|
4101
|
Golden Bell Financial Planning
Alpharetta,
Georgia
|
$1.35億
|
-$101万
|
-0.7%
|
1.92%
|
–
|
41
|
2.44%
|
1.5
|
|
|
4102
|
Core Wealth Advisors (Indiana)
Indianapolis,
Indiana
|
$1.35億
|
-$84.9万
|
-0.6%
|
0.91%
|
–
|
36
|
13.89%
|
0.6
|
|
|
4103
|
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
|
$1.35億
|
+$606万
|
+5%
|
1.14%
|
–
|
817
|
6.61%
|
1.4
|
|
|
4104
|
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
|
$1.35億
|
-$1326万
|
-9%
|
2.29%
|
–
|
238
|
26.05%
|
1.2
|
|
|
4105
|
BLVD Private Wealth
Prospect,
Kentucky
|
$1.34億
|
-$11.9万
|
-0.1%
|
1.96%
|
–
|
76
|
11.84%
|
0.9
|
|
|
4106
|
CPR Investments
Rochester,
Michigan
|
$1.34億
|
+$446万
|
+3%
|
2.3%
|
84%
|
74
|
39.19%
|
0.8
|
|
|
4107
|
Capital Today Evergreen Fund
Grand Cayman,
Cayman Islands
|
$1.34億
|
+$481万
|
+4%
|
3.82%
|
0.74%
|
3
|
0%
|
3.3
|
|
|
4108
|
Elevated Private Wealth
Brookfield,
Wisconsin
|
$1.34億
|
+$2860万
|
+27%
|
12.4%
|
–
|
91
|
28.57%
|
0.6
|
|
|
4109
|
Sherman Asset Management
Ventura,
California
|
$1.34億
|
+$537万
|
+4%
|
1.48%
|
–
|
140
|
25%
|
1.5
|
|
|
4110
|
Birchwood Financial Partners
Bloomington,
Minnesota
|
$1.34億
|
+$1195万
|
+10%
|
0.9%
|
–
|
704
|
51.42%
|
0.4
|
|
|
4111
|
Trace Wealth Advisors
Los Angeles,
California
|
$1.34億
|
-$1872万
|
-12%
|
0.35%
|
–
|
75
|
28%
|
1.4
|
|
|
4112
|
Peapod Lane Capital
Bedford Hills,
New York
|
$1.34億
|
-$1412万
|
-10%
|
1.66%
|
–
|
63
|
9.52%
|
1.2
|
|
|
4113
|
Hingham Institution for Savings
Hingham,
Massachusetts
|
$1.34億
|
-$25.4万
|
-0.2%
|
0.15%
|
–
|
15
|
0%
|
0.7
|
|
|
4114
|
Strategic Wealth Advisors
Scottsdale,
Arizona
|
$1.34億
|
+$1693万
|
+14%
|
0.65%
|
–
|
260
|
80.38%
|
0.8
|
|
|
4115
|
Kraematon Investment Advisors
Braintree,
Massachusetts
|
$1.34億
|
-$42.2万
|
-0.3%
|
0.58%
|
89.8%
|
109
|
6.42%
|
2.8
|
|
|
4116
|
Waystone Advisors
Redmond,
Washington
|
$1.34億
|
-$45.1万
|
-0.3%
|
2.91%
|
–
|
110
|
0%
|
0.6
|
|
|
4117
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$1.33億
|
+$29.5万
|
+0.2%
|
0.18%
|
–
|
423
|
3.55%
|
1.2
|
|
|
4118
|
Clearview Wealth Management
Irvine,
California
|
$1.33億
|
-$2221万
|
-14%
|
1.42%
|
–
|
66
|
13.64%
|
0.5
|
|
|
4119
|
Eagle Harbor Asset Management
Seattle,
Washington
|
$1.33億
|
+$598万
|
+5%
|
1.02%
|
76.2%
|
158
|
25.32%
|
2.7
|
|
|
4120
|
Axos Invest
Las Vegas,
Nevada
|
$1.33億
|
-$368万
|
-3%
|
0.19%
|
–
|
22
|
13.64%
|
1.5
|
|
|
4121
|
Summitas Investment Management
Mckinney,
Texas
|
$1.33億
|
-$189万
|
-1%
|
1.83%
|
–
|
10
|
0%
|
0.8
|
|
|
4122
|
SBI Holdings USA
Santa Clara,
California
|
$1.33億
|
+$3154万
|
+31%
|
31.2%
|
–
|
1
|
0%
|
0.8
|
|
|
4123
|
Poinciana Advisors Group
Palm Beach Gardens,
Florida
|
$1.32億
|
-$227万
|
-2%
|
1.01%
|
–
|
125
|
16%
|
1.2
|
|
|
4124
|
RM Financial Services
Falmouth,
Maine
|
$1.32億
|
-$209万
|
-2%
|
0.91%
|
–
|
81
|
6.17%
|
0.7
|
|
|
4125
|
LWM Advisors
El Dorado Hills,
California
|
$1.32億
|
-$163万
|
-1%
|
0.87%
|
–
|
40
|
20%
|
1.2
|
|