|
4651
|
Veracity Capital
Atlanta,
Georgia
|
$264M
|
+$23.7M
|
+10%
|
6.68%
|
140%
|
217
|
16.13%
|
|
|
4652
|
Beech Hill Advisors
New York
|
$264M
|
+$21.5M
|
+9%
|
7.78%
|
105%
|
104
|
8.65%
|
|
|
4653
|
Vishria Bird Financial Group
Memphis,
Tennessee
|
$264M
|
+$25.7M
|
+11%
|
2.34%
|
74.3%
|
82
|
24.39%
|
|
|
4654
|
Bourne Lent Asset Management
Pawling,
New York
|
$264M
|
+$2.7M
|
+1%
|
2.4%
|
76.1%
|
63
|
4.76%
|
|
|
4655
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$263M
|
+$71.1M
|
+37%
|
5.45%
|
36.8%
|
185
|
51.35%
|
|
|
4656
|
Socorro Asset Management
Dallas,
Texas
|
$263M
|
+$6.65M
|
+3%
|
5.93%
|
38.8%
|
33
|
6.06%
|
|
|
4657
|
Denver PWM
Denver,
Colorado
|
$263M
|
+$12.6M
|
+5%
|
4.75%
|
36.2%
|
241
|
36.93%
|
|
|
4658
|
Heathbridge Capital Management
Toronto,
Ontario, Canada
|
$263M
|
+$27.1M
|
+12%
|
12.6%
|
58.7%
|
29
|
3.45%
|
|
|
4659
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$263M
|
+$22.7M
|
+9%
|
9.04%
|
99.7%
|
161
|
11.8%
|
|
|
4660
|
Bishop & Co Investment Management
Erie,
Pennsylvania
|
$263M
|
+$97.8M
|
+59%
|
7.29%
|
47.6%
|
25
|
8%
|
|
|
4661
|
Intergy Private Wealth
Colorado Springs,
Colorado
|
$263M
|
+$20.1M
|
+8%
|
5.79%
|
67.6%
|
89
|
11.24%
|
|
|
4662
|
Morling Financial Advisors
Fremont,
California
|
$262M
|
+$33M
|
+14%
|
3.77%
|
87.8%
|
102
|
13.73%
|
|
|
4663
|
Kelleher Financial Advisors
New York
|
$262M
|
+$18.9M
|
+8%
|
7.46%
|
73.2%
|
124
|
16.13%
|
|
|
4664
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$262M
|
+$6.76M
|
+3%
|
5.95%
|
58.2%
|
140
|
2.14%
|
|
|
4665
|
Encompass More Asset Management
Danville,
California
|
$262M
|
+$122M
|
+87%
|
4.55%
|
–
|
205
|
53.66%
|
|
|
4666
|
Anfield Capital Management
Irvine,
California
|
$262M
|
+$56.4M
|
+27%
|
4.2%
|
65.2%
|
473
|
18.6%
|
|
|
4667
|
Excalibur Management
Waltham,
Massachusetts
|
$262M
|
+$17.1M
|
+7%
|
8.52%
|
68.9%
|
172
|
8.14%
|
|
|
4668
|
Pegasus Asset Management
Montebello,
New York
|
$262M
|
+$1.14M
|
+0.4%
|
6.73%
|
82%
|
74
|
9.46%
|
|
|
4669
|
Level Financial Advisors
East Amherst,
New York
|
$262M
|
+$31.3M
|
+14%
|
5.84%
|
41.5%
|
76
|
13.16%
|
|
|
4670
|
Corbyn Investment Management
Lutherville,
Maryland
|
$262M
|
+$19.6M
|
+8%
|
5.61%
|
56.1%
|
66
|
1.52%
|
|
|
4671
|
Calton & Associates
Tampa,
Florida
|
$262M
|
+$61.9M
|
+31%
|
6.38%
|
55.3%
|
282
|
47.87%
|
|
|
4672
|
Transatlantique Private Wealth
New York
|
$262M
|
+$16.6M
|
+7%
|
8.08%
|
89%
|
229
|
20.96%
|
|
|
4673
|
Joseph Group Capital Management
Columbus,
Ohio
|
$262M
|
+$68.9M
|
+36%
|
6.46%
|
49.3%
|
82
|
13.41%
|
|
|
4674
|
Rede Wealth
Charlottesville,
Virginia
|
$261M
|
+$153M
|
+141%
|
9.79%
|
80.5%
|
104
|
7.69%
|
|
|
4675
|
Team Hewins
Redwood City,
California
|
$261M
|
+$20.7M
|
+9%
|
6.51%
|
60.5%
|
42
|
30.95%
|
|