|
4601
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$276M
|
-$17.6M
|
-6%
|
3.54%
|
104%
|
489
|
5.11%
|
|
|
4602
|
Impact Capital Partners
Greenwood Village,
Colorado
|
$276M
|
-$5.03M
|
-2%
|
0.67%
|
–
|
274
|
15.33%
|
|
|
4603
|
Auour Investments
Woburn,
Massachusetts
|
$276M
|
-$10M
|
-4%
|
0.21%
|
35.5%
|
86
|
11.63%
|
|
|
4604
|
Sterling Financial Planning
Sparta,
New Jersey
|
$276M
|
+$3.94M
|
+1%
|
0.42%
|
55.5%
|
114
|
9.65%
|
|
|
4605
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$276M
|
+$41.8M
|
+18%
|
0.21%
|
41.2%
|
171
|
14.04%
|
|
|
4606
|
TFG Advisers
Auburn Hills,
Michigan
|
$276M
|
-$2.31M
|
-0.8%
|
0.68%
|
61.8%
|
212
|
4.25%
|
|
|
4607
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$276M
|
+$4.55M
|
+2%
|
0.19%
|
36.5%
|
33
|
6.06%
|
|
|
4608
|
Sage Financial Management Group
Mclean,
Virginia
|
$276M
|
+$5.5M
|
+2%
|
0.75%
|
47.3%
|
56
|
3.57%
|
|
|
4609
|
Prudent Man Advisors
Naperville,
Illinois
|
$275M
|
+$169K
|
+0.1%
|
1%
|
82.8%
|
180
|
11.11%
|
|
|
4610
|
Global View Capital Management
Waukesha,
Wisconsin
|
$275M
|
-$9.99M
|
-4%
|
2.42%
|
–
|
141
|
39.01%
|
|
|
4611
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$275M
|
+$19.9M
|
+8%
|
1.07%
|
54.3%
|
99
|
19.19%
|
|
|
4612
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$275M
|
+$20.2M
|
+8%
|
1.2%
|
57.6%
|
153
|
12.42%
|
|
|
4613
|
Evexia Wealth
Stevens Point,
Wisconsin
|
$275M
|
-$19.9M
|
-7%
|
1.39%
|
92.5%
|
76
|
2.63%
|
|
|
4614
|
Lunt Capital Management
Holladay,
Utah
|
$275M
|
+$17.9M
|
+7%
|
0.11%
|
42%
|
94
|
21.28%
|
|
|
4615
|
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
|
$275M
|
+$2.27M
|
+0.8%
|
0.05%
|
92.5%
|
47
|
2.13%
|
|
|
4616
|
Proathlete Wealth Management
Boca Raton,
Florida
|
$274M
|
+$8.85M
|
+3%
|
3.99%
|
–
|
212
|
71.7%
|
|
|
4617
|
Skaana Management
Brooklyn,
New York
|
$274M
|
-$115M
|
-30%
|
2.29%
|
269%
|
205
|
39.51%
|
|
|
4618
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$273M
|
-$2.52M
|
-0.9%
|
0.58%
|
91.6%
|
214
|
10.75%
|
|
|
4619
|
Alaethes Wealth
Glenbrook,
Nevada
|
$273M
|
-$6.86M
|
-2%
|
1.56%
|
96.4%
|
117
|
17.95%
|
|
|
4620
|
Chase Investment Counsel
Charlottesville,
Virginia
|
$273M
|
-$38.4M
|
-12%
|
2.13%
|
350%
|
154
|
33.77%
|
|
|
4621
|
Oak Asset Management
Westlake Village,
California
|
$273M
|
+$2.49M
|
+0.9%
|
1.76%
|
78%
|
105
|
6.67%
|
|
|
4622
|
Clayton Financial Group
St. Louis,
Missouri
|
$273M
|
-$4.8M
|
-2%
|
2.63%
|
–
|
128
|
12.5%
|
|
|
4623
|
Kooman & Associates
Altoona,
Pennsylvania
|
$273M
|
-$3.7M
|
-1%
|
1.12%
|
59.9%
|
53
|
22.64%
|
|
|
4624
|
Schiavi & Co
Wilmington,
Delaware
|
$273M
|
+$16.4M
|
+6%
|
3.94%
|
41.4%
|
42
|
14.29%
|
|
|
4625
|
Tidemark
San Diego,
California
|
$273M
|
+$11.5M
|
+4%
|
0.39%
|
–
|
713
|
14.03%
|
|