|
5101
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$146M
|
+$12.9M
|
+10%
|
8.92%
|
37.8%
|
27
|
11.11%
|
|
|
5102
|
Citadel Investment Advisory
Chesterland,
Ohio
|
$146M
|
+$15.1M
|
+12%
|
14.3%
|
67.4%
|
79
|
1.27%
|
|
|
5103
|
Abbot Financial Management
Andover,
Massachusetts
|
$146M
|
+$5.79M
|
+4%
|
12.2%
|
80.5%
|
117
|
9.4%
|
|
|
5104
|
Independent Wealth Network
Urbandale,
Iowa
|
$146M
|
+$18.2M
|
+14%
|
8.55%
|
75.1%
|
204
|
16.67%
|
|
|
5105
|
Crestmont Private Wealth
Houston,
Texas
|
$146M
|
+$14.3M
|
+11%
|
7.04%
|
45.8%
|
48
|
56.25%
|
|
|
5106
|
Strategic Investment Management
Arlington,
Virginia
|
$146M
|
+$11.3M
|
+8%
|
7.7%
|
53.3%
|
10
|
0%
|
|
|
5107
|
Elkhorn Partners
Omaha,
Nebraska
|
$146M
|
+$7.91M
|
+6%
|
6.88%
|
31.5%
|
47
|
14.89%
|
|
|
5108
|
Solitude Financial Services
Charlottesville,
Virginia
|
$146M
|
+$9.08M
|
+7%
|
9.45%
|
55.4%
|
45
|
4.44%
|
|
|
5109
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
$146M
|
+$16.6M
|
+13%
|
9.21%
|
–
|
378
|
31.22%
|
|
|
5110
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$146M
|
-$44.1M
|
-23%
|
6.91%
|
90.4%
|
103
|
32.04%
|
|
|
5111
|
AllSquare Wealth Management
Albany,
New York
|
$146M
|
+$7.51M
|
+5%
|
6.7%
|
62.4%
|
541
|
3.14%
|
|
|
5112
|
Davidson Capital Management
Corpus Christi,
Texas
|
$146M
|
-$58.3M
|
-29%
|
8.94%
|
79.2%
|
160
|
51.25%
|
|
|
5113
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$146M
|
+$16.7M
|
+13%
|
12.7%
|
60.9%
|
369
|
13.01%
|
|
|
5114
|
Continental General Insurance Company
Austin,
Texas
|
$146M
|
–
|
–
|
22.7%
|
202%
|
8
|
–
|
|
|
5115
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$146M
|
+$14.2M
|
+11%
|
8.8%
|
54%
|
113
|
11.5%
|
|
|
5116
|
Alaethes Wealth
Glenbrook,
Nevada
|
$146M
|
+$9.47M
|
+7%
|
9.44%
|
80.5%
|
110
|
16.36%
|
|
|
5117
|
Saiph Capital
Wyckoff,
New Jersey
|
$145M
|
+$17.2M
|
+13%
|
3.76%
|
44.6%
|
43
|
23.26%
|
|
|
5118
|
Birch Capital Management
Dallas,
Texas
|
$145M
|
+$12.8M
|
+10%
|
9.65%
|
48.4%
|
110
|
6.36%
|
|
|
5119
|
Trail Ridge Investment Advisors
Fort Collins,
Colorado
|
$145M
|
-$6.11M
|
-4%
|
9.42%
|
68.2%
|
126
|
9.52%
|
|
|
5120
|
Shira Ridge Wealth Management
Larkspur,
California
|
$145M
|
–
|
–
|
7.26%
|
64.9%
|
58
|
–
|
|
|
5121
|
Nan Fung Group Holdings
Kai Tak,
Hong Kong
|
$145M
|
-$11.5M
|
-7%
|
3.58%
|
244%
|
47
|
27.66%
|
|
|
5122
|
Yorktown Energy Partners XI
New York
|
$145M
|
+$17M
|
+13%
|
17.7%
|
139%
|
4
|
25%
|
|
|
5123
|
Treynor Bancshares
Treynor,
Iowa
|
$145M
|
+$11.6M
|
+9%
|
6.24%
|
3.35%
|
74
|
4.05%
|
|
|
5124
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$145M
|
+$13.4M
|
+10%
|
10.1%
|
52.8%
|
103
|
9.71%
|
|
|
5125
|
Kercheville Advisors
San Antonio,
Texas
|
$145M
|
+$47.1M
|
+48%
|
9.74%
|
209%
|
99
|
31.31%
|
|