|
5001
|
Elevation Wealth Partners
Santa Rosa,
California
|
$279M
|
-$3.25M
|
-1%
|
1.03%
|
63.7%
|
1,147
|
23.02%
|
|
|
5002
|
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
|
$279M
|
+$18.5M
|
+7%
|
7.95%
|
75.1%
|
137
|
10.95%
|
|
|
5003
|
Clarus Group
Houston,
Texas
|
$279M
|
+$1.35M
|
+0.5%
|
1.23%
|
65.5%
|
116
|
13.79%
|
|
|
5004
|
Lee Johnson Capital Management
Fort Worth,
Texas
|
$279M
|
-$12.6M
|
-4%
|
4.32%
|
118%
|
116
|
49.14%
|
|
|
5005
|
New Insight Wealth Advisors
San Ramon,
California
|
$279M
|
-$1.06M
|
-0.4%
|
2.78%
|
–
|
113
|
7.08%
|
|
|
5006
|
David Kennon
Sarasota,
Florida
|
$279M
|
-$2.46M
|
-0.9%
|
1.73%
|
46.9%
|
42
|
11.9%
|
|
|
5007
|
SOF Ltd
George Town,
Cayman Islands
|
$279M
|
-$11M
|
-4%
|
3.78%
|
63.6%
|
1
|
0%
|
|
|
5008
|
Centennial Bank
Conway,
Arkansas
|
$279M
|
+$27.1M
|
+11%
|
0.05%
|
69.9%
|
352
|
11.08%
|
|
|
5009
|
Checkpoint Capital
San Francisco,
California
|
$279M
|
-$41.4M
|
-13%
|
11.8%
|
–
|
10
|
50%
|
|
|
5010
|
Disciplined Investments
Tulsa,
Oklahoma
|
$279M
|
+$18.4M
|
+7%
|
3.55%
|
51.4%
|
146
|
14.38%
|
|
|
5011
|
Excalibur Management
Waltham,
Massachusetts
|
$278M
|
+$1.1M
|
+0.4%
|
2.41%
|
81.7%
|
166
|
6.63%
|
|
|
5012
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$278M
|
+$25.5K
|
+0%
|
0.75%
|
63.8%
|
115
|
20%
|
|
|
5013
|
Quantum Financial Planning Services
Spokane,
Washington
|
$278M
|
+$2.51M
|
+0.9%
|
3.12%
|
–
|
57
|
12.28%
|
|
|
5014
|
Alliance Private Wealth
North Reading,
Massachusetts
|
$278M
|
-$9.18M
|
-3%
|
1.18%
|
–
|
82
|
3.66%
|
|
|
5015
|
Malaga Cove Capital
Pv Estates,
California
|
$278M
|
-$10.6M
|
-4%
|
0.28%
|
88.1%
|
206
|
15.05%
|
|
|
5016
|
Arcus Capital Partners
Atlanta,
Georgia
|
$278M
|
-$312K
|
-0.1%
|
0.42%
|
82.6%
|
161
|
35.4%
|
|
|
5017
|
Kanen Wealth Management
Coconut Creek,
Florida
|
$278M
|
-$51.3M
|
-16%
|
12.4%
|
320%
|
43
|
44.19%
|
|
|
5018
|
Rede Wealth
Charlottesville,
Virginia
|
$278M
|
-$9.73M
|
-3%
|
2.46%
|
80.9%
|
112
|
6.25%
|
|
|
5019
|
Centerline Wealth Advisors
Louisville,
Kentucky
|
$278M
|
+$1.81M
|
+0.7%
|
1.22%
|
–
|
76
|
25%
|
|
|
5020
|
Mad River Investors
Boston,
Massachusetts
|
$278M
|
+$58.2M
|
+27%
|
36.6%
|
225%
|
35
|
8.57%
|
|
|
5021
|
RBA Wealth Management
Newport Beach,
California
|
$278M
|
-$17.5M
|
-6%
|
2.65%
|
77.7%
|
98
|
10.2%
|
|
|
5022
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$278M
|
+$5.61M
|
+2%
|
1.4%
|
56.6%
|
164
|
10.37%
|
|
|
5023
|
Seaview Investment Managers
Miami,
Florida
|
$277M
|
+$11.5M
|
+4%
|
2.77%
|
148%
|
82
|
24.39%
|
|
|
5024
|
Berkshire Capital Holdings
San Jose,
California
|
$277M
|
-$24.5M
|
-8%
|
37.3%
|
1,364%
|
119
|
12.61%
|
|
|
5025
|
Eley Financial Management
South Burlington,
Vermont
|
$277M
|
-$1.29M
|
-0.5%
|
1.46%
|
69.7%
|
72
|
11.11%
|
|