|
4401
|
Falcon Wealth Planning
Ontario,
California
|
$205M
|
+$26.3M
|
+15%
|
5.37%
|
52.7%
|
56
|
8.93%
|
|
|
4402
|
Blue Water Life Science Advisors
Larkspur,
California
|
$205M
|
+$34.3M
|
+20%
|
39.6%
|
503%
|
26
|
26.92%
|
|
|
4403
|
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
|
$205M
|
+$13.4M
|
+7%
|
8.06%
|
92.5%
|
35
|
2.86%
|
|
|
4404
|
Reliant Investment Management
Memphis,
Tennessee
|
$204M
|
+$17.4M
|
+9%
|
5.69%
|
122%
|
70
|
31.43%
|
|
|
4405
|
AIMZ Investment Advisors
Los Altos,
California
|
$204M
|
+$13.4M
|
+7%
|
6.86%
|
81.3%
|
111
|
4.5%
|
|
|
4406
|
Avalon Advisory Group
Wexford,
Pennsylvania
|
$204M
|
+$3.89M
|
+2%
|
1.49%
|
41.4%
|
10
|
0%
|
|
|
4407
|
PRW Wealth Management
Quincy,
Massachusetts
|
$204M
|
+$26.3M
|
+15%
|
10.2%
|
42.3%
|
102
|
20.59%
|
|
|
4408
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$204M
|
+$1.63M
|
+0.8%
|
7.78%
|
71.4%
|
105
|
20.95%
|
|
|
4409
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$204M
|
+$32.2M
|
+19%
|
3.04%
|
75.5%
|
4
|
0%
|
|
|
4410
|
Axiom Financial Strategies
New Albany,
Indiana
|
$204M
|
+$37.1M
|
+22%
|
6.27%
|
54.5%
|
87
|
27.59%
|
|
|
4411
|
ABG Innovation Capital Partners III
Central, Hong Kong,
Hong Kong
|
$204M
|
+$33.7M
|
+20%
|
5.97%
|
5.56%
|
8
|
25%
|
|
|
4412
|
Droms Strauss Advisors
St. Louis,
Missouri
|
$204M
|
+$30.9M
|
+18%
|
6.85%
|
68.7%
|
50
|
20%
|
|
|
4413
|
Acima Private Wealth
Richmond,
Virginia
|
$203M
|
+$10.4M
|
+5%
|
3.81%
|
45.2%
|
240
|
3.75%
|
|
|
4414
|
Providence First Trust
Scottsdale,
Arizona
|
$203M
|
+$5.34M
|
+3%
|
2.94%
|
64.1%
|
96
|
26.04%
|
|
|
4415
|
Arjuna Capital
Durham,
North Carolina
|
$203M
|
+$22.7M
|
+13%
|
8.54%
|
105%
|
109
|
22.02%
|
|
|
4416
|
LFL Advisers
Evanston,
Illinois
|
$203M
|
-$5.85M
|
-3%
|
12.4%
|
83%
|
12
|
8.33%
|
|
|
4417
|
Insight Wealth Partners
Plano,
Texas
|
$203M
|
+$39.7M
|
+24%
|
1.05%
|
63.2%
|
61
|
26.23%
|
|
|
4418
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$203M
|
+$26.2M
|
+15%
|
7.06%
|
84.9%
|
492
|
21.75%
|
|
|
4419
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$203M
|
+$16.3M
|
+9%
|
3.61%
|
61.1%
|
216
|
20.83%
|
|
|
4420
|
Investment Security Group
Denver,
Colorado
|
$203M
|
+$11.6M
|
+6%
|
6.61%
|
–
|
14
|
21.43%
|
|
|
4421
|
Excalibur Management
Waltham,
Massachusetts
|
$203M
|
+$16.6M
|
+9%
|
6.26%
|
81.7%
|
161
|
14.29%
|
|
|
4422
|
Old Well Partners
Charlotte,
North Carolina
|
$203M
|
+$8.61M
|
+4%
|
18.1%
|
97.8%
|
57
|
47.37%
|
|
|
4423
|
Hoertkorn Richard Charles
|
$203M
|
+$20.8M
|
+11%
|
11.5%
|
172%
|
84
|
4.76%
|
|
|
4424
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$202M
|
+$47.2M
|
+30%
|
3.73%
|
53.8%
|
63
|
7.94%
|
|
|
4425
|
SCF Partners
Houston,
Texas
|
$202M
|
+$21.9M
|
+12%
|
21.5%
|
2.1%
|
4
|
0%
|
|