|
4701
|
Fortem Financial Group
Palm Desert,
California
|
$257M
|
-$1.06M
|
-0.4%
|
2.84%
|
179%
|
193
|
12.95%
|
|
|
4702
|
Client 1st Advisory Group
Dunedin,
Florida
|
$257M
|
-$2.95M
|
-1%
|
1.02%
|
57.4%
|
134
|
5.97%
|
|
|
4703
|
Thomas Story & Son
Culver,
Indiana
|
$257M
|
+$18.2M
|
+8%
|
3.21%
|
91.8%
|
53
|
11.32%
|
|
|
4704
|
Mindset Wealth Management
Indianapolis,
Indiana
|
$257M
|
-$16.7M
|
-6%
|
10.6%
|
–
|
159
|
21.38%
|
|
|
4705
|
Shaker Financial Services
Arlington,
Virginia
|
$257M
|
-$4.09M
|
-2%
|
2.74%
|
13.1%
|
186
|
23.12%
|
|
|
4706
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$257M
|
+$71.4M
|
+39%
|
1.87%
|
50%
|
47
|
42.55%
|
|
|
4707
|
Canopy Partners
Cincinnati,
Ohio
|
$257M
|
-$5.33M
|
-2%
|
2.09%
|
–
|
227
|
10.57%
|
|
|
4708
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$257M
|
+$7.9M
|
+3%
|
1.05%
|
–
|
115
|
9.57%
|
|
|
4709
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$256M
|
-$55.2K
|
-0%
|
0.56%
|
28.8%
|
46
|
8.7%
|
|
|
4710
|
Bell & Brown Wealth Advisors
Newport Beach,
California
|
$256M
|
-$12.3M
|
-5%
|
2.62%
|
–
|
72
|
5.56%
|
|
|
4711
|
Atlas Wealth
Cincinnati,
Ohio
|
$256M
|
-$7.95M
|
-3%
|
3.34%
|
43.5%
|
100
|
8%
|
|
|
4712
|
Palo Alto Wealth Advisors
Palo Alto,
California
|
$256M
|
-$28.6M
|
-10%
|
10.9%
|
108%
|
53
|
5.66%
|
|
|
4713
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$256M
|
+$6.98M
|
+3%
|
1.03%
|
43.1%
|
214
|
6.54%
|
|
|
4714
|
Carlson Capital
Dallas,
Texas
|
$256M
|
+$86.4M
|
+51%
|
9.62%
|
72.5%
|
58
|
74.14%
|
|
|
4715
|
Retirement Capital Strategies
San Jose,
California
|
$256M
|
-$7.86M
|
-3%
|
1.2%
|
50.2%
|
96
|
39.58%
|
|
|
4716
|
Rule One Partners
Moreland,
Georgia
|
$256M
|
-$3.33M
|
-1%
|
1.93%
|
–
|
22
|
59.09%
|
|
|
4717
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$256M
|
-$6M
|
-2%
|
1.76%
|
84.9%
|
488
|
3.28%
|
|
|
4718
|
Pineridge Advisors
St. Charles,
Missouri
|
$256M
|
-$8.78M
|
-3%
|
1.26%
|
–
|
685
|
33.28%
|
|
|
4719
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$256M
|
-$7.82M
|
-3%
|
1.77%
|
42.4%
|
181
|
6.63%
|
|
|
4720
|
Moseley Investment Management
Bradenton,
Florida
|
$256M
|
-$491K
|
-0.2%
|
2.29%
|
96.6%
|
156
|
7.69%
|
|
|
4721
|
PCJ Investment Counsel
Toronto,
Ontario, Canada
|
$256M
|
-$40.5M
|
-14%
|
3.51%
|
165%
|
79
|
31.65%
|
|
|
4722
|
Castle Wealth Management
West Palm Beach,
Florida
|
$255M
|
+$1.28M
|
+0.5%
|
1.13%
|
53.6%
|
128
|
9.38%
|
|
|
4723
|
Impact Asset Management
Vienna,
|
$255M
|
+$2.17M
|
+0.9%
|
2.26%
|
–
|
76
|
9.21%
|
|
|
4724
|
Addison Capital
Conshohocken,
Pennsylvania
|
$255M
|
+$3.84M
|
+2%
|
0.37%
|
54.2%
|
145
|
10.34%
|
|
|
4725
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$255M
|
+$47.6K
|
+0%
|
0.84%
|
83.6%
|
253
|
12.65%
|
|