|
4801
|
Client 1st Advisory Group
Dunedin,
Florida
|
$320M
|
+$17.8M
|
+6%
|
2.65%
|
57.4%
|
151
|
14.57%
|
|
|
4802
|
Passive Capital Management
Baltimore,
Maryland
|
$320M
|
+$13.2M
|
+4%
|
1.5%
|
37.7%
|
96
|
10.42%
|
|
|
4803
|
Wealth Effects
Boston,
Massachusetts
|
$320M
|
+$8.77M
|
+3%
|
11.8%
|
202%
|
233
|
12.88%
|
|
|
4804
|
Investment Advisory Services
The Woodlands,
Texas
|
$320M
|
+$2.25M
|
+0.7%
|
2.37%
|
65.4%
|
131
|
7.63%
|
|
|
4805
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$319M
|
+$16.1M
|
+5%
|
2.22%
|
54.8%
|
137
|
5.11%
|
|
|
4806
|
Storen Legacy Partners
Zionsville,
Indiana
|
$319M
|
–
|
–
|
3.33%
|
–
|
77
|
–
|
|
|
4807
|
Transatlantique Private Wealth
New York
|
$319M
|
+$13.1M
|
+4%
|
3.93%
|
89%
|
220
|
10%
|
|
|
4808
|
Boone Capital Management
Atlanta,
Georgia
|
$319M
|
+$13.6M
|
+4%
|
17.5%
|
278%
|
20
|
45%
|
|
|
4809
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$319M
|
+$8.9M
|
+3%
|
0.8%
|
36.5%
|
30
|
0%
|
|
|
4810
|
Essex Woodlands Management
The Woodlands,
Texas
|
$318M
|
+$11.2M
|
+4%
|
2.77%
|
55%
|
6
|
0%
|
|
|
4811
|
Morling Financial Advisors
Fremont,
California
|
$318M
|
+$15.9M
|
+5%
|
1.75%
|
91.2%
|
116
|
20.69%
|
|
|
4812
|
5AM Venture Management
San Francisco,
California
|
$318M
|
+$45.1M
|
+17%
|
41.7%
|
546%
|
26
|
23.08%
|
|
|
4813
|
Lynch Asset Management
Yardley,
Pennsylvania
|
$318M
|
+$5.51M
|
+2%
|
3.04%
|
190%
|
57
|
10.53%
|
|
|
4814
|
Crestview Partners II
New York
|
$318M
|
-$20.6M
|
-6%
|
4.56%
|
157%
|
3
|
0%
|
|
|
4815
|
|
$318M
|
+$59.2M
|
+23%
|
1.64%
|
9.67%
|
40
|
7.5%
|
|
|
4816
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$318M
|
-$100M
|
-24%
|
1.97%
|
69.7%
|
212
|
26.42%
|
|
|
4817
|
McDonald Partners
Cleveland,
Ohio
|
$317M
|
-$17.5M
|
-5%
|
4.04%
|
90.7%
|
238
|
20.59%
|
|
|
4818
|
Henry James International Management
New York
|
$317M
|
-$9.51M
|
-3%
|
5.2%
|
123%
|
97
|
4.12%
|
|
|
4819
|
PL Capital Advisors
Naples,
Florida
|
$317M
|
+$15.9M
|
+5%
|
7.01%
|
100%
|
30
|
26.67%
|
|
|
4820
|
Anfield Capital Management
Irvine,
California
|
$317M
|
-$22.8M
|
-7%
|
1.88%
|
65.2%
|
608
|
5.43%
|
|
|
4821
|
Hayek Kallen Investment Management
Fairhope,
Alabama
|
$317M
|
+$3K
|
+0%
|
0.02%
|
71.9%
|
186
|
99.46%
|
|
|
4822
|
Payne Capital Management
New York
|
$317M
|
+$6.25M
|
+2%
|
0.45%
|
–
|
82
|
7.32%
|
|
|
4823
|
Elmwood Wealth Management
Berkeley,
California
|
$317M
|
+$34.3M
|
+12%
|
2.04%
|
37.6%
|
177
|
24.29%
|
|
|
4824
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$316M
|
+$11.7M
|
+4%
|
3.6%
|
51.7%
|
147
|
10.2%
|
|
|
4825
|
S&T Bank
Indiana,
Pennsylvania
|
$316M
|
-$39.5M
|
-11%
|
5.19%
|
193%
|
502
|
22.51%
|
|