|
5051
|
Elevation Wealth Partners
Santa Rosa,
California
|
$253M
|
+$21.9M
|
+9%
|
8.23%
|
63.7%
|
504
|
4.96%
|
|
|
5052
|
ICW Investment Advisors
Scottsdale,
Arizona
|
$253M
|
+$7.73M
|
+3%
|
4%
|
45.3%
|
142
|
2.82%
|
|
|
5053
|
Arkfeld Wealth Strategies
Omaha,
Nebraska
|
$253M
|
+$22.4M
|
+10%
|
7.23%
|
83.9%
|
110
|
14.55%
|
|
|
5054
|
Realta Investment Advisors
Wilmington,
Delaware
|
$253M
|
+$33.6M
|
+15%
|
18.9%
|
126%
|
347
|
20.75%
|
|
|
5055
|
HF Advisory Group
Annapolis,
Maryland
|
$253M
|
+$24.2M
|
+11%
|
7.16%
|
64.2%
|
166
|
4.82%
|
|
|
5056
|
First Dallas Securities
Dallas,
Texas
|
$253M
|
+$13.7M
|
+6%
|
13.3%
|
134%
|
129
|
17.83%
|
|
|
5057
|
Sachetta
Lynnfield,
Massachusetts
|
$253M
|
+$8.88M
|
+4%
|
8.94%
|
–
|
1,207
|
16.65%
|
|
|
5058
|
Weik Capital Management
Wyomissing,
Pennsylvania
|
$253M
|
+$6.99M
|
+3%
|
5.69%
|
67.4%
|
93
|
4.3%
|
|
|
5059
|
Deepwater Asset Management
Minneapolis,
Minnesota
|
$253M
|
+$16.3M
|
+7%
|
24.6%
|
70.4%
|
22
|
13.64%
|
|
|
5060
|
Carnegie Lake Advisors
Princeton,
New Jersey
|
$253M
|
+$6.19M
|
+3%
|
4.82%
|
–
|
171
|
9.94%
|
|
|
5061
|
MKT Advisors
Escondido,
California
|
$253M
|
+$39.4M
|
+18%
|
6.54%
|
49.2%
|
173
|
20.23%
|
|
|
5062
|
Retirement Capital Strategies
San Jose,
California
|
$252M
|
-$3.75M
|
-1%
|
6%
|
50.2%
|
86
|
36.05%
|
|
|
5063
|
G&S Capital
Denver,
Colorado
|
$252M
|
+$16.9M
|
+7%
|
7.42%
|
77.2%
|
133
|
14.29%
|
|
|
5064
|
Beddow Capital Management
Jackson,
Wyoming
|
$252M
|
-$14.9M
|
-6%
|
1.14%
|
50.7%
|
57
|
3.51%
|
|
|
5065
|
Elmwood Wealth Management
Berkeley,
California
|
$252M
|
+$8.48M
|
+3%
|
6.55%
|
37.6%
|
135
|
9.63%
|
|
|
5066
|
Sunpointe
St. Louis,
Missouri
|
$252M
|
+$64.4M
|
+34%
|
14.6%
|
–
|
245
|
27.76%
|
|
|
5067
|
1 North Wealth Services
Annapolis,
Maryland
|
$252M
|
+$35.9M
|
+17%
|
5.43%
|
–
|
283
|
6.71%
|
|
|
5068
|
Geneva Partners
Lake Geneva,
Wisconsin
|
$252M
|
+$58M
|
+30%
|
22.4%
|
252%
|
76
|
26.32%
|
|
|
5069
|
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
|
$252M
|
+$17.6M
|
+8%
|
8.44%
|
39.8%
|
93
|
15.05%
|
|
|
5070
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$252M
|
+$32.9M
|
+15%
|
8.1%
|
53.5%
|
64
|
18.75%
|
|
|
5071
|
Kaleidoscope Capital
Boston,
Massachusetts
|
$252M
|
+$83.7M
|
+50%
|
25.8%
|
–
|
9
|
0%
|
|
|
5072
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$252M
|
+$13.6M
|
+6%
|
8.53%
|
56.5%
|
203
|
5.42%
|
|
|
5073
|
Rise Advisors
Rochester,
New York
|
$252M
|
+$25.5M
|
+11%
|
7.64%
|
58.9%
|
1,661
|
17.04%
|
|
|
5074
|
GPM Growth Investors
Bloomfield Hills,
Michigan
|
$252M
|
+$23.7M
|
+10%
|
13.8%
|
–
|
44
|
4.55%
|
|
|
5075
|
Texas Bank & Trust
Longview,
Texas
|
$252M
|
+$15.2M
|
+6%
|
9.07%
|
–
|
186
|
10.22%
|
|