|
4601
|
Kelly Financial Services
Braintree,
Massachusetts
|
$190M
|
+$18.8M
|
+11%
|
7.14%
|
58.4%
|
713
|
4.91%
|
|
|
4602
|
Carr Financial Group
Worcester,
Massachusetts
|
$190M
|
–
|
–
|
7.93%
|
66.1%
|
164
|
–
|
|
|
4603
|
Taika Capital
Sunny Isles Beach,
Florida
|
$190M
|
+$26.5M
|
+16%
|
17.3%
|
68.3%
|
56
|
44.64%
|
|
|
4604
|
TRUADVICE
Sarasota,
Florida
|
$190M
|
+$11.7M
|
+7%
|
6.23%
|
21.6%
|
165
|
18.79%
|
|
|
4605
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$190M
|
+$40.1M
|
+27%
|
10.2%
|
86.4%
|
633
|
69.04%
|
|
|
4606
|
New England Guild Wealth Advisors
Avon,
Connecticut
|
$190M
|
+$24.3M
|
+15%
|
7.86%
|
6.04%
|
71
|
12.68%
|
|
|
4607
|
Davide Leone & Partners Investment Company
London,
United Kingdom
|
$190M
|
+$119M
|
+168%
|
7.1%
|
64.1%
|
6
|
83.33%
|
|
|
4608
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$190M
|
+$7.66M
|
+4%
|
8.99%
|
61.9%
|
85
|
15.29%
|
|
|
4609
|
Madden Securities
Dallas,
Texas
|
$190M
|
+$24.1M
|
+15%
|
7.52%
|
92.2%
|
397
|
76.07%
|
|
|
4610
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$190M
|
+$8.67M
|
+5%
|
1.58%
|
70.6%
|
100
|
30%
|
|
|
4611
|
Bloom Tree Partners
New York
|
$189M
|
-$78.8M
|
-29%
|
0.16%
|
20.4%
|
78
|
39.74%
|
|
|
4612
|
Selective Wealth Management
Forest,
Virginia
|
$189M
|
-$44M
|
-19%
|
4.19%
|
62.6%
|
794
|
84.38%
|
|
|
4613
|
|
$189M
|
+$17.8M
|
+10%
|
9.2%
|
36.5%
|
160
|
55%
|
|
|
4614
|
Drake & Associates
Waukesha,
Wisconsin
|
$189M
|
+$13.5M
|
+8%
|
5.7%
|
47.9%
|
74
|
20.27%
|
|
|
4615
|
Investment Partners
New Philadelphia,
Ohio
|
$189M
|
-$147M
|
-44%
|
10.2%
|
74.1%
|
261
|
47.13%
|
|
|
4616
|
Grace & Mercy Foundation
New York
|
$189M
|
–
|
–
|
2.11%
|
67.6%
|
13
|
–
|
|
|
4617
|
Mayo Clinic
Rochester,
Minnesota
|
$189M
|
–
|
–
|
7.99%
|
–
|
13
|
–
|
|
|
4618
|
WC Walker & Associates
Fullerton,
California
|
$189M
|
+$12.8M
|
+7%
|
7.96%
|
–
|
74
|
5.41%
|
|
|
4619
|
Berkshire Capital Holdings
San Jose,
California
|
$188M
|
-$60.4M
|
-24%
|
4.37%
|
2,748%
|
94
|
11.7%
|
|
|
4620
|
Hoertkorn Richard Charles
|
$188M
|
+$13.8M
|
+8%
|
9.85%
|
172%
|
88
|
9.09%
|
|
|
4621
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$188M
|
+$23.7M
|
+14%
|
9.19%
|
–
|
158
|
11.39%
|
|
|
4622
|
Clear Perspectives Financial Planning
Cincinnati,
Ohio
|
$188M
|
-$15.7M
|
-8%
|
9.8%
|
–
|
267
|
32.96%
|
|
|
4623
|
Wealth CMT
Cherry Hill,
New Jersey
|
$188M
|
+$21.6M
|
+13%
|
7.97%
|
25%
|
30
|
10%
|
|
|
4624
|
Hoxton Planning & Management
Shepherdstown,
West Virginia
|
$188M
|
–
|
–
|
6.58%
|
70.1%
|
157
|
–
|
|
|
4625
|
Wealth Advisors
Rancho Santa Fe,
California
|
$188M
|
-$8.15M
|
-4%
|
1.65%
|
40%
|
71
|
23.94%
|
|