|
4401
|
KFA Private Wealth Group
Tysons,
Virginia
|
$323M
|
+$37M
|
+13%
|
9.37%
|
57.5%
|
134
|
16.42%
|
|
|
4402
|
RFG - Bristol Wealth Advisors
Taunton,
Massachusetts
|
$322M
|
+$24.1M
|
+8%
|
9.84%
|
–
|
188
|
17.55%
|
|
|
4403
|
Wealth High Governance Capital
Sao Paulo,
Brazil
|
$322M
|
+$169M
|
+111%
|
37%
|
622%
|
44
|
65.91%
|
|
|
4404
|
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
|
$322M
|
-$21.5M
|
-6%
|
3.91%
|
17.8%
|
1
|
0%
|
|
|
4405
|
Regimen Wealth
Atlanta,
Georgia
|
$322M
|
+$11M
|
+4%
|
4.42%
|
34.4%
|
78
|
21.79%
|
|
|
4406
|
Brown Wealth Management
Naperville,
Illinois
|
$322M
|
+$31.2M
|
+11%
|
7.78%
|
44.4%
|
104
|
16.35%
|
|
|
4407
|
Brown Miller Wealth Management
Mclean,
Virginia
|
$322M
|
+$32.9M
|
+11%
|
13.7%
|
102%
|
197
|
12.69%
|
|
|
4408
|
Level Financial Advisors
East Amherst,
New York
|
$321M
|
+$27.2M
|
+9%
|
6.1%
|
41.5%
|
91
|
7.69%
|
|
|
4409
|
Passive Capital Management
Baltimore,
Maryland
|
$321M
|
+$5.61M
|
+2%
|
5.15%
|
37.7%
|
84
|
3.57%
|
|
|
4410
|
Broad Peak Investment Advisers
Singapore
|
$321M
|
+$172M
|
+116%
|
39.6%
|
–
|
14
|
78.57%
|
|
|
4411
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$321M
|
+$21.8M
|
+7%
|
5.16%
|
44.6%
|
71
|
16.9%
|
|
|
4412
|
Denver PWM
Denver,
Colorado
|
$321M
|
+$42.8M
|
+15%
|
6.25%
|
44.8%
|
80
|
15%
|
|
|
4413
|
CLG LLC
Long Beach,
California
|
$321M
|
+$32.4M
|
+11%
|
5.7%
|
–
|
136
|
18.38%
|
|
|
4414
|
Peregrine Asset Advisers
Portland,
Oregon
|
$321M
|
+$53.2M
|
+20%
|
18.1%
|
182%
|
178
|
15.17%
|
|
|
4415
|
Muhlenkamp & Co
Wexford,
Pennsylvania
|
$320M
|
+$14.8M
|
+5%
|
9.86%
|
107%
|
27
|
7.41%
|
|
|
4416
|
Narus Financial Partners
Salt Lake City,
Utah
|
$320M
|
+$26.4M
|
+9%
|
10.4%
|
88.9%
|
168
|
17.86%
|
|
|
4417
|
Arcataur Capital Management
Milwaukee,
Wisconsin
|
$320M
|
+$26.6M
|
+9%
|
8.54%
|
60%
|
102
|
5.88%
|
|
|
4418
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$320M
|
+$37.4M
|
+13%
|
8.03%
|
60.9%
|
422
|
23.7%
|
|
|
4419
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$319M
|
+$152M
|
+91%
|
5.85%
|
58.2%
|
193
|
53.37%
|
|
|
4420
|
Shoker Investment Counsel
Oxford,
Ohio
|
$319M
|
+$23.1M
|
+8%
|
7.8%
|
83.8%
|
112
|
8.04%
|
|
|
4421
|
City State Bank
Norwalk,
Iowa
|
$319M
|
+$15.6M
|
+5%
|
6.2%
|
72.5%
|
766
|
4.05%
|
|
|
4422
|
S.E.E.D. Planning Group
Binghamton,
New York
|
$319M
|
+$22.2M
|
+7%
|
6.23%
|
45.1%
|
76
|
10.53%
|
|
|
4423
|
Smart Money Group
Eastland,
Texas
|
$319M
|
+$24.8M
|
+8%
|
8.31%
|
58.9%
|
81
|
13.58%
|
|
|
4424
|
SMART Wealth
Omaha,
Nebraska
|
$319M
|
+$39.8M
|
+14%
|
8.78%
|
77.7%
|
197
|
37.06%
|
|
|
4425
|
Concentrum Wealth Management
San Jose,
California
|
$319M
|
+$48.9M
|
+18%
|
22.2%
|
174%
|
83
|
20.48%
|
|