|
4426
|
Kaydan Wealth Management
Fenton,
Michigan
|
$301M
|
-$38M
|
-11%
|
2.07%
|
57.8%
|
111
|
7.21%
|
|
|
4427
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$301M
|
-$4.21M
|
-1%
|
0.08%
|
–
|
241
|
12.03%
|
|
|
4428
|
|
$301M
|
+$16.7M
|
+6%
|
0.56%
|
54.7%
|
64
|
9.38%
|
|
|
4429
|
Trust Company of Tennessee
Knoxville,
Tennessee
|
$300M
|
+$652K
|
+0.2%
|
0.4%
|
–
|
6
|
0%
|
|
|
4430
|
|
$300M
|
-$13.7M
|
-4%
|
8.88%
|
190%
|
34
|
0%
|
|
|
4431
|
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
|
$300M
|
-$138M
|
-32%
|
20.3%
|
34.1%
|
10
|
10%
|
|
|
4432
|
EnRich Financial Partners
Madison,
Wisconsin
|
$300M
|
+$919K
|
+0.3%
|
2.18%
|
–
|
230
|
6.96%
|
|
|
4433
|
Chiron Investment Management
New York
|
$300M
|
+$15.9M
|
+6%
|
7.88%
|
104%
|
122
|
54.92%
|
|
|
4434
|
Stolper & Co
Tulsa,
Oklahoma
|
$300M
|
-$5.46M
|
-2%
|
1.16%
|
70.5%
|
91
|
5.49%
|
|
|
4435
|
WP Advisors
San Francisco,
California
|
$300M
|
+$26.5M
|
+10%
|
4.2%
|
95.5%
|
106
|
9.43%
|
|
|
4436
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$300M
|
-$372K
|
-0.1%
|
1.15%
|
44.6%
|
64
|
7.81%
|
|
|
4437
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$300M
|
+$1.5M
|
+0.5%
|
2.16%
|
66.8%
|
78
|
11.54%
|
|
|
4438
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$300M
|
+$17.3M
|
+6%
|
5.08%
|
69.6%
|
115
|
13.04%
|
|
|
4439
|
Provident Wealth Management
Brentwood,
Tennessee
|
$300M
|
+$6.65M
|
+2%
|
0.37%
|
53.3%
|
137
|
17.52%
|
|
|
4440
|
American Assets Capital Advisers
San Diego,
California
|
$300M
|
-$26.1M
|
-8%
|
4.88%
|
73.5%
|
40
|
7.5%
|
|
|
4441
|
TrueWealth Advisors
Birmingham,
Alabama
|
$300M
|
+$289K
|
+0.1%
|
0.41%
|
58.5%
|
246
|
18.7%
|
|
|
4442
|
S.E.E.D. Planning Group
Binghamton,
New York
|
$300M
|
-$1.98M
|
-0.7%
|
1.51%
|
45.1%
|
79
|
12.66%
|
|
|
4443
|
Cavalier Investments
Alpharetta,
Georgia
|
$299M
|
-$26.7M
|
-8%
|
5.06%
|
171%
|
94
|
31.91%
|
|
|
4444
|
East Coast Asset Management
Essex,
Massachusetts
|
$299M
|
-$1.94M
|
-0.6%
|
5.43%
|
147%
|
74
|
5.41%
|
|
|
4445
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$299M
|
+$9.96M
|
+3%
|
2.87%
|
–
|
34
|
5.88%
|
|
|
4446
|
Voisard Asset Management Group
Grand Rapids,
Michigan
|
$299M
|
+$59.1M
|
+25%
|
1.4%
|
–
|
717
|
88.84%
|
|
|
4447
|
Wood Tarver Financial Group
Boise,
Idaho
|
$299M
|
–
|
–
|
0.08%
|
–
|
794
|
–
|
|
|
4448
|
Donoghue Forlines
Boston,
Massachusetts
|
$299M
|
-$51.8M
|
-15%
|
5.67%
|
199%
|
290
|
87.93%
|
|
|
4449
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$299M
|
-$34.8M
|
-10%
|
0.67%
|
–
|
744
|
16.8%
|
|
|
4450
|
Potrero Capital Research
San Francisco,
California
|
$299M
|
-$17.4M
|
-6%
|
10.4%
|
226%
|
39
|
41.03%
|
|