|
4701
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$196M
|
+$8.31M
|
+4%
|
3.83%
|
50%
|
181
|
6.08%
|
|
|
4702
|
Corbyn Investment Management
Lutherville,
Maryland
|
$196M
|
-$10.8M
|
-5%
|
4.48%
|
71.9%
|
63
|
15.87%
|
|
|
4703
|
Optimum Investment Advisors
Chicago,
Illinois
|
$195M
|
-$8.96M
|
-4%
|
2.58%
|
125%
|
738
|
5.42%
|
|
|
4704
|
Sterling Financial Planning
Sparta,
New Jersey
|
$195M
|
-$6.59M
|
-3%
|
3.67%
|
55.5%
|
99
|
7.07%
|
|
|
4705
|
SR One Capital Management
Wayne,
Pennsylvania
|
$195M
|
-$36.8M
|
-16%
|
3.33%
|
656%
|
6
|
0%
|
|
|
4706
|
Kelleher Financial Advisors
New York
|
$195M
|
+$21.6M
|
+12%
|
1.55%
|
72.4%
|
118
|
12.71%
|
|
|
4707
|
Gray Wealth Management
Bangor,
Maine
|
$195M
|
-$3.76M
|
-2%
|
3.38%
|
22.1%
|
139
|
10.79%
|
|
|
4708
|
|
$195M
|
+$66.9M
|
+52%
|
11.1%
|
110%
|
83
|
53.01%
|
|
|
4709
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$195M
|
-$14.6M
|
-7%
|
3.87%
|
70.2%
|
75
|
5.33%
|
|
|
4710
|
Narus Financial Partners
Salt Lake City,
Utah
|
$195M
|
+$1.42M
|
+0.7%
|
0.27%
|
88.9%
|
128
|
9.38%
|
|
|
4711
|
Tealwood Asset Management
Minneapolis,
Minnesota
|
$195M
|
-$11.2M
|
-5%
|
2.39%
|
121%
|
132
|
4.55%
|
|
|
4712
|
Chelsea Counsel Company
Los Angeles,
California
|
$194M
|
-$8.76M
|
-4%
|
3.71%
|
106%
|
166
|
3.61%
|
|
|
4713
|
JVL Associates
Wyoming,
Michigan
|
$194M
|
-$11.3M
|
-5%
|
3.77%
|
73.3%
|
39
|
7.69%
|
|
|
4714
|
Taylor Hoffman Wealth Management
Richmond,
Virginia
|
$194M
|
-$6.03M
|
-3%
|
2.03%
|
47.8%
|
112
|
3.57%
|
|
|
4715
|
|
$194M
|
-$7.03M
|
-3%
|
3.76%
|
66.5%
|
81
|
3.7%
|
|
|
4716
|
Forza Wealth Management
Sarasota,
Florida
|
$194M
|
-$4.8M
|
-2%
|
1.67%
|
65.6%
|
187
|
5.88%
|
|
|
4717
|
Advisor Resource Council
Dallas,
Texas
|
$194M
|
-$28.4M
|
-13%
|
3.13%
|
74.7%
|
183
|
23.5%
|
|
|
4718
|
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
|
$194M
|
+$64.8M
|
+50%
|
3.94%
|
58.4%
|
28
|
14.29%
|
|
|
4719
|
Wealthstream Advisors
New York
|
$194M
|
+$2.98M
|
+2%
|
3.17%
|
88.2%
|
113
|
17.7%
|
|
|
4720
|
Global Financial Private Client
Sarasota,
Florida
|
$194M
|
-$9.76M
|
-5%
|
2.92%
|
90.4%
|
697
|
5.74%
|
|
|
4721
|
TPG Financial Advisors
Portland,
Oregon
|
$193M
|
+$2.59M
|
+1%
|
3.5%
|
–
|
55
|
12.73%
|
|
|
4722
|
Core Wealth Management
Jupiter,
Florida
|
$193M
|
-$3.59M
|
-2%
|
3.76%
|
41.1%
|
25
|
24%
|
|
|
4723
|
Helen Stephens Group
Fort Worth,
Texas
|
$193M
|
-$4.52M
|
-2%
|
2.75%
|
49.5%
|
68
|
4.41%
|
|
|
4724
|
Highland Financial Advisors
Wayne,
New Jersey
|
$193M
|
-$896K
|
-0.5%
|
3.37%
|
63.3%
|
45
|
4.44%
|
|
|
4725
|
EPIQ Capital Group
San Francisco,
California
|
$193M
|
-$5.32M
|
-3%
|
3.06%
|
6.25%
|
58
|
13.79%
|
|