|
4526
|
Apeiron RIA
Dallas,
Texas
|
$390M
|
-$41.6M
|
-10%
|
11.2%
|
63.7%
|
216
|
30.56%
|
|
|
4527
|
LongView Wealth Management
Atlanta,
Georgia
|
$390M
|
-$8.26M
|
-2%
|
11.9%
|
–
|
261
|
18.39%
|
|
|
4528
|
Checkpoint Capital
San Francisco,
California
|
$390M
|
+$111M
|
+40%
|
39.9%
|
–
|
8
|
25%
|
|
|
4529
|
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
|
$390M
|
+$38.7M
|
+11%
|
18.4%
|
89.1%
|
121
|
18.18%
|
|
|
4530
|
Smart Money Group
Eastland,
Texas
|
$390M
|
+$45.8M
|
+13%
|
12.6%
|
58.9%
|
88
|
6.82%
|
|
|
4531
|
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
|
$389M
|
+$34.6M
|
+10%
|
28.4%
|
147%
|
309
|
7.44%
|
|
|
4532
|
Narus Financial Partners
Salt Lake City,
Utah
|
$389M
|
+$7.72M
|
+2%
|
4.57%
|
88.9%
|
185
|
16.76%
|
|
|
4533
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$389M
|
+$45.9M
|
+13%
|
20.7%
|
88.7%
|
153
|
17.65%
|
|
|
4534
|
Trinity Financial Advisors
Columbus,
Ohio
|
$389M
|
+$37.9M
|
+11%
|
12%
|
69.5%
|
97
|
10.31%
|
|
|
4535
|
Cedar Wealth Management
Walnut Creek,
California
|
$389M
|
+$45.4M
|
+13%
|
14.4%
|
68.1%
|
103
|
24.27%
|
|
|
4536
|
St. Clair Advisors
Mayfield Hts,
Ohio
|
$389M
|
+$12.9M
|
+3%
|
13.3%
|
64%
|
83
|
7.23%
|
|
|
4537
|
MSA Advisors
Santa Monica,
California
|
$389M
|
+$55.9M
|
+17%
|
14.8%
|
–
|
54
|
27.78%
|
|
|
4538
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$388M
|
+$47.7M
|
+14%
|
14.5%
|
66%
|
139
|
20.14%
|
|
|
4539
|
Provident Wealth Management
Brentwood,
Tennessee
|
$388M
|
+$57.8M
|
+17%
|
12.2%
|
53.3%
|
164
|
20.12%
|
|
|
4540
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$388M
|
+$54.7M
|
+16%
|
13.4%
|
61.9%
|
90
|
12.22%
|
|
|
4541
|
Keystone Financial Planning
Cleveland,
Ohio
|
$388M
|
+$13.6M
|
+4%
|
2.16%
|
34.1%
|
42
|
11.9%
|
|
|
4542
|
|
$388M
|
+$44.5M
|
+13%
|
27.1%
|
90.3%
|
71
|
12.68%
|
|
|
4543
|
Terril Brothers
St. Louis,
Missouri
|
$388M
|
+$22M
|
+6%
|
5.52%
|
94.4%
|
77
|
10.39%
|
|
|
4544
|
Post Oak Energy Holdings
Houston,
Texas
|
$388M
|
-$61.3M
|
-14%
|
13.6%
|
64.6%
|
1
|
0%
|
|
|
4545
|
CDAM (UK)
London,
United Kingdom
|
$387M
|
-$63.5M
|
-14%
|
13%
|
7.89%
|
12
|
8.33%
|
|
|
4546
|
Stolper & Co
Tulsa,
Oklahoma
|
$387M
|
+$34.8M
|
+10%
|
8.91%
|
70.5%
|
98
|
13.27%
|
|
|
4547
|
Osprey Private Wealth
New York
|
$387M
|
+$41.9M
|
+12%
|
8.65%
|
–
|
88
|
12.5%
|
|
|
4548
|
Slotnik Capital
Dallas,
Texas
|
$387M
|
+$45.1M
|
+13%
|
15.7%
|
–
|
43
|
72.09%
|
|
|
4549
|
LOM Asset Management
Hamilton,
|
$387M
|
+$39.1M
|
+11%
|
24.2%
|
–
|
292
|
9.59%
|
|
|
4550
|
Donoghue Forlines
Boston,
Massachusetts
|
$387M
|
+$25.3M
|
+7%
|
42.1%
|
199%
|
164
|
58.54%
|
|