|
4126
|
Aft Forsyth & Sober
Valrico,
Florida
|
$292M
|
+$7.97M
|
+3%
|
|
|
83
|
|
|
|
4127
|
Core Wealth Advisors
Lakeland,
Florida
|
$292M
|
-$2.49M
|
-0.8%
|
|
|
262
|
|
|
|
4128
|
Inclusive Capital Partners
San Francisco,
California
|
$292M
|
-$38.6M
|
-12%
|
|
|
3
|
|
|
|
4129
|
Meritech Capital Associates V
Palo Alto,
California
|
$292M
|
-$7.4M
|
-2%
|
|
|
3
|
|
|
|
4130
|
Detalus Advisors
St. Louis,
Missouri
|
$292M
|
+$11.1M
|
+4%
|
|
|
157
|
|
|
|
4131
|
Madison Wealth Partners
Madison,
Wisconsin
|
$292M
|
+$15.1M
|
+5%
|
|
|
132
|
|
|
|
4132
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$291M
|
+$8M
|
+3%
|
|
|
119
|
|
|
|
4133
|
Neumann Capital Management
Foster City,
California
|
$291M
|
+$10.5M
|
+4%
|
|
|
101
|
|
|
|
4134
|
Investment Management Associates
Greenwood Village,
Colorado
|
$291M
|
+$1.37M
|
+0.5%
|
|
|
35
|
|
|
|
4135
|
First International Bank & Trust
Watford City,
North Dakota
|
$291M
|
+$889K
|
+0.3%
|
|
|
76
|
|
|
|
4136
|
Platform Technology Partners
New York
|
$291M
|
–
|
–
|
|
|
227
|
|
|
|
4137
|
Regimen Wealth
Atlanta,
Georgia
|
$290M
|
+$2.11M
|
+0.7%
|
|
|
73
|
|
|
|
4138
|
Strata Wealth Advisors
Dallas,
Texas
|
$290M
|
+$5.99M
|
+2%
|
|
|
84
|
|
|
|
4139
|
Atwater Malick
Lancaster,
Pennsylvania
|
$290M
|
+$6.5M
|
+2%
|
|
|
81
|
|
|
|
4140
|
McElhenny Sheffield Capital Management
Dallas,
Texas
|
$290M
|
+$9.17M
|
+3%
|
|
|
103
|
|
|
|
4141
|
Silverleafe Capital Partners
Germantown,
Tennessee
|
$290M
|
+$40.1M
|
+16%
|
|
|
83
|
|
|
|
4142
|
TIFF Advisory Services
Radnor,
Pennsylvania
|
$290M
|
+$60.8M
|
+27%
|
|
|
27
|
|
|
|
4143
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$290M
|
+$16.6M
|
+6%
|
|
|
248
|
|
|
|
4144
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$290M
|
-$1.19M
|
-0.4%
|
|
|
93
|
|
|
|
4145
|
LPWM LLC
Minneapolis,
Minnesota
|
$290M
|
+$17.3M
|
+6%
|
|
|
79
|
|
|
|
4146
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$290M
|
-$4.23M
|
-1%
|
|
|
89
|
|
|
|
4147
|
Yong Rong (HK) Asset Management
Sheung Wan,
Hong Kong
|
$289M
|
-$85.5M
|
-23%
|
|
|
23
|
|
|
|
4148
|
Helen Stephens Group
Fort Worth,
Texas
|
$289M
|
+$30.2M
|
+12%
|
|
|
85
|
|
|
|
4149
|
Wells Trecaso Financial Group
Akron,
Ohio
|
$289M
|
+$6.11M
|
+2%
|
|
|
93
|
|
|
|
4150
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$289M
|
+$37.3M
|
+15%
|
|
|
197
|
|
|