|
5101
|
Biltmore Wealth Management
Tempe,
Arizona
|
$240M
|
-$3.31M
|
-1%
|
0.96%
|
55.6%
|
56
|
3.57%
|
|
|
5102
|
ASB Consultores
Aventura,
Florida
|
$240M
|
-$13.4M
|
-5%
|
2.87%
|
84.6%
|
234
|
19.66%
|
|
|
5103
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$240M
|
-$2.3M
|
-0.9%
|
0.14%
|
66%
|
300
|
14.33%
|
|
|
5104
|
Peak Planning Group
Centennial,
Colorado
|
$240M
|
+$11.9M
|
+5%
|
3.72%
|
105%
|
118
|
10.17%
|
|
|
5105
|
I.G.Y. Ltd
London,
United Kingdom
|
$240M
|
+$13.2M
|
+6%
|
8.38%
|
81.2%
|
3
|
0%
|
|
|
5106
|
KKM Financial
Chicago,
Illinois
|
$240M
|
+$37.8M
|
+19%
|
1.14%
|
–
|
160
|
18.13%
|
|
|
5107
|
Cache Advisors
San Francisco,
California
|
$240M
|
–
|
–
|
19%
|
–
|
78
|
–
|
|
|
5108
|
Kensington Investment Counsel
Long Beach,
California
|
$240M
|
+$270K
|
+0.1%
|
1.9%
|
81.9%
|
112
|
16.07%
|
|
|
5109
|
ICW Investment Advisors
Scottsdale,
Arizona
|
$240M
|
-$708K
|
-0.3%
|
2.66%
|
50.1%
|
144
|
6.94%
|
|
|
5110
|
Power Wealth Management
Alpharetta,
Georgia
|
$239M
|
+$5.22M
|
+2%
|
0.46%
|
–
|
99
|
13.13%
|
|
|
5111
|
Weinberger Asset Management
Los Angeles,
California
|
$239M
|
+$4.78M
|
+2%
|
1.86%
|
80%
|
82
|
1.22%
|
|
|
5112
|
Gitterman Wealth Management
Edison,
New Jersey
|
$239M
|
-$471K
|
-0.2%
|
2.06%
|
33%
|
160
|
40.63%
|
|
|
5113
|
DLK Investment Management
Solana Beach,
California
|
$239M
|
-$21.8M
|
-8%
|
9.56%
|
–
|
118
|
28.81%
|
|
|
5114
|
Creative Capital Management Investments
San Diego,
California
|
$239M
|
-$60.2K
|
-0%
|
2.6%
|
50.7%
|
293
|
26.28%
|
|
|
5115
|
Theory Financial
Fort Collins,
Colorado
|
$239M
|
+$12.2M
|
+5%
|
0.17%
|
54.5%
|
77
|
18.18%
|
|
|
5116
|
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
|
$239M
|
+$129M
|
+117%
|
7.31%
|
111%
|
111
|
28.83%
|
|
|
5117
|
O'Donnell Financial Services
San Rafael,
California
|
$239M
|
-$7.18M
|
-3%
|
0.31%
|
61%
|
44
|
15.91%
|
|
|
5118
|
Shaker Investments
Cleveland,
Ohio
|
$239M
|
-$1.15M
|
-0.5%
|
7.03%
|
205%
|
102
|
24.51%
|
|
|
5119
|
Forager Capital Management
Birmingham,
Alabama
|
$239M
|
-$15.5M
|
-6%
|
1.34%
|
52.6%
|
14
|
14.29%
|
|
|
5120
|
KFA Private Wealth Group
Tysons,
Virginia
|
$239M
|
+$29.3M
|
+14%
|
1.34%
|
57.5%
|
92
|
13.04%
|
|
|
5121
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$239M
|
+$7.61M
|
+3%
|
1.37%
|
52%
|
105
|
12.38%
|
|
|
5122
|
Thomas Story & Son
Culver,
Indiana
|
$239M
|
-$6.47M
|
-3%
|
0.8%
|
91.8%
|
53
|
5.66%
|
|
|
5123
|
Nightview Capital
Austin,
Texas
|
$239M
|
+$110M
|
+86%
|
47.9%
|
142%
|
9
|
66.67%
|
|
|
5124
|
Hanover Advisors
Seneca,
South Carolina
|
$238M
|
+$202K
|
+0.1%
|
0.7%
|
–
|
97
|
10.31%
|
|
|
5125
|
EntryPoint Capital
New York
|
$238M
|
+$62.2M
|
+35%
|
0.51%
|
–
|
1,009
|
72.35%
|
|