|
5101
|
IMA Advisory Services
Denver,
Colorado
|
$211M
|
+$11.7M
|
+6%
|
7.87%
|
74.5%
|
74
|
10.81%
|
|
|
5102
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$211M
|
+$28M
|
+15%
|
16.5%
|
194%
|
111
|
23.42%
|
|
|
5103
|
Evernest Financial Advisors
Carmel,
Indiana
|
$211M
|
+$14.2M
|
+7%
|
11.9%
|
–
|
134
|
15.67%
|
|
|
5104
|
1776 Wealth
Atlanta,
Georgia
|
$211M
|
+$9.58M
|
+5%
|
6.23%
|
90.4%
|
138
|
5.8%
|
|
|
5105
|
Barrett & Company
Providence,
Rhode Island
|
$211M
|
+$26.6M
|
+14%
|
11.3%
|
74.8%
|
640
|
7.66%
|
|
|
5106
|
Financial Network Wealth Management
Draper,
Utah
|
$211M
|
-$19.8M
|
-9%
|
10.5%
|
–
|
111
|
63.96%
|
|
|
5107
|
VR Advisory Services
Camana Bay, Grand Cayman,
Cayman Islands
|
$211M
|
-$52.1M
|
-20%
|
0.87%
|
89.7%
|
52
|
15.38%
|
|
|
5108
|
Sage Financial Management Group
Mclean,
Virginia
|
$211M
|
+$24.9M
|
+13%
|
6.11%
|
47.3%
|
53
|
15.09%
|
|
|
5109
|
Lountzis Asset Management
Wyomissing,
Pennsylvania
|
$211M
|
+$27.9M
|
+15%
|
16.2%
|
144%
|
46
|
2.17%
|
|
|
5110
|
Prosperity Wealth Management
San Ramon,
California
|
$211M
|
+$57.2M
|
+37%
|
13.5%
|
175%
|
212
|
52.36%
|
|
|
5111
|
X-Square Capital
Guaynabo,
Puerto Rico
|
$211M
|
+$29.8M
|
+16%
|
14.9%
|
158%
|
183
|
31.69%
|
|
|
5112
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$211M
|
+$24.3M
|
+13%
|
10.2%
|
54.8%
|
146
|
2.74%
|
|
|
5113
|
Sachetta
Lynnfield,
Massachusetts
|
$211M
|
+$6.06K
|
+0%
|
7.13%
|
–
|
1,151
|
0.17%
|
|
|
5114
|
Sterling Financial Group
Pasadena,
California
|
$211M
|
+$42.1M
|
+25%
|
4.8%
|
49.6%
|
68
|
14.71%
|
|
|
5115
|
Wealth Advisors of Tampa Bay
Tampa,
Florida
|
$210M
|
+$11.4M
|
+6%
|
5.8%
|
86.2%
|
86
|
12.79%
|
|
|
5116
|
Montis Financial
Waltham,
Massachusetts
|
$210M
|
+$42.3M
|
+25%
|
5.31%
|
46%
|
84
|
14.29%
|
|
|
5117
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$210M
|
-$430K
|
-0.2%
|
7.95%
|
28.2%
|
104
|
0.96%
|
|
|
5118
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$210M
|
+$18.7M
|
+10%
|
6.16%
|
–
|
130
|
9.23%
|
|
|
5119
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$210M
|
+$31.3M
|
+17%
|
8.46%
|
87%
|
119
|
18.49%
|
|
|
5120
|
Magnitude Capital
New York
|
$210M
|
-$15.4M
|
-7%
|
6.82%
|
–
|
1
|
0%
|
|
|
5121
|
Ruggaard & Associates
Hudson,
Ohio
|
$210M
|
+$21.3M
|
+11%
|
5.5%
|
47.6%
|
122
|
11.48%
|
|
|
5122
|
Biltmore Wealth Management
Tempe,
Arizona
|
$210M
|
$0
|
0%
|
6.87%
|
55.6%
|
53
|
0%
|
|
|
5123
|
Taylor Frigon Capital Management
Scottsdale,
Arizona
|
$210M
|
+$10.7M
|
+5%
|
10%
|
131%
|
89
|
6.74%
|
|
|
5124
|
American Trust Investment Advisors
Lebanon,
New Hampshire
|
$210M
|
+$17.4M
|
+9%
|
11.8%
|
91%
|
92
|
13.04%
|
|
|
5125
|
Horizon Bancorp
Michigan City,
Indiana
|
$210M
|
+$5.37M
|
+3%
|
2.18%
|
33.4%
|
252
|
5.95%
|
|