|
4926
|
TFO Wealth Partners
Maumee,
Ohio
|
$109M
|
–
|
–
|
7.58%
|
63.6%
|
145
|
–
|
|
|
4927
|
Providence Wealth Advisors
Frankfort,
Illinois
|
$109M
|
-$3.35M
|
-3%
|
8.17%
|
112%
|
91
|
10.99%
|
|
|
4928
|
Wealth Advisors of Tampa Bay
Tampa,
Florida
|
$109M
|
-$11.9M
|
-10%
|
7.8%
|
86.2%
|
69
|
13.04%
|
|
|
4929
|
CVA Family Office
Denver,
Colorado
|
$109M
|
–
|
–
|
6.59%
|
71.6%
|
79
|
–
|
|
|
4930
|
Alta Fundamental Advisers
New York
|
$108M
|
-$41M
|
-27%
|
6.37%
|
340%
|
22
|
31.82%
|
|
|
4931
|
Norris Financial Group
Greenville,
South Carolina
|
$108M
|
–
|
–
|
11.6%
|
142%
|
55
|
–
|
|
|
4932
|
Fiduciary Planning
Englewood,
Florida
|
$108M
|
–
|
–
|
5.28%
|
65.5%
|
64
|
–
|
|
|
4933
|
Kirkoswald Asset Management
New York
|
$108M
|
–
|
–
|
10.6%
|
–
|
4
|
–
|
|
|
4934
|
Lee Capital Holdings
New York
|
$108M
|
+$1.21M
|
+1%
|
7.67%
|
34.4%
|
62
|
24.19%
|
|
|
4935
|
LPWM LLC
Minneapolis,
Minnesota
|
$108M
|
–
|
–
|
7.64%
|
54.3%
|
43
|
–
|
|
|
4936
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$108M
|
–
|
–
|
10.5%
|
88.6%
|
189
|
–
|
|
|
4937
|
Planning Directions
Glen Mills,
Pennsylvania
|
$108M
|
+$3.9M
|
+4%
|
3.47%
|
46.3%
|
55
|
5.45%
|
|
|
4938
|
Blue Chip Wealth Management
Miami Beach,
Florida
|
$108M
|
+$12.3M
|
+13%
|
11.7%
|
–
|
103
|
6.8%
|
|
|
4939
|
Vienna Insurance Group
Warsaw,
Poland
|
$108M
|
-$9.91M
|
-8%
|
8.11%
|
188%
|
63
|
6.35%
|
|
|
4940
|
Karani Asset Management
New York
|
$108M
|
–
|
–
|
19.6%
|
–
|
57
|
–
|
|
|
4941
|
Signet Investment Advisory Group
Providence,
Rhode Island
|
$108M
|
+$9.41M
|
+10%
|
7.99%
|
59.6%
|
73
|
2.74%
|
|
|
4942
|
Diamant Asset Management
Ridgefield,
Connecticut
|
$108M
|
+$7.93M
|
+8%
|
10.5%
|
66.9%
|
72
|
8.33%
|
|
|
4943
|
Spreng Capital Management
Bucyrus,
Ohio
|
$108M
|
–
|
–
|
8.23%
|
72.5%
|
82
|
–
|
|
|
4944
|
Oldfather Financial Services
Kearney,
Nebraska
|
$108M
|
–
|
–
|
8.48%
|
60.8%
|
57
|
–
|
|
|
4945
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$108M
|
–
|
–
|
10.5%
|
72.4%
|
67
|
–
|
|
|
4946
|
Coyle Financial Counsel
Glenview,
Illinois
|
$108M
|
+$9.14M
|
+9%
|
8.03%
|
62.4%
|
64
|
26.56%
|
|
|
4947
|
NFP Retirement Inc
Aliso Viejo,
California
|
$108M
|
–
|
–
|
4.37%
|
46.7%
|
87
|
–
|
|
|
4948
|
Sloy Dahl & Holst
Vancouver,
Washington
|
$107M
|
–
|
–
|
31.1%
|
109%
|
46
|
–
|
|
|
4949
|
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
$107M
|
–
|
–
|
7.09%
|
95.3%
|
66
|
–
|
|
|
4950
|
McNaughton Wealth Management
San Diego,
California
|
$107M
|
–
|
–
|
2.95%
|
50.3%
|
47
|
–
|
|