|
4301
|
Manchester Financial
Westlake Village,
California
|
$216M
|
+$54.8M
|
+34%
|
6.2%
|
67.5%
|
797
|
25.22%
|
|
|
4302
|
Level Four Financial
Dallas,
Texas
|
$216M
|
-$15.8M
|
-7%
|
10.1%
|
–
|
375
|
38.93%
|
|
|
4303
|
Continental Advisors
Park City,
Utah
|
$216M
|
-$3.2M
|
-1%
|
16.6%
|
69%
|
75
|
13.33%
|
|
|
4304
|
Newport Asia
San Francisco,
California
|
$216M
|
+$8.07M
|
+4%
|
7.96%
|
–
|
4
|
0%
|
|
|
4305
|
Alpha Family Trust
Los Angeles,
California
|
$216M
|
+$55.3M
|
+35%
|
0.04%
|
198%
|
24
|
50%
|
|
|
4306
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$216M
|
+$25.1M
|
+13%
|
3.12%
|
–
|
59
|
25.42%
|
|
|
4307
|
Old Point Trust & Financial Services N A
Newport News,
Virginia
|
$215M
|
+$20.1M
|
+10%
|
9.69%
|
72.6%
|
68
|
4.41%
|
|
|
4308
|
Mirsky Financial Management
Rochester,
New York
|
$215M
|
+$21.1M
|
+11%
|
4.56%
|
39.3%
|
47
|
19.15%
|
|
|
4309
|
BHK Investment Advisors
Birmingham,
Alabama
|
$215M
|
+$1.05M
|
+0.5%
|
4.89%
|
54.6%
|
64
|
4.69%
|
|
|
4310
|
ACON Equity Management
Washington,
District of Columbia
|
$215M
|
+$102M
|
+90%
|
89.6%
|
32.1%
|
1
|
0%
|
|
|
4311
|
HM Capital Management
Clayton,
Missouri
|
$215M
|
+$17.2M
|
+9%
|
6.78%
|
29.6%
|
46
|
13.04%
|
|
|
4312
|
Steginsky Capital
Port Washington,
New York
|
$215M
|
+$14.7M
|
+7%
|
7.73%
|
115%
|
8
|
0%
|
|
|
4313
|
Mizuho Markets Americas
New York
|
$215M
|
-$321M
|
-60%
|
0.88%
|
121%
|
36
|
83.33%
|
|
|
4314
|
SageGuard Financial Group
Goodlettsville,
Tennessee
|
$215M
|
+$7.2M
|
+3%
|
4.53%
|
–
|
137
|
14.6%
|
|
|
4315
|
Chicago Capital Management
Chicago,
Illinois
|
$215M
|
+$89.4M
|
+71%
|
41%
|
295%
|
43
|
81.4%
|
|
|
4316
|
Financial Life Advisors
San Antonio,
Texas
|
$215M
|
+$21.6M
|
+11%
|
1.33%
|
42.7%
|
53
|
7.55%
|
|
|
4317
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$215M
|
-$7.9M
|
-4%
|
4.59%
|
66.9%
|
654
|
7.19%
|
|
|
4318
|
One01 Capital
Burlingame,
California
|
$214M
|
-$21.3M
|
-9%
|
3.21%
|
123%
|
25
|
80%
|
|
|
4319
|
Stadium Capital Management
New Canaan,
Connecticut
|
$214M
|
+$13.8M
|
+7%
|
17.9%
|
10.9%
|
11
|
27.27%
|
|
|
4320
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$214M
|
+$12.4M
|
+6%
|
11.7%
|
66.5%
|
128
|
30.47%
|
|
|
4321
|
SimpliFi Inc
San Diego,
California
|
$214M
|
-$537K
|
-0.3%
|
1%
|
26.7%
|
23
|
4.35%
|
|
|
4322
|
Delta Financial Advisors
New Orleans,
Louisiana
|
$214M
|
+$14.3M
|
+7%
|
7.89%
|
96%
|
111
|
5.41%
|
|
|
4323
|
J. Safra Asset Management
New York
|
$214M
|
+$21.2M
|
+11%
|
4.61%
|
84.3%
|
33
|
12.12%
|
|
|
4324
|
Atlanta Financial Associates
Atlanta,
Georgia
|
$214M
|
-$368K
|
-0.2%
|
2.67%
|
–
|
78
|
0%
|
|
|
4325
|
SW Investment Management
Telluride,
Colorado
|
$214M
|
+$50.1M
|
+31%
|
33.5%
|
143%
|
14
|
42.86%
|
|