|
4501
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$218M
|
+$3.47M
|
+2%
|
5.29%
|
53.4%
|
93
|
26.88%
|
|
|
4502
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$218M
|
+$6.59M
|
+3%
|
6.81%
|
86.7%
|
54
|
1.85%
|
|
|
4503
|
Forager Capital Management
Birmingham,
Alabama
|
$218M
|
+$11.8M
|
+6%
|
9.47%
|
30.6%
|
14
|
14.29%
|
|
|
4504
|
Peachtree Investment Partners
Indian River Shores,,
Florida
|
$218M
|
-$20.7M
|
-9%
|
5.73%
|
82.6%
|
118
|
21.19%
|
|
|
4505
|
Bullseye Asset Management
Denver,
Colorado
|
$217M
|
-$34.6M
|
-14%
|
6.58%
|
55%
|
94
|
4.26%
|
|
|
4506
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$217M
|
-$27.9M
|
-11%
|
0.58%
|
105%
|
263
|
16.35%
|
|
|
4507
|
Bonness Enterprises
Washington,
District of Columbia
|
$217M
|
+$815K
|
+0.4%
|
2.33%
|
94.6%
|
41
|
2.44%
|
|
|
4508
|
Townsend & Associates
Westminster,
Colorado
|
$217M
|
+$34.6M
|
+19%
|
1.9%
|
54.1%
|
83
|
21.69%
|
|
|
4509
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$217M
|
-$5.66M
|
-3%
|
2.48%
|
39.7%
|
858
|
9.09%
|
|
|
4510
|
Q3 Asset Management
Birmingham,
Michigan
|
$217M
|
-$18.1M
|
-8%
|
1.97%
|
96.4%
|
70
|
84.29%
|
|
|
4511
|
Riverview Capital Advisers
Boston,
Massachusetts
|
$217M
|
-$7.59M
|
-3%
|
2.79%
|
57.5%
|
108
|
13.89%
|
|
|
4512
|
|
$217M
|
-$34.7M
|
-14%
|
7.19%
|
78.2%
|
35
|
8.57%
|
|
|
4513
|
Tri-Star Advisors
Houston,
Texas
|
$217M
|
-$21.5M
|
-9%
|
3.71%
|
3.07%
|
59
|
22.03%
|
|
|
4514
|
IRON Financial
Northbrook,
Illinois
|
$217M
|
-$7.2M
|
-3%
|
3.34%
|
51.4%
|
133
|
30.08%
|
|
|
4515
|
Gabalex Capital Management
New York
|
$217M
|
-$18.5M
|
-8%
|
2.05%
|
24.9%
|
18
|
16.67%
|
|
|
4516
|
Atlas FRM
Greenwich,
Connecticut
|
$217M
|
-$8.37M
|
-4%
|
3.18%
|
17.9%
|
8
|
37.5%
|
|
|
4517
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
$217M
|
-$12.7M
|
-6%
|
6.5%
|
58.8%
|
71
|
9.86%
|
|
|
4518
|
Sendero Wealth Management
San Antonio,
Texas
|
$217M
|
-$8.33M
|
-4%
|
4.78%
|
77.4%
|
87
|
17.24%
|
|
|
4519
|
Wiser Wealth Management
Marietta,
Georgia
|
$217M
|
+$12.1M
|
+6%
|
5.1%
|
46.7%
|
32
|
18.75%
|
|
|
4520
|
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
|
$217M
|
-$16M
|
-7%
|
2.44%
|
73.4%
|
69
|
17.39%
|
|
|
4521
|
Acima Private Wealth
Richmond,
Virginia
|
$217M
|
-$15.9M
|
-7%
|
3.33%
|
45.2%
|
247
|
7.29%
|
|
|
4522
|
Worth Venture Partners
Fort Lee,
New Jersey
|
$217M
|
+$14.7M
|
+7%
|
4.88%
|
102%
|
169
|
33.73%
|
|
|
4523
|
Serenity Capital
Palo Alto,
California
|
$216M
|
+$3.55M
|
+2%
|
11.6%
|
–
|
3
|
33.33%
|
|
|
4524
|
Tiemann Investment Advisors
Menlo Park,
California
|
$216M
|
-$20.3M
|
-9%
|
3.92%
|
64.1%
|
233
|
12.45%
|
|
|
4525
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$216M
|
-$29.8M
|
-12%
|
4.61%
|
59.3%
|
140
|
45%
|
|