|
4601
|
Mount Capital
London,
United Kingdom
|
$250M
|
+$12.4M
|
+5%
|
3.43%
|
27.9%
|
18
|
5.56%
|
|
|
4602
|
RBA Wealth Management
Newport Beach,
California
|
$250M
|
+$2.79M
|
+1%
|
2.14%
|
77.7%
|
94
|
7.45%
|
|
|
4603
|
JVL Associates
Wyoming,
Michigan
|
$249M
|
+$6.77M
|
+3%
|
3.08%
|
73.3%
|
55
|
9.09%
|
|
|
4604
|
Retirement Capital Strategies
San Jose,
California
|
$249M
|
+$4.78M
|
+2%
|
3.73%
|
50.2%
|
85
|
41.18%
|
|
|
4605
|
GHE LLC
Memphis,
Tennessee
|
$249M
|
+$33M
|
+15%
|
18.9%
|
188%
|
53
|
1.89%
|
|
|
4606
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$249M
|
+$23.5M
|
+10%
|
0.49%
|
35.8%
|
58
|
20.69%
|
|
|
4607
|
Veridan Wealth
West Linn,
Oregon
|
$249M
|
–
|
–
|
2.86%
|
–
|
82
|
–
|
|
|
4608
|
Congress Park Capital
Saratoga Springs,
New York
|
$249M
|
+$23M
|
+10%
|
5.55%
|
95.6%
|
125
|
15.2%
|
|
|
4609
|
Kooman & Associates
Altoona,
Pennsylvania
|
$249M
|
+$8.75M
|
+4%
|
1.58%
|
59.9%
|
45
|
15.56%
|
|
|
4610
|
West Oak Capital
Westlake Village,
California
|
$249M
|
+$13.4M
|
+6%
|
4.09%
|
110%
|
339
|
10.91%
|
|
|
4611
|
Two Point Capital Management
Pittsford,
New York
|
$248M
|
+$5.33M
|
+2%
|
0.37%
|
–
|
25
|
4%
|
|
|
4612
|
Precedent Wealth Partners
Houston,
Texas
|
$248M
|
+$15.6M
|
+7%
|
0.4%
|
–
|
144
|
14.58%
|
|
|
4613
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$248M
|
+$4.66M
|
+2%
|
2.5%
|
109%
|
479
|
5.64%
|
|
|
4614
|
Narus Financial Partners
Salt Lake City,
Utah
|
$248M
|
+$13.8M
|
+6%
|
6.48%
|
89.8%
|
154
|
15.58%
|
|
|
4615
|
Brown Wealth Management
Naperville,
Illinois
|
$248M
|
+$6.3M
|
+3%
|
1%
|
44.4%
|
98
|
17.35%
|
|
|
4616
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$248M
|
+$12.2M
|
+5%
|
1.29%
|
75.4%
|
103
|
7.77%
|
|
|
4617
|
Infusive Asset Management
New York
|
$248M
|
-$11.6M
|
-4%
|
2.27%
|
40.1%
|
35
|
40%
|
|
|
4618
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$248M
|
+$3.6M
|
+1%
|
0.63%
|
45%
|
411
|
8.76%
|
|
|
4619
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$248M
|
+$3.82M
|
+2%
|
1.79%
|
60.9%
|
445
|
15.73%
|
|
|
4620
|
Mediatel Partners
Fort Worth,
Texas
|
$248M
|
-$23.3M
|
-9%
|
8.38%
|
22.9%
|
3
|
0%
|
|
|
4621
|
Martin Capital Partners
Eugene,
Oregon
|
$248M
|
-$13.2M
|
-5%
|
1.97%
|
35.2%
|
71
|
2.82%
|
|
|
4622
|
Mystic Asset Management
Warwick,
Rhode Island
|
$248M
|
+$5.99M
|
+2%
|
3.96%
|
86.7%
|
171
|
6.43%
|
|
|
4623
|
VR Advisory Services
Camana Bay, Grand Cayman,
Cayman Islands
|
$248M
|
+$36.3M
|
+17%
|
0.58%
|
93.7%
|
47
|
17.02%
|
|
|
4624
|
United Community Bank
Greenville,
South Carolina
|
$248M
|
-$9.96M
|
-4%
|
0.48%
|
60%
|
395
|
11.65%
|
|
|
4625
|
Berkshire Capital Holdings
San Jose,
California
|
$247M
|
-$3.18M
|
-1%
|
16.3%
|
1,364%
|
100
|
24%
|
|