|
5001
|
Christopher J. Hasenberg
Eau Claire,
Wisconsin
|
$248M
|
+$6.02M
|
+2%
|
0.89%
|
–
|
195
|
13.85%
|
|
|
5002
|
Hassell Wealth Management
Houma,
Louisiana
|
$248M
|
+$9.47M
|
+4%
|
1.83%
|
46.3%
|
29
|
17.24%
|
|
|
5003
|
Carmel Capital Partners
San Diego,
California
|
$248M
|
-$11.1M
|
-4%
|
4.64%
|
65.1%
|
173
|
19.65%
|
|
|
5004
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$248M
|
-$3.67M
|
-1%
|
1.65%
|
51.3%
|
100
|
15%
|
|
|
5005
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$248M
|
+$7.91M
|
+3%
|
4.04%
|
93.6%
|
40
|
2.5%
|
|
|
5006
|
Next Level Private
Harrison,
New York
|
$248M
|
+$3.82M
|
+2%
|
1.97%
|
92.4%
|
147
|
12.93%
|
|
|
5007
|
Planned Solutions
Folsom,
California
|
$248M
|
-$1.27M
|
-0.5%
|
0.36%
|
60.8%
|
663
|
82.5%
|
|
|
5008
|
Elmwood Wealth Management
Berkeley,
California
|
$248M
|
+$5.29M
|
+2%
|
1.06%
|
37.6%
|
135
|
11.85%
|
|
|
5009
|
Carnegie Lake Advisors
Princeton,
New Jersey
|
$248M
|
-$4.91M
|
-2%
|
0.65%
|
–
|
167
|
8.38%
|
|
|
5010
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$248M
|
-$42.7M
|
-15%
|
6.24%
|
7.8%
|
248
|
64.52%
|
|
|
5011
|
Luminvest Wealth Management
Scottsdale,
Arizona
|
$248M
|
+$6.61M
|
+3%
|
2.52%
|
–
|
35
|
11.43%
|
|
|
5012
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$248M
|
+$6.8M
|
+3%
|
4.82%
|
116%
|
156
|
8.97%
|
|
|
5013
|
Encompass Wealth Advisors
Portland,
Oregon
|
$248M
|
-$152M
|
-38%
|
0.05%
|
63.2%
|
296
|
67.23%
|
|
|
5014
|
Letson Investment Management
Atlanta,
Georgia
|
$247M
|
-$7.19M
|
-3%
|
1.71%
|
–
|
92
|
2.17%
|
|
|
5015
|
Landmark Investment Partners
West Palm Beach,
Florida
|
$247M
|
–
|
–
|
3.29%
|
–
|
18
|
–
|
|
|
5016
|
Next Capital Management
New York
|
$247M
|
+$2.02M
|
+0.8%
|
2.77%
|
61.3%
|
152
|
17.76%
|
|
|
5017
|
McMill Wealth Management
Norfolk,
Nebraska
|
$247M
|
–
|
–
|
1.63%
|
–
|
44
|
–
|
|
|
5018
|
Westshore Wealth
Newport Beach,
California
|
$247M
|
+$2.26M
|
+0.9%
|
0.91%
|
58.8%
|
98
|
7.14%
|
|
|
5019
|
Lynch Asset Management
Yardley,
Pennsylvania
|
$247M
|
+$9.11M
|
+4%
|
5.54%
|
190%
|
44
|
6.82%
|
|
|
5020
|
Old West Investment Management
Los Angeles,
California
|
$247M
|
-$11.8M
|
-5%
|
2.36%
|
242%
|
65
|
26.15%
|
|
|
5021
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$247M
|
+$2.81M
|
+1%
|
3.9%
|
–
|
143
|
35.66%
|
|
|
5022
|
Beacon Wealthcare LLC
Raleigh,
North Carolina
|
$247M
|
-$1.33M
|
-0.5%
|
0.61%
|
42%
|
28
|
14.29%
|
|
|
5023
|
Independent Wealth Network
Urbandale,
Iowa
|
$246M
|
+$20.2M
|
+9%
|
1.28%
|
75.1%
|
251
|
17.53%
|
|
|
5024
|
FSA Wealth Management
Needham,
Massachusetts
|
$246M
|
-$3.94M
|
-2%
|
1.29%
|
–
|
591
|
8.8%
|
|
|
5025
|
Geneva Partners
Lake Geneva,
Wisconsin
|
$246M
|
+$15.4M
|
+7%
|
9.3%
|
401%
|
78
|
19.23%
|
|