|
5051
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$173M
|
+$20.9M
|
+14%
|
1.72%
|
44.9%
|
125
|
21.6%
|
|
|
5052
|
Banyan Capital Management
Atlanta,
Georgia
|
$173M
|
+$16.1M
|
+10%
|
5.66%
|
52.7%
|
20
|
5%
|
|
|
5053
|
|
$173M
|
+$2.21M
|
+1%
|
10.5%
|
127%
|
52
|
5.77%
|
|
|
5054
|
Bennett Selby Investments
Falmouth,
Maine
|
$173M
|
+$20.1M
|
+13%
|
9.61%
|
69.8%
|
59
|
8.47%
|
|
|
5055
|
Eastover Investment Advisors
Charlotte,
North Carolina
|
$173M
|
+$19.7M
|
+13%
|
12.3%
|
102%
|
47
|
8.51%
|
|
|
5056
|
Beaumont Capital Management
Boston,
Massachusetts
|
$173M
|
+$56.4M
|
+48%
|
4.54%
|
40.9%
|
54
|
44.44%
|
|
|
5057
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$173M
|
–
|
–
|
9.77%
|
56.9%
|
400
|
–
|
|
|
5058
|
Steph & Co
Marinette,
Wisconsin
|
$173M
|
+$16.6M
|
+11%
|
7.23%
|
56.8%
|
304
|
12.5%
|
|
|
5059
|
Blackston Financial Advisory Group
The Villages,
Florida
|
$173M
|
–
|
–
|
10.5%
|
58.9%
|
92
|
–
|
|
|
5060
|
Kylin Management
New York
|
$173M
|
+$46.8M
|
+37%
|
14.6%
|
126%
|
8
|
25%
|
|
|
5061
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$172M
|
+$10.3M
|
+6%
|
5.44%
|
95.7%
|
125
|
20.8%
|
|
|
5062
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$172M
|
+$10.3M
|
+6%
|
12.9%
|
51.7%
|
339
|
71.98%
|
|
|
5063
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$172M
|
+$17.6M
|
+11%
|
10.8%
|
75.5%
|
89
|
4.49%
|
|
|
5064
|
Fortis Advisors
Wayne,
Pennsylvania
|
$172M
|
+$8.61M
|
+5%
|
5.65%
|
48.4%
|
287
|
13.94%
|
|
|
5065
|
Pavion Blue Capital
Newport Beach,
California
|
$172M
|
+$11.3M
|
+7%
|
10%
|
67.6%
|
93
|
5.38%
|
|
|
5066
|
WFA of San Diego
San Diego,
California
|
$172M
|
+$29.1M
|
+20%
|
9.62%
|
–
|
177
|
22.6%
|
|
|
5067
|
LBJ Family Wealth Advisors
Austin,
Texas
|
$172M
|
+$4.36M
|
+3%
|
5.49%
|
59%
|
23
|
0%
|
|
|
5068
|
Brookside Equity Partners
Stamford,
Connecticut
|
$172M
|
-$88.4M
|
-34%
|
29.1%
|
87.4%
|
7
|
42.86%
|
|
|
5069
|
Sittner & Nelson
Eugene,
Oregon
|
$172M
|
+$16.9M
|
+11%
|
11.5%
|
79%
|
454
|
10.13%
|
|
|
5070
|
AllSquare Wealth Management
Albany,
New York
|
$172M
|
+$4.39M
|
+3%
|
3.71%
|
62.4%
|
516
|
6.59%
|
|
|
5071
|
FSA Wealth Management
Needham,
Massachusetts
|
$172M
|
+$10.9M
|
+7%
|
7.15%
|
–
|
47
|
8.51%
|
|
|
5072
|
Bison Wealth
Atlanta,
Georgia
|
$172M
|
-$47.2M
|
-22%
|
9.23%
|
37.4%
|
497
|
32.8%
|
|
|
5073
|
Capital Wealth Alliance
Scottsdale,
Arizona
|
$172M
|
+$7.09M
|
+4%
|
5.81%
|
119%
|
156
|
16.03%
|
|
|
5074
|
Kensington Investment Counsel
Long Beach,
California
|
$172M
|
–
|
–
|
11.7%
|
61.6%
|
88
|
–
|
|
|
5075
|
Safeguard Investment Advisory Group
Corona,
California
|
$171M
|
+$16.8M
|
+11%
|
8.14%
|
62.9%
|
94
|
7.45%
|
|