|
4626
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$175M
|
+$20.9M
|
+14%
|
5.33%
|
53.5%
|
237
|
21.94%
|
|
|
4627
|
Client 1st Advisory Group
Dunedin,
Florida
|
$175M
|
+$20.6M
|
+13%
|
2.55%
|
57.4%
|
70
|
20%
|
|
|
4628
|
Hayden Royal
Charlotte,
North Carolina
|
$175M
|
-$9.29M
|
-5%
|
8.46%
|
100%
|
594
|
86.03%
|
|
|
4629
|
LGL Partners
Philadelphia,
Pennsylvania
|
$175M
|
+$1.55M
|
+0.9%
|
7.18%
|
68.9%
|
98
|
16.33%
|
|
|
4630
|
BC Gestao de Recursos
Sao Paulo,
Brazil
|
$174M
|
-$107M
|
-38%
|
12.5%
|
–
|
5
|
40%
|
|
|
4631
|
Vest Financial
Mclean,
Virginia
|
$174M
|
+$25.1M
|
+17%
|
8.93%
|
61.9%
|
68
|
8.82%
|
|
|
4632
|
Acuitas Investments
Seattle,
Washington
|
$174M
|
+$20.4M
|
+13%
|
33.5%
|
180%
|
77
|
23.38%
|
|
|
4633
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$174M
|
-$1.53M
|
-0.9%
|
3.41%
|
85.8%
|
403
|
16.63%
|
|
|
4634
|
Bennicas & Associates
Portola Valley,
California
|
$174M
|
+$2.64M
|
+2%
|
2%
|
40.3%
|
101
|
3.96%
|
|
|
4635
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$174M
|
+$30.1M
|
+21%
|
5.81%
|
69.7%
|
829
|
82.39%
|
|
|
4636
|
Peachtree Investment Partners
Indian River Shores,,
Florida
|
$174M
|
+$2.22M
|
+1%
|
1.87%
|
82.6%
|
107
|
21.5%
|
|
|
4637
|
Kempner Capital Management
Galveston,
Texas
|
$174M
|
+$22.6M
|
+15%
|
16.9%
|
60.9%
|
50
|
14%
|
|
|
4638
|
TriaGen Wealth Management
Calabasas,
California
|
$174M
|
+$3.27M
|
+2%
|
5.55%
|
113%
|
190
|
24.21%
|
|
|
4639
|
Palmer Knight Company
Jacksonville,
Florida
|
$174M
|
+$42.5M
|
+32%
|
7.44%
|
58%
|
28
|
3.57%
|
|
|
4640
|
SYM Financial Corp
Winona Lake,
Indiana
|
$174M
|
+$37.4M
|
+27%
|
6.89%
|
43.3%
|
96
|
33.33%
|
|
|
4641
|
Oldfather Financial Services
Kearney,
Nebraska
|
$174M
|
+$5.24M
|
+3%
|
7.99%
|
60.8%
|
66
|
13.64%
|
|
|
4642
|
St. Johns Investment Management
Jacksonville,
Florida
|
$174M
|
+$11.7M
|
+7%
|
7.43%
|
67.1%
|
187
|
17.11%
|
|
|
4643
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$174M
|
+$12.1M
|
+7%
|
6.35%
|
28.2%
|
105
|
14.29%
|
|
|
4644
|
Avory & Company
Miami,
Florida
|
$174M
|
+$24.9M
|
+17%
|
12.1%
|
61.6%
|
16
|
31.25%
|
|
|
4645
|
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
$174M
|
+$21.3M
|
+14%
|
7.57%
|
72.3%
|
123
|
21.95%
|
|
|
4646
|
Tieton Capital Management
Yakima,
Washington
|
$174M
|
+$36.9M
|
+27%
|
30%
|
154%
|
36
|
16.67%
|
|
|
4647
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$173M
|
–
|
–
|
3.96%
|
35.8%
|
189
|
–
|
|
|
4648
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$173M
|
-$6.57M
|
-4%
|
6.21%
|
–
|
239
|
48.95%
|
|
|
4649
|
Fortis Capital Management
Bellevue,
Washington
|
$173M
|
+$42.3M
|
+32%
|
0.98%
|
64%
|
134
|
58.96%
|
|
|
4650
|
Adalta Capital Management
New York
|
$173M
|
+$14.9M
|
+9%
|
8%
|
66.3%
|
101
|
26.73%
|
|