|
5026
|
Soundmark Wealth Management
Kirkland,
Washington
|
$167M
|
+$12.2M
|
+8%
|
5.21%
|
17.2%
|
61
|
9.84%
|
|
|
5027
|
Clark Asset Management
Stratham,
New Hampshire
|
$167M
|
+$28M
|
+20%
|
7.67%
|
45.5%
|
64
|
10.94%
|
|
|
5028
|
Sander Capital Advisors
Seattle,
Washington
|
$167M
|
+$15.7M
|
+10%
|
12.5%
|
68.8%
|
18
|
27.78%
|
|
|
5029
|
Gallacher Capital Management
Lone Tree,
Colorado
|
$167M
|
+$1.45M
|
+0.9%
|
3.97%
|
70.7%
|
280
|
34.64%
|
|
|
5030
|
Silicon Hills Wealth Management
Austin,
Texas
|
$167M
|
+$32.1M
|
+24%
|
5.41%
|
30.9%
|
100
|
23%
|
|
|
5031
|
Theory Financial
Fort Collins,
Colorado
|
$167M
|
+$15.7M
|
+10%
|
3.8%
|
54.5%
|
62
|
12.9%
|
|
|
5032
|
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
|
$167M
|
+$29.1M
|
+21%
|
3.93%
|
52%
|
95
|
7.37%
|
|
|
5033
|
Visa Foundation
San Francisco,
California
|
$167M
|
+$3.9M
|
+2%
|
8.88%
|
48.5%
|
1
|
0%
|
|
|
5034
|
Sharper & Granite
El Segundo,
California
|
$167M
|
+$16.3M
|
+11%
|
4.12%
|
47.1%
|
100
|
3%
|
|
|
5035
|
Level Financial Advisors
East Amherst,
New York
|
$167M
|
+$13.9M
|
+9%
|
4.24%
|
41.5%
|
300
|
22.33%
|
|
|
5036
|
Westport Asset Management
Southport,
Connecticut
|
$167M
|
+$9.99M
|
+6%
|
8.39%
|
63.9%
|
70
|
0%
|
|
|
5037
|
1776 Wealth
Atlanta,
Georgia
|
$167M
|
+$27.2M
|
+20%
|
12%
|
90.4%
|
131
|
12.21%
|
|
|
5038
|
Newton One Investments
Newark,
Delaware
|
$166M
|
+$11.5M
|
+7%
|
4.88%
|
38.7%
|
119
|
1.68%
|
|
|
5039
|
Atlas Private Wealth Management
Albany,
New York
|
$166M
|
-$50.4M
|
-23%
|
4.72%
|
19.8%
|
120
|
14.17%
|
|
|
5040
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$166M
|
+$5.57M
|
+3%
|
4.92%
|
54.1%
|
61
|
11.48%
|
|
|
5041
|
Weitzel Financial Services
Dubuque,
Iowa
|
$166M
|
+$9.73M
|
+6%
|
3.85%
|
42.4%
|
39
|
23.08%
|
|
|
5042
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$166M
|
+$19.1M
|
+13%
|
5.66%
|
54.8%
|
149
|
13.42%
|
|
|
5043
|
American Trust Investment Advisors
Lebanon,
New Hampshire
|
$166M
|
+$8.56M
|
+5%
|
6.07%
|
91%
|
85
|
11.76%
|
|
|
5044
|
Horiko Capital Management
New York
|
$166M
|
+$36.6M
|
+28%
|
15.3%
|
275%
|
28
|
7.14%
|
|
|
5045
|
Pacifica Partners
Surrey,
Canada
|
$166M
|
+$18.8M
|
+13%
|
5.15%
|
123%
|
513
|
13.84%
|
|
|
5046
|
Stephens Consulting
Flint,
Michigan
|
$166M
|
+$15.3M
|
+10%
|
4.18%
|
50.1%
|
539
|
9.83%
|
|
|
5047
|
UNC Management Company
Chapel Hill,
North Carolina
|
$166M
|
-$161K
|
-0.1%
|
0.4%
|
92%
|
3
|
66.67%
|
|
|
5048
|
Samalin Investment Counsel
Chappaqua,
New York
|
$166M
|
+$7.59M
|
+5%
|
5.06%
|
62.8%
|
275
|
13.82%
|
|
|
5049
|
Davis Rea
Toronto,
Ontario, Canada
|
$166M
|
+$5.87M
|
+4%
|
11.2%
|
45.7%
|
44
|
11.36%
|
|
|
5050
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$166M
|
+$21.2M
|
+15%
|
10.7%
|
69.6%
|
98
|
16.33%
|
|