|
4451
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$205M
|
+$10.2M
|
+5%
|
4.52%
|
55.2%
|
48
|
8.33%
|
|
|
4452
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$205M
|
+$17.7M
|
+9%
|
4.53%
|
32.7%
|
82
|
9.76%
|
|
|
4453
|
David Kennon
Sarasota,
Florida
|
$205M
|
+$12.8M
|
+7%
|
4.7%
|
46.9%
|
32
|
46.88%
|
|
|
4454
|
J. Arnold Wealth Management
Youngstown,
Ohio
|
$205M
|
+$1.9M
|
+0.9%
|
22.6%
|
46.2%
|
86
|
40.7%
|
|
|
4455
|
Tempus Wealth Planning
Irvine,
California
|
$205M
|
+$40M
|
+24%
|
8.31%
|
89.9%
|
197
|
18.27%
|
|
|
4456
|
Seldon Capital
San Francisco,
California
|
$204M
|
+$88.7M
|
+77%
|
11%
|
449%
|
264
|
83.71%
|
|
|
4457
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$204M
|
+$23.7M
|
+13%
|
8.94%
|
90.2%
|
134
|
17.91%
|
|
|
4458
|
Palogic Value Management
Dallas,
Texas
|
$204M
|
+$12.6M
|
+7%
|
6.06%
|
20.9%
|
169
|
15.98%
|
|
|
4459
|
Highlander Capital Management
Short Hills,
New Jersey
|
$204M
|
+$13.1M
|
+7%
|
4.72%
|
34.4%
|
702
|
4.42%
|
|
|
4460
|
Serenity Capital Management (Singapore)
Singapore
|
$204M
|
-$9.64M
|
-5%
|
5.58%
|
20.4%
|
4
|
25%
|
|
|
4461
|
First County Bank
Stamford,
Connecticut
|
$204M
|
-$4.6M
|
-2%
|
3.1%
|
89.1%
|
174
|
13.79%
|
|
|
4462
|
Acima Private Wealth
Richmond,
Virginia
|
$204M
|
+$8.59M
|
+4%
|
5.54%
|
45.2%
|
288
|
24.65%
|
|
|
4463
|
|
$203M
|
+$32.8M
|
+19%
|
14.1%
|
97.6%
|
76
|
14.47%
|
|
|
4464
|
SimpliFi Inc
San Diego,
California
|
$203M
|
+$11.8M
|
+6%
|
3.13%
|
26.7%
|
37
|
29.73%
|
|
|
4465
|
Investment Advisory Services
The Woodlands,
Texas
|
$203M
|
+$8.55M
|
+4%
|
3.93%
|
65.4%
|
98
|
4.08%
|
|
|
4466
|
Avalon Global Asset Management
San Francisco,
California
|
$203M
|
+$43.8M
|
+28%
|
29.2%
|
177%
|
35
|
42.86%
|
|
|
4467
|
Oak Family Advisors
Chicago,
Illinois
|
$203M
|
+$16.1M
|
+9%
|
8.96%
|
83.5%
|
122
|
14.75%
|
|
|
4468
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$203M
|
-$7.13M
|
-3%
|
5.58%
|
71.5%
|
125
|
29.6%
|
|
|
4469
|
Hillman Company
Pittsburgh,
Pennsylvania
|
$203M
|
+$10.9M
|
+6%
|
14.8%
|
134%
|
14
|
7.14%
|
|
|
4470
|
FirstPurpose Wealth
Orem,
Utah
|
$203M
|
+$23.8M
|
+13%
|
6.36%
|
–
|
205
|
17.56%
|
|
|
4471
|
Delphi Financial Group
Wilmington,
Delaware
|
$203M
|
+$4.07M
|
+2%
|
3.54%
|
48.5%
|
38
|
34.21%
|
|
|
4472
|
11 Capital Partners
Darien,
Connecticut
|
$203M
|
+$44.1M
|
+28%
|
5.64%
|
72.5%
|
13
|
15.38%
|
|
|
4473
|
Oxler Private Wealth
Rye Brook,
New York
|
$203M
|
+$16.8M
|
+9%
|
11.3%
|
87.3%
|
95
|
5.26%
|
|
|
4474
|
Platform Technology Partners
New York
|
$202M
|
+$8.94M
|
+5%
|
8.88%
|
–
|
218
|
8.26%
|
|
|
4475
|
O'Keefe Stevens Advisory
Rochester,
New York
|
$202M
|
+$34.1M
|
+20%
|
28.1%
|
216%
|
41
|
7.32%
|
|