|
4976
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$166M
|
-$12.4M
|
-7%
|
4.75%
|
59%
|
43
|
11.63%
|
|
|
4977
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$165M
|
+$18.5M
|
+13%
|
3.62%
|
47.9%
|
132
|
17.42%
|
|
|
4978
|
Marshall & Sullivan
Seattle,
Washington
|
$165M
|
+$5.67M
|
+4%
|
6.44%
|
82%
|
96
|
59.38%
|
|
|
4979
|
Sitrin Capital Management
Century City,
California
|
$165M
|
+$8.08M
|
+5%
|
9.33%
|
97%
|
40
|
7.5%
|
|
|
4980
|
Running Point Capital Advisors
El Segundo,
California
|
$165M
|
+$2.27M
|
+1%
|
7.45%
|
52.1%
|
215
|
34.42%
|
|
|
4981
|
Tradewinds LLC
Raleigh,
North Carolina
|
$165M
|
+$9.87M
|
+6%
|
5.16%
|
–
|
232
|
95.69%
|
|
|
4982
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
$165M
|
+$4.47M
|
+3%
|
6.1%
|
75.8%
|
52
|
1.92%
|
|
|
4983
|
Constitution Capital
Shelton,
Connecticut
|
$165M
|
+$3M
|
+2%
|
6.66%
|
70.2%
|
70
|
10%
|
|
|
4984
|
Essential Planning
Portsmouth,
New Hampshire
|
$165M
|
+$34.6M
|
+27%
|
4.2%
|
32.7%
|
55
|
27.27%
|
|
|
4985
|
Lapides Asset Management
Greenwich,
Connecticut
|
$165M
|
-$22.7M
|
-12%
|
2.47%
|
63%
|
53
|
9.43%
|
|
|
4986
|
Silverlake Wealth Management
Williston,
Vermont
|
$165M
|
+$4.53M
|
+3%
|
4.78%
|
54.9%
|
223
|
8.07%
|
|
|
4987
|
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
|
$165M
|
+$401K
|
+0.2%
|
4.06%
|
56.8%
|
68
|
7.35%
|
|
|
4988
|
Safeguard Financial
Minocqua,
Wisconsin
|
$165M
|
+$25.1M
|
+18%
|
6.58%
|
21.9%
|
81
|
30.86%
|
|
|
4989
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$165M
|
+$11.5M
|
+7%
|
8.91%
|
90.1%
|
240
|
10%
|
|
|
4990
|
Davidson Capital Management
Corpus Christi,
Texas
|
$165M
|
+$18.9M
|
+13%
|
6.01%
|
79.2%
|
159
|
50.31%
|
|
|
4991
|
Union Heritage Capital
Bloomfield Hills,
Michigan
|
$165M
|
+$677K
|
+0.4%
|
6.38%
|
69.2%
|
53
|
7.55%
|
|
|
4992
|
Seaside Wealth Management
Carlsbad,
California
|
$165M
|
+$13.3M
|
+9%
|
5.29%
|
42.9%
|
49
|
8.16%
|
|
|
4993
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$165M
|
+$2.57M
|
+2%
|
5.22%
|
92.2%
|
135
|
8.15%
|
|
|
4994
|
Access Financial Services
Minneapolis,
Minnesota
|
$165M
|
+$727K
|
+0.4%
|
3.92%
|
44.8%
|
89
|
10.11%
|
|
|
4995
|
Glovista Investments
Jersey City,
New Jersey
|
$165M
|
-$36.8M
|
-18%
|
4.85%
|
2.48%
|
53
|
35.85%
|
|
|
4996
|
CNB Bank
Clearfield,
Pennsylvania
|
$164M
|
+$4.35M
|
+3%
|
4.95%
|
79.1%
|
499
|
11.82%
|
|
|
4997
|
Hutner Capital Management
Manchester,
Vermont
|
$164M
|
+$2.86M
|
+2%
|
1.09%
|
53.7%
|
44
|
0%
|
|
|
4998
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
$164M
|
+$80.8M
|
+97%
|
8.28%
|
59.8%
|
254
|
88.58%
|
|
|
4999
|
Delta Accumulation LLC
Sausalito,
California
|
$164M
|
+$67.9M
|
+70%
|
10.2%
|
56.3%
|
153
|
44.44%
|
|
|
5000
|
Pinnacle Family Advisors
Springfield,
Missouri
|
$164M
|
+$24.3M
|
+17%
|
11.8%
|
77.3%
|
110
|
30%
|
|