|
4201
|
Fischer Financial Services
Harrisburg,
Pennsylvania
|
$371M
|
+$31.4M
|
+9%
|
9.42%
|
–
|
66
|
10.61%
|
|
|
4202
|
Integral Investment Advisors
Turlock,
California
|
$371M
|
+$20.7M
|
+6%
|
7.05%
|
60%
|
167
|
8.98%
|
|
|
4203
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$371M
|
+$36.8M
|
+11%
|
7.32%
|
68.1%
|
696
|
72.99%
|
|
|
4204
|
Straight Path Wealth Management
Jenison,
Michigan
|
$371M
|
+$76.3M
|
+26%
|
11.9%
|
70.6%
|
146
|
23.29%
|
|
|
4205
|
Prosperity Planning
Kansas City,
Missouri
|
$371M
|
+$24M
|
+7%
|
5.27%
|
40.5%
|
110
|
3.64%
|
|
|
4206
|
SimplyRich
Carlsbad,
California
|
$371M
|
+$11.7M
|
+3%
|
9.8%
|
71.7%
|
223
|
14.35%
|
|
|
4207
|
Untitled Investments
New York
|
$370M
|
+$4.53M
|
+1%
|
4.32%
|
62.6%
|
20
|
40%
|
|
|
4208
|
Mithaq Capital SPC
Al Malqa, Riyadh,
Saudi Arabia
|
$370M
|
-$23.3M
|
-6%
|
1.16%
|
51.1%
|
4
|
0%
|
|
|
4209
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
$370M
|
+$161M
|
+77%
|
3.85%
|
–
|
1,550
|
66.65%
|
|
|
4210
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$370M
|
+$25.3M
|
+7%
|
5.97%
|
47.9%
|
1,327
|
6.86%
|
|
|
4211
|
Prism Advisors
Studio City,
California
|
$370M
|
+$18.9M
|
+5%
|
5.95%
|
49.9%
|
76
|
7.89%
|
|
|
4212
|
Capital Management Associates Inc
Minneapolis,
Minnesota
|
$370M
|
+$54.2M
|
+17%
|
8.29%
|
–
|
144
|
22.22%
|
|
|
4213
|
TrueWealth Advisors
Birmingham,
Alabama
|
$370M
|
+$31.8M
|
+9%
|
6.14%
|
58.5%
|
233
|
11.59%
|
|
|
4214
|
O'Keefe Stevens Advisory
Rochester,
New York
|
$369M
|
+$13.6M
|
+4%
|
15.3%
|
216%
|
69
|
4.35%
|
|
|
4215
|
Fruth Investment Management
Houston,
Texas
|
$369M
|
+$1.34M
|
+0.4%
|
5.05%
|
71%
|
220
|
4.55%
|
|
|
4216
|
Ranmore Fund Management
Cobham,
United Kingdom
|
$369M
|
+$118M
|
+47%
|
6.68%
|
–
|
18
|
44.44%
|
|
|
4217
|
LongView Wealth Management
Atlanta,
Georgia
|
$369M
|
+$38.8M
|
+12%
|
6.68%
|
–
|
227
|
6.17%
|
|
|
4218
|
Sicart Associates
New York
|
$369M
|
+$83.3M
|
+29%
|
13.1%
|
89.1%
|
75
|
6.67%
|
|
|
4219
|
FFG Partners
Fort Lauderdale,
Florida
|
$369M
|
+$68.1M
|
+23%
|
17.1%
|
–
|
41
|
31.71%
|
|
|
4220
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$369M
|
-$156M
|
-30%
|
9.52%
|
88.6%
|
263
|
9.13%
|
|
|
4221
|
Freedom Day Solutions
Houston,
Texas
|
$368M
|
+$31.8M
|
+9%
|
7.15%
|
84.6%
|
97
|
10.31%
|
|
|
4222
|
Pacifica Capital Investments
Leander,
Texas
|
$368M
|
+$28M
|
+8%
|
11.7%
|
83.4%
|
16
|
12.5%
|
|
|
4223
|
Muhlenkamp & Co
Wexford,
Pennsylvania
|
$368M
|
+$47.4M
|
+15%
|
11.4%
|
121%
|
33
|
27.27%
|
|
|
4224
|
Investment Advisory Group
Hanover,
Massachusetts
|
$368M
|
+$37.5M
|
+11%
|
7.09%
|
50.3%
|
192
|
9.9%
|
|
|
4225
|
Modus Advisors
Excelsior,
Minnesota
|
$368M
|
+$31M
|
+9%
|
9.25%
|
69.8%
|
118
|
7.63%
|
|