|
4051
|
Figure 8 Investment Strategies
Boise,
Idaho
|
$12.4M
|
-$327K
|
3
|
12.11%
|
Reduced
|
|
|
4052
|
Hamilton Capital
Columbus,
Ohio
|
$12.4M
|
+$162K
|
7
|
0.68%
|
Increased
|
|
|
4053
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$12.4M
|
+$3.26K
|
8
|
7.54%
|
Increased
|
|
|
4054
|
Financial Advisory Partners
Winter Park,
Florida
|
$12.4M
|
-$591K
|
3
|
3.9%
|
Reduced
|
|
|
4055
|
Primoris Wealth Advisors
North Palm Beach,
Florida
|
$12.4M
|
-$1.83M
|
6
|
8.45%
|
Reduced
|
|
|
4056
|
Keyvantage Wealth
Bethlehem,
Pennsylvania
|
$12.4M
|
-$53.3K
|
6
|
5.56%
|
Reduced
|
|
|
4057
|
Guidance Capital
Lousville,
Kentucky
|
$12.4M
|
+$9.6K
|
7
|
3.53%
|
Increased
|
|
|
4058
|
Proathlete Wealth Management
Boca Raton,
Florida
|
$12.4M
|
+$34.3K
|
7
|
3.93%
|
Increased
|
|
|
4059
|
Brucke Financial
Indianapolis,
Indiana
|
$12.3M
|
-$85.1K
|
5
|
8.57%
|
Reduced
|
|
|
4060
|
Opes Wealth Management
Menlo Park,
California
|
$12.3M
|
-$791K
|
7
|
2.19%
|
Reduced
|
|
|
4061
|
17 Capital Partners
Pheonix,
Arizona
|
$12.3M
|
-$402K
|
5
|
7.11%
|
Reduced
|
|
|
4062
|
Meadow Creek Wealth Advisors
Atlanta,
Georgia
|
$12.3M
|
-$132K
|
6
|
8.32%
|
Reduced
|
|
|
4063
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$12.3M
|
+$10.9M
|
7
|
3.09%
|
New
|
|
|
4064
|
Values Added Financial
Washington,
District of Columbia
|
$12.3M
|
+$1.12M
|
6
|
5.97%
|
Increased
|
|
|
4065
|
Prakash Investment Advisors
Andover,
Massachusetts
|
$12.3M
|
-$105K
|
5
|
13.73%
|
Reduced
|
|
|
4066
|
Kapstone Financial Advisors
Lebanon,
Ohio
|
$12.3M
|
+$545K
|
6
|
6.13%
|
Increased
|
|
|
4067
|
Panoramic Capital Partners
Lake Oswego,
Oregon
|
$12.3M
|
+$231K
|
4
|
8.52%
|
Increased
|
|
|
4068
|
Berry Wealth Group
Granbury,
Texas
|
$12.3M
|
+$25.5K
|
5
|
8.59%
|
Increased
|
|
|
4069
|
Fiduciary Financial Group
San Rafael,
California
|
$12.3M
|
+$802K
|
6
|
2.22%
|
Increased
|
|
|
4070
|
Hutchinson Financial Advisors
Glen Allen,
Virginia
|
$12.3M
|
+$10.6M
|
4
|
13.73%
|
New
|
|
|
4071
|
Power Wealth Management
Alpharetta,
Georgia
|
$12.3M
|
+$404K
|
5
|
4.71%
|
Increased
|
|
|
4072
|
Connective Capital Management
Palo Alto,
California
|
$12.2M
|
-$1.71M
|
4
|
11.41%
|
Reduced
|
|
|
4073
|
Helios Capital Management
Singapore
|
$12.2M
|
+$6.33M
|
2
|
9.38%
|
Increased
|
|
|
4074
|
Salvus Wealth Management
Red Bank,
New Jersey
|
$12.2M
|
-$2.85M
|
5
|
7.12%
|
Reduced
|
|
|
4075
|
Bullock Wealth Management
Bloomington,
Indiana
|
$12.2M
|
-$54.2K
|
17
|
6.45%
|
Reduced
|
|