|
4851
|
Consolidated Capital Management
Burbank,
California
|
$277M
|
+$35.9M
|
+15%
|
12.1%
|
159%
|
50
|
14%
|
|
|
4852
|
Crestmont Private Wealth
Houston,
Texas
|
$277M
|
+$45.6M
|
+20%
|
6.93%
|
54.8%
|
88
|
18.18%
|
|
|
4853
|
Richard W. Paul & Associates
Novi,
Michigan
|
$277M
|
+$21.6M
|
+8%
|
9.88%
|
65.2%
|
357
|
11.48%
|
|
|
4854
|
Whelan Financial
Fresno,
California
|
$277M
|
+$19.4M
|
+8%
|
6.98%
|
57.9%
|
67
|
8.96%
|
|
|
4855
|
Forge First Asset Management
Toronto, Ontario,
Canada
|
$277M
|
+$46.8M
|
+20%
|
18.2%
|
112%
|
46
|
54.35%
|
|
|
4856
|
Texas Capital Bancshares
Dallas,
Texas
|
$276M
|
+$41.5M
|
+18%
|
19.6%
|
175%
|
84
|
10.71%
|
|
|
4857
|
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
$276M
|
+$28.4M
|
+11%
|
10.7%
|
88%
|
71
|
12.68%
|
|
|
4858
|
Financial Partners Group (Tennessee)
Gallatin,
Tennessee
|
$276M
|
+$45.9M
|
+20%
|
3.88%
|
–
|
95
|
22.11%
|
|
|
4859
|
|
$276M
|
+$35.9M
|
+15%
|
12.8%
|
–
|
167
|
11.98%
|
|
|
4860
|
Townsend Asset Management
Raleigh,
North Carolina
|
$276M
|
+$16.7M
|
+6%
|
9.01%
|
77%
|
187
|
12.3%
|
|
|
4861
|
Omnia Family Wealth
Aventura,
Florida
|
$276M
|
+$37M
|
+15%
|
10.8%
|
80.6%
|
106
|
17.92%
|
|
|
4862
|
Solitude Financial Services
Charlottesville,
Virginia
|
$276M
|
+$18.5M
|
+7%
|
4.03%
|
55.4%
|
39
|
7.69%
|
|
|
4863
|
Monashee Investment Management
Boston,
Massachusetts
|
$276M
|
-$569M
|
-67%
|
34.8%
|
520%
|
96
|
91.67%
|
|
|
4864
|
Pineridge Advisors
St. Charles,
Missouri
|
$276M
|
+$20M
|
+8%
|
5.55%
|
–
|
590
|
18.64%
|
|
|
4865
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$276M
|
+$33.6M
|
+14%
|
5.75%
|
58.2%
|
140
|
5%
|
|
|
4866
|
Argyle Capital Management
Center Valley,
Pennsylvania
|
$276M
|
+$6.59M
|
+2%
|
5.75%
|
95.8%
|
132
|
1.52%
|
|
|
4867
|
Shaker Financial Services
Arlington,
Virginia
|
$276M
|
+$18.9M
|
+7%
|
5.18%
|
13.1%
|
176
|
29.55%
|
|
|
4868
|
Client 1st Advisory Group
Dunedin,
Florida
|
$276M
|
+$18.8M
|
+7%
|
8.81%
|
57.4%
|
141
|
14.18%
|
|
|
4869
|
Bain Capital Credit
Boston,
Massachusetts
|
$276M
|
-$133M
|
-33%
|
5.69%
|
14.4%
|
7
|
28.57%
|
|
|
4870
|
Aubrey Capital Management
Edinburgh,
United Kingdom
|
$275M
|
+$26.5M
|
+11%
|
22.6%
|
296%
|
56
|
25%
|
|
|
4871
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$275M
|
+$19.5M
|
+8%
|
9.4%
|
84.9%
|
498
|
7.83%
|
|
|
4872
|
Meredith Wealth Planning
Maryville,
Illinois
|
$275M
|
+$48.7M
|
+21%
|
8.99%
|
66.3%
|
62
|
20.97%
|
|
|
4873
|
Castle Wealth Management
West Palm Beach,
Florida
|
$275M
|
+$19.9M
|
+8%
|
7.87%
|
53.6%
|
130
|
9.23%
|
|
|
4874
|
Silver Coast Investments
San Diego,
United States
|
$275M
|
+$11.7M
|
+4%
|
4.99%
|
–
|
111
|
13.51%
|
|
|
4875
|
LifeWealth Investments
Winter Garden,
Florida
|
$275M
|
+$67.2M
|
+32%
|
7.9%
|
–
|
163
|
29.45%
|
|