|
4401
|
RWQ Financial Management Services
Naples,
Florida
|
$289M
|
+$12.6M
|
+5%
|
6.03%
|
415%
|
27
|
37.04%
|
|
|
4402
|
Financial Perspectives
Minneapolis,
Minnesota
|
$288M
|
+$17.7M
|
+7%
|
7.16%
|
87.8%
|
692
|
2.6%
|
|
|
4403
|
Silverleafe Capital Partners
Germantown,
Tennessee
|
$288M
|
-$3.66M
|
-1%
|
0.93%
|
82.8%
|
92
|
27.17%
|
|
|
4404
|
Legion Partners Asset Management
Los Angeles,
California
|
$288M
|
-$35.8M
|
-11%
|
3.09%
|
95.5%
|
16
|
31.25%
|
|
|
4405
|
Investment Advisory Group
Hanover,
Massachusetts
|
$288M
|
+$29.4M
|
+11%
|
6.52%
|
50.3%
|
176
|
10.8%
|
|
|
4406
|
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
$288M
|
+$31.3M
|
+12%
|
5.16%
|
55.8%
|
94
|
11.7%
|
|
|
4407
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$288M
|
+$25M
|
+10%
|
7.84%
|
83.7%
|
177
|
7.34%
|
|
|
4408
|
Centerpoint Advisors
Needham,
Massachusetts
|
$288M
|
+$10.1M
|
+4%
|
5.82%
|
61.2%
|
500
|
13%
|
|
|
4409
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$287M
|
+$26.1M
|
+10%
|
5.8%
|
62.6%
|
82
|
15.85%
|
|
|
4410
|
Lion Street Advisors
Austin,
Texas
|
$287M
|
+$17M
|
+6%
|
8.7%
|
38%
|
282
|
14.89%
|
|
|
4411
|
Oxler Private Wealth
Rye Brook,
New York
|
$287M
|
+$16.8M
|
+6%
|
4.97%
|
87.3%
|
87
|
5.75%
|
|
|
4412
|
VPR Management
Houston,
Texas
|
$287M
|
+$19.4M
|
+7%
|
7.84%
|
60.8%
|
57
|
12.28%
|
|
|
4413
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$287M
|
+$34.9M
|
+14%
|
5.51%
|
33.4%
|
141
|
13.48%
|
|
|
4414
|
Henry James International Management
New York
|
$287M
|
+$4.35M
|
+2%
|
5.42%
|
123%
|
102
|
4.9%
|
|
|
4415
|
Hendley & Co
Zanesville,
Ohio
|
$287M
|
+$8.28M
|
+3%
|
4.9%
|
54.8%
|
57
|
12.28%
|
|
|
4416
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$287M
|
+$15.7M
|
+6%
|
5.67%
|
47%
|
112
|
9.82%
|
|
|
4417
|
Buska Wealth Management
Wausau,
Wisconsin
|
$287M
|
+$35.8M
|
+14%
|
5.23%
|
–
|
63
|
20.63%
|
|
|
4418
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$287M
|
+$22.4M
|
+8%
|
6.67%
|
51.3%
|
90
|
11.11%
|
|
|
4419
|
Coyle Financial Counsel
Glenview,
Illinois
|
$287M
|
+$7.05M
|
+3%
|
5.07%
|
46.8%
|
80
|
20%
|
|
|
4420
|
Greenstone Partners & Co
Larkspur,
California
|
$287M
|
+$47.2M
|
+20%
|
25.8%
|
492%
|
9
|
0%
|
|
|
4421
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$287M
|
+$21.2M
|
+8%
|
6.96%
|
56.9%
|
413
|
6.78%
|
|
|
4422
|
Post Oak Energy Holdings
Houston,
Texas
|
$286M
|
-$81.9M
|
-22%
|
15.7%
|
113%
|
2
|
50%
|
|
|
4423
|
Passive Capital Management
Baltimore,
Maryland
|
$286M
|
+$17.1M
|
+6%
|
7.15%
|
28.1%
|
68
|
7.35%
|
|
|
4424
|
Augustine Asset Management
Jacksonville,
Florida
|
$286M
|
+$27.4M
|
+11%
|
12.9%
|
344%
|
100
|
5%
|
|
|
4425
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$286M
|
+$10.2M
|
+4%
|
3.83%
|
89.4%
|
91
|
5.49%
|
|