|
4201
|
Recurrent Investment Advisors
Houston,
Texas
|
$248M
|
+$20.2M
|
+9%
|
|
|
42
|
|
|
|
4202
|
Camelot Portfolios
Maumee,
Ohio
|
$248M
|
+$53.1M
|
+27%
|
|
|
268
|
|
|
|
4203
|
Vickerman Investment Advisors
Spokane,
Washington
|
$248M
|
-$2.38M
|
-1%
|
|
|
83
|
|
|
|
4204
|
Excalibur Management
Waltham,
Massachusetts
|
$248M
|
+$19.5M
|
+9%
|
|
|
170
|
|
|
|
4205
|
Cedar Wealth Management
Walnut Creek,
California
|
$248M
|
+$22.7M
|
+10%
|
|
|
376
|
|
|
|
4206
|
Clear Perspectives Financial Planning
Cincinnati,
Ohio
|
$247M
|
+$26.6M
|
+12%
|
|
|
239
|
|
|
|
4207
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$247M
|
+$88.1M
|
+55%
|
|
|
187
|
|
|
|
4208
|
Hoertkorn Richard Charles
|
$247M
|
+$24.5M
|
+11%
|
|
|
83
|
|
|
|
4209
|
Secure Asset Management
Troy,
Michigan
|
$247M
|
+$44.2M
|
+22%
|
|
|
222
|
|
|
|
4210
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$247M
|
+$16.1M
|
+7%
|
|
|
85
|
|
|
|
4211
|
Keystone Wealth Services
Palm Desert,
California
|
$246M
|
–
|
–
|
|
|
171
|
|
|
|
4212
|
Shorepoint Capital Partners
Norwood,
Massachusetts
|
$246M
|
+$23.8M
|
+11%
|
|
|
81
|
|
|
|
4213
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$246M
|
+$16.2M
|
+7%
|
|
|
112
|
|
|
|
4214
|
Compton Financial Group
Towson,
Maryland
|
$246M
|
+$11.3M
|
+5%
|
|
|
33
|
|
|
|
4215
|
Financial Planners of Cleveland
Mayfield Heights,
Ohio
|
$246M
|
–
|
–
|
|
|
87
|
|
|
|
4216
|
Peregrine Asset Advisers
Portland,
Oregon
|
$246M
|
+$50M
|
+26%
|
|
|
160
|
|
|
|
4217
|
Garner Asset Management Corp
Plano,
Texas
|
$246M
|
+$24.5M
|
+11%
|
|
|
176
|
|
|
|
4218
|
PSI Advisors
Tampa,
Florida
|
$246M
|
+$28.1M
|
+13%
|
|
|
835
|
|
|
|
4219
|
Trustees of The University of Pennsylvania
Philaldelphia,
Pennsylvania
|
$246M
|
–
|
–
|
|
|
5
|
|
|
|
4220
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$246M
|
+$14.7M
|
+6%
|
|
|
136
|
|
|
|
4221
|
Fluent Financial
Dallas,
Texas
|
$246M
|
+$11.1M
|
+5%
|
|
|
66
|
|
|
|
4222
|
Key Square Capital Management
Stamford,
Connecticut
|
$245M
|
-$26.5M
|
-10%
|
|
|
33
|
|
|
|
4223
|
Neumann Capital Management
Foster City,
California
|
$245M
|
+$22.7M
|
+10%
|
|
|
92
|
|
|
|
4224
|
Delta Financial Advisors
New Orleans,
Louisiana
|
$245M
|
+$20.8M
|
+9%
|
|
|
119
|
|
|
|
4225
|
CPV Partners
Stamford,
Connecticut
|
$245M
|
+$45.2M
|
+23%
|
|
|
6
|
|
|