|
4901
|
Reston Wealth Management
Reston,
Virginia
|
$206M
|
+$14M
|
+7%
|
5.28%
|
60.7%
|
64
|
12.5%
|
|
|
4902
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$206M
|
+$49.6M
|
+32%
|
8.55%
|
66.1%
|
63
|
17.46%
|
|
|
4903
|
Forager Capital Management
Birmingham,
Alabama
|
$206M
|
–
|
–
|
7.27%
|
52.6%
|
13
|
–
|
|
|
4904
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$206M
|
+$17.3M
|
+9%
|
9.53%
|
130%
|
118
|
5.08%
|
|
|
4905
|
Yorktown Energy Partners VIII
New York
|
$206M
|
-$46M
|
-18%
|
9.19%
|
15.2%
|
3
|
0%
|
|
|
4906
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$206M
|
+$22.5M
|
+12%
|
5.83%
|
67.5%
|
94
|
25.53%
|
|
|
4907
|
Reliant Wealth Planning
Louisville,
Kentucky
|
$206M
|
+$16.9M
|
+9%
|
8.29%
|
39.4%
|
5
|
0%
|
|
|
4908
|
JSF Financial
Los Angeles,
California
|
$206M
|
+$3.64M
|
+2%
|
8.71%
|
79%
|
133
|
34.59%
|
|
|
4909
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$205M
|
–
|
–
|
10.2%
|
117%
|
983
|
–
|
|
|
4910
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$205M
|
+$21.8M
|
+12%
|
9.32%
|
89.7%
|
126
|
12.7%
|
|
|
4911
|
TPB Wealth Advisors
San Antonio,
Texas
|
$205M
|
+$67.4M
|
+49%
|
5.35%
|
–
|
51
|
29.41%
|
|
|
4912
|
Client 1st Advisory Group
Dunedin,
Florida
|
$205M
|
+$8.97M
|
+5%
|
4.38%
|
57.4%
|
78
|
8.97%
|
|
|
4913
|
Fosse Capital Partners
London,
United Kingdom
|
$205M
|
+$16M
|
+9%
|
11.3%
|
80%
|
4
|
0%
|
|
|
4914
|
Spectrum Financial Alliance
Nicholasville,
Kentucky
|
$205M
|
–
|
–
|
6.23%
|
185%
|
10
|
–
|
|
|
4915
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$205M
|
+$32.6M
|
+19%
|
8.78%
|
50.7%
|
89
|
16.85%
|
|
|
4916
|
Wiser Wealth Management
Marietta,
Georgia
|
$205M
|
+$17.1M
|
+9%
|
4.94%
|
46.7%
|
32
|
15.63%
|
|
|
4917
|
Fulcrum Asset Management
London,
United Kingdom
|
$205M
|
+$2.28M
|
+1%
|
12.5%
|
–
|
212
|
0%
|
|
|
4918
|
Axar Capital Management
New York
|
$205M
|
-$20.8M
|
-9%
|
7.66%
|
680%
|
3
|
0%
|
|
|
4919
|
Sora Investors
Bryn Mawr,
Pennsylvania
|
$205M
|
–
|
–
|
13.3%
|
179%
|
22
|
–
|
|
|
4920
|
Lion Street Advisors
Austin,
Texas
|
$204M
|
+$19.1M
|
+10%
|
10.3%
|
38%
|
161
|
12.42%
|
|
|
4921
|
Paragon Advisors
College Station,
Texas
|
$204M
|
-$1.49M
|
-0.7%
|
10.8%
|
109%
|
77
|
31.17%
|
|
|
4922
|
JLP Asset Management
New York
|
$204M
|
+$23.1M
|
+13%
|
19.6%
|
16.1%
|
31
|
0%
|
|
|
4923
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$204M
|
+$47.9M
|
+31%
|
8.46%
|
57.1%
|
134
|
5.22%
|
|
|
4924
|
Augustine Asset Management
Jacksonville,
Florida
|
$204M
|
+$16.4M
|
+9%
|
7.1%
|
344%
|
100
|
16%
|
|
|
4925
|
Old West Investment Management
Los Angeles,
California
|
$204M
|
-$179M
|
-47%
|
4.04%
|
242%
|
61
|
26.23%
|
|