|
4901
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$168M
|
+$16M
|
+11%
|
7.53%
|
95.7%
|
134
|
23.88%
|
|
|
4902
|
Kingstown Capital Management
New York
|
$167M
|
-$123M
|
-42%
|
5.53%
|
38.6%
|
155
|
70.97%
|
|
|
4903
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$167M
|
-$56.8M
|
-25%
|
6.03%
|
58.2%
|
646
|
14.4%
|
|
|
4904
|
Courage Capital Management
Nashville,
Tennessee
|
$167M
|
+$30.4M
|
+22%
|
9.38%
|
76.1%
|
50
|
42%
|
|
|
4905
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$167M
|
+$10.1M
|
+6%
|
7.65%
|
65.2%
|
110
|
15.45%
|
|
|
4906
|
LGL Partners
Philadelphia,
Pennsylvania
|
$167M
|
-$7.3M
|
-4%
|
6.37%
|
56.3%
|
98
|
14.29%
|
|
|
4907
|
Birchview Capital
Burlington,
Vermont
|
$167M
|
-$1.27M
|
-0.8%
|
0.66%
|
233%
|
63
|
15.87%
|
|
|
4908
|
Penbrook Management
New York
|
$167M
|
+$27.9M
|
+20%
|
12.8%
|
103%
|
107
|
7.48%
|
|
|
4909
|
Friedenthal Financial
Marlton,
New Jersey
|
$167M
|
+$31M
|
+23%
|
2.75%
|
111%
|
75
|
45.33%
|
|
|
4910
|
Osmium Partners
Greenbrae,
California
|
$167M
|
+$57.8M
|
+53%
|
1.45%
|
28.4%
|
16
|
50%
|
|
|
4911
|
Coyle Financial Counsel
Glenview,
Illinois
|
$167M
|
+$22.3M
|
+15%
|
6.53%
|
46.8%
|
61
|
13.11%
|
|
|
4912
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$167M
|
+$9.4M
|
+6%
|
6.71%
|
42.9%
|
84
|
19.05%
|
|
|
4913
|
Pavion Blue Capital
Newport Beach,
California
|
$167M
|
+$14.7M
|
+10%
|
7.49%
|
67.6%
|
93
|
6.45%
|
|
|
4914
|
LPWM LLC
Minneapolis,
Minnesota
|
$167M
|
+$17.8M
|
+12%
|
7%
|
54.3%
|
63
|
9.52%
|
|
|
4915
|
Fusion Capital
Mt. Pleasant,
South Carolina
|
$166M
|
+$12.7M
|
+8%
|
7.21%
|
73.5%
|
78
|
11.54%
|
|
|
4916
|
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
|
$166M
|
+$10.7M
|
+7%
|
5.69%
|
49.2%
|
69
|
10.14%
|
|
|
4917
|
Ranch Capital Advisors
Sarasota,
Florida
|
$166M
|
+$14.9M
|
+10%
|
6.79%
|
82%
|
944
|
36.86%
|
|
|
4918
|
Hixon Zuercher
Findlay,
Ohio
|
$166M
|
+$14.9M
|
+10%
|
10.3%
|
87.5%
|
57
|
3.51%
|
|
|
4919
|
Demars Financial Group
Spokane Valley,
Washington
|
$166M
|
+$17.6M
|
+12%
|
7.29%
|
60.9%
|
85
|
5.88%
|
|
|
4920
|
Annandale Capital
Dallas,
Texas
|
$166M
|
+$25.1M
|
+18%
|
8.06%
|
52.5%
|
84
|
19.05%
|
|
|
4921
|
|
$166M
|
+$5.17M
|
+3%
|
0.31%
|
23.3%
|
36
|
38.89%
|
|
|
4922
|
Tacita Capital
Toronto,
Ontario, Canada
|
$166M
|
+$11.9M
|
+8%
|
6.44%
|
60.3%
|
209
|
21.53%
|
|
|
4923
|
Affinia Financial Group
Burlington,
Massachusetts
|
$166M
|
+$5.48M
|
+3%
|
6.53%
|
37.5%
|
33
|
12.12%
|
|
|
4924
|
Foresite Capital Management I
Larkspur,
California
|
$166M
|
-$32.4M
|
-16%
|
8.54%
|
40.7%
|
4
|
0%
|
|
|
4925
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$166M
|
+$2.74M
|
+2%
|
6.53%
|
47.1%
|
60
|
23.33%
|
|