|
4176
|
Channel Wealth
Santa Barbara,
California
|
$322M
|
+$14.8M
|
+5%
|
1.57%
|
59.3%
|
178
|
16.29%
|
|
|
4177
|
Strata Wealth Advisors
Dallas,
Texas
|
$322M
|
+$3.13M
|
+1%
|
2.11%
|
68.3%
|
80
|
16.25%
|
|
|
4178
|
Triad Wealth Partners
Lawrence,
Kansas
|
$322M
|
+$44.8M
|
+16%
|
1.09%
|
–
|
226
|
29.65%
|
|
|
4179
|
Buckley Wealth Management
Las Vegas,
Nevada
|
$321M
|
-$5.18M
|
-2%
|
0.51%
|
88%
|
105
|
12.38%
|
|
|
4180
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$321M
|
-$13.5M
|
-4%
|
2.59%
|
130%
|
159
|
6.92%
|
|
|
4181
|
Xcel Wealth Management
Holly Hill,
Florida
|
$321M
|
-$39.9M
|
-11%
|
8.3%
|
93.7%
|
136
|
12.5%
|
|
|
4182
|
|
$321M
|
-$11.5M
|
-3%
|
1.1%
|
94.7%
|
72
|
5.56%
|
|
|
4183
|
Brave Asset Management
Summit,
New Jersey
|
$321M
|
+$5.65M
|
+2%
|
2.72%
|
76.3%
|
174
|
9.2%
|
|
|
4184
|
Gray Foundation
Cohoes,
New York
|
$321M
|
-$30M
|
-9%
|
7.52%
|
–
|
14
|
21.43%
|
|
|
4185
|
Galibier Capital Management
Toronto,
Ontario, Canada
|
$321M
|
-$29.7M
|
-8%
|
0.93%
|
66.8%
|
40
|
15%
|
|
|
4186
|
Colony Family Offices
Charlotte,
North Carolina
|
$321M
|
+$2.27M
|
+0.7%
|
0.93%
|
49.6%
|
79
|
12.66%
|
|
|
4187
|
Shilanski & Associates
Anchorage,
Alaska
|
$321M
|
+$8.84M
|
+3%
|
1.03%
|
84.2%
|
114
|
20.18%
|
|
|
4188
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$320M
|
+$15.3M
|
+5%
|
0.24%
|
44.4%
|
60
|
8.33%
|
|
|
4189
|
Kelly Financial Group
Wethersfield,
Connecticut
|
$320M
|
+$38.8M
|
+14%
|
0.24%
|
–
|
89
|
22.47%
|
|
|
4190
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$320M
|
-$247K
|
-0.1%
|
0.95%
|
55.8%
|
126
|
8.73%
|
|
|
4191
|
Compass Rose Asset Management
New York
|
$320M
|
+$70M
|
+28%
|
5.52%
|
41%
|
25
|
44%
|
|
|
4192
|
SW Investment Management
Telluride,
Colorado
|
$320M
|
-$106M
|
-25%
|
13.6%
|
143%
|
14
|
42.86%
|
|
|
4193
|
Centurion Wealth Management
Mclean,
Virginia
|
$320M
|
-$45.5K
|
-0%
|
3.21%
|
–
|
215
|
0.47%
|
|
|
4194
|
Ruedi Wealth Management
Champaign,
Illinois
|
$320M
|
+$2.77M
|
+0.9%
|
0.42%
|
44.9%
|
339
|
3.83%
|
|
|
4195
|
Wellington Shields & Co
New York
|
$319M
|
-$6.63M
|
-2%
|
1.88%
|
109%
|
317
|
11.04%
|
|
|
4196
|
Prosperity Planning
Kansas City,
Missouri
|
$319M
|
+$7.35M
|
+2%
|
0.31%
|
40.5%
|
105
|
1.9%
|
|
|
4197
|
United Wealth Management
Charlottesville,
Virginia
|
$319M
|
+$22.6M
|
+8%
|
0.9%
|
–
|
21
|
0%
|
|
|
4198
|
Buska Wealth Management
Wausau,
Wisconsin
|
$319M
|
+$6.66M
|
+2%
|
2.11%
|
–
|
64
|
9.38%
|
|
|
4199
|
PFW Advisors
Atlanta,
Georgia
|
$319M
|
-$6.16M
|
-2%
|
0.47%
|
–
|
128
|
7.81%
|
|
|
4200
|
VELA Investment Management
New Albany,
Ohio
|
$319M
|
-$40.1M
|
-11%
|
1.65%
|
56.8%
|
180
|
23.33%
|
|