|
4851
|
Dalal Street
West Lake Hills,
Texas
|
$272M
|
+$36.8M
|
+16%
|
2.02%
|
155%
|
5
|
20%
|
|
|
4852
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$271M
|
+$40.8M
|
+18%
|
6.71%
|
36.8%
|
186
|
25.27%
|
|
|
4853
|
Goepper Burkhardt
Greenville,
South Carolina
|
$271M
|
+$21.4M
|
+9%
|
6.72%
|
43.8%
|
102
|
9.8%
|
|
|
4854
|
SoundView Advisors
Olympia,
Washington
|
$271M
|
+$29M
|
+12%
|
7.5%
|
–
|
37
|
16.22%
|
|
|
4855
|
Squire Investment Management Company
Orem,
Utah
|
$271M
|
+$31.4M
|
+13%
|
7.61%
|
–
|
66
|
3.03%
|
|
|
4856
|
Arlington Partners
Birmingham,
Alabama
|
$271M
|
+$16.2M
|
+6%
|
2.69%
|
43.7%
|
68
|
17.65%
|
|
|
4857
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
$271M
|
+$25.9M
|
+11%
|
5.17%
|
31%
|
48
|
16.67%
|
|
|
4858
|
Rossby Financial
Melbourne,
Florida
|
$271M
|
+$33.8M
|
+14%
|
18.8%
|
–
|
1,280
|
18.52%
|
|
|
4859
|
1248 Management
Kansas City,
Missouri
|
$271M
|
+$36.8M
|
+16%
|
20%
|
–
|
183
|
16.94%
|
|
|
4860
|
Skyline Advisors
Bellingham,
Washington
|
$271M
|
+$16.8M
|
+7%
|
7.86%
|
–
|
98
|
12.24%
|
|
|
4861
|
Next Capital Management
New York
|
$271M
|
+$62.1M
|
+30%
|
9.89%
|
56.1%
|
142
|
20.42%
|
|
|
4862
|
Greenberg Financial Group
Tucson,
Arizona
|
$270M
|
+$27.9M
|
+12%
|
9.85%
|
–
|
138
|
23.19%
|
|
|
4863
|
First Bankers Trust
Louisville,
Kentucky
|
$270M
|
+$16.6M
|
+7%
|
10.7%
|
78.9%
|
145
|
9.66%
|
|
|
4864
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$270M
|
+$35.1M
|
+15%
|
9.59%
|
68%
|
195
|
14.87%
|
|
|
4865
|
Prosperity Wealth Management
San Ramon,
California
|
$270M
|
+$57.1M
|
+27%
|
21.5%
|
175%
|
289
|
43.6%
|
|
|
4866
|
Pioneer Wealth Management Group
Austin,
Texas
|
$270M
|
+$37.5M
|
+16%
|
6.23%
|
–
|
49
|
30.61%
|
|
|
4867
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$270M
|
+$13.9M
|
+5%
|
6.53%
|
42.4%
|
176
|
5.68%
|
|
|
4868
|
Scott Marsh Financial
Millcreek,
Utah
|
$270M
|
–
|
–
|
12.4%
|
–
|
248
|
–
|
|
|
4869
|
Lonestar Capital Management
San Francisco,
California
|
$270M
|
+$8.62M
|
+3%
|
17.7%
|
237%
|
25
|
56%
|
|
|
4870
|
|
$270M
|
+$23.7M
|
+10%
|
15.2%
|
105%
|
127
|
7.09%
|
|
|
4871
|
Robertson Opportunity Capital
Dallas,
Texas
|
$270M
|
+$6.83M
|
+3%
|
10.7%
|
93.4%
|
29
|
6.9%
|
|
|
4872
|
Westerly Capital Management
San Francisco,
California
|
$270M
|
+$38.3M
|
+17%
|
11.6%
|
104%
|
49
|
36.73%
|
|
|
4873
|
Prairiewood Capital
Fargo,
North Dakota
|
$269M
|
+$23.6M
|
+10%
|
4.37%
|
43%
|
80
|
7.5%
|
|
|
4874
|
Empower Annuity Insurance Company
Hartford,
Connecticut
|
$269M
|
+$2.26M
|
+0.8%
|
0.85%
|
0.57%
|
1
|
0%
|
|
|
4875
|
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
|
$269M
|
+$57.1M
|
+27%
|
8.58%
|
–
|
222
|
26.13%
|
|