|
4701
|
California First Leasing Corp
Newport Beach,
California
|
$312M
|
+$4.1M
|
+1%
|
10.8%
|
161%
|
48
|
25%
|
|
|
4702
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$312M
|
+$21.9M
|
+8%
|
1.44%
|
50%
|
62
|
22.58%
|
|
|
4703
|
Portland Investment Counsel
Burlington,
Ontario, Canada
|
$312M
|
-$20.5M
|
-6%
|
2.74%
|
104%
|
59
|
16.95%
|
|
|
4704
|
Old Point Trust & Financial Services N A
Newport News,
Virginia
|
$311M
|
-$9.35M
|
-3%
|
3.87%
|
67.6%
|
330
|
4.85%
|
|
|
4705
|
Boothe Investment Group
Dover,
Delaware
|
$311M
|
+$31.3M
|
+11%
|
0.99%
|
59.8%
|
41
|
14.63%
|
|
|
4706
|
Tradewinds LLC
Raleigh,
North Carolina
|
$310M
|
-$109M
|
-26%
|
0.69%
|
–
|
232
|
41.81%
|
|
|
4707
|
IronBridge Private Wealth
Austin,
Texas
|
$310M
|
-$5.91M
|
-2%
|
0.79%
|
125%
|
58
|
43.1%
|
|
|
4708
|
Redwood Grove Capital
Palo Alto,
California
|
$310M
|
-$40.9M
|
-12%
|
4.88%
|
56.7%
|
24
|
16.67%
|
|
|
4709
|
HealthInvest Partners
Stockholm,
Sweden
|
$310M
|
-$3.76M
|
-1%
|
0.04%
|
–
|
43
|
18.6%
|
|
|
4710
|
Consolidated Capital Management
Burbank,
California
|
$310M
|
-$20.9M
|
-6%
|
1.47%
|
159%
|
93
|
35.48%
|
|
|
4711
|
|
$310M
|
-$31.9M
|
-9%
|
2.32%
|
22.4%
|
75
|
16%
|
|
|
4712
|
Seven Post Investment Office
San Francisco,
California
|
$310M
|
+$29.8M
|
+11%
|
0.37%
|
52.6%
|
38
|
7.89%
|
|
|
4713
|
TSA Wealth Management
Houston,
Texas
|
$309M
|
+$7.49M
|
+2%
|
1.38%
|
–
|
109
|
22.02%
|
|
|
4714
|
Pinnacle Holdings
Tulsa,
Oklahoma
|
$309M
|
+$13.3M
|
+4%
|
5.62%
|
65.3%
|
265
|
18.87%
|
|
|
4715
|
Cloverfields Capital Group
Minneapolis,
Minnesota
|
$309M
|
-$13.6M
|
-4%
|
0.14%
|
91.5%
|
100
|
19%
|
|
|
4716
|
Advisor Resource Council
Dallas,
Texas
|
$309M
|
+$27.7M
|
+10%
|
0.16%
|
74.7%
|
268
|
22.01%
|
|
|
4717
|
Pines Wealth Management
Southern Pines,
North Carolina
|
$309M
|
-$694K
|
-0.2%
|
0.48%
|
–
|
234
|
11.54%
|
|
|
4718
|
Alteri Wealth
Westlake Village,
California
|
$309M
|
+$79.8K
|
+0%
|
0.24%
|
–
|
312
|
14.74%
|
|
|
4719
|
Financial Insights
Tacoma,
Washington
|
$309M
|
+$10.2M
|
+3%
|
1.62%
|
62.1%
|
136
|
10.29%
|
|
|
4720
|
Castle Wealth Management
West Palm Beach,
Florida
|
$309M
|
+$6.69M
|
+2%
|
0.15%
|
48.6%
|
136
|
6.62%
|
|
|
4721
|
Bell & Brown Wealth Advisors
Newport Beach,
California
|
$308M
|
-$2.43M
|
-0.8%
|
2.75%
|
–
|
72
|
6.94%
|
|
|
4722
|
General Electric
Evendale,
Ohio
|
$308M
|
-$347M
|
-53%
|
46.5%
|
47.5%
|
2
|
0%
|
|
|
4723
|
Elite Wealth Management
Kirkland,
Washington
|
$308M
|
-$59.2M
|
-16%
|
8.64%
|
130%
|
63
|
38.1%
|
|
|
4724
|
Alfreton Capital
Radlett, Hertfordshire,
United Kingdom
|
$308M
|
+$70.4M
|
+30%
|
16.5%
|
32.8%
|
5
|
20%
|
|
|
4725
|
Pecaut & Co
Sioux City,
Iowa
|
$308M
|
-$1.98M
|
-0.6%
|
2.99%
|
65.2%
|
73
|
13.7%
|
|