|
4351
|
Integral Investment Advisors
Turlock,
California
|
$309M
|
+$10.2M
|
+3%
|
1.87%
|
60%
|
161
|
8.7%
|
|
|
4352
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$309M
|
+$21.4M
|
+7%
|
1.84%
|
62.6%
|
119
|
38.66%
|
|
|
4353
|
First International Bank & Trust
Watford City,
North Dakota
|
$309M
|
-$3.28M
|
-1%
|
0.67%
|
38.6%
|
75
|
8%
|
|
|
4354
|
Long Path Partners
Stamford,
Connecticut
|
$309M
|
+$313K
|
+0.1%
|
9.57%
|
9.18%
|
12
|
25%
|
|
|
4355
|
Court Place Advisors
Ellicott City,
Maryland
|
$308M
|
-$34.6M
|
-10%
|
1.25%
|
92%
|
168
|
13.69%
|
|
|
4356
|
Aft Forsyth & Sober
Valrico,
Florida
|
$308M
|
+$4.29M
|
+1%
|
3.64%
|
94.6%
|
81
|
7.41%
|
|
|
4357
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$308M
|
+$1.95M
|
+0.6%
|
1.66%
|
47.9%
|
194
|
22.16%
|
|
|
4358
|
O'Brien Greene & Co
Media,
Pennsylvania
|
$308M
|
-$13.1M
|
-4%
|
0.39%
|
81.4%
|
143
|
11.19%
|
|
|
4359
|
Fiduciary Planning
Englewood,
Florida
|
$308M
|
+$13.3M
|
+5%
|
1.42%
|
65.5%
|
76
|
21.05%
|
|
|
4360
|
Wright Investors Service
Shelton,
Connecticut
|
$308M
|
-$74.1M
|
-19%
|
4.28%
|
146%
|
146
|
15.07%
|
|
|
4361
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$308M
|
+$21.9M
|
+8%
|
0.31%
|
55%
|
145
|
15.17%
|
|
|
4362
|
AMI Investment Management
Kendallville,
Indiana
|
$308M
|
+$12.3M
|
+4%
|
0.63%
|
47.9%
|
72
|
11.11%
|
|
|
4363
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$308M
|
-$3.13M
|
-1%
|
1.01%
|
69.7%
|
299
|
23.75%
|
|
|
4364
|
NIA Impact Advisors
Berkeley,
California
|
$308M
|
+$6.34M
|
+2%
|
3.37%
|
–
|
120
|
15.83%
|
|
|
4365
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$307M
|
-$66.6M
|
-18%
|
0.38%
|
68.3%
|
910
|
7.47%
|
|
|
4366
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$307M
|
+$13.4M
|
+5%
|
0.94%
|
68.1%
|
313
|
9.27%
|
|
|
4367
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$307M
|
+$21.3M
|
+7%
|
2.95%
|
72.3%
|
149
|
18.79%
|
|
|
4368
|
Security Benefit Life Insurance Company
Topeka,
Kansas
|
$307M
|
+$109M
|
+55%
|
20%
|
60.6%
|
29
|
34.48%
|
|
|
4369
|
Channel Wealth
Santa Barbara,
California
|
$307M
|
+$3.39M
|
+1%
|
0.51%
|
59.3%
|
178
|
17.98%
|
|
|
4370
|
B&I Capital
Zurich,
Switzerland
|
$307M
|
-$38.1M
|
-11%
|
7.19%
|
30.5%
|
34
|
41.18%
|
|
|
4371
|
TIFF Advisory Services
Radnor,
Pennsylvania
|
$307M
|
+$6.03M
|
+2%
|
2.94%
|
85.9%
|
20
|
15%
|
|
|
4372
|
Chapin Davis
Baltimore,
Maryland
|
$307M
|
-$2.18M
|
-0.7%
|
2.65%
|
323%
|
233
|
0.86%
|
|
|
4373
|
Precedent Wealth Partners
Houston,
Texas
|
$306M
|
+$3.28M
|
+1%
|
0.3%
|
–
|
152
|
9.21%
|
|
|
4374
|
Prime Buchholz
Portsmouth,
New Hampshire
|
$306M
|
–
|
–
|
3%
|
–
|
31
|
–
|
|
|
4375
|
Deepwater Asset Management
Minneapolis,
Minnesota
|
$306M
|
+$21.6M
|
+8%
|
6.08%
|
142%
|
26
|
23.08%
|
|