|
4951
|
Spruce Street Capital
New York
|
$303M
|
–
|
–
|
66.4%
|
–
|
27
|
–
|
|
|
4952
|
Royal Harbor Partners
Houston,
Texas
|
$303M
|
+$7.66M
|
+3%
|
1.81%
|
49.5%
|
53
|
9.43%
|
|
|
4953
|
Jessup Wealth Management
Dayton,
Ohio
|
$302M
|
+$34M
|
+13%
|
5.43%
|
164%
|
387
|
79.84%
|
|
|
4954
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$302M
|
+$3.74M
|
+1%
|
5.17%
|
65.9%
|
728
|
13.87%
|
|
|
4955
|
Westshore Wealth
Newport Beach,
California
|
$302M
|
+$9.57M
|
+3%
|
3.7%
|
58.8%
|
113
|
18.58%
|
|
|
4956
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$302M
|
+$7.04M
|
+2%
|
3.79%
|
88.6%
|
287
|
16.72%
|
|
|
4957
|
Rogco LP
Claremore,
Oklahoma
|
$302M
|
+$17.3M
|
+6%
|
2.16%
|
53.3%
|
209
|
9.57%
|
|
|
4958
|
Leisure Capital Management
Costa Mesa,
California
|
$302M
|
+$9.96M
|
+3%
|
3.56%
|
98%
|
158
|
15.19%
|
|
|
4959
|
TSA Wealth Management
Houston,
Texas
|
$302M
|
+$8.07M
|
+3%
|
2.01%
|
–
|
99
|
20.2%
|
|
|
4960
|
Idaho Trust Bank
Boise,
Idaho
|
$302M
|
+$4.91M
|
+2%
|
0.85%
|
47.5%
|
112
|
9.82%
|
|
|
4961
|
|
$302M
|
+$2.39M
|
+0.8%
|
3.43%
|
–
|
171
|
10.53%
|
|
|
4962
|
Bishop & Co Investment Management
Erie,
Pennsylvania
|
$302M
|
+$2.93M
|
+1%
|
1.04%
|
47.6%
|
28
|
3.57%
|
|
|
4963
|
Castle Wealth Management
West Palm Beach,
Florida
|
$302M
|
+$5.65M
|
+2%
|
1.89%
|
53.6%
|
132
|
3.03%
|
|
|
4964
|
GHE LLC
Memphis,
Tennessee
|
$302M
|
+$54.2M
|
+22%
|
0.6%
|
188%
|
54
|
37.04%
|
|
|
4965
|
Berkshire Capital Holdings
San Jose,
California
|
$302M
|
-$27.5M
|
-8%
|
4.21%
|
2,748%
|
123
|
21.14%
|
|
|
4966
|
Sunpointe
St. Louis,
Missouri
|
$302M
|
+$24.6M
|
+9%
|
3.55%
|
–
|
288
|
20.49%
|
|
|
4967
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$302M
|
+$17.2M
|
+6%
|
1.84%
|
42.2%
|
38
|
23.68%
|
|
|
4968
|
Bourne Lent Asset Management
Pawling,
New York
|
$301M
|
+$20M
|
+7%
|
10.1%
|
76.1%
|
65
|
6.15%
|
|
|
4969
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
$301M
|
+$29.8M
|
+11%
|
0.29%
|
31%
|
52
|
17.31%
|
|
|
4970
|
Peachtree Investment Partners
Indian River Shores,,
Florida
|
$301M
|
+$12.9M
|
+4%
|
4.86%
|
92.2%
|
136
|
12.5%
|
|
|
4971
|
Sonoma Allocations
Santa Rosa,
California
|
$301M
|
+$26.3M
|
+10%
|
3.02%
|
–
|
154
|
27.92%
|
|
|
4972
|
Richard W. Paul & Associates
Novi,
Michigan
|
$301M
|
+$8.24M
|
+3%
|
1.76%
|
65.2%
|
330
|
15.15%
|
|
|
4973
|
|
$301M
|
–
|
–
|
1.3%
|
–
|
83
|
–
|
|
|
4974
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$301M
|
+$6.25M
|
+2%
|
2.04%
|
56.7%
|
1,046
|
4.78%
|
|
|
4975
|
Hamilton Capital Partners
Atlanta,
Georgia
|
$301M
|
+$40.5M
|
+16%
|
1.68%
|
–
|
36
|
41.67%
|
|