|
5051
|
Pavion Blue Capital
Newport Beach,
California
|
$172M
|
+$9.21M
|
+6%
|
6.11%
|
67.6%
|
100
|
4%
|
|
|
5052
|
Access Financial Services
Minneapolis,
Minnesota
|
$172M
|
+$6.99M
|
+4%
|
3.49%
|
44.8%
|
90
|
18.89%
|
|
|
5053
|
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
|
$171M
|
+$4.02M
|
+2%
|
6.1%
|
44.9%
|
46
|
10.87%
|
|
|
5054
|
Moseley Investment Management
Bradenton,
Florida
|
$171M
|
+$17.3M
|
+11%
|
10.7%
|
96.6%
|
148
|
6.76%
|
|
|
5055
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$171M
|
+$17.9M
|
+12%
|
8.29%
|
57%
|
85
|
9.41%
|
|
|
5056
|
Powell Investment Advisors
Miami,
Florida
|
$171M
|
-$8.61M
|
-5%
|
5.53%
|
60.3%
|
140
|
10%
|
|
|
5057
|
Hutner Capital Management
Manchester,
Vermont
|
$171M
|
+$6.76M
|
+4%
|
4.71%
|
53.7%
|
44
|
0%
|
|
|
5058
|
KFG Wealth Management
Granger,
Indiana
|
$171M
|
+$26.6M
|
+18%
|
6.8%
|
50.4%
|
122
|
26.23%
|
|
|
5059
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$171M
|
+$15.2M
|
+10%
|
11%
|
92%
|
346
|
10.4%
|
|
|
5060
|
Kennedy Investment Group
West Depford,
New Jersey
|
$171M
|
+$7.33M
|
+4%
|
4.61%
|
59.5%
|
123
|
6.5%
|
|
|
5061
|
Ruggaard & Associates
Hudson,
Ohio
|
$171M
|
+$8.84M
|
+5%
|
3.77%
|
39.1%
|
110
|
4.55%
|
|
|
5062
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$171M
|
+$30.9M
|
+22%
|
4%
|
44.8%
|
121
|
23.14%
|
|
|
5063
|
NWK Group
San Francisco,
California
|
$171M
|
+$16.8M
|
+11%
|
18.2%
|
227%
|
75
|
21.33%
|
|
|
5064
|
Crestmont Private Wealth
Houston,
Texas
|
$171M
|
+$17.6M
|
+12%
|
4.72%
|
45.8%
|
52
|
13.46%
|
|
|
5065
|
Otter Creek Advisors
Palm Beach Gardens,
Florida
|
$171M
|
+$31M
|
+22%
|
5.5%
|
173%
|
53
|
50.94%
|
|
|
5066
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$171M
|
-$16.4M
|
-9%
|
11.9%
|
111%
|
660
|
85%
|
|
|
5067
|
Corepath Wealth Partners
Scottsdale,
Arizona
|
$170M
|
+$11.1M
|
+7%
|
3.21%
|
56%
|
43
|
9.3%
|
|
|
5068
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$170M
|
+$11.8M
|
+7%
|
8.77%
|
87.6%
|
142
|
10.56%
|
|
|
5069
|
Provence Wealth Management Group
Irvine,
California
|
$170M
|
+$20.1M
|
+13%
|
11.5%
|
–
|
160
|
24.38%
|
|
|
5070
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$170M
|
+$4.77M
|
+3%
|
4.85%
|
59%
|
40
|
5%
|
|
|
5071
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$170M
|
+$34.5M
|
+25%
|
5.17%
|
62.6%
|
72
|
11.11%
|
|
|
5072
|
Ruedi Wealth Management
Champaign,
Illinois
|
$170M
|
+$14.5M
|
+9%
|
4.34%
|
39.4%
|
266
|
18.05%
|
|
|
5073
|
CNB Bank
Clearfield,
Pennsylvania
|
$170M
|
+$5.7M
|
+3%
|
6.59%
|
79.1%
|
494
|
13.16%
|
|
|
5074
|
Heritage Wealth Partners
Dublin,
Ohio
|
$170M
|
+$43.5M
|
+34%
|
2.23%
|
–
|
69
|
43.48%
|
|
|
5075
|
Peninsula Asset Management
Bradenton,
Florida
|
$170M
|
+$10.1M
|
+6%
|
7.64%
|
41.8%
|
42
|
2.38%
|
|