|
4476
|
Concentrum Wealth Management
San Jose,
California
|
$358M
|
+$11.5M
|
+3%
|
0.13%
|
174%
|
92
|
16.3%
|
|
|
4477
|
TFB Advisors
Overland Park,
Kansas
|
$358M
|
+$14.5M
|
+4%
|
2.08%
|
80.4%
|
323
|
9.6%
|
|
|
4478
|
Crown Wealth Group
Charlotte,
North Carolina
|
$358M
|
+$25.1M
|
+8%
|
2.87%
|
86.2%
|
152
|
22.37%
|
|
|
4479
|
Evexia Wealth
Stevens Point,
Wisconsin
|
$358M
|
+$23.8M
|
+7%
|
5%
|
92.5%
|
94
|
27.66%
|
|
|
4480
|
Chase Investment Counsel
Charlottesville,
Virginia
|
$358M
|
+$20M
|
+6%
|
9.9%
|
350%
|
156
|
32.05%
|
|
|
4481
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$358M
|
+$2.11M
|
+0.6%
|
1.75%
|
70.2%
|
188
|
21.28%
|
|
|
4482
|
Trinity Financial Advisors
Columbus,
Ohio
|
$358M
|
+$11.3M
|
+3%
|
2.66%
|
69.5%
|
105
|
12.38%
|
|
|
4483
|
Van Strum & Towne
San Francisco,
California
|
$358M
|
+$17.1M
|
+5%
|
3.36%
|
62.2%
|
116
|
6.9%
|
|
|
4484
|
Libra Wealth
Los Gatos,
California
|
$357M
|
+$24.4M
|
+7%
|
1.09%
|
58.2%
|
72
|
12.5%
|
|
|
4485
|
Martin Investment Management
Palm Beach Gardens,
Florida
|
$357M
|
-$36.1M
|
-9%
|
4.55%
|
44.7%
|
54
|
14.81%
|
|
|
4486
|
Drummond Knight Asset Management
Crows Nest, NSW,
Australia
|
$357M
|
+$30.6M
|
+9%
|
26.9%
|
–
|
15
|
46.67%
|
|
|
4487
|
|
$357M
|
+$2.12M
|
+0.6%
|
1.81%
|
61.2%
|
50
|
16%
|
|
|
4488
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$357M
|
+$3.25M
|
+0.9%
|
1.42%
|
60.9%
|
342
|
5.26%
|
|
|
4489
|
Cypress Capital
Franklin,
Tennessee
|
$357M
|
+$7.61M
|
+2%
|
2.27%
|
39.8%
|
98
|
8.16%
|
|
|
4490
|
2Xideas
Kusnacht,
Switzerland
|
$357M
|
-$117M
|
-25%
|
1.95%
|
40.6%
|
65
|
36.92%
|
|
|
4491
|
Capital Planning
Bellevue,
Washington
|
$357M
|
+$13.6M
|
+4%
|
0.52%
|
68.9%
|
85
|
8.24%
|
|
|
4492
|
Westend Capital Management
Sausalito,
California
|
$357M
|
+$13.6M
|
+4%
|
10.3%
|
–
|
281
|
24.91%
|
|
|
4493
|
Haverford Financial Services
Radnor,
Pennsylvania
|
$357M
|
+$464K
|
+0.1%
|
2.96%
|
57.9%
|
48
|
6.25%
|
|
|
4494
|
Peak Planning Group
Centennial,
Colorado
|
$357M
|
+$165M
|
+86%
|
3.45%
|
105%
|
127
|
31.5%
|
|
|
4495
|
OLIO Financial Planning
Mclean,
Virginia
|
$356M
|
+$15.6M
|
+5%
|
2.16%
|
47.8%
|
75
|
16%
|
|
|
4496
|
Wood Tarver Financial Group
Boise,
Idaho
|
$356M
|
+$17.2M
|
+5%
|
2.21%
|
–
|
153
|
2.61%
|
|
|
4497
|
Divisar Capital Management
San Francisco,
California
|
$356M
|
-$11.6M
|
-3%
|
17%
|
194%
|
28
|
17.86%
|
|
|
4498
|
Leeward Financial Partners
Bellevue,
Washington
|
$356M
|
+$4.28M
|
+1%
|
1.76%
|
83%
|
104
|
10.58%
|
|
|
4499
|
McMill Wealth Management
Norfolk,
Nebraska
|
$356M
|
+$4.69M
|
+1%
|
2.33%
|
–
|
59
|
6.78%
|
|
|
4500
|
Doma Perpetual Capital Management
Miami,
Florida
|
$356M
|
+$57.8M
|
+19%
|
1.12%
|
–
|
13
|
15.38%
|
|