|
4176
|
Steph & Co
Marinette,
Wisconsin
|
$293M
|
+$2.83M
|
+1%
|
0.78%
|
56.8%
|
285
|
10.18%
|
|
|
4177
|
Winmill & Co
Rochester,
New York
|
$293M
|
-$58.1M
|
-17%
|
3.72%
|
106%
|
69
|
23.19%
|
|
|
4178
|
Proquility Private Wealth Partners
Las Vegas,
Nevada
|
$293M
|
+$1.2M
|
+0.4%
|
0.03%
|
19.4%
|
89
|
7.87%
|
|
|
4179
|
WT Wealth Management
Scottsdale,
Arizona
|
$293M
|
+$13.1M
|
+5%
|
3.28%
|
66.6%
|
131
|
22.14%
|
|
|
4180
|
Pineridge Advisors
St. Charles,
Missouri
|
$293M
|
+$8.83M
|
+3%
|
1.54%
|
–
|
686
|
19.1%
|
|
|
4181
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$293M
|
-$2.78M
|
-0.9%
|
1.9%
|
47.5%
|
197
|
17.26%
|
|
|
4182
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$293M
|
+$8.76M
|
+3%
|
1.96%
|
52.6%
|
107
|
4.67%
|
|
|
4183
|
Roberts Wealth Advisors
Palo Alto,
California
|
$293M
|
+$25.4M
|
+10%
|
3.87%
|
73.2%
|
95
|
6.32%
|
|
|
4184
|
Seafarer Capital Partners
Larkspur,
California
|
$293M
|
-$49.1M
|
-14%
|
15%
|
76.2%
|
6
|
0%
|
|
|
4185
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
$293M
|
+$1.49M
|
+0.5%
|
4.16%
|
65.9%
|
126
|
5.56%
|
|
|
4186
|
Defender Capital
Charlotte,
North Carolina
|
$293M
|
-$1.27M
|
-0.4%
|
0.35%
|
83.5%
|
39
|
17.95%
|
|
|
4187
|
Chapin Davis
Baltimore,
Maryland
|
$293M
|
+$18.8M
|
+7%
|
7.09%
|
323%
|
250
|
16%
|
|
|
4188
|
Prosperity Planning
Kansas City,
Missouri
|
$293M
|
+$3.79M
|
+1%
|
0.21%
|
40.5%
|
103
|
28.16%
|
|
|
4189
|
Tillman Hartley LLC
Denver,
Colorado
|
$293M
|
+$2.07M
|
+0.7%
|
0.43%
|
38.3%
|
84
|
8.33%
|
|
|
4190
|
TrueMark Investments
Chicago,
Illinois
|
$293M
|
+$184M
|
+168%
|
1.53%
|
–
|
227
|
64.32%
|
|
|
4191
|
NatWest Group
Edinburgh, Scotland,
United Kingdom
|
$292M
|
+$32.7M
|
+13%
|
9.9%
|
186%
|
39
|
17.95%
|
|
|
4192
|
Sea Cliff Partners Management
San Francisco,
California
|
$292M
|
-$12.2M
|
-4%
|
7.48%
|
–
|
17
|
29.41%
|
|
|
4193
|
Argonautica Private Wealth Management
Wellesley,
Massachusetts
|
$292M
|
+$13.4M
|
+5%
|
4.94%
|
158%
|
212
|
14.15%
|
|
|
4194
|
Sequent Planning
Omaha,
Nebraska
|
$292M
|
+$15.9M
|
+6%
|
2.59%
|
–
|
150
|
14%
|
|
|
4195
|
Silverleafe Capital Partners
Germantown,
Tennessee
|
$292M
|
+$42.1M
|
+17%
|
1.32%
|
82.8%
|
84
|
30.95%
|
|
|
4196
|
Triune Financial Partners
Overland Park,
Kansas
|
$292M
|
+$3.82M
|
+1%
|
0.29%
|
50.6%
|
34
|
5.88%
|
|
|
4197
|
Aft Forsyth & Sober
Valrico,
Florida
|
$292M
|
+$7.97M
|
+3%
|
4.02%
|
77.3%
|
83
|
7.23%
|
|
|
4198
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$292M
|
-$2.49M
|
-0.8%
|
1.79%
|
48.8%
|
262
|
79.77%
|
|
|
4199
|
Oak Family Advisors
Chicago,
Illinois
|
$292M
|
+$31.6M
|
+12%
|
2.67%
|
83.5%
|
136
|
19.85%
|
|
|
4200
|
Inclusive Capital Partners
San Francisco,
California
|
$292M
|
-$38.6M
|
-12%
|
14.4%
|
14.3%
|
3
|
0%
|
|