|
4851
|
Essential Planning
Portsmouth,
New Hampshire
|
$314M
|
+$23.1M
|
+8%
|
2.66%
|
38.1%
|
92
|
9.78%
|
|
|
4852
|
HealthInvest Partners
Stockholm,
Sweden
|
$313M
|
+$59.4M
|
+23%
|
18.4%
|
–
|
46
|
32.61%
|
|
|
4853
|
First United Bank & Trust
Oakland,
Maryland
|
$313M
|
+$5.26M
|
+2%
|
1.82%
|
69.2%
|
425
|
8.71%
|
|
|
4854
|
MTM Investment Management
Spartanburg,
South Carolina
|
$313M
|
-$1.42M
|
-0.4%
|
2.49%
|
80.5%
|
746
|
7.37%
|
|
|
4855
|
Gold Investment Management
Edmonton,
Alberta, Canada
|
$313M
|
+$15.6M
|
+5%
|
5.93%
|
–
|
205
|
1.46%
|
|
|
4856
|
Iyo Bank
Matsuyama,
Japan
|
$313M
|
+$48.2M
|
+18%
|
6.13%
|
125%
|
45
|
26.67%
|
|
|
4857
|
Dorval Corp
Maple Grove,
Minnesota
|
$313M
|
+$11.1M
|
+4%
|
0.05%
|
–
|
43
|
2.33%
|
|
|
4858
|
Sensible Money
Scottsdale,
Arizona
|
$313M
|
+$18.9M
|
+6%
|
3.64%
|
65%
|
92
|
10.87%
|
|
|
4859
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$313M
|
+$30M
|
+11%
|
3.18%
|
97.1%
|
972
|
12.45%
|
|
|
4860
|
Private Wealth Advisors (California)
Fresno,
California
|
$313M
|
+$15.6M
|
+5%
|
3.8%
|
63.6%
|
97
|
13.4%
|
|
|
4861
|
Robinswood Financial
Kirkland,
Washington
|
$313M
|
+$12.8M
|
+4%
|
1.23%
|
38.8%
|
419
|
10.74%
|
|
|
4862
|
Regents Gate Capital
London,
United Kingdom
|
$312M
|
+$30.7M
|
+11%
|
3.52%
|
–
|
57
|
57.89%
|
|
|
4863
|
Next Capital Management
New York
|
$312M
|
+$12.7M
|
+4%
|
1.36%
|
61.3%
|
148
|
14.19%
|
|
|
4864
|
Radcliff Management
New York
|
$312M
|
-$41.1M
|
-12%
|
11.6%
|
47.6%
|
1
|
0%
|
|
|
4865
|
Harvest Management
New York
|
$312M
|
+$80.6M
|
+35%
|
23.5%
|
610%
|
97
|
71.13%
|
|
|
4866
|
Gen-Wealth Partners
Zeeland,
Michigan
|
$312M
|
+$15.9M
|
+5%
|
2.64%
|
–
|
736
|
13.86%
|
|
|
4867
|
Cabot-Wellington
Boston,
Massachusetts
|
$312M
|
+$2.7M
|
+0.9%
|
2.21%
|
65%
|
5
|
0%
|
|
|
4868
|
Verde Servicos Internacionais
Sao Paulo,
Brazil
|
$312M
|
-$38.9M
|
-11%
|
1.9%
|
120%
|
54
|
66.67%
|
|
|
4869
|
Planned Solutions
Folsom,
California
|
$312M
|
+$20.9M
|
+7%
|
2.58%
|
60.8%
|
146
|
10.27%
|
|
|
4870
|
Sykon Capital
Harrison,
New York
|
$312M
|
+$11.8M
|
+4%
|
1.28%
|
63.7%
|
123
|
21.95%
|
|
|
4871
|
Balance Wealth
Delaware,
Ohio
|
$312M
|
-$93.3M
|
-23%
|
2.21%
|
–
|
151
|
17.22%
|
|
|
4872
|
Schiavi & Co
Wilmington,
Delaware
|
$311M
|
+$7.73M
|
+3%
|
1.72%
|
41.4%
|
47
|
12.77%
|
|
|
4873
|
Sophron Capital Management
Summit,
New Jersey
|
$311M
|
-$13.6M
|
-4%
|
4.25%
|
–
|
43
|
18.6%
|
|
|
4874
|
Bell & Brown Wealth Advisors
Newport Beach,
California
|
$311M
|
+$5.3M
|
+2%
|
5.35%
|
–
|
75
|
9.33%
|
|
|
4875
|
Commonwealth Retirement Investments
Richmond,
Virginia
|
$311M
|
+$16.5M
|
+6%
|
2.3%
|
84.4%
|
438
|
72.6%
|
|