|
4701
|
Planning Directions
Glen Mills,
Pennsylvania
|
$107M
|
+$35.9M
|
+50%
|
11.3%
|
36.4%
|
106
|
87.74%
|
|
|
4702
|
Piper Sandler & Co
Minneapolis,
Minnesota
|
$107M
|
-$11.3M
|
-10%
|
1.76%
|
0.09%
|
24
|
33.33%
|
|
|
4703
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$107M
|
+$18.6M
|
+21%
|
18.6%
|
75.5%
|
88
|
21.59%
|
|
|
4704
|
Brooks Moore & Associates
Chattanooga,
Tennessee
|
$107M
|
+$12.7M
|
+13%
|
17%
|
57.2%
|
90
|
15.56%
|
|
|
4705
|
Birch Capital Management
Dallas,
Texas
|
$107M
|
+$19.9M
|
+23%
|
21.8%
|
46%
|
106
|
23.58%
|
|
|
4706
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$107M
|
+$14.8M
|
+16%
|
19.6%
|
54.7%
|
101
|
6.93%
|
|
|
4707
|
Crumly & Associates
Springfield,
Illinois
|
$107M
|
+$25.3M
|
+31%
|
22.5%
|
55.2%
|
57
|
28.07%
|
|
|
4708
|
CoreCommodity Management
Stamford,
Connecticut
|
$107M
|
+$20.1M
|
+23%
|
45.6%
|
74.3%
|
168
|
27.98%
|
|
|
4709
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$107M
|
+$20.4M
|
+24%
|
22.1%
|
92%
|
241
|
6.22%
|
|
|
4710
|
CAZ Investments
Houston,
Texas
|
$107M
|
+$67.5M
|
+173%
|
28.6%
|
341%
|
61
|
52.46%
|
|
|
4711
|
Viewpoint Investment Partners
Calgary,
Alberta, Canada
|
$106M
|
+$61M
|
+134%
|
16.9%
|
31.9%
|
10
|
20%
|
|
|
4712
|
Brooktree Capital Management
Gand Rapids,
Michigan
|
$106M
|
+$20M
|
+23%
|
34.3%
|
57.3%
|
104
|
54.81%
|
|
|
4713
|
United Bank (Georgia)
Zebulon,
Georgia
|
$106M
|
+$9.4M
|
+10%
|
17.9%
|
64.5%
|
79
|
16.46%
|
|
|
4714
|
PFG Private Wealth Management
Lutz,
Florida
|
$106M
|
+$13.3M
|
+14%
|
13.3%
|
48.3%
|
48
|
22.92%
|
|
|
4715
|
Recurrent Investment Advisors
Houston,
Texas
|
$106M
|
+$52.9M
|
+99%
|
40.5%
|
109%
|
41
|
21.95%
|
|
|
4716
|
Tranquility Partners
Brentwood,
Tennessee
|
$106M
|
+$19.3M
|
+22%
|
21.4%
|
67.4%
|
154
|
22.73%
|
|
|
4717
|
Sterneck Capital Management
Kansas City,
Missouri
|
$106M
|
+$6.9M
|
+7%
|
21.8%
|
52.9%
|
84
|
17.86%
|
|
|
4718
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$106M
|
+$13.8M
|
+15%
|
14.9%
|
72.8%
|
100
|
18%
|
|
|
4719
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$106M
|
+$15.2M
|
+17%
|
22.6%
|
71.4%
|
262
|
11.83%
|
|
|
4720
|
Heronetta Management
New York
|
$106M
|
+$22.1M
|
+26%
|
36.3%
|
64.4%
|
25
|
12%
|
|
|
4721
|
Doheny Asset Management
Los Angeles,
California
|
$106M
|
-$20.4M
|
-16%
|
27.6%
|
121%
|
104
|
25.96%
|
|
|
4722
|
Norris Financial Group
Greenville,
South Carolina
|
$106M
|
+$15.8M
|
+18%
|
20.7%
|
122%
|
85
|
52.94%
|
|
|
4723
|
Blue Chip Wealth Management
Miami Beach,
Florida
|
$106M
|
+$25.3M
|
+32%
|
29.2%
|
–
|
104
|
19.23%
|
|
|
4724
|
Lountzis Asset Management
Wyomissing,
Pennsylvania
|
$106M
|
–
|
–
|
11.1%
|
103%
|
70
|
–
|
|
|
4725
|
Breakline Capital
New York
|
$105M
|
–
|
–
|
35.9%
|
–
|
47
|
–
|
|