|
5101
|
Monte Financial Group
Guilford,
Connecticut
|
$272M
|
+$14.7M
|
+6%
|
6.03%
|
57.9%
|
94
|
6.38%
|
|
|
5102
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$272M
|
+$42.5M
|
+19%
|
20.8%
|
137%
|
99
|
13.13%
|
|
|
5103
|
Five Oceans Advisors
Santa Monica,
California
|
$272M
|
+$37.4M
|
+16%
|
7.19%
|
78.8%
|
196
|
6.63%
|
|
|
5104
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
$272M
|
+$621K
|
+0.2%
|
3.76%
|
31%
|
48
|
0%
|
|
|
5105
|
Prudent Man Advisors
Naperville,
Illinois
|
$271M
|
-$43.4M
|
-14%
|
7.15%
|
82.8%
|
187
|
32.09%
|
|
|
5106
|
Denver Wealth Management
Denver,
Colorado
|
$271M
|
+$29.7M
|
+12%
|
7.54%
|
64.4%
|
94
|
10.64%
|
|
|
5107
|
Gunderson Capital Management
Mt. Pleasant,
South Carolina
|
$271M
|
+$32.2M
|
+13%
|
15.4%
|
947%
|
65
|
46.15%
|
|
|
5108
|
Kings Path Partners
Sugar Land,
Texas
|
$271M
|
+$23M
|
+9%
|
5.65%
|
–
|
342
|
24.27%
|
|
|
5109
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$271M
|
+$17M
|
+7%
|
11.7%
|
196%
|
123
|
26.02%
|
|
|
5110
|
Beddow Capital Management
Jackson,
Wyoming
|
$271M
|
+$18.9M
|
+7%
|
5.67%
|
50.7%
|
57
|
7.02%
|
|
|
5111
|
BKM Wealth Management
Brookfield,
Wisconsin
|
$271M
|
+$15.3M
|
+6%
|
7.35%
|
–
|
167
|
13.17%
|
|
|
5112
|
Breakwater Investment Management
Seattle,
Washington
|
$271M
|
+$12.7M
|
+5%
|
5.42%
|
–
|
539
|
44.16%
|
|
|
5113
|
Aventura Private Wealth
Aventura,
Florida
|
$271M
|
+$40.2M
|
+17%
|
9.7%
|
–
|
852
|
13.26%
|
|
|
5114
|
Colonial River Investments
Midlothian,
Virginia
|
$271M
|
+$38.8M
|
+17%
|
15.8%
|
144%
|
256
|
20.7%
|
|
|
5115
|
Rakuten Securities
Tokyo,
Japan
|
$271M
|
+$15.9M
|
+6%
|
22.8%
|
–
|
957
|
17.45%
|
|
|
5116
|
Flynn Zito Capital Management
Garden City,
New York
|
$271M
|
+$33.5M
|
+14%
|
9.16%
|
97.3%
|
141
|
14.89%
|
|
|
5117
|
Brick & Kyle Associates
Newtown,
Pennsylvania
|
$271M
|
+$45.6M
|
+20%
|
8.52%
|
97.4%
|
66
|
19.7%
|
|
|
5118
|
Carlson Capital
Dallas,
Texas
|
$271M
|
+$28.8M
|
+12%
|
1.79%
|
67.9%
|
98
|
69.39%
|
|
|
5119
|
Sonata Capital Group
Seattle,
Washington
|
$271M
|
+$20.5M
|
+8%
|
6.84%
|
57.4%
|
124
|
4.84%
|
|
|
5120
|
Seaview Investment Managers
Miami,
Florida
|
$271M
|
-$201M
|
-43%
|
8.02%
|
148%
|
140
|
50.71%
|
|
|
5121
|
Brown Financial Advisors
Milford,
Ohio
|
$271M
|
+$14.5M
|
+6%
|
6%
|
–
|
171
|
33.33%
|
|
|
5122
|
Guerra Advisors
Miami,
Florida
|
$271M
|
+$59.1M
|
+28%
|
9.81%
|
–
|
932
|
91.2%
|
|
|
5123
|
Adapt Wealth Advisors
Atlanta,
Georgia
|
$271M
|
+$47M
|
+21%
|
6.89%
|
–
|
112
|
49.11%
|
|
|
5124
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$271M
|
+$26.5M
|
+11%
|
7.75%
|
63.8%
|
110
|
18.18%
|
|
|
5125
|
Alexander Labrunerie & Co
Columbia,
Missouri
|
$271M
|
+$26.7M
|
+11%
|
9.11%
|
–
|
125
|
14.4%
|
|