|
4951
|
Compass Advisory Group
Melville,
New York
|
$150M
|
+$19.1M
|
+15%
|
2.98%
|
43.7%
|
45
|
20%
|
|
|
4952
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$150M
|
+$12M
|
+9%
|
6.17%
|
52.8%
|
99
|
8.08%
|
|
|
4953
|
Capital Wealth Alliance
Scottsdale,
Arizona
|
$150M
|
+$13M
|
+9%
|
5.71%
|
119%
|
143
|
23.78%
|
|
|
4954
|
AlphaCore Capital
La Jolla,
California
|
$150M
|
+$15.4M
|
+11%
|
6.4%
|
68.3%
|
67
|
34.33%
|
|
|
4955
|
Newman & Schimel
Deerfield,
Illinois
|
$150M
|
+$29.2M
|
+24%
|
5.31%
|
–
|
49
|
10.2%
|
|
|
4956
|
FSA Wealth Management
Needham,
Massachusetts
|
$149M
|
-$50.5M
|
-25%
|
5.06%
|
–
|
273
|
83.88%
|
|
|
4957
|
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
|
$149M
|
-$7.52M
|
-5%
|
3.7%
|
76.8%
|
13
|
23.08%
|
|
|
4958
|
Brendel Financial Advisors
Hanover,
New Hampshire
|
$149M
|
+$2.26M
|
+2%
|
10.3%
|
110%
|
98
|
31.63%
|
|
|
4959
|
Brooktree Capital Management
Gand Rapids,
Michigan
|
$149M
|
+$13.4M
|
+10%
|
14.6%
|
57.3%
|
46
|
17.39%
|
|
|
4960
|
Catawba River Capital
Lake Wylie,
South Carolina
|
$149M
|
+$4.15M
|
+3%
|
4.93%
|
89.5%
|
34
|
26.47%
|
|
|
4961
|
Spark Investment Management
New York
|
$149M
|
+$28M
|
+23%
|
5.88%
|
337%
|
63
|
46.03%
|
|
|
4962
|
Samalin Investment Counsel
Chappaqua,
New York
|
$149M
|
+$15.9M
|
+12%
|
7.01%
|
62.8%
|
249
|
18.07%
|
|
|
4963
|
Adaptive Financial Consulting
Beachwood,
Ohio
|
$149M
|
+$17M
|
+13%
|
0.98%
|
26.8%
|
19
|
21.05%
|
|
|
4964
|
|
$149M
|
+$16.3M
|
+12%
|
15.2%
|
93.8%
|
41
|
17.07%
|
|
|
4965
|
LPWM LLC
Minneapolis,
Minnesota
|
$149M
|
+$14.7M
|
+11%
|
6.73%
|
54.3%
|
59
|
13.56%
|
|
|
4966
|
Bluegrass Capital Partners
Palm Beach,
Florida
|
$149M
|
+$31.9M
|
+27%
|
1.08%
|
56.2%
|
17
|
17.65%
|
|
|
4967
|
Founders Fund VII Management
San Francisco,
California
|
$149M
|
-$29.7M
|
-17%
|
16.6%
|
64.7%
|
2
|
0%
|
|
|
4968
|
Ma Investment Partnership
Hillsborough,
California
|
$149M
|
-$748K
|
-0.5%
|
0.8%
|
–
|
12
|
0%
|
|
|
4969
|
Demars Financial Group
Spokane Valley,
Washington
|
$149M
|
+$7.35M
|
+5%
|
2.62%
|
60.9%
|
81
|
16.05%
|
|
|
4970
|
Marketfield Asset Management
New York
|
$149M
|
+$6.65M
|
+5%
|
9.59%
|
61.5%
|
41
|
12.2%
|
|
|
4971
|
Keystone Wealth Partners
Chandler,
Arizona
|
$149M
|
+$22.6M
|
+18%
|
4.6%
|
–
|
33
|
27.27%
|
|
|
4972
|
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
|
$148M
|
+$7.29M
|
+5%
|
6.05%
|
74.9%
|
95
|
21.05%
|
|
|
4973
|
FWL Investment Management
Dallas,
Texas
|
$148M
|
+$17.9M
|
+14%
|
7.9%
|
127%
|
55
|
29.09%
|
|
|
4974
|
Moneywise Inc
Forest,
Virginia
|
$148M
|
+$8.43M
|
+6%
|
7.15%
|
58%
|
51
|
9.8%
|
|
|
4975
|
Michael & Susan Dell Foundation
New York
|
$148M
|
-$7.82M
|
-5%
|
2.58%
|
120%
|
3
|
0%
|
|