|
4276
|
West Wealth Group
Irvine,
California
|
$252M
|
-$14M
|
-5%
|
3.84%
|
71.2%
|
72
|
27.78%
|
|
|
4277
|
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
$252M
|
-$8.65M
|
-3%
|
3.44%
|
78%
|
180
|
25%
|
|
|
4278
|
Denver PWM
Denver,
Colorado
|
$252M
|
-$10.3M
|
-4%
|
3.78%
|
44.8%
|
101
|
10.89%
|
|
|
4279
|
Berkeley Capital Partners
Milton,
Georgia
|
$251M
|
+$7.46M
|
+3%
|
0.3%
|
62.8%
|
163
|
18.4%
|
|
|
4280
|
Covenant Partners
Nashville,
Tennessee
|
$251M
|
-$18.9M
|
-7%
|
4.47%
|
70.3%
|
228
|
29.39%
|
|
|
4281
|
Fourthstone LLC
St Louis,
Missouri
|
$251M
|
-$14.7M
|
-6%
|
2.23%
|
104%
|
50
|
32%
|
|
|
4282
|
Financial Strategies Group
Okemos,
Michigan
|
$251M
|
+$5.64M
|
+2%
|
3.94%
|
44.9%
|
89
|
19.1%
|
|
|
4283
|
AXS Investments
Port Chester,
New York
|
$251M
|
-$172M
|
-41%
|
9%
|
104%
|
189
|
35.45%
|
|
|
4284
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$251M
|
-$7.32M
|
-3%
|
5.33%
|
65.5%
|
61
|
9.84%
|
|
|
4285
|
Biechele Royce Advisors
Fishers,
Indiana
|
$251M
|
+$911K
|
+0.4%
|
0.64%
|
39.2%
|
64
|
0%
|
|
|
4286
|
Ashburton (Jersey)
St Helier,
Jersey
|
$251M
|
+$12.1M
|
+5%
|
0.05%
|
–
|
50
|
18%
|
|
|
4287
|
Threadgill Financial
Spring,
Texas
|
$251M
|
+$83M
|
+49%
|
4.42%
|
49.3%
|
43
|
16.28%
|
|
|
4288
|
Wind River Trust Company
Jackson,
Wyoming
|
$250M
|
-$25.6M
|
-9%
|
5.05%
|
62.1%
|
10
|
10%
|
|
|
4289
|
Taylor Hoffman Wealth Management
Richmond,
Virginia
|
$250M
|
-$13.3M
|
-5%
|
4.81%
|
47.8%
|
140
|
7.14%
|
|
|
4290
|
AMJ Financial Wealth Management
Leesburg,
Virginia
|
$250M
|
-$27.6M
|
-10%
|
0.65%
|
167%
|
109
|
37.61%
|
|
|
4291
|
JRM Investment Counsel
Omaha,
Nebraska
|
$249M
|
+$10.5M
|
+4%
|
4.3%
|
65.5%
|
19
|
10.53%
|
|
|
4292
|
Retirement Capital Strategies
San Jose,
California
|
$249M
|
-$22.9M
|
-8%
|
5.41%
|
59%
|
83
|
36.14%
|
|
|
4293
|
StackLine Partners
New York
|
$249M
|
-$29.8M
|
-11%
|
11.3%
|
12.7%
|
11
|
9.09%
|
|
|
4294
|
Lumature Wealth Partners
Alpharetta,
Georgia
|
$249M
|
-$8.22M
|
-3%
|
6.57%
|
–
|
439
|
13.9%
|
|
|
4295
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$249M
|
+$2.64M
|
+1%
|
3.03%
|
63.2%
|
84
|
8.33%
|
|
|
4296
|
TCG Crossover Management
Palo Alto,
California
|
$249M
|
+$35.5M
|
+17%
|
4.16%
|
3,013%
|
20
|
25%
|
|
|
4297
|
Key Square Capital Management
Stamford,
Connecticut
|
$249M
|
+$3.48M
|
+1%
|
6.5%
|
50.2%
|
54
|
83.33%
|
|
|
4298
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$249M
|
-$3.8M
|
-2%
|
3.86%
|
26.6%
|
97
|
9.28%
|
|
|
4299
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$248M
|
-$15M
|
-6%
|
0.59%
|
114%
|
322
|
10.56%
|
|
|
4300
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$248M
|
-$63.8M
|
-20%
|
12.7%
|
72.3%
|
109
|
11.93%
|
|