|
4701
|
Sonata Capital Group
Seattle,
Washington
|
$185M
|
+$4.99M
|
+3%
|
5.86%
|
57.4%
|
111
|
11.71%
|
|
|
4702
|
Golden State Equity Partners
South Coast Metro,
California
|
$185M
|
–
|
–
|
4.77%
|
–
|
214
|
–
|
|
|
4703
|
Waterford Advisors
Orchard Park,
New York
|
$185M
|
+$13.1M
|
+8%
|
5.51%
|
40.5%
|
54
|
12.96%
|
|
|
4704
|
Orin Green Financial
San Diego,
California
|
$185M
|
+$14.4M
|
+8%
|
7.47%
|
53.3%
|
74
|
10.81%
|
|
|
4705
|
Quantum Private Wealth
Tampa,
Florida
|
$185M
|
+$26.9M
|
+17%
|
19.8%
|
219%
|
192
|
6.25%
|
|
|
4706
|
Narus Financial Partners
Salt Lake City,
Utah
|
$184M
|
+$11.2M
|
+6%
|
4.76%
|
89.8%
|
121
|
14.05%
|
|
|
4707
|
Client 1st Advisory Group
Dunedin,
Florida
|
$184M
|
+$13.3M
|
+8%
|
5.51%
|
57.4%
|
96
|
10.42%
|
|
|
4708
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$184M
|
+$86.3M
|
+88%
|
7.42%
|
79.6%
|
230
|
48.7%
|
|
|
4709
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$184M
|
+$9.86M
|
+6%
|
6.63%
|
56.7%
|
139
|
5.04%
|
|
|
4710
|
Sterling Financial Planning
Sparta,
New Jersey
|
$184M
|
+$16.7M
|
+10%
|
4.58%
|
46.8%
|
95
|
5.26%
|
|
|
4711
|
Highland Financial Advisors
Wayne,
New Jersey
|
$184M
|
+$14.4M
|
+8%
|
5.38%
|
63.3%
|
49
|
18.37%
|
|
|
4712
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$184M
|
-$12.2M
|
-6%
|
3.26%
|
69.7%
|
255
|
43.53%
|
|
|
4713
|
Pflug Koory
Omaha,
Nebraska
|
$184M
|
+$4.1M
|
+2%
|
4.11%
|
–
|
428
|
2.1%
|
|
|
4714
|
Eukles Asset Management
Cincinnati,
Ohio
|
$184M
|
+$12.6M
|
+7%
|
10.3%
|
69.7%
|
227
|
0.44%
|
|
|
4715
|
Atom Investors
Austin,
Texas
|
$184M
|
-$16.3M
|
-8%
|
2.68%
|
63.4%
|
336
|
61.9%
|
|
|
4716
|
Goodman Advisory Group
Needham,
Massachusetts
|
$184M
|
+$11.8M
|
+7%
|
7.8%
|
62.7%
|
182
|
31.32%
|
|
|
4717
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$184M
|
+$4.5M
|
+3%
|
4.45%
|
33.9%
|
60
|
8.33%
|
|
|
4718
|
Bond Capital Management
San Francisco,
California
|
$184M
|
+$41.4M
|
+29%
|
40.2%
|
28.9%
|
5
|
0%
|
|
|
4719
|
TPB Wealth Advisors
San Antonio,
Texas
|
$183M
|
-$11.2M
|
-6%
|
6.65%
|
–
|
49
|
30.61%
|
|
|
4720
|
Shayne & Jacobs LLC
Nashville,
Tennessee
|
$183M
|
+$3M
|
+2%
|
1.72%
|
73.4%
|
37
|
8.11%
|
|
|
4721
|
Arista Wealth Management
Las Vegas,
Nevada
|
$183M
|
+$24.9M
|
+16%
|
4.82%
|
60.1%
|
66
|
9.09%
|
|
|
4722
|
Houlihan Financial Resource Group
Ashburn,
Virginia
|
$183M
|
+$9.97M
|
+6%
|
5.18%
|
42.4%
|
92
|
5.43%
|
|
|
4723
|
Trybe Capital Management
Greenwich,
Connecticut
|
$183M
|
+$79.2M
|
+76%
|
39%
|
327%
|
13
|
30.77%
|
|
|
4724
|
Gray Wealth Management
Bangor,
Maine
|
$183M
|
+$10.7M
|
+6%
|
4.76%
|
22.1%
|
127
|
11.81%
|
|
|
4725
|
TPG Financial Advisors
Portland,
Oregon
|
$183M
|
+$18.2M
|
+11%
|
3.96%
|
–
|
50
|
14%
|
|