|
4926
|
Clayton Financial Group
St. Louis,
Missouri
|
$220M
|
+$59.1M
|
+37%
|
7.37%
|
–
|
106
|
66.04%
|
|
|
4927
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$220M
|
+$3.48M
|
+2%
|
4.93%
|
–
|
105
|
9.52%
|
|
|
4928
|
Luminus Management
Houston,
Texas
|
$220M
|
-$142M
|
-39%
|
4.08%
|
13.1%
|
35
|
65.71%
|
|
|
4929
|
Sonata Capital Group
Seattle,
Washington
|
$220M
|
+$18.8M
|
+9%
|
7.56%
|
57.4%
|
114
|
7.02%
|
|
|
4930
|
|
$220M
|
+$111M
|
+102%
|
8.22%
|
66.5%
|
396
|
82.83%
|
|
|
4931
|
Davis Rea
Toronto,
Ontario, Canada
|
$220M
|
+$24.2M
|
+12%
|
9.51%
|
50%
|
39
|
17.95%
|
|
|
4932
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$220M
|
+$13.3M
|
+6%
|
6.91%
|
53.9%
|
101
|
10.89%
|
|
|
4933
|
Harbourvest Partners
Boston,
Massachusetts
|
$219M
|
-$79.2M
|
-27%
|
13.1%
|
6.18%
|
53
|
9.43%
|
|
|
4934
|
Beacon Wealthcare LLC
Raleigh,
North Carolina
|
$219M
|
+$11.4M
|
+5%
|
5.46%
|
42%
|
19
|
15.79%
|
|
|
4935
|
Eclectic Associates
Fullerton,
California
|
$219M
|
+$10.7M
|
+5%
|
5.8%
|
49.7%
|
92
|
9.78%
|
|
|
4936
|
Whelan Financial
Fresno,
California
|
$219M
|
+$4.7M
|
+2%
|
5.26%
|
57.9%
|
44
|
20.45%
|
|
|
4937
|
Kensington Investment Counsel
Long Beach,
California
|
$219M
|
+$28.2M
|
+15%
|
11.1%
|
61.6%
|
102
|
9.8%
|
|
|
4938
|
SimpliFi Inc
San Diego,
California
|
$219M
|
+$15.7M
|
+8%
|
3.06%
|
26.7%
|
40
|
22.5%
|
|
|
4939
|
Cypress Financial Planning
Haddon Heights,
New Jersey
|
$219M
|
+$108M
|
+98%
|
4%
|
37.9%
|
68
|
39.71%
|
|
|
4940
|
Aull & Monroe Investment Management
Mobile,
Alabama
|
$219M
|
+$16M
|
+8%
|
9.66%
|
96.6%
|
136
|
7.35%
|
|
|
4941
|
Fusion Capital
Mt. Pleasant,
South Carolina
|
$219M
|
+$23.3M
|
+12%
|
8.93%
|
73.5%
|
76
|
10.53%
|
|
|
4942
|
O'Donnell Financial Services
San Rafael,
California
|
$218M
|
+$19M
|
+10%
|
7.4%
|
47.9%
|
39
|
7.69%
|
|
|
4943
|
Harbor Island Capital
Topsfield,
Massachusetts
|
$218M
|
+$16.7M
|
+8%
|
13.5%
|
231%
|
15
|
0%
|
|
|
4944
|
Next Level Private
Harrison,
New York
|
$218M
|
+$41.4M
|
+23%
|
10.6%
|
92.4%
|
132
|
18.94%
|
|
|
4945
|
S Squared Technology
New York
|
$218M
|
+$11.8M
|
+6%
|
0.68%
|
138%
|
39
|
25.64%
|
|
|
4946
|
Optimum Investment Advisors
Chicago,
Illinois
|
$218M
|
+$19M
|
+10%
|
12.4%
|
125%
|
672
|
9.67%
|
|
|
4947
|
MTC Wealth Management
Tampa,
Florida
|
$218M
|
+$2.62M
|
+1%
|
3.6%
|
23%
|
13
|
7.69%
|
|
|
4948
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
$217M
|
+$7.56M
|
+4%
|
9.04%
|
66%
|
92
|
25%
|
|
|
4949
|
First Dallas Securities
Dallas,
Texas
|
$217M
|
+$23.3M
|
+12%
|
17.4%
|
134%
|
129
|
13.95%
|
|
|
4950
|
Breakwater Investment Management
Seattle,
Washington
|
$217M
|
–
|
–
|
5.66%
|
–
|
314
|
–
|
|