|
4501
|
Investment Planning Advisors
Cumming,
Georgia
|
$343M
|
+$25.5M
|
+8%
|
2.6%
|
–
|
99
|
15.15%
|
|
|
4502
|
Tucker Asset Management
Littleton,
Colorado
|
$343M
|
+$11.6M
|
+4%
|
2.27%
|
54.4%
|
1,089
|
71.81%
|
|
|
4503
|
Deepwater Asset Management
Minneapolis,
Minnesota
|
$343M
|
+$92M
|
+37%
|
2.34%
|
70.4%
|
52
|
51.92%
|
|
|
4504
|
Singapore Technologies Telemedia
Singapore
|
$343M
|
-$37.4M
|
-10%
|
9.82%
|
116%
|
1
|
0%
|
|
|
4505
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$343M
|
+$35M
|
+11%
|
2.03%
|
47.9%
|
185
|
8.65%
|
|
|
4506
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$343M
|
+$50.4M
|
+17%
|
2.29%
|
–
|
196
|
22.45%
|
|
|
4507
|
Cutler Capital Management
Worcester,
Massachusetts
|
$343M
|
+$29.3M
|
+9%
|
2.93%
|
34%
|
129
|
10.08%
|
|
|
4508
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$343M
|
+$4.98M
|
+1%
|
3.61%
|
88.7%
|
146
|
13.01%
|
|
|
4509
|
Smart Money Group
Eastland,
Texas
|
$343M
|
+$5.15M
|
+2%
|
0.09%
|
58.9%
|
85
|
5.88%
|
|
|
4510
|
SS&H Financial Advisors
Troy,
Michigan
|
$343M
|
+$13.7M
|
+4%
|
4.37%
|
–
|
127
|
3.15%
|
|
|
4511
|
Greenlea Lane Capital Management
Weston,
Connecticut
|
$343M
|
-$309K
|
-0.1%
|
3.34%
|
119%
|
8
|
0%
|
|
|
4512
|
Ceeto Capital Group
Coral Gables,
Florida
|
$343M
|
-$2.3M
|
-0.7%
|
3.82%
|
81.6%
|
191
|
6.81%
|
|
|
4513
|
Quantum Private Wealth
Tampa,
Florida
|
$342M
|
+$272K
|
+0.1%
|
3.09%
|
219%
|
182
|
10.99%
|
|
|
4514
|
Corbyn Investment Management
Lutherville,
Maryland
|
$342M
|
+$839K
|
+0.2%
|
0%
|
56.1%
|
69
|
2.9%
|
|
|
4515
|
|
$342M
|
+$4.31M
|
+1%
|
1.38%
|
63%
|
18
|
0%
|
|
|
4516
|
Frec Markets Inc
San Francisco,
California
|
$342M
|
–
|
–
|
5.69%
|
–
|
343
|
–
|
|
|
4517
|
Covenant Partners
Nashville,
Tennessee
|
$342M
|
-$10.7M
|
-3%
|
1.57%
|
70.3%
|
140
|
7.14%
|
|
|
4518
|
Regimen Wealth
Atlanta,
Georgia
|
$342M
|
+$5.04M
|
+1%
|
1.1%
|
28.5%
|
77
|
3.9%
|
|
|
4519
|
Consilio Wealth Advisors
Bellevue,
Washington
|
$342M
|
+$37.5M
|
+12%
|
1.73%
|
53.3%
|
105
|
14.29%
|
|
|
4520
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$342M
|
+$22.1M
|
+7%
|
1.49%
|
50%
|
53
|
26.42%
|
|
|
4521
|
|
$341M
|
-$133M
|
-28%
|
3.71%
|
22.4%
|
88
|
22.73%
|
|
|
4522
|
Maestria Partners
Atlanta,
Georgia
|
$341M
|
+$25.1M
|
+8%
|
1.07%
|
–
|
15
|
6.67%
|
|
|
4523
|
Tactive Advisors
Jacksonville,
Florida
|
$341M
|
-$12.4M
|
-3%
|
2.4%
|
–
|
289
|
24.57%
|
|
|
4524
|
Wealth High Governance Capital
Sao Paulo,
Brazil
|
$341M
|
-$6.86M
|
-2%
|
20.6%
|
424%
|
67
|
79.1%
|
|
|
4525
|
Yeomans Consulting Group
Marietta,
Georgia
|
$341M
|
+$51.5M
|
+18%
|
3.85%
|
–
|
137
|
45.26%
|
|