|
4951
|
Lakeshore Financial Planning
St. Clair Shores,
Michigan
|
$234M
|
+$7.4M
|
+3%
|
1.28%
|
56.8%
|
80
|
8.75%
|
|
|
4952
|
Bright Valley Capital
Hong Kong
|
$234M
|
+$107M
|
+83%
|
31.5%
|
–
|
13
|
61.54%
|
|
|
4953
|
Kings Path Partners
Sugar Land,
Texas
|
$234M
|
-$4.15M
|
-2%
|
1.81%
|
–
|
314
|
13.06%
|
|
|
4954
|
Miller Value Partners
Sarasota,
Florida
|
$234M
|
+$57M
|
+32%
|
11.1%
|
125%
|
33
|
9.09%
|
|
|
4955
|
Prairiewood Capital
Fargo,
North Dakota
|
$234M
|
-$2M
|
-0.8%
|
4.11%
|
43%
|
87
|
19.54%
|
|
|
4956
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$234M
|
+$6.61M
|
+3%
|
6.78%
|
111%
|
219
|
8.68%
|
|
|
4957
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$234M
|
$0
|
0%
|
3.71%
|
41.2%
|
157
|
0%
|
|
|
4958
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$234M
|
+$8.81M
|
+4%
|
1.23%
|
53.1%
|
306
|
9.8%
|
|
|
4959
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$234M
|
-$6.42M
|
-3%
|
1.97%
|
–
|
135
|
8.15%
|
|
|
4960
|
CVS Health
Woonsocket,
Rhode Island
|
$234M
|
+$3.54M
|
+2%
|
2.13%
|
52.3%
|
5
|
40%
|
|
|
4961
|
Murchinson
Toronto,
Ontario, Canada
|
$234M
|
-$134M
|
-37%
|
10.6%
|
84.8%
|
107
|
74.77%
|
|
|
4962
|
Monte Financial Group
Guilford,
Connecticut
|
$234M
|
-$7.6M
|
-3%
|
1.83%
|
55%
|
87
|
8.05%
|
|
|
4963
|
Wealth Advisors of Tampa Bay
Tampa,
Florida
|
$234M
|
-$6.11M
|
-3%
|
3.73%
|
73.5%
|
89
|
4.49%
|
|
|
4964
|
HGC Investment Management
Toronto,
Ontario, Canada
|
$234M
|
-$9.27M
|
-4%
|
4.22%
|
34.4%
|
113
|
45.13%
|
|
|
4965
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$233M
|
-$7.74M
|
-3%
|
1.76%
|
33.2%
|
78
|
0%
|
|
|
4966
|
Elevation Capital Advisory
Bend,
Oregon
|
$233M
|
+$6.87M
|
+3%
|
2.56%
|
–
|
80
|
66.25%
|
|
|
4967
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$233M
|
-$80.6K
|
-0%
|
2.04%
|
46.7%
|
44
|
15.91%
|
|
|
4968
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$233M
|
-$44.2M
|
-16%
|
0.82%
|
57%
|
467
|
8.99%
|
|
|
4969
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$233M
|
+$388K
|
+0.2%
|
0.03%
|
56.5%
|
197
|
8.63%
|
|
|
4970
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
$233M
|
-$1.3M
|
-0.6%
|
4.78%
|
31%
|
43
|
6.98%
|
|
|
4971
|
Samalin Investment Counsel
Chappaqua,
New York
|
$233M
|
+$3.2M
|
+1%
|
0.75%
|
62.8%
|
322
|
20.5%
|
|
|
4972
|
Warner Financial
Bethesda,
Maryland
|
$233M
|
+$7.13M
|
+3%
|
0.68%
|
62.1%
|
119
|
9.24%
|
|
|
4973
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$233M
|
+$5.69M
|
+3%
|
6.87%
|
105%
|
84
|
11.9%
|
|
|
4974
|
Bond Capital Management
San Francisco,
California
|
$233M
|
+$25.4M
|
+12%
|
15.9%
|
28.9%
|
5
|
0%
|
|
|
4975
|
Gen-Wealth Partners
Zeeland,
Michigan
|
$233M
|
+$3.64M
|
+2%
|
0.58%
|
–
|
694
|
11.67%
|
|