|
4501
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$180M
|
+$4.74M
|
+3%
|
20.8%
|
–
|
206
|
40.29%
|
|
|
4502
|
Riverstone Advisors
New Braunfels,
Texas
|
$180M
|
+$29.6M
|
+20%
|
16.1%
|
104%
|
41
|
12.2%
|
|
|
4503
|
Collective Family Office
York,
Pennsylvania
|
$180M
|
–
|
–
|
11.7%
|
50.1%
|
151
|
–
|
|
|
4504
|
Van Strum & Towne
San Francisco,
California
|
$180M
|
+$25.8M
|
+17%
|
16.3%
|
62.2%
|
103
|
28.16%
|
|
|
4505
|
Wells Trecaso Financial Group
Akron,
Ohio
|
$180M
|
+$23M
|
+15%
|
14.3%
|
108%
|
84
|
19.05%
|
|
|
4506
|
Financial Strategies Group
Okemos,
Michigan
|
$179M
|
+$30.9M
|
+21%
|
11.2%
|
44.9%
|
68
|
14.71%
|
|
|
4507
|
Harbour Investment Management
Edmonds,
Washington
|
$179M
|
+$17.7M
|
+11%
|
10.1%
|
58.8%
|
75
|
6.67%
|
|
|
4508
|
Madrona Financial Services
Everett,
Washington
|
$179M
|
+$19.8M
|
+12%
|
11.8%
|
75.4%
|
57
|
19.3%
|
|
|
4509
|
Highlander Capital Management
Short Hills,
New Jersey
|
$179M
|
+$14M
|
+8%
|
12.9%
|
34.4%
|
658
|
7.29%
|
|
|
4510
|
Asset Management Corp
Northbrook,
Illinois
|
$179M
|
+$14.2M
|
+9%
|
14.5%
|
57.1%
|
193
|
31.61%
|
|
|
4511
|
Phoenician Capital
New York
|
$179M
|
+$60.5M
|
+51%
|
13.1%
|
41.1%
|
18
|
22.22%
|
|
|
4512
|
Bonness Enterprises
Washington,
District of Columbia
|
$179M
|
+$8.64M
|
+5%
|
9.13%
|
94.6%
|
42
|
7.14%
|
|
|
4513
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$179M
|
–
|
–
|
8.41%
|
63.8%
|
257
|
–
|
|
|
4514
|
Resolute Advisors
San Francisco,
California
|
$179M
|
–
|
–
|
23%
|
36.7%
|
144
|
–
|
|
|
4515
|
Shoker Investment Counsel
Oxford,
Ohio
|
$178M
|
+$25.9M
|
+17%
|
15.5%
|
83.8%
|
93
|
9.68%
|
|
|
4516
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$178M
|
+$3.91M
|
+2%
|
5.93%
|
7.8%
|
105
|
39.05%
|
|
|
4517
|
TMD Wealth Management
Scottsdale,
Arizona
|
$178M
|
–
|
–
|
8.56%
|
2.41%
|
37
|
–
|
|
|
4518
|
Founders Fund VII Management
San Francisco,
California
|
$178M
|
–
|
–
|
21.5%
|
64.7%
|
2
|
–
|
|
|
4519
|
Falcon Wealth Planning
Ontario,
California
|
$178M
|
–
|
–
|
15.9%
|
52.7%
|
51
|
–
|
|
|
4520
|
Bislett Management
Palo Alto,
California
|
$178M
|
+$17.3M
|
+11%
|
24.5%
|
19.8%
|
17
|
5.88%
|
|
|
4521
|
Round Hill Asset Management
Pasadena,
California
|
$178M
|
+$13.2M
|
+8%
|
6.89%
|
43.2%
|
61
|
6.56%
|
|
|
4522
|
Stolper & Co
Tulsa,
Oklahoma
|
$178M
|
+$23.6M
|
+15%
|
15%
|
70.5%
|
91
|
8.79%
|
|
|
4523
|
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
$178M
|
+$27.1M
|
+18%
|
14.1%
|
88%
|
88
|
23.86%
|
|
|
4524
|
Davis Rea
Toronto,
Ontario, Canada
|
$178M
|
+$28.9M
|
+19%
|
14.4%
|
45.7%
|
59
|
10.17%
|
|
|
4525
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$178M
|
+$18.2M
|
+11%
|
15.9%
|
70.2%
|
263
|
13.31%
|
|