|
5051
|
Gen-Wealth Partners
Zeeland,
Michigan
|
$259M
|
+$19.5M
|
+8%
|
7.51%
|
–
|
667
|
10.64%
|
|
|
5052
|
Highview Capital Management
Buffalo Grove,
Illinois
|
$259M
|
+$20.2M
|
+8%
|
13.5%
|
123%
|
123
|
28.46%
|
|
|
5053
|
Weinberger Asset Management
Los Angeles,
California
|
$259M
|
+$25.9M
|
+11%
|
11.4%
|
80%
|
84
|
8.33%
|
|
|
5054
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
$259M
|
+$31.3M
|
+14%
|
19.2%
|
–
|
83
|
28.92%
|
|
|
5055
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$259M
|
+$38.6M
|
+18%
|
8.62%
|
–
|
1,134
|
8.47%
|
|
|
5056
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
$259M
|
+$33.9M
|
+15%
|
8.25%
|
41.6%
|
62
|
25.81%
|
|
|
5057
|
Anchorage Capital Group
New York
|
$259M
|
+$8.61M
|
+3%
|
11.4%
|
24.9%
|
6
|
0%
|
|
|
5058
|
Buckhead Capital Management
Atlanta,
Georgia
|
$259M
|
-$53.1M
|
-17%
|
5.75%
|
67.6%
|
130
|
8.46%
|
|
|
5059
|
Uniting Wealth Partners
Mission,
Kansas
|
$259M
|
+$59M
|
+30%
|
12.7%
|
–
|
123
|
17.89%
|
|
|
5060
|
Breakwater Investment Management
Seattle,
Washington
|
$258M
|
+$24.3M
|
+10%
|
8.92%
|
–
|
319
|
4.08%
|
|
|
5061
|
Montgomery Investment Management
Rockville,
Maryland
|
$258M
|
+$7.09M
|
+3%
|
6.13%
|
98.4%
|
97
|
6.19%
|
|
|
5062
|
Bourne Lent Asset Management
Pawling,
New York
|
$258M
|
+$25.3M
|
+11%
|
13.4%
|
76.1%
|
63
|
4.76%
|
|
|
5063
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$258M
|
+$30.6M
|
+13%
|
6.66%
|
42.2%
|
27
|
3.7%
|
|
|
5064
|
Alteri Wealth
Westlake Village,
California
|
$258M
|
+$30.4M
|
+13%
|
13.6%
|
–
|
284
|
16.55%
|
|
|
5065
|
Insight Wealth Partners
Plano,
Texas
|
$258M
|
-$343M
|
-57%
|
7.24%
|
63.2%
|
114
|
10.53%
|
|
|
5066
|
EQ LLC
Bellevue,
Washington
|
$258M
|
+$43.5M
|
+20%
|
11.1%
|
72.9%
|
77
|
22.08%
|
|
|
5067
|
Siligmueller & Norvid Wealth Advisors
Glen Ellyn,
Illinois
|
$258M
|
+$21.1M
|
+9%
|
6.19%
|
–
|
98
|
9.18%
|
|
|
5068
|
INCA Investments
Miami,
Florida
|
$257M
|
+$39M
|
+18%
|
15.2%
|
128%
|
10
|
0%
|
|
|
5069
|
Monte Financial Group
Guilford,
Connecticut
|
$257M
|
+$28.8M
|
+13%
|
3.18%
|
57.9%
|
91
|
10.99%
|
|
|
5070
|
Independence Financial Advisors
Franklin,
New Hampshire
|
$257M
|
-$5.91M
|
-2%
|
7.59%
|
–
|
52
|
11.54%
|
|
|
5071
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$257M
|
+$23.6M
|
+10%
|
12.2%
|
111%
|
227
|
10.13%
|
|
|
5072
|
Saiph Capital
Wyckoff,
New Jersey
|
$257M
|
+$47.4M
|
+23%
|
9.89%
|
52.4%
|
66
|
27.27%
|
|
|
5073
|
Private Client Services
Louisville,
Kentucky
|
$257M
|
+$54.6M
|
+27%
|
8.59%
|
–
|
230
|
33.91%
|
|
|
5074
|
Advisor Resource Council
Dallas,
Texas
|
$257M
|
-$983M
|
-79%
|
9.89%
|
74.7%
|
623
|
74%
|
|
|
5075
|
Washington State Investment Board
Olympia,
Washington
|
$256M
|
-$3.92M
|
-2%
|
12.9%
|
567%
|
2
|
0%
|
|