|
4526
|
KCS Wealth Advisory
Los Angeles,
California
|
$216M
|
-$32.9M
|
-13%
|
2.38%
|
45.3%
|
172
|
15.12%
|
|
|
4527
|
Lake Point Wealth Management
Rockwall,
Texas
|
$216M
|
-$12.8M
|
-6%
|
4.45%
|
–
|
505
|
12.48%
|
|
|
4528
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$216M
|
-$10.2M
|
-5%
|
2.38%
|
109%
|
215
|
27.44%
|
|
|
4529
|
VisionPoint Advisory Group
Dallas,
Texas
|
$216M
|
-$12.6M
|
-6%
|
4.07%
|
74.2%
|
109
|
27.52%
|
|
|
4530
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$216M
|
+$11.8M
|
+6%
|
3.77%
|
57.1%
|
137
|
8.76%
|
|
|
4531
|
Eads & Heald Wealth Management
Atlanta,
Georgia
|
$216M
|
-$14.3M
|
-6%
|
2.56%
|
70.2%
|
151
|
5.96%
|
|
|
4532
|
Stonehill Capital Management
New York
|
$216M
|
-$240M
|
-53%
|
1.71%
|
145%
|
25
|
40%
|
|
|
4533
|
Sora Investors
Bryn Mawr,
Pennsylvania
|
$216M
|
+$11M
|
+5%
|
8.87%
|
94.3%
|
35
|
65.71%
|
|
|
4534
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$215M
|
-$14.6M
|
-6%
|
2.03%
|
62.3%
|
522
|
68.2%
|
|
|
4535
|
My Legacy Advisors
Bend,
Oregon
|
$215M
|
–
|
–
|
4.32%
|
49.1%
|
179
|
–
|
|
|
4536
|
Prudent Investors Network
Lake Forest,
California
|
$215M
|
+$3.04M
|
+1%
|
5.19%
|
–
|
36
|
22.22%
|
|
|
4537
|
Prospect Capital Advisors
Sausalito,
California
|
$215M
|
-$38.9M
|
-15%
|
9.5%
|
136%
|
32
|
25%
|
|
|
4538
|
First Bankers Trust
Louisville,
Kentucky
|
$215M
|
-$12.3M
|
-5%
|
1.63%
|
78.9%
|
120
|
5.83%
|
|
|
4539
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$215M
|
-$2.29M
|
-1%
|
3.8%
|
–
|
671
|
39.79%
|
|
|
4540
|
Offit Capital Advisors
New York
|
$214M
|
+$52.9M
|
+33%
|
0.43%
|
–
|
2
|
50%
|
|
|
4541
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$214M
|
+$7M
|
+3%
|
2.03%
|
77.2%
|
179
|
15.64%
|
|
|
4542
|
Wealth Effects
Boston,
Massachusetts
|
$214M
|
-$26.7M
|
-11%
|
7.65%
|
160%
|
224
|
12.95%
|
|
|
4543
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$214M
|
-$20.1M
|
-9%
|
4.06%
|
53.9%
|
117
|
7.69%
|
|
|
4544
|
Aegon USA Investment Management
Cedar Rapids,
Iowa
|
$214M
|
-$146M
|
-40%
|
4.61%
|
39.9%
|
54
|
24.07%
|
|
|
4545
|
Financial Perspectives
Minneapolis,
Minnesota
|
$214M
|
+$2.63M
|
+1%
|
2.97%
|
87.8%
|
695
|
7.34%
|
|
|
4546
|
Bigelow Investment Advisors
Portland,
Maine
|
$214M
|
-$5.95M
|
-3%
|
4.62%
|
53.9%
|
152
|
7.89%
|
|
|
4547
|
Keystone Wealth Partners
Chandler,
Arizona
|
$214M
|
-$12.5M
|
-6%
|
3.39%
|
–
|
37
|
35.14%
|
|
|
4548
|
VR Advisory Services
Camana Bay, Grand Cayman,
Cayman Islands
|
$214M
|
-$20.6M
|
-9%
|
14.4%
|
93.7%
|
93
|
43.01%
|
|
|
4549
|
Acuta Capital Partners
Redwood City,
California
|
$214M
|
-$23.9M
|
-10%
|
9.36%
|
7,472%
|
48
|
39.58%
|
|
|
4550
|
Bridge City Capital
Lake Oswego,
Oregon
|
$214M
|
-$28.5M
|
-12%
|
8.16%
|
76.9%
|
96
|
3.13%
|
|