|
4801
|
FSA Wealth Management
Needham,
Massachusetts
|
$250M
|
–
|
–
|
7.06%
|
–
|
561
|
–
|
|
|
4802
|
DCF Advisers
Greenwich,
Connecticut
|
$250M
|
+$56M
|
+29%
|
5.2%
|
156%
|
108
|
24.07%
|
|
|
4803
|
Prosperity Wealth Management
San Ramon,
California
|
$250M
|
+$46.6M
|
+23%
|
4.53%
|
175%
|
233
|
43.35%
|
|
|
4804
|
Dupree Financial Group
Lexington,
Kentucky
|
$250M
|
+$29.8M
|
+14%
|
8.97%
|
–
|
74
|
14.86%
|
|
|
4805
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$250M
|
+$16.7M
|
+7%
|
5.82%
|
36.5%
|
34
|
11.76%
|
|
|
4806
|
Kaye Capital Management
El Segundo,
California
|
$249M
|
+$12M
|
+5%
|
5.08%
|
–
|
41
|
14.63%
|
|
|
4807
|
CGC Financial Services
Lake Oswego,
Oregon
|
$249M
|
+$19M
|
+8%
|
6.86%
|
41.1%
|
359
|
4.46%
|
|
|
4808
|
Newton One Investments
Newark,
Delaware
|
$249M
|
+$17.4M
|
+8%
|
5.8%
|
38.7%
|
116
|
64.66%
|
|
|
4809
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$249M
|
+$21M
|
+9%
|
7.95%
|
–
|
105
|
5.71%
|
|
|
4810
|
Planned Solutions
Folsom,
California
|
$249M
|
+$42.5M
|
+21%
|
6.1%
|
60.8%
|
661
|
83.36%
|
|
|
4811
|
Eukles Asset Management
Cincinnati,
Ohio
|
$249M
|
+$18M
|
+8%
|
9.64%
|
69.7%
|
241
|
2.49%
|
|
|
4812
|
EWG Elevate
Roseville,
California
|
$249M
|
-$24.7M
|
-9%
|
5.54%
|
76%
|
145
|
30.34%
|
|
|
4813
|
Malaga Cove Capital
Pv Estates,
California
|
$249M
|
+$2.39M
|
+1%
|
4.82%
|
88.1%
|
199
|
22.61%
|
|
|
4814
|
Eley Financial Management
South Burlington,
Vermont
|
$248M
|
+$12.5M
|
+5%
|
5.76%
|
61.9%
|
70
|
7.14%
|
|
|
4815
|
TSA Wealth Management
Houston,
Texas
|
$248M
|
+$13.5M
|
+6%
|
5.23%
|
–
|
68
|
11.76%
|
|
|
4816
|
Addison Capital
Conshohocken,
Pennsylvania
|
$248M
|
+$17.4M
|
+8%
|
6.65%
|
54.2%
|
147
|
9.52%
|
|
|
4817
|
Beacon Wealthcare LLC
Raleigh,
North Carolina
|
$248M
|
+$18.5M
|
+8%
|
5.29%
|
42%
|
27
|
29.63%
|
|
|
4818
|
Weik Capital Management
Wyomissing,
Pennsylvania
|
$248M
|
+$13.9M
|
+6%
|
8.48%
|
67.4%
|
96
|
6.25%
|
|
|
4819
|
Texas Capital Bancshares
Dallas,
Texas
|
$248M
|
+$3.99M
|
+2%
|
4.48%
|
175%
|
78
|
7.69%
|
|
|
4820
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$247M
|
+$21.1M
|
+9%
|
5.05%
|
56.9%
|
97
|
13.4%
|
|
|
4821
|
Unio Capital
Princeton,
New Jersey
|
$247M
|
+$9.25M
|
+4%
|
6.03%
|
85%
|
35
|
5.71%
|
|
|
4822
|
Neumann Advisory (HK)
Central,
Hong Kong
|
$247M
|
+$37.1M
|
+18%
|
23.7%
|
88.4%
|
15
|
26.67%
|
|
|
4823
|
Brown University
Providence,
Rhode Island
|
$247M
|
-$17.8M
|
-7%
|
5.56%
|
7.69%
|
11
|
18.18%
|
|
|
4824
|
Dalal Street
West Lake Hills,
Texas
|
$247M
|
+$14.1M
|
+6%
|
6.35%
|
155%
|
5
|
20%
|
|
|
4825
|
Stelac Advisory Services
New York
|
$247M
|
+$8.32M
|
+3%
|
4.5%
|
64.9%
|
115
|
14.78%
|
|