|
4801
|
INCA Investments
Miami,
Florida
|
$353M
|
+$71.6M
|
+25%
|
9%
|
128%
|
11
|
18.18%
|
|
|
4802
|
Autumn Glory Partners
Dallas,
Texas
|
$353M
|
+$80.6M
|
+30%
|
10.5%
|
69.5%
|
229
|
18.34%
|
|
|
4803
|
Financial Network Wealth Management
Draper,
Utah
|
$353M
|
+$36.9M
|
+12%
|
11.3%
|
–
|
123
|
8.94%
|
|
|
4804
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$353M
|
+$41.1M
|
+13%
|
11.1%
|
50%
|
54
|
7.41%
|
|
|
4805
|
AXS Investments
Port Chester,
New York
|
$353M
|
+$105M
|
+42%
|
31.3%
|
104%
|
209
|
17.22%
|
|
|
4806
|
JVL Associates
Wyoming,
Michigan
|
$352M
|
+$54.2M
|
+18%
|
17.7%
|
73.3%
|
81
|
24.69%
|
|
|
4807
|
FFG Partners
Fort Lauderdale,
Florida
|
$352M
|
+$99.7M
|
+39%
|
49.2%
|
–
|
51
|
47.06%
|
|
|
4808
|
Seven Post Investment Office
San Francisco,
California
|
$352M
|
+$42.7M
|
+14%
|
9.58%
|
52.6%
|
42
|
14.29%
|
|
|
4809
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin,
Ohio
|
$352M
|
+$57.5M
|
+20%
|
15%
|
–
|
87
|
8.05%
|
|
|
4810
|
Centerpoint Advisors
Needham,
Massachusetts
|
$352M
|
+$44.9M
|
+15%
|
16.3%
|
74.2%
|
443
|
10.61%
|
|
|
4811
|
Sunpointe
St. Louis,
Missouri
|
$352M
|
+$46.7M
|
+15%
|
20.1%
|
–
|
307
|
21.82%
|
|
|
4812
|
Financial Life Advisors
San Antonio,
Texas
|
$352M
|
+$30.7M
|
+10%
|
10.3%
|
42.7%
|
62
|
19.35%
|
|
|
4813
|
SW Investment Management
Telluride,
Colorado
|
$352M
|
-$99.1M
|
-22%
|
0.78%
|
143%
|
8
|
37.5%
|
|
|
4814
|
Palisades Investment Partners
Santa Monica,
California
|
$352M
|
+$96.5M
|
+38%
|
46.9%
|
–
|
59
|
23.73%
|
|
|
4815
|
Colonial River Investments
Midlothian,
Virginia
|
$352M
|
+$72.3M
|
+26%
|
28.5%
|
144%
|
268
|
21.64%
|
|
|
4816
|
Everpar Advisors
Tulsa,
Oklahoma
|
$352M
|
+$61.1M
|
+21%
|
22.5%
|
–
|
326
|
20.86%
|
|
|
4817
|
Kirtland Hills Capital Management
Bratenahl,
Ohio
|
$351M
|
+$36.5M
|
+12%
|
20.6%
|
–
|
167
|
7.19%
|
|
|
4818
|
Gerald Baker Financial Group
Arlington,
Texas
|
$351M
|
+$35.7M
|
+11%
|
11.3%
|
–
|
127
|
11.02%
|
|
|
4819
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$351M
|
+$36.7M
|
+12%
|
10.4%
|
48%
|
78
|
15.38%
|
|
|
4820
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
$351M
|
+$38.4M
|
+12%
|
7.88%
|
31%
|
51
|
17.65%
|
|
|
4821
|
Tree Line Advisors
Central,
Hong Kong
|
$351M
|
+$119M
|
+51%
|
94%
|
670%
|
3
|
0%
|
|
|
4822
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
$351M
|
+$82.2M
|
+31%
|
15.5%
|
67.9%
|
543
|
89.32%
|
|
|
4823
|
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
|
$351M
|
+$52.3M
|
+17%
|
12.7%
|
52%
|
113
|
17.7%
|
|
|
4824
|
Yakira Capital Management
Westport,
Connecticut
|
$351M
|
+$9.29M
|
+3%
|
2.32%
|
74.1%
|
262
|
48.09%
|
|
|
4825
|
Pegasus Asset Management
Montebello,
New York
|
$351M
|
+$38.2M
|
+12%
|
14.2%
|
89%
|
77
|
15.58%
|
|