|
4651
|
Sterling Financial Planning
Sparta,
New Jersey
|
$202M
|
+$17.6M
|
+10%
|
3.37%
|
46.8%
|
98
|
3.06%
|
|
|
4652
|
Watchman Group
Plano,
Texas
|
$202M
|
+$10.1M
|
+5%
|
6.62%
|
52.9%
|
71
|
15.49%
|
|
|
4653
|
Meros Investment Management
Dallas,
Texas
|
$202M
|
+$25.8M
|
+15%
|
5.22%
|
52.4%
|
40
|
17.5%
|
|
|
4654
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$201M
|
+$17.3M
|
+9%
|
4.63%
|
69.7%
|
233
|
33.48%
|
|
|
4655
|
Soviero Asset Management
New York
|
$201M
|
+$4.34M
|
+2%
|
7.16%
|
503%
|
54
|
59.26%
|
|
|
4656
|
Snow Phipps Group
New York
|
$201M
|
+$32.4M
|
+19%
|
20.3%
|
89.2%
|
2
|
0%
|
|
|
4657
|
Stiles Financial Services
Edina,
Minnesota
|
$201M
|
+$15.1M
|
+8%
|
7.82%
|
88.2%
|
196
|
9.18%
|
|
|
4658
|
|
$201M
|
+$14.8M
|
+8%
|
6.5%
|
66.5%
|
84
|
7.14%
|
|
|
4659
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$201M
|
-$1.04M
|
-0.5%
|
3.04%
|
56.5%
|
97
|
16.49%
|
|
|
4660
|
Truvestments Capital
Sarasota,
Florida
|
$201M
|
+$13.3M
|
+7%
|
7.38%
|
86.7%
|
712
|
8.43%
|
|
|
4661
|
Hartree Partners
New York
|
$201M
|
+$45.3M
|
+29%
|
5.24%
|
163%
|
80
|
68.75%
|
|
|
4662
|
DGS Capital Management
Jersey City,
New Jersey
|
$201M
|
+$21.2M
|
+12%
|
7.46%
|
177%
|
259
|
22.39%
|
|
|
4663
|
|
$201M
|
-$28M
|
-12%
|
9.18%
|
25.6%
|
6
|
0%
|
|
|
4664
|
Seneca House Advisors
Richmond,
Virginia
|
$201M
|
+$8.03M
|
+4%
|
4.89%
|
48%
|
84
|
5.95%
|
|
|
4665
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$201M
|
-$673K
|
-0.3%
|
6.44%
|
28.2%
|
112
|
12.5%
|
|
|
4666
|
Raleigh Capital Management
Cary,
North Carolina
|
$201M
|
-$1.7M
|
-0.8%
|
2.02%
|
71.8%
|
944
|
22.25%
|
|
|
4667
|
Corundum Group
Colorado Springs,
Colorado
|
$200M
|
-$10.9M
|
-5%
|
6.36%
|
65.8%
|
116
|
13.79%
|
|
|
4668
|
Opal Wealth Advisors
Jericho,
New York
|
$200M
|
+$29.2M
|
+17%
|
5.14%
|
55.6%
|
151
|
28.48%
|
|
|
4669
|
Davidson Capital Management
Corpus Christi,
Texas
|
$200M
|
+$35.8M
|
+22%
|
7.02%
|
79.2%
|
85
|
4.71%
|
|
|
4670
|
Selective Wealth Management
Forest,
Virginia
|
$200M
|
–
|
–
|
5.08%
|
62.6%
|
118
|
–
|
|
|
4671
|
West Branch Capital
Amherst,
Massachusetts
|
$200M
|
+$20.9M
|
+12%
|
13.9%
|
139%
|
471
|
7.64%
|
|
|
4672
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$200M
|
+$67M
|
+50%
|
9.34%
|
132%
|
88
|
47.73%
|
|
|
4673
|
Congress Park Capital
Saratoga Springs,
New York
|
$200M
|
+$7.85M
|
+4%
|
10.3%
|
95.6%
|
137
|
8.03%
|
|
|
4674
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$200M
|
+$19.3M
|
+11%
|
5.23%
|
49.2%
|
73
|
16.44%
|
|
|
4675
|
Taylor Hoffman Wealth Management
Richmond,
Virginia
|
$200M
|
+$17.6M
|
+10%
|
8.7%
|
47.8%
|
112
|
4.46%
|
|