|
4301
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$314M
|
+$8.35M
|
+3%
|
0.39%
|
67.3%
|
85
|
31.76%
|
|
|
4302
|
Lion Street Advisors
Austin,
Texas
|
$314M
|
+$26.6M
|
+9%
|
1.44%
|
38%
|
281
|
14.59%
|
|
|
4303
|
West Branch Capital
Amherst,
Massachusetts
|
$313M
|
+$24.3M
|
+8%
|
5.3%
|
139%
|
631
|
17.91%
|
|
|
4304
|
S&T Bank
Indiana,
Pennsylvania
|
$313M
|
-$68.1M
|
-18%
|
0.24%
|
193%
|
258
|
63.57%
|
|
|
4305
|
Sherbrooke Park Advisers
White Plains,
New York
|
$313M
|
-$123M
|
-28%
|
4.03%
|
9.59%
|
1,231
|
70.76%
|
|
|
4306
|
TrueMark Investments
Chicago,
Illinois
|
$313M
|
+$1.66M
|
+0.5%
|
0.83%
|
–
|
267
|
43.45%
|
|
|
4307
|
Packer & Co
Cottesloe,
Australia
|
$313M
|
+$18.2M
|
+6%
|
3.67%
|
–
|
6
|
50%
|
|
|
4308
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$313M
|
+$4.7M
|
+2%
|
2.49%
|
88.7%
|
129
|
6.2%
|
|
|
4309
|
Buckhead Capital Management
Atlanta,
Georgia
|
$313M
|
-$3.46M
|
-1%
|
1.42%
|
67.6%
|
132
|
9.85%
|
|
|
4310
|
Capital Performance Advisors
Walnut Creek,
California
|
$313M
|
-$16.2M
|
-5%
|
1.52%
|
71%
|
2,902
|
94.07%
|
|
|
4311
|
Quantum Private Wealth
Tampa,
Florida
|
$313M
|
+$17.3M
|
+6%
|
13.3%
|
219%
|
196
|
12.76%
|
|
|
4312
|
Rinkey Investments
San Diego,
California
|
$313M
|
+$3.54M
|
+1%
|
1.61%
|
38.4%
|
98
|
25.51%
|
|
|
4313
|
Wambolt & Associates
Littleton,
Colorado
|
$313M
|
-$53.4M
|
-15%
|
1.3%
|
62.2%
|
202
|
13.37%
|
|
|
4314
|
Buska Wealth Management
Wausau,
Wisconsin
|
$312M
|
+$25.7M
|
+9%
|
1.06%
|
–
|
61
|
9.84%
|
|
|
4315
|
WIT Partners Advisory
Singapore
|
$312M
|
-$101M
|
-24%
|
24.4%
|
–
|
1
|
0%
|
|
|
4316
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$312M
|
+$11.8M
|
+4%
|
3.51%
|
17.7%
|
165
|
16.97%
|
|
|
4317
|
Prosperity Planning
Kansas City,
Missouri
|
$312M
|
-$3.54M
|
-1%
|
2.12%
|
40.5%
|
105
|
2.86%
|
|
|
4318
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$312M
|
+$12.1M
|
+4%
|
0.9%
|
70.6%
|
111
|
19.82%
|
|
|
4319
|
Abound Wealth Management
Franklin,
Tennessee
|
$312M
|
+$10.6M
|
+4%
|
0.2%
|
58.6%
|
1,362
|
14.68%
|
|
|
4320
|
Shilanski & Associates
Anchorage,
Alaska
|
$312M
|
+$3.92M
|
+1%
|
0.91%
|
84.2%
|
115
|
23.48%
|
|
|
4321
|
Mirabaud & Cie
Geneva,
Switzerland
|
$312M
|
-$33.7M
|
-10%
|
4.82%
|
–
|
65
|
20%
|
|
|
4322
|
Bruce & Co
Chicago,
Illinois
|
$311M
|
-$32.2M
|
-9%
|
3.16%
|
94.5%
|
42
|
4.76%
|
|
|
4323
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$311M
|
+$17.8M
|
+6%
|
2.81%
|
56.3%
|
40
|
32.5%
|
|
|
4324
|
LPWM LLC
Minneapolis,
Minnesota
|
$311M
|
+$5.89M
|
+2%
|
0.42%
|
54.3%
|
81
|
8.64%
|
|
|
4325
|
Chase Investment Counsel
Charlottesville,
Virginia
|
$311M
|
+$11M
|
+4%
|
6.03%
|
350%
|
151
|
29.8%
|
|