|
4151
|
Capital Performance Advisors
Walnut Creek,
California
|
$313M
|
-$16.2M
|
-5%
|
1.52%
|
61.5%
|
2,902
|
94.07%
|
|
|
4152
|
Quantum Private Wealth
Tampa,
Florida
|
$313M
|
+$17.3M
|
+6%
|
13.3%
|
219%
|
196
|
12.76%
|
|
|
4153
|
Rinkey Investments
San Diego,
California
|
$313M
|
+$3.54M
|
+1%
|
1.61%
|
38.4%
|
98
|
25.51%
|
|
|
4154
|
Wambolt & Associates
Littleton,
Colorado
|
$313M
|
-$53.4M
|
-15%
|
1.3%
|
62.2%
|
202
|
13.37%
|
|
|
4155
|
Hara Capital
Bellevue,
Washington
|
$313M
|
+$152M
|
+94%
|
2.41%
|
–
|
318
|
7.23%
|
|
|
4156
|
Buska Wealth Management
Wausau,
Wisconsin
|
$312M
|
+$25.7M
|
+9%
|
1.06%
|
–
|
61
|
9.84%
|
|
|
4157
|
WIT Partners Advisory
Singapore
|
$312M
|
-$101M
|
-24%
|
24.4%
|
–
|
1
|
0%
|
|
|
4158
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$312M
|
+$11.8M
|
+4%
|
3.51%
|
17.9%
|
165
|
16.97%
|
|
|
4159
|
Prosperity Planning
Kansas City,
Missouri
|
$312M
|
-$3.54M
|
-1%
|
2.12%
|
40.5%
|
105
|
2.86%
|
|
|
4160
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$312M
|
+$12.1M
|
+4%
|
0.9%
|
70.6%
|
111
|
19.82%
|
|
|
4161
|
Abound Wealth Management
Franklin,
Tennessee
|
$312M
|
+$10.6M
|
+4%
|
0.2%
|
58.6%
|
1,362
|
14.76%
|
|
|
4162
|
Shilanski & Associates
Anchorage,
Alaska
|
$312M
|
+$3.92M
|
+1%
|
0.91%
|
84.2%
|
115
|
23.48%
|
|
|
4163
|
Mirabaud & Cie
Geneva,
Switzerland
|
$312M
|
-$33.7M
|
-10%
|
4.82%
|
–
|
65
|
20%
|
|
|
4164
|
Bruce & Co
Chicago,
Illinois
|
$311M
|
-$32.2M
|
-9%
|
3.16%
|
65.7%
|
42
|
4.76%
|
|
|
4165
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$311M
|
+$17.8M
|
+6%
|
2.81%
|
56.3%
|
40
|
32.5%
|
|
|
4166
|
LPWM LLC
Minneapolis,
Minnesota
|
$311M
|
+$5.89M
|
+2%
|
0.42%
|
54.3%
|
81
|
8.64%
|
|
|
4167
|
Chase Investment Counsel
Charlottesville,
Virginia
|
$311M
|
+$11M
|
+4%
|
6.03%
|
262%
|
151
|
29.8%
|
|
|
4168
|
Cloverfields Capital Group
Minneapolis,
Minnesota
|
$311M
|
+$1.6M
|
+0.5%
|
2.98%
|
91.5%
|
99
|
12.12%
|
|
|
4169
|
Dodds Wealth
Greenwood Village,
Colorado
|
$311M
|
+$11M
|
+4%
|
1.7%
|
–
|
61
|
4.92%
|
|
|
4170
|
WR Wealth Planners
Columbia,
Missouri
|
$311M
|
-$48.5M
|
-13%
|
0.6%
|
22.1%
|
1,209
|
14.06%
|
|
|
4171
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$311M
|
-$16.3M
|
-5%
|
5.28%
|
57.9%
|
118
|
9.32%
|
|
|
4172
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$311M
|
+$991K
|
+0.3%
|
2.18%
|
69.6%
|
203
|
15.76%
|
|
|
4173
|
Hamel Associates
Chatham,
New Jersey
|
$311M
|
-$16.6M
|
-5%
|
1.72%
|
50.6%
|
77
|
7.79%
|
|
|
4174
|
Pacifica Capital Investments
Leander,
Texas
|
$311M
|
+$19.1M
|
+7%
|
9.5%
|
83.4%
|
17
|
23.53%
|
|
|
4175
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$311M
|
+$16.5M
|
+6%
|
0.5%
|
58.7%
|
88
|
13.64%
|
|