|
4201
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$310M
|
+$20.9M
|
+7%
|
3.55%
|
69.6%
|
209
|
22.49%
|
|
|
4202
|
Stone Summit Wealth
Miami,
Florida
|
$310M
|
+$31M
|
+11%
|
5.3%
|
59.6%
|
141
|
2.84%
|
|
|
4203
|
Tyro Capital Management
Miami,
Florida
|
$310M
|
+$89.4M
|
+41%
|
30.9%
|
–
|
23
|
60.87%
|
|
|
4204
|
Oak Hill Capital Management
New York
|
$310M
|
-$1.68M
|
-0.5%
|
0.54%
|
1.19%
|
1
|
0%
|
|
|
4205
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$310M
|
+$5.64M
|
+2%
|
7.76%
|
90.4%
|
117
|
41.03%
|
|
|
4206
|
Drake & Associates
Waukesha,
Wisconsin
|
$310M
|
+$30.4M
|
+11%
|
5.43%
|
42.3%
|
92
|
19.57%
|
|
|
4207
|
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
|
$310M
|
+$12.7M
|
+4%
|
7.13%
|
–
|
708
|
9.04%
|
|
|
4208
|
Cloverfields Capital Group
Minneapolis,
Minnesota
|
$309M
|
+$13.1M
|
+4%
|
8.61%
|
91.5%
|
99
|
12.12%
|
|
|
4209
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$309M
|
+$21.2M
|
+7%
|
5.64%
|
48.1%
|
87
|
18.39%
|
|
|
4210
|
Operose Advisors
Milwaukee,
Wisconsin
|
$309M
|
+$26.8M
|
+9%
|
7.33%
|
53.3%
|
633
|
12.32%
|
|
|
4211
|
Roberts Wealth Advisors
Palo Alto,
California
|
$309M
|
+$16.1M
|
+6%
|
5.78%
|
73.2%
|
97
|
9.28%
|
|
|
4212
|
Regimen Wealth
Atlanta,
Georgia
|
$309M
|
+$18.7M
|
+6%
|
5.32%
|
28.5%
|
67
|
10.45%
|
|
|
4213
|
Rinkey Investments
San Diego,
California
|
$309M
|
+$30.7M
|
+11%
|
5.13%
|
38.4%
|
90
|
30%
|
|
|
4214
|
Neo Ivy Capital Management
New York
|
$309M
|
-$201M
|
-39%
|
6.7%
|
–
|
422
|
85.55%
|
|
|
4215
|
CM Wealth Advisors
Beachwood,
Ohio
|
$309M
|
+$98.4M
|
+47%
|
6.29%
|
55.8%
|
85
|
12.94%
|
|
|
4216
|
Chapin Davis
Baltimore,
Maryland
|
$309M
|
+$16.1M
|
+6%
|
7.64%
|
323%
|
246
|
12.6%
|
|
|
4217
|
West Wealth Group
Irvine,
California
|
$309M
|
+$25.8M
|
+9%
|
5.57%
|
56.6%
|
92
|
20.65%
|
|
|
4218
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
$309M
|
+$61.4M
|
+25%
|
6.59%
|
–
|
268
|
16.79%
|
|
|
4219
|
BCGM Wealth Management
Lafayette,
Indiana
|
$308M
|
+$19.6M
|
+7%
|
5.01%
|
47.4%
|
157
|
6.37%
|
|
|
4220
|
Long Path Partners
Stamford,
Connecticut
|
$308M
|
+$56M
|
+22%
|
7.84%
|
9.18%
|
10
|
0%
|
|
|
4221
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$308M
|
+$23.5M
|
+8%
|
6.14%
|
88.7%
|
135
|
9.63%
|
|
|
4222
|
AllGen Financial Advisors
Orlando,
Florida
|
$308M
|
+$44.5M
|
+17%
|
6.11%
|
39.7%
|
42
|
16.67%
|
|
|
4223
|
Teramo Advisors
Naples,
Florida
|
$308M
|
+$19M
|
+7%
|
5.76%
|
62.5%
|
9
|
22.22%
|
|
|
4224
|
FTV Management Company
San Francisco,
California
|
$308M
|
+$31.5M
|
+11%
|
11.4%
|
30.5%
|
1
|
0%
|
|
|
4225
|
Paragon Advisors
College Station,
Texas
|
$308M
|
+$33.7M
|
+12%
|
3.55%
|
109%
|
77
|
6.49%
|
|