|
4501
|
Wela Strategies
Atlanta,
Georgia
|
$186M
|
+$12.3M
|
+7%
|
3.91%
|
51.3%
|
47
|
21.28%
|
|
|
4502
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$186M
|
+$8.4M
|
+5%
|
6.05%
|
11.8%
|
71
|
8.45%
|
|
|
4503
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$186M
|
+$14.3M
|
+8%
|
6.96%
|
58.5%
|
82
|
25.61%
|
|
|
4504
|
Deane Retirement Strategies
New Orleans,
Louisiana
|
$186M
|
+$21.6M
|
+13%
|
13.1%
|
64.7%
|
87
|
50.57%
|
|
|
4505
|
Millrace Asset Group
Berwyn,
Pennsylvania
|
$186M
|
+$42M
|
+29%
|
23.1%
|
113%
|
98
|
33.67%
|
|
|
4506
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$186M
|
-$1.19M
|
-0.6%
|
4.69%
|
43.1%
|
105
|
9.52%
|
|
|
4507
|
Kemper Corp Master Retirement Trust
Chicago,
Illinois
|
$186M
|
+$25.5M
|
+16%
|
8.78%
|
21.9%
|
36
|
94.44%
|
|
|
4508
|
Oak Asset Management
Westlake Village,
California
|
$186M
|
-$19.8M
|
-10%
|
5.81%
|
78%
|
93
|
48.39%
|
|
|
4509
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$185M
|
+$17M
|
+10%
|
4.99%
|
47.8%
|
55
|
18.18%
|
|
|
4510
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$185M
|
+$10.7M
|
+6%
|
5.56%
|
13%
|
52
|
19.23%
|
|
|
4511
|
Stonepine Capital Management
Bend,
Oregon
|
$185M
|
+$54.5M
|
+42%
|
11.1%
|
199%
|
35
|
57.14%
|
|
|
4512
|
MACRO Consulting Group
Parsippany,
New Jersey
|
$185M
|
+$12.6M
|
+7%
|
5.4%
|
–
|
108
|
11.11%
|
|
|
4513
|
NIA Impact Advisors
Berkeley,
California
|
$185M
|
-$7.02M
|
-4%
|
0.21%
|
–
|
55
|
5.45%
|
|
|
4514
|
|
$185M
|
+$20.4M
|
+12%
|
2.2%
|
141%
|
3
|
0%
|
|
|
4515
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$185M
|
+$5.88M
|
+3%
|
2.21%
|
63.8%
|
305
|
22.3%
|
|
|
4516
|
|
$184M
|
+$4.36M
|
+2%
|
4.3%
|
41.8%
|
75
|
1.33%
|
|
|
4517
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$184M
|
+$50K
|
+0%
|
6.94%
|
79.6%
|
1,250
|
82.08%
|
|
|
4518
|
Kehrs Ridge Capital
Holmdel,
New Jersey
|
$184M
|
-$90.9M
|
-33%
|
9.45%
|
–
|
51
|
86.27%
|
|
|
4519
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$184M
|
+$14.6M
|
+9%
|
9.03%
|
71.7%
|
115
|
13.91%
|
|
|
4520
|
MBE Wealth Management
Tomah,
Wisconsin
|
$184M
|
+$36.4M
|
+25%
|
4.19%
|
60.9%
|
64
|
17.19%
|
|
|
4521
|
Crystal Rock Capital Management
Bannockburn,
Illinois
|
$184M
|
+$9.05M
|
+5%
|
10.7%
|
153%
|
39
|
20.51%
|
|
|
4522
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$184M
|
+$6.77M
|
+4%
|
4.92%
|
80.7%
|
68
|
19.12%
|
|
|
4523
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$184M
|
+$1.07M
|
+0.6%
|
2.5%
|
–
|
425
|
22.12%
|
|
|
4524
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$184M
|
-$108M
|
-37%
|
5.68%
|
44%
|
540
|
90.74%
|
|
|
4525
|
Ararat Capital Management
Westport,
Connecticut
|
$184M
|
+$11.1M
|
+6%
|
19.8%
|
56.1%
|
21
|
19.05%
|
|