.1%
|
524
|
8.78%
|
|
|
4158
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$246M
|
-$155M
|
-39%
|
1.01%
|
62.6%
|
805
|
30.81%
|
|
|
4159
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$246M
|
+$2.43M
|
+1%
|
2.8%
|
11.8%
|
93
|
7.53%
|
|
|
4160
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$246M
|
-$24.5M
|
-9%
|
3.44%
|
44.7%
|
92
|
22.83%
|
|
|
4161
|
Wiser Wealth Management
Marietta,
Georgia
|
$246M
|
-$3.09M
|
-1%
|
2.95%
|
46.7%
|
38
|
13.16%
|
|
|
4162
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$246M
|
-$7.07M
|
-3%
|
4.25%
|
57.1%
|
26
|
3.85%
|
|
|
4163
|
My Legacy Advisors
Bend,
Oregon
|
$246M
|
-$8.52M
|
-3%
|
3.35%
|
49.1%
|
222
|
15.77%
|
|
|
4164
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$246M
|
-$14.7M
|
-6%
|
3.14%
|
67.1%
|
78
|
8.97%
|
|
|
4165
|
|
$246M
|
-$16.9M
|
-6%
|
3.02%
|
91.2%
|
97
|
8.25%
|
|
|
4166
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$245M
|
-$15.4M
|
-6%
|
4.22%
|
65.5%
|
50
|
4%
|
|
|
4167
|
Susquehanna Foundation
Bala Cynwyd,
Pennsylvania
|
$245M
|
-$8.25M
|
-3%
|
3.2%
|
36.7%
|
4
|
0%
|
|
|
4168
|
Shilanski & Associates
Anchorage,
Alaska
|
$245M
|
-$1.88M
|
-0.8%
|
1.56%
|
84.2%
|
117
|
20.51%
|
|
|
4169
|
NinePointTwo Capital
Los Angeles,
California
|
$245M
|
-$13M
|
-5%
|
2.29%
|
1.62%
|
343
|
58.31%
|
|
|
4170
|
Trustees of General Electric Pension Trust
Norwalk,
Connecticut
|
$245M
|
+$104M
|
+74%
|
0.69%
|
184%
|
2
|
50%
|
|
|
4171
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$245M
|
-$23.5M
|
-9%
|
4.3%
|
31.1%
|
47
|
12.77%
|
|
|
4172
|
Vickerman Investment Advisors
Spokane,
Washington
|
$245M
|
-$11M
|
-4%
|
2.41%
|
47.3%
|
67
|
4.48%
|
|
|
4173
|
Auxano Advisors
Bellevue,
Washington
|
$245M
|
-$5.37M
|
-2%
|
2.49%
|
85.4%
|
107
|
9.35%
|
|
|
4174
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$244M
|
-$4.73M
|
-2%
|
3.8%
|
59.7%
|
246
|
7.32%
|
|
|
4175
|
Physicians Financial Services
Raleigh,
North Carolina
|
$244M
|
-$10.3M
|
-4%
|
3.32%
|
100%
|
109
|
4.59%
|
|