|
4401
|
FC Advisory
West Chester,
Pennsylvania
|
$296M
|
-$2.52M
|
-0.8%
|
1.84%
|
42.9%
|
111
|
9.91%
|
|
|
4402
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$296M
|
+$9.45M
|
+3%
|
0.24%
|
36.2%
|
159
|
17.61%
|
|
|
4403
|
Altos Ventures Management
Burlingame,
California
|
$296M
|
-$572M
|
-66%
|
0.74%
|
220%
|
1
|
0%
|
|
|
4404
|
Atwater Malick
Lancaster,
Pennsylvania
|
$296M
|
-$2.91M
|
-1%
|
2.75%
|
79.1%
|
79
|
8.86%
|
|
|
4405
|
Holistic Planning
Nacogdoches,
Texas
|
$295M
|
+$19.4M
|
+7%
|
1.57%
|
–
|
196
|
15.82%
|
|
|
4406
|
GoodHaven Capital Management
Millburn,
New Jersey
|
$295M
|
-$14.8M
|
-5%
|
1.24%
|
80.7%
|
27
|
7.41%
|
|
|
4407
|
Stone Summit Wealth
Miami,
Florida
|
$295M
|
-$2.78M
|
-0.9%
|
1.82%
|
59.6%
|
140
|
1.43%
|
|
|
4408
|
Courage Miller Partners
Norfolk,
Virginia
|
$295M
|
+$3.09M
|
+1%
|
0%
|
40.3%
|
83
|
4.82%
|
|
|
4409
|
Wambolt & Associates
Littleton,
Colorado
|
$295M
|
-$18M
|
-6%
|
0.94%
|
62.2%
|
185
|
9.19%
|
|
|
4410
|
Vishria Bird Financial Group
Memphis,
Tennessee
|
$294M
|
+$8.93M
|
+3%
|
8.01%
|
74.3%
|
85
|
9.41%
|
|
|
4411
|
Cavalier Investments
Alpharetta,
Georgia
|
$294M
|
-$4.96M
|
-2%
|
3.02%
|
171%
|
88
|
30.68%
|
|
|
4412
|
Snow Phipps Group
New York
|
$294M
|
+$4.95M
|
+2%
|
1.9%
|
89.2%
|
2
|
0%
|
|
|
4413
|
Hamel Associates
Chatham,
New Jersey
|
$294M
|
-$16.5M
|
-5%
|
2.64%
|
50.6%
|
75
|
6.67%
|
|
|
4414
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$294M
|
+$7.28M
|
+3%
|
1.08%
|
50%
|
359
|
30.36%
|
|
|
4415
|
Level Financial Advisors
East Amherst,
New York
|
$294M
|
+$21.6M
|
+8%
|
0.3%
|
41.5%
|
86
|
9.3%
|
|
|
4416
|
Sophron Capital Management
Summit,
New Jersey
|
$294M
|
+$41.1M
|
+16%
|
1.7%
|
–
|
44
|
25%
|
|
|
4417
|
Smart Money Group
Eastland,
Texas
|
$294M
|
+$4.48M
|
+2%
|
2.37%
|
58.9%
|
103
|
32.04%
|
|
|
4418
|
Narus Financial Partners
Salt Lake City,
Utah
|
$294M
|
-$1.67M
|
-0.6%
|
2.73%
|
88.9%
|
160
|
16.25%
|
|
|
4419
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$294M
|
-$18.1M
|
-6%
|
1.64%
|
17.7%
|
155
|
22.58%
|
|
|
4420
|
Pecaut & Co
Sioux City,
Iowa
|
$294M
|
+$4.15M
|
+1%
|
1.56%
|
67.6%
|
79
|
7.59%
|
|
|
4421
|
Boone Capital Management
Atlanta,
Georgia
|
$294M
|
-$2.64M
|
-0.9%
|
5.47%
|
278%
|
16
|
43.75%
|
|
|
4422
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$294M
|
-$6.98M
|
-2%
|
0.33%
|
–
|
238
|
10.08%
|
|
|
4423
|
Aquamarine Zurich
Zurich,
Switzerland
|
$294M
|
+$6.07M
|
+2%
|
4.45%
|
74.8%
|
15
|
13.33%
|
|
|
4424
|
Tikvah Management
Charlotte,
North Carolina
|
$294M
|
-$73.6M
|
-20%
|
16.4%
|
169%
|
25
|
8%
|
|
|
4425
|
Astoria Portfolio Advisors
New York
|
$294M
|
+$13.1M
|
+5%
|
0.91%
|
75.4%
|
268
|
30.6%
|
|