|
5101
|
FullCircle Wealth
Dallas,
Texas
|
$223M
|
+$18.9M
|
+9%
|
6.27%
|
–
|
192
|
15.63%
|
|
|
5102
|
|
$223M
|
+$17.6M
|
+9%
|
9.3%
|
56.6%
|
5
|
0%
|
|
|
5103
|
Nine Masts Capital
Central,
Hong Kong
|
$223M
|
-$111M
|
-33%
|
4.57%
|
76.5%
|
184
|
63.04%
|
|
|
5104
|
IMS Capital Management
Portland,
Oregon
|
$223M
|
+$7.95M
|
+4%
|
6.94%
|
119%
|
145
|
4.14%
|
|
|
5105
|
Gibraltar Capital Management
Tulsa,
Oklahoma
|
$223M
|
+$1.49M
|
+0.7%
|
4.07%
|
56.6%
|
56
|
23.21%
|
|
|
5106
|
TPG Financial Advisors
Portland,
Oregon
|
$222M
|
+$10.9M
|
+5%
|
5.88%
|
–
|
72
|
11.11%
|
|
|
5107
|
Beta Wealth Group
San Diego,
California
|
$222M
|
+$10.8M
|
+5%
|
4.69%
|
45.4%
|
111
|
12.61%
|
|
|
5108
|
SVF Sponsor III
Menlo Park,
California
|
$222M
|
-$97.9M
|
-31%
|
30.6%
|
133%
|
1
|
0%
|
|
|
5109
|
Optimist Retirement Group
Bellevue,
Washington
|
$222M
|
+$31.3M
|
+16%
|
6.12%
|
–
|
135
|
26.67%
|
|
|
5110
|
JW Asset Management
Miami Beach,
Florida
|
$221M
|
-$21.2M
|
-9%
|
2.22%
|
126%
|
17
|
47.06%
|
|
|
5111
|
Advisor Resource Council
Dallas,
Texas
|
$221M
|
+$167M
|
+305%
|
5.53%
|
74.7%
|
265
|
81.89%
|
|
|
5112
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$221M
|
+$32.4M
|
+17%
|
7.27%
|
68%
|
178
|
13.48%
|
|
|
5113
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$221M
|
+$17.6M
|
+9%
|
5.71%
|
33.9%
|
167
|
63.47%
|
|
|
5114
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$221M
|
+$15.2M
|
+7%
|
7.54%
|
92.2%
|
152
|
12.5%
|
|
|
5115
|
MTC Wealth Management
Tampa,
Florida
|
$221M
|
+$11.1M
|
+5%
|
6.04%
|
23%
|
14
|
0%
|
|
|
5116
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$221M
|
+$16.5M
|
+8%
|
6.07%
|
35.8%
|
178
|
5.06%
|
|
|
5117
|
Prospect Capital Advisors
Sausalito,
California
|
$221M
|
-$16M
|
-7%
|
9.11%
|
136%
|
28
|
21.43%
|
|
|
5118
|
|
$221M
|
-$33.5M
|
-13%
|
6.82%
|
65.2%
|
90
|
5.56%
|
|
|
5119
|
Meros Investment Management
Dallas,
Texas
|
$221M
|
+$9.51M
|
+4%
|
7.31%
|
52.4%
|
44
|
20.45%
|
|
|
5120
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$221M
|
+$42.9M
|
+24%
|
6.27%
|
54.8%
|
143
|
21.68%
|
|
|
5121
|
Peoples Financial Services Corp
Dunmore,
Pennsylvania
|
$221M
|
-$389K
|
-0.2%
|
6.61%
|
93%
|
256
|
1.95%
|
|
|
5122
|
Game Creek Capital
Boston,
Massachusetts
|
$221M
|
+$25.2M
|
+13%
|
2.98%
|
108%
|
83
|
32.53%
|
|
|
5123
|
Sustainable Insight Capital Management
New York
|
$221M
|
+$21M
|
+11%
|
5.71%
|
106%
|
95
|
46.32%
|
|
|
5124
|
Avalon Advisory Group
Wexford,
Pennsylvania
|
$221M
|
+$10.7M
|
+5%
|
5.68%
|
41.4%
|
15
|
0%
|
|
|
5125
|
FIDELIS iM
Medford,
Oregon
|
$220M
|
+$16.8M
|
+8%
|
7.11%
|
40.1%
|
22
|
18.18%
|
|