|
4501
|
Life Line Wealth Management
Beverly Hills,
California
|
$280M
|
+$15.1M
|
+6%
|
7.64%
|
–
|
28
|
35.71%
|
|
|
4502
|
3Chopt Investment Partners
Richmond,
Virginia
|
$280M
|
-$47.9M
|
-15%
|
7.06%
|
116%
|
183
|
61.75%
|
|
|
4503
|
Spectrum Financial Alliance
Nicholasville,
Kentucky
|
$279M
|
-$158K
|
-0.1%
|
0.58%
|
185%
|
19
|
21.05%
|
|
|
4504
|
Brophy Wealth Management
Bedford,
New Hampshire
|
$279M
|
–
|
–
|
6.74%
|
–
|
212
|
–
|
|
|
4505
|
Gill Capital Partners
Denver,
Colorado
|
$279M
|
+$20.8M
|
+8%
|
5.44%
|
41.8%
|
133
|
7.52%
|
|
|
4506
|
Strategic Advocates
Logan,
Utah
|
$279M
|
+$27.2M
|
+11%
|
5.93%
|
–
|
136
|
25%
|
|
|
4507
|
Wishbone Management
Chicago,
Illinois
|
$279M
|
-$30.5M
|
-10%
|
2.1%
|
39.1%
|
5
|
0%
|
|
|
4508
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$279M
|
+$17M
|
+6%
|
7.9%
|
77.2%
|
215
|
9.3%
|
|
|
4509
|
Hobbs Group Advisors
Columbia,
South Carolina
|
$279M
|
+$16.2M
|
+6%
|
5.21%
|
–
|
677
|
14.77%
|
|
|
4510
|
Financial Network Wealth Management
Draper,
Utah
|
$279M
|
+$16.5M
|
+6%
|
5.39%
|
–
|
114
|
7.89%
|
|
|
4511
|
LFL Advisers
Evanston,
Illinois
|
$279M
|
+$24.8M
|
+10%
|
6.48%
|
63.5%
|
11
|
9.09%
|
|
|
4512
|
Narus Financial Partners
Salt Lake City,
Utah
|
$279M
|
+$30.8M
|
+12%
|
11.3%
|
88.9%
|
156
|
13.46%
|
|
|
4513
|
Mattson Financial Services
Kentwood,
Michigan
|
$279M
|
-$1.83M
|
-0.7%
|
5.57%
|
–
|
270
|
0%
|
|
|
4514
|
Yakira Capital Management
Westport,
Connecticut
|
$279M
|
+$4.01M
|
+1%
|
4%
|
77.4%
|
330
|
35.76%
|
|
|
4515
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$278M
|
+$18.5M
|
+7%
|
3.43%
|
70.6%
|
100
|
15%
|
|
|
4516
|
Cordatus Wealth Management
Newtown,
Pennsylvania
|
$278M
|
+$11.7M
|
+4%
|
7.88%
|
96.3%
|
125
|
7.2%
|
|
|
4517
|
Old Point Trust & Financial Services N A
Newport News,
Virginia
|
$278M
|
+$20.6M
|
+8%
|
9.25%
|
72.6%
|
376
|
14.1%
|
|
|
4518
|
Portland Investment Counsel
Burlington,
Ontario, Canada
|
$278M
|
+$858K
|
+0.3%
|
10.7%
|
104%
|
59
|
25.42%
|
|
|
4519
|
Richard W. Paul & Associates
Novi,
Michigan
|
$278M
|
+$19.3M
|
+7%
|
6.01%
|
55.4%
|
528
|
10.04%
|
|
|
4520
|
First United Bank & Trust
Oakland,
Maryland
|
$278M
|
+$9.64M
|
+4%
|
7.3%
|
69.2%
|
406
|
7.39%
|
|
|
4521
|
TFG Advisers
Auburn Hills,
Michigan
|
$278M
|
+$20.3M
|
+8%
|
7.21%
|
61.8%
|
207
|
5.8%
|
|
|
4522
|
|
$278M
|
+$6.94M
|
+3%
|
2.57%
|
97.6%
|
61
|
19.67%
|
|
|
4523
|
Empower Annuity Insurance Company
Hartford,
Connecticut
|
$278M
|
+$14.4M
|
+5%
|
5.47%
|
0.57%
|
1
|
0%
|
|
|
4524
|
|
$278M
|
+$5.99M
|
+2%
|
4.99%
|
21.3%
|
128
|
7.03%
|
|
|
4525
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$278M
|
+$3.42M
|
+1%
|
4.89%
|
57%
|
472
|
4.24%
|
|