|
4501
|
Shoker Investment Counsel
Oxford,
Ohio
|
$337M
|
-$4.42M
|
-1%
|
5.43%
|
83.8%
|
114
|
7.02%
|
|
|
4502
|
Schiavi & Co
Wilmington,
Delaware
|
$337M
|
+$25.6M
|
+8%
|
2.64%
|
41.4%
|
51
|
15.69%
|
|
|
4503
|
Independent Wealth Network
Urbandale,
Iowa
|
$337M
|
+$9.31M
|
+3%
|
1.66%
|
75.1%
|
350
|
31.71%
|
|
|
4504
|
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
$337M
|
+$5.31M
|
+2%
|
1.49%
|
70.2%
|
202
|
9.41%
|
|
|
4505
|
Team Hewins
Redwood City,
California
|
$337M
|
+$26.2M
|
+8%
|
4.55%
|
60.5%
|
42
|
7.14%
|
|
|
4506
|
Standard General
New York
|
$336M
|
-$222M
|
-40%
|
37.8%
|
112%
|
3
|
33.33%
|
|
|
4507
|
WT Wealth Management
Scottsdale,
Arizona
|
$336M
|
-$11.4M
|
-3%
|
0.78%
|
66.6%
|
153
|
23.53%
|
|
|
4508
|
Leeward Financial Partners
Bellevue,
Washington
|
$336M
|
-$19.6M
|
-5%
|
4.26%
|
83%
|
100
|
7%
|
|
|
4509
|
|
$336M
|
+$25.5M
|
+8%
|
2.95%
|
–
|
9
|
11.11%
|
|
|
4510
|
Haverford Financial Services
Radnor,
Pennsylvania
|
$336M
|
-$21.2M
|
-6%
|
1.64%
|
57.9%
|
49
|
8.16%
|
|
|
4511
|
Kooman & Associates
Altoona,
Pennsylvania
|
$335M
|
-$2.67M
|
-0.8%
|
0.58%
|
59.9%
|
54
|
11.11%
|
|
|
4512
|
Hudson Value Partners
Palm Beach,
Florida
|
$335M
|
-$740K
|
-0.2%
|
2.02%
|
124%
|
114
|
16.67%
|
|
|
4513
|
LifeWealth Investments
Winter Garden,
Florida
|
$335M
|
+$19.3M
|
+6%
|
1.62%
|
–
|
169
|
25.44%
|
|
|
4514
|
Passive Capital Management
Baltimore,
Maryland
|
$335M
|
+$15.1M
|
+5%
|
0.17%
|
37.7%
|
109
|
18.35%
|
|
|
4515
|
VSM Wealth Advisory
Hunt Valley,
Maryland
|
$335M
|
+$1.87M
|
+0.6%
|
1.3%
|
–
|
524
|
18.89%
|
|
|
4516
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$335M
|
-$1.41M
|
-0.4%
|
1.5%
|
58%
|
124
|
18.55%
|
|
|
4517
|
Private Client Services
Louisville,
Kentucky
|
$334M
|
+$14.5M
|
+5%
|
0.21%
|
–
|
231
|
26.41%
|
|
|
4518
|
Parus Finance (UK)
London,
United Kingdom
|
$334M
|
-$46M
|
-12%
|
9.01%
|
199%
|
38
|
13.16%
|
|
|
4519
|
Hobbs Group Advisors
Columbia,
South Carolina
|
$334M
|
+$3.01M
|
+0.9%
|
1.03%
|
–
|
176
|
15.91%
|
|
|
4520
|
Baron Wealth Management
Troy,
Michigan
|
$334M
|
+$9.91M
|
+3%
|
0.39%
|
86.8%
|
303
|
22.44%
|
|
|
4521
|
Montanaro Asset Management
London,
United Kingdom
|
$334M
|
-$24.5M
|
-7%
|
0.28%
|
49.6%
|
48
|
27.08%
|
|
|
4522
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$334M
|
+$8M
|
+2%
|
1.03%
|
–
|
112
|
14.29%
|
|
|
4523
|
Claris Advisors
St. Louis,
Missouri
|
$334M
|
+$6.03M
|
+2%
|
1.66%
|
65.7%
|
72
|
8.33%
|
|
|
4524
|
Martin Investment Management
Palm Beach Gardens,
Florida
|
$334M
|
-$23.3M
|
-7%
|
4.21%
|
44.7%
|
51
|
13.73%
|
|
|
4525
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
$334M
|
-$3.54M
|
-1%
|
2.14%
|
78%
|
153
|
13.07%
|
|