|
4551
|
David Kennon
Sarasota,
Florida
|
$209M
|
-$6.03M
|
-3%
|
3.4%
|
46.9%
|
27
|
0%
|
|
|
4552
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$209M
|
-$56.1M
|
-21%
|
2.74%
|
103%
|
525
|
9.33%
|
|
|
4553
|
Seven Springs Wealth Group
Brentwood,
Tennessee
|
$209M
|
-$2.12M
|
-1%
|
2.49%
|
59.2%
|
64
|
14.06%
|
|
|
4554
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
$209M
|
-$6.51M
|
-3%
|
2.81%
|
31.6%
|
124
|
33.06%
|
|
|
4555
|
Snow Phipps Group
New York
|
$209M
|
+$7.17M
|
+4%
|
4.24%
|
89.2%
|
2
|
0%
|
|
|
4556
|
Financial Partners Group (Tennessee)
Gallatin,
Tennessee
|
$208M
|
+$9.76M
|
+5%
|
1.89%
|
–
|
89
|
23.6%
|
|
|
4557
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$208M
|
-$9.46M
|
-4%
|
5.18%
|
72.3%
|
111
|
2.7%
|
|
|
4558
|
RBA Wealth Management
Newport Beach,
California
|
$208M
|
-$6.72M
|
-3%
|
2.45%
|
77.7%
|
91
|
6.59%
|
|
|
4559
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$208M
|
-$75.7M
|
-27%
|
2.26%
|
58.8%
|
168
|
61.9%
|
|
|
4560
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$208M
|
+$6.22M
|
+3%
|
2.51%
|
69.7%
|
246
|
25.2%
|
|
|
4561
|
Strata Wealth Advisors
Dallas,
Texas
|
$208M
|
–
|
–
|
2.18%
|
68.3%
|
51
|
–
|
|
|
4562
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$207M
|
-$8M
|
-4%
|
3.94%
|
54.3%
|
421
|
7.6%
|
|
|
4563
|
Khrom Capital Management
Miami Beach,
Florida
|
$207M
|
+$23.1M
|
+13%
|
8.6%
|
35.6%
|
13
|
30.77%
|
|
|
4564
|
Elmwood Wealth Management
Berkeley,
California
|
$207M
|
-$7.24M
|
-3%
|
3.02%
|
37.6%
|
123
|
11.38%
|
|
|
4565
|
Safeguard Financial
Minocqua,
Wisconsin
|
$207M
|
-$312K
|
-0.2%
|
3.68%
|
21.9%
|
607
|
88.63%
|
|
|
4566
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$207M
|
-$1.33M
|
-0.6%
|
2.91%
|
84.2%
|
168
|
18.45%
|
|
|
4567
|
Astoria Portfolio Advisors
New York
|
$207M
|
-$51.1M
|
-20%
|
2.81%
|
75.4%
|
202
|
28.71%
|
|
|
4568
|
Biltmore Wealth Management
Tempe,
Arizona
|
$207M
|
-$28.7M
|
-12%
|
3.48%
|
55.6%
|
53
|
3.77%
|
|
|
4569
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$207M
|
+$35M
|
+20%
|
3.11%
|
36.5%
|
42
|
16.67%
|
|
|
4570
|
Nightview Capital
Austin,
Texas
|
$207M
|
-$16.4M
|
-7%
|
3.77%
|
142%
|
19
|
26.32%
|
|
|
4571
|
Snider Financial Group
Bellevue,
Washington
|
$207M
|
-$2.28M
|
-1%
|
2.51%
|
73.7%
|
61
|
9.84%
|
|
|
4572
|
|
$207M
|
-$2.71M
|
-1%
|
3.31%
|
72.6%
|
99
|
13.13%
|
|
|
4573
|
Delphi Financial Group
Wilmington,
Delaware
|
$207M
|
+$9.76M
|
+5%
|
5.08%
|
66.3%
|
32
|
50%
|
|
|
4574
|
Ceeto Capital Group
Coral Gables,
Florida
|
$207M
|
-$11.6M
|
-5%
|
5.39%
|
94.4%
|
165
|
10.91%
|
|
|
4575
|
Kailix Advisors
Fort Lauderdale,
Florida
|
$207M
|
+$26.3M
|
+15%
|
9.13%
|
16.3%
|
9
|
22.22%
|
|