|
4201
|
JRM Investment Counsel
Omaha,
Nebraska
|
$249M
|
+$10.5M
|
+4%
|
4.3%
|
61.2%
|
19
|
10.53%
|
|
|
4202
|
Retirement Capital Strategies
San Jose,
California
|
$249M
|
-$22.9M
|
-8%
|
5.41%
|
50.2%
|
83
|
36.14%
|
|
|
4203
|
StackLine Partners
New York
|
$249M
|
-$29.8M
|
-11%
|
11.3%
|
12.7%
|
11
|
9.09%
|
|
|
4204
|
Lumature Wealth Partners
Alpharetta,
Georgia
|
$249M
|
-$8.22M
|
-3%
|
6.57%
|
–
|
439
|
13.9%
|
|
|
4205
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$249M
|
+$2.64M
|
+1%
|
3.03%
|
49.2%
|
84
|
8.33%
|
|
|
4206
|
TCG Crossover Management
Palo Alto,
California
|
$249M
|
+$35.5M
|
+17%
|
4.16%
|
3,169%
|
20
|
25%
|
|
|
4207
|
Key Square Capital Management
Stamford,
Connecticut
|
$249M
|
+$3.48M
|
+1%
|
6.5%
|
50.2%
|
54
|
83.33%
|
|
|
4208
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$249M
|
-$3.8M
|
-2%
|
3.86%
|
26.6%
|
97
|
9.28%
|
|
|
4209
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$248M
|
-$15M
|
-6%
|
0.59%
|
114%
|
322
|
10.56%
|
|
|
4210
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$248M
|
-$63.8M
|
-20%
|
12.7%
|
60.6%
|
109
|
11.93%
|
|
|
4211
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$248M
|
-$20.4M
|
-8%
|
0.57%
|
–
|
208
|
14.9%
|
|
|
4212
|
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
|
$248M
|
-$6.22M
|
-2%
|
4.47%
|
75.1%
|
120
|
14.17%
|
|
|
4213
|
Front Row Advisors
Tiburon,
California
|
$248M
|
-$20M
|
-7%
|
5.47%
|
122%
|
979
|
4.49%
|
|
|
4214
|
First Washington Corp
Seattle,
Washington
|
$248M
|
-$10.6M
|
-4%
|
6.81%
|
104%
|
83
|
31.33%
|
|
|
4215
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
$248M
|
+$2.72M
|
+1%
|
6.81%
|
52.8%
|
101
|
19.8%
|
|
|
4216
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$247M
|
-$1.12M
|
-0.4%
|
4.96%
|
47.9%
|
208
|
29.33%
|
|
|
4217
|
DeDora Capital
Napa,
California
|
$247M
|
+$71.6M
|
+41%
|
5.6%
|
81.7%
|
418
|
88.28%
|
|
|
4218
|
Otter Creek Advisors
Palm Beach Gardens,
Florida
|
$247M
|
+$92.8M
|
+60%
|
13.1%
|
173%
|
69
|
53.62%
|
|
|
4219
|
Cedar Wealth Management
Walnut Creek,
California
|
$247M
|
-$318K
|
-0.1%
|
3.47%
|
53.2%
|
390
|
9.23%
|
|
|
4220
|
Taylor Wealth Management Partners
Boston,
Massachusetts
|
$247M
|
-$36.7M
|
-13%
|
5.37%
|
62%
|
69
|
13.04%
|
|
|
4221
|
Blankinship & Foster
Solana Beach,
California
|
$247M
|
-$16.8M
|
-6%
|
4.98%
|
49.6%
|
56
|
10.71%
|
|
|
4222
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$247M
|
-$20.6M
|
-8%
|
5.36%
|
120%
|
136
|
16.91%
|
|
|
4223
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$247M
|
-$14M
|
-5%
|
5.34%
|
42.7%
|
27
|
11.11%
|
|
|
4224
|
Prudent Man Advisors
Naperville,
Illinois
|
$247M
|
-$16.1M
|
-6%
|
3.71%
|
56.9%
|
201
|
15.42%
|
|
|
4225
|
Aljian Capital Management
Carson City,
Nevada
|
$247M
|
-$17.3M
|
-7%
|
4.91%
|
144%
|
63
|
14.29%
|
|