|
4376
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$279M
|
-$407M
|
-59%
|
7.45%
|
116%
|
360
|
56.67%
|
|
|
4377
|
AIMZ Investment Advisors
Los Altos,
California
|
$279M
|
+$10.9M
|
+4%
|
4.56%
|
81.3%
|
123
|
5.69%
|
|
|
4378
|
Pathway Financial Advisers
Auburn,
Indiana
|
$279M
|
+$1.2M
|
+0.4%
|
0.63%
|
82.4%
|
460
|
8.91%
|
|
|
4379
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$279M
|
+$12.3M
|
+5%
|
6.32%
|
120%
|
112
|
7.14%
|
|
|
4380
|
Atlas Brown
Louisville,
Kentucky
|
$279M
|
+$4.19M
|
+2%
|
4.17%
|
102%
|
215
|
10.7%
|
|
|
4381
|
Stone Summit Wealth
Miami,
Florida
|
$279M
|
-$8.8M
|
-3%
|
0.67%
|
59.6%
|
142
|
4.93%
|
|
|
4382
|
AlpInvest Partners
Amsterdam,
Netherlands
|
$279M
|
+$22.8M
|
+9%
|
6.49%
|
138%
|
19
|
31.58%
|
|
|
4383
|
One Fin Capital Management
San Francisco,
California
|
$279M
|
-$14.1M
|
-5%
|
6.27%
|
92%
|
33
|
66.67%
|
|
|
4384
|
Rench Wealth Management
Denton,
Texas
|
$279M
|
+$17.9M
|
+7%
|
7.72%
|
106%
|
47
|
6.38%
|
|
|
4385
|
Terril Brothers
St. Louis,
Missouri
|
$279M
|
-$11.9M
|
-4%
|
4.28%
|
94.4%
|
64
|
14.06%
|
|
|
4386
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$279M
|
+$12.8M
|
+5%
|
2.49%
|
62.5%
|
372
|
12.37%
|
|
|
4387
|
Hendley & Co
Zanesville,
Ohio
|
$279M
|
-$1.08M
|
-0.4%
|
1.59%
|
54.8%
|
61
|
22.95%
|
|
|
4388
|
ASB Consultores
Aventura,
Florida
|
$279M
|
-$108M
|
-28%
|
2.41%
|
84.6%
|
303
|
38.94%
|
|
|
4389
|
Pacifica Capital Investments
Leander,
Texas
|
$278M
|
-$45.9M
|
-14%
|
11.6%
|
70.4%
|
19
|
5.26%
|
|
|
4390
|
Sivik Global Healthcare
Greenwich,
Connecticut
|
$278M
|
-$148M
|
-35%
|
1.27%
|
53.8%
|
53
|
39.62%
|
|
|
4391
|
Rinkey Investments
San Diego,
California
|
$278M
|
+$3.93M
|
+1%
|
1%
|
38.4%
|
81
|
23.46%
|
|
|
4392
|
NIA Impact Advisors
Berkeley,
California
|
$278M
|
+$27.4M
|
+11%
|
3.77%
|
–
|
104
|
13.46%
|
|
|
4393
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$278M
|
-$385K
|
-0.1%
|
0.38%
|
44.6%
|
69
|
11.59%
|
|
|
4394
|
Courage Miller Partners
Norfolk,
Virginia
|
$278M
|
-$11.1M
|
-4%
|
0.39%
|
40.3%
|
85
|
8.24%
|
|
|
4395
|
BCWM LLC
Overland Park,
Kansas
|
$278M
|
-$12.7M
|
-4%
|
1.94%
|
–
|
61
|
8.2%
|
|
|
4396
|
Wade Financial Advisory
Campbell,
California
|
$278M
|
+$3.6M
|
+1%
|
1.88%
|
15.9%
|
81
|
4.94%
|
|
|
4397
|
SOF Ltd
George Town,
Cayman Islands
|
$278M
|
+$13M
|
+5%
|
4.92%
|
42.3%
|
1
|
0%
|
|
|
4398
|
Centerpoint Advisors
Needham,
Massachusetts
|
$278M
|
+$10.6M
|
+4%
|
3.98%
|
74.2%
|
485
|
14.43%
|
|
|
4399
|
Portland Investment Counsel
Burlington,
Ontario, Canada
|
$278M
|
-$54.9M
|
-17%
|
4.33%
|
108%
|
54
|
7.41%
|
|
|
4400
|
Northcape Wealth Management
Williamsville,
New York
|
$277M
|
+$3.16M
|
+1%
|
2%
|
66%
|
137
|
7.3%
|
|