|
4801
|
Stableford Capital II
Scottsdale,
Arizona
|
$110M
|
+$3M
|
+3%
|
5.32%
|
59.3%
|
104
|
20.19%
|
|
|
4802
|
Hanseatic Management Services
Albuquerque,
New Mexico
|
$110M
|
+$12M
|
+12%
|
12.2%
|
–
|
272
|
40.81%
|
|
|
4803
|
Gantzert Investment Company
Joliet,
Illinois
|
$109M
|
+$7.42M
|
+7%
|
9.39%
|
–
|
61
|
3.28%
|
|
|
4804
|
Chapman Investment Management
San Anselmo,
California
|
$109M
|
–
|
–
|
8.89%
|
44%
|
37
|
–
|
|
|
4805
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$109M
|
+$14.7M
|
+16%
|
5.51%
|
57%
|
68
|
26.47%
|
|
|
4806
|
Northwest Wealth Management
Spencer,
Iowa
|
$109M
|
-$12.7M
|
-10%
|
5.69%
|
63.4%
|
118
|
18.64%
|
|
|
4807
|
Garrison Point Advisors
Walnut Creek,
California
|
$109M
|
+$8.07M
|
+8%
|
8.84%
|
69.7%
|
132
|
7.58%
|
|
|
4808
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$109M
|
–
|
–
|
6.93%
|
57.5%
|
47
|
–
|
|
|
4809
|
Brooktree Capital Management
Gand Rapids,
Michigan
|
$109M
|
–
|
–
|
8.19%
|
57.3%
|
100
|
–
|
|
|
4810
|
Aft Forsyth & Sober
Valrico,
Florida
|
$109M
|
–
|
–
|
1.81%
|
77.3%
|
67
|
–
|
|
|
4811
|
KFA Private Wealth Group
Tysons,
Virginia
|
$109M
|
–
|
–
|
7.04%
|
44.8%
|
51
|
–
|
|
|
4812
|
Teilinger Capital
Houston,
Texas
|
$109M
|
+$45.9M
|
+73%
|
1.06%
|
35.7%
|
11
|
90.91%
|
|
|
4813
|
TFO Wealth Partners
Maumee,
Ohio
|
$109M
|
–
|
–
|
7.58%
|
52.9%
|
145
|
–
|
|
|
4814
|
Providence Wealth Advisors
Frankfort,
Illinois
|
$109M
|
-$3.35M
|
-3%
|
8.17%
|
98.7%
|
91
|
10.99%
|
|
|
4815
|
Wealth Advisors of Tampa Bay
Tampa,
Florida
|
$109M
|
-$11.9M
|
-10%
|
7.8%
|
73.5%
|
69
|
13.04%
|
|
|
4816
|
CVA Family Office
Denver,
Colorado
|
$109M
|
–
|
–
|
6.59%
|
57.4%
|
79
|
–
|
|
|
4817
|
Alta Fundamental Advisers
New York
|
$108M
|
-$41M
|
-27%
|
6.37%
|
268%
|
22
|
31.82%
|
|
|
4818
|
Norris Financial Group
Greenville,
South Carolina
|
$108M
|
–
|
–
|
11.6%
|
122%
|
55
|
–
|
|
|
4819
|
Fiduciary Planning
Englewood,
Florida
|
$108M
|
–
|
–
|
5.28%
|
43.7%
|
64
|
–
|
|
|
4820
|
Lee Capital Holdings
New York
|
$108M
|
+$1.21M
|
+1%
|
7.67%
|
34.4%
|
62
|
24.19%
|
|
|
4821
|
LPWM LLC
Minneapolis,
Minnesota
|
$108M
|
–
|
–
|
7.64%
|
54.3%
|
43
|
–
|
|
|
4822
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$108M
|
–
|
–
|
10.5%
|
88.6%
|
189
|
–
|
|
|
4823
|
Planning Directions
Glen Mills,
Pennsylvania
|
$108M
|
+$3.9M
|
+4%
|
3.47%
|
36.4%
|
55
|
5.45%
|
|
|
4824
|
Blue Chip Wealth Management
Miami Beach,
Florida
|
$108M
|
+$12.3M
|
+13%
|
11.7%
|
–
|
103
|
6.8%
|
|
|
4825
|
Vienna Insurance Group
Warsaw,
Poland
|
$108M
|
-$9.91M
|
-8%
|
8.11%
|
88.1%
|
63
|
6.35%
|
|