|
4226
|
BankPlus Trust Department
Jackson,
Mississippi
|
$374M
|
+$35.7M
|
+11%
|
6.95%
|
–
|
470
|
10.21%
|
|
|
4227
|
Running Point Capital Advisors
El Segundo,
California
|
$373M
|
+$10.9M
|
+3%
|
4.99%
|
52.1%
|
199
|
11.06%
|
|
|
4228
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$373M
|
+$33.2M
|
+10%
|
11.9%
|
125%
|
279
|
9.32%
|
|
|
4229
|
PYA Waltman Capital
Knoxville,
Tennessee
|
$373M
|
+$25.8M
|
+7%
|
5.86%
|
62.4%
|
81
|
7.41%
|
|
|
4230
|
MSH Capital Advisors
Scottsdale,
Arizona
|
$373M
|
+$26M
|
+7%
|
6.28%
|
66.5%
|
255
|
9.8%
|
|
|
4231
|
Gradient Capital Advisors
San Diego,
California
|
$373M
|
+$34.6M
|
+10%
|
8.41%
|
71%
|
171
|
7.6%
|
|
|
4232
|
First Washington Corp
Seattle,
Washington
|
$373M
|
+$62.8M
|
+20%
|
9.97%
|
142%
|
57
|
8.77%
|
|
|
4233
|
Triumph Capital Management
Denver,
Colorado
|
$373M
|
+$39.7M
|
+12%
|
5.84%
|
48.6%
|
342
|
23.1%
|
|
|
4234
|
Princeton Capital Management
Red Bank,
New Jersey
|
$373M
|
+$35.9M
|
+11%
|
12.6%
|
180%
|
142
|
12.68%
|
|
|
4235
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$373M
|
+$33.4M
|
+10%
|
8.85%
|
121%
|
273
|
17.22%
|
|
|
4236
|
Promethos Capital
Boston,
Massachusetts
|
$373M
|
+$76.3M
|
+26%
|
3.35%
|
–
|
49
|
28.57%
|
|
|
4237
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$372M
|
+$68.4M
|
+22%
|
6.45%
|
56.3%
|
193
|
21.76%
|
|
|
4238
|
Access Investment Management
Atlanta,
Georgia
|
$372M
|
+$20.9M
|
+6%
|
7.66%
|
–
|
185
|
15.14%
|
|
|
4239
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$372M
|
+$71.2M
|
+24%
|
7.31%
|
–
|
247
|
24.7%
|
|
|
4240
|
Fortitude Family Office
Scottsdale,
Arizona
|
$372M
|
+$67.2M
|
+22%
|
7.31%
|
–
|
2,170
|
15.62%
|
|
|
4241
|
Highline Wealth Partners
Sherman Oaks,
California
|
$372M
|
+$33.8M
|
+10%
|
8.15%
|
82.9%
|
1,140
|
27.11%
|
|
|
4242
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$372M
|
+$25.2M
|
+7%
|
7.5%
|
67.3%
|
64
|
12.5%
|
|
|
4243
|
Pennant Investors
Summit,
New Jersey
|
$372M
|
+$37.4M
|
+11%
|
42%
|
372%
|
16
|
6.25%
|
|
|
4244
|
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
|
$372M
|
+$44.1M
|
+13%
|
31.9%
|
107%
|
21
|
19.05%
|
|
|
4245
|
Fischer Financial Services
Harrisburg,
Pennsylvania
|
$371M
|
+$31.4M
|
+9%
|
9.42%
|
–
|
66
|
10.61%
|
|
|
4246
|
Integral Investment Advisors
Turlock,
California
|
$371M
|
+$20.7M
|
+6%
|
7.05%
|
60%
|
167
|
8.98%
|
|
|
4247
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$371M
|
+$36.8M
|
+11%
|
7.32%
|
84.3%
|
696
|
72.99%
|
|
|
4248
|
Straight Path Wealth Management
Jenison,
Michigan
|
$371M
|
+$76.3M
|
+26%
|
11.9%
|
70.6%
|
146
|
23.29%
|
|
|
4249
|
Prosperity Planning
Kansas City,
Missouri
|
$371M
|
+$24M
|
+7%
|
5.27%
|
40.5%
|
110
|
3.64%
|
|
|
4250
|
SimplyRich
Carlsbad,
California
|
$371M
|
+$11.7M
|
+3%
|
9.8%
|
98.3%
|
223
|
14.35%
|
|