|
5001
|
Searcy Financial Services
Overland Park,
Kansas
|
$164M
|
-$1.37M
|
-0.8%
|
1.2%
|
58.5%
|
21
|
14.29%
|
|
|
5002
|
Fortis Advisors
Wayne,
Pennsylvania
|
$164M
|
-$9.4M
|
-5%
|
1.5%
|
72.8%
|
279
|
12.54%
|
|
|
5003
|
Executive Wealth Group
Kirkland,
Washington
|
$164M
|
-$5.38M
|
-3%
|
2.59%
|
14.9%
|
49
|
4.08%
|
|
|
5004
|
Atlas Private Wealth Management
Albany,
New York
|
$164M
|
+$1.51M
|
+0.9%
|
0.34%
|
19.8%
|
120
|
5%
|
|
|
5005
|
Bellevue Asset Management
Bellevue,
Washington
|
$163M
|
-$428K
|
-0.3%
|
0.67%
|
56.7%
|
609
|
9.52%
|
|
|
5006
|
Baugh & Associates
Atlanta,
Georgia
|
$163M
|
+$2.15M
|
+1%
|
0.89%
|
83.8%
|
41
|
0%
|
|
|
5007
|
Investment Advisory Services
The Woodlands,
Texas
|
$163M
|
+$1.35M
|
+0.8%
|
0.23%
|
65.4%
|
96
|
5.21%
|
|
|
5008
|
Tacita Capital
Toronto,
Ontario, Canada
|
$163M
|
-$2.7M
|
-2%
|
0.5%
|
72.3%
|
184
|
2.72%
|
|
|
5009
|
Van Leeuwen & Company
Princeton,
New Jersey
|
$163M
|
-$5.8M
|
-3%
|
0.38%
|
75.4%
|
86
|
39.53%
|
|
|
5010
|
Red Cedar Capital
Omaha,
Nebraska
|
$163M
|
+$3.86M
|
+2%
|
4.04%
|
43%
|
168
|
10.71%
|
|
|
5011
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$163M
|
-$1.7M
|
-1%
|
1.22%
|
51.9%
|
114
|
12.28%
|
|
|
5012
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
$163M
|
-$611K
|
-0.4%
|
1.04%
|
38.4%
|
47
|
14.89%
|
|
|
5013
|
Grace Capital
Quincy,
Massachusetts
|
$163M
|
+$13.3M
|
+9%
|
2.18%
|
127%
|
176
|
19.89%
|
|
|
5014
|
Real Estate Management Services
|
$163M
|
+$1.29M
|
+0.8%
|
2.97%
|
67.2%
|
38
|
7.89%
|
|
|
5015
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$163M
|
+$2.86M
|
+2%
|
0.45%
|
–
|
112
|
18.75%
|
|
|
5016
|
Lakestar II
St. Peter Port, Gy1 3pp,
Guernsey
|
$162M
|
+$7.93M
|
+5%
|
12.7%
|
–
|
2
|
0%
|
|
|
5017
|
Naman Capital
Sao Paulo,
Brazil
|
$162M
|
-$29.8M
|
-16%
|
7.11%
|
89.9%
|
17
|
0%
|
|
|
5018
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$162M
|
+$8.5M
|
+6%
|
1.42%
|
51.7%
|
359
|
17.83%
|
|
|
5019
|
Adaptive Financial Consulting
Beachwood,
Ohio
|
$162M
|
+$1.99M
|
+1%
|
0.29%
|
33.4%
|
18
|
5.56%
|
|
|
5020
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$162M
|
-$5.33M
|
-3%
|
2.05%
|
95.7%
|
134
|
26.87%
|
|
|
5021
|
WESPAC Advisors
Orinda,
California
|
$162M
|
+$110M
|
+210%
|
0.56%
|
112%
|
177
|
50.85%
|
|
|
5022
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$162M
|
-$5.32M
|
-3%
|
0.25%
|
84.8%
|
108
|
18.52%
|
|
|
5023
|
Powell Investment Advisors
Miami,
Florida
|
$162M
|
-$827K
|
-0.5%
|
1.88%
|
76.1%
|
130
|
13.85%
|
|
|
5024
|
Avory & Company
Miami,
Florida
|
$162M
|
-$18.1M
|
-10%
|
3.57%
|
61.6%
|
17
|
41.18%
|
|
|
5025
|
Act Wealth Management
Plano,
Texas
|
$162M
|
-$342K
|
-0.2%
|
1.23%
|
66.7%
|
34
|
2.94%
|
|