|
4926
|
Madison Wealth Partners
Madison,
Wisconsin
|
$175M
|
+$32.5M
|
+23%
|
6.22%
|
66.9%
|
74
|
29.73%
|
|
|
4927
|
Sequent Asset Management
Houston,
Texas
|
$174M
|
+$12.5M
|
+8%
|
4.48%
|
51.3%
|
73
|
15.07%
|
|
|
4928
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$174M
|
+$13.1M
|
+8%
|
6.46%
|
57.8%
|
106
|
16.98%
|
|
|
4929
|
Monterey Private Wealth
Monterey,
California
|
$174M
|
-$7.46M
|
-4%
|
6.65%
|
29.8%
|
102
|
8.82%
|
|
|
4930
|
Beddow Capital Management
Jackson,
Wyoming
|
$174M
|
+$16.8M
|
+11%
|
5.57%
|
50.7%
|
60
|
13.33%
|
|
|
4931
|
Asset Management Corp
Northbrook,
Illinois
|
$174M
|
-$59.1M
|
-25%
|
6.32%
|
57.1%
|
210
|
28.1%
|
|
|
4932
|
Shelter Insurance Retirement Plan
Columbia,
Missouri
|
$174M
|
-$21.6M
|
-11%
|
6.33%
|
60.5%
|
11
|
54.55%
|
|
|
4933
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$174M
|
+$29.9M
|
+21%
|
6.84%
|
141%
|
70
|
12.86%
|
|
|
4934
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$174M
|
+$15M
|
+9%
|
6.89%
|
71.5%
|
125
|
30.4%
|
|
|
4935
|
Yorktown Energy Partners VIII
New York
|
$174M
|
+$49.6M
|
+40%
|
41.2%
|
15.2%
|
2
|
0%
|
|
|
4936
|
Levy Wealth Management Group
Philadelphia,
Pennsylvania
|
$174M
|
+$21.8M
|
+14%
|
7.21%
|
21.1%
|
73
|
13.7%
|
|
|
4937
|
Gray Wealth Management
Bangor,
Maine
|
$174M
|
+$16M
|
+10%
|
6.17%
|
22.1%
|
119
|
9.24%
|
|
|
4938
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$173M
|
+$17.5M
|
+11%
|
4.21%
|
31.1%
|
53
|
11.32%
|
|
|
4939
|
AJU IB Investment Company
Seoul,
South Korea
|
$173M
|
-$91.7M
|
-35%
|
4.17%
|
–
|
11
|
0%
|
|
|
4940
|
General Equity Holdings
Brooklyn,
New York
|
$173M
|
+$5.05M
|
+3%
|
10.8%
|
775%
|
14
|
35.71%
|
|
|
4941
|
Asia Research & Capital Management
Hong Kong
|
$173M
|
–
|
–
|
14.1%
|
–
|
5
|
–
|
|
|
4942
|
Fortis Advisors
Wayne,
Pennsylvania
|
$173M
|
+$32.4M
|
+23%
|
6.06%
|
72.8%
|
287
|
25.44%
|
|
|
4943
|
Newport Wealth Strategies
Irvine,
California
|
$173M
|
+$11.9M
|
+7%
|
7.17%
|
51.5%
|
115
|
6.09%
|
|
|
4944
|
Asset Planning Services Inc
Covington,
Louisiana
|
$173M
|
+$7.44M
|
+4%
|
5.42%
|
117%
|
41
|
4.88%
|
|
|
4945
|
Resource Planning Group
Atlanta,
Georgia
|
$173M
|
+$20.2M
|
+13%
|
4.02%
|
1.9%
|
88
|
29.55%
|
|
|
4946
|
Exeter Financial
Scottsdale,
Arizona
|
$172M
|
+$13.9M
|
+9%
|
5.73%
|
50.4%
|
82
|
4.88%
|
|
|
4947
|
EVR Research
Richmond,
Virginia
|
$172M
|
+$40.7M
|
+31%
|
9.96%
|
165%
|
34
|
44.12%
|
|
|
4948
|
Fermata Advisors
Sonoma,
California
|
$172M
|
+$53.2M
|
+45%
|
5.61%
|
49.3%
|
155
|
56.13%
|
|
|
4949
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$172M
|
+$8.06M
|
+5%
|
6.68%
|
90.2%
|
168
|
10.12%
|
|
|
4950
|
|
$172M
|
+$11.7M
|
+7%
|
7.58%
|
127%
|
52
|
7.69%
|
|