|
5001
|
Hendley & Co
Zanesville,
Ohio
|
$270M
|
-$9.5M
|
-3%
|
|
|
50
|
|
|
|
5002
|
Inlight Wealth Management
Atlanta,
Georgia
|
$270M
|
-$3.02M
|
-1%
|
|
|
235
|
|
|
|
5003
|
American Financial Group
Cincinnati,
Ohio
|
$270M
|
-$6.11M
|
-2%
|
|
|
73
|
|
|
|
5004
|
Searcy Financial Services
Overland Park,
Kansas
|
$270M
|
-$171K
|
-0.1%
|
|
|
29
|
|
|
|
5005
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$270M
|
+$18.5M
|
+7%
|
|
|
100
|
|
|
|
5006
|
AJ Advisors
Nashville,
Tennessee
|
$270M
|
-$1.3M
|
-0.5%
|
|
|
36
|
|
|
|
5007
|
Triton Wealth Management
Sun City,
Arizona
|
$270M
|
+$3.66M
|
+1%
|
|
|
134
|
|
|
|
5008
|
Ratan Capital Management
Miami Beach,
Florida
|
$269M
|
-$94.2M
|
-26%
|
|
|
44
|
|
|
|
5009
|
|
$269M
|
+$22.1M
|
+9%
|
|
|
2
|
|
|
|
5010
|
Union Heritage Capital
Bloomfield Hills,
Michigan
|
$269M
|
-$26M
|
-9%
|
|
|
65
|
|
|
|
5011
|
Summit Investment Advisory Services
Roseville,
Minnesota
|
$269M
|
+$4.23M
|
+2%
|
|
|
85
|
|
|
|
5012
|
Stableford Capital II
Scottsdale,
Arizona
|
$269M
|
-$7.64M
|
-3%
|
|
|
162
|
|
|
|
5013
|
Harbor Island Capital
Topsfield,
Massachusetts
|
$269M
|
+$8.37M
|
+3%
|
|
|
16
|
|
|
|
5014
|
Martin Capital Partners
Eugene,
Oregon
|
$269M
|
+$3.25M
|
+1%
|
|
|
72
|
|
|
|
5015
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$269M
|
-$6.73M
|
-2%
|
|
|
152
|
|
|
|
5016
|
Wittenberg Investment Management
Carlisle,
Massachusetts
|
$269M
|
+$8.31M
|
+3%
|
|
|
77
|
|
|
|
5017
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
$269M
|
-$3.09M
|
-1%
|
|
|
61
|
|
|
|
5018
|
Breakwater Investment Management
Seattle,
Washington
|
$269M
|
-$7.45M
|
-3%
|
|
|
575
|
|
|
|
5019
|
Untitled Investments
New York
|
$269M
|
-$64.3M
|
-19%
|
|
|
20
|
|
|
|
5020
|
National Wealth Management Group
Cincinnati,
Ohio
|
$269M
|
-$20M
|
-7%
|
|
|
262
|
|
|
|
5021
|
Power Wealth Management
Alpharetta,
Georgia
|
$268M
|
-$15.6M
|
-5%
|
|
|
102
|
|
|
|
5022
|
Prosperitas Financial
Valencia,
California
|
$268M
|
+$11.8M
|
+5%
|
|
|
101
|
|
|
|
5023
|
Nvest Financial
Portsmouth,
New Hampshire
|
$268M
|
+$27.9M
|
+12%
|
|
|
142
|
|
|
|
5024
|
|
$268M
|
-$100M
|
-27%
|
|
|
3
|
|
|
|
5025
|
BCU Wealth Advisors
Vernon Hills,
Illinois
|
$268M
|
+$6.91M
|
+3%
|
|
|
64
|
|
|