|
5101
|
Veridan Wealth
West Linn,
Oregon
|
$270M
|
-$27.2M
|
-9%
|
9.87%
|
–
|
81
|
2.47%
|
|
|
5102
|
First Dallas Securities
Dallas,
Texas
|
$270M
|
+$1.56M
|
+0.6%
|
7.89%
|
163%
|
123
|
17.07%
|
|
|
5103
|
Hendley & Co
Zanesville,
Ohio
|
$270M
|
-$9.5M
|
-3%
|
3.04%
|
54.8%
|
50
|
20%
|
|
|
5104
|
Inlight Wealth Management
Atlanta,
Georgia
|
$270M
|
-$3.02M
|
-1%
|
3.67%
|
–
|
235
|
78.72%
|
|
|
5105
|
American Financial Group
Cincinnati,
Ohio
|
$270M
|
-$6.11M
|
-2%
|
3.71%
|
32.5%
|
72
|
13.89%
|
|
|
5106
|
Searcy Financial Services
Overland Park,
Kansas
|
$270M
|
-$171K
|
-0.1%
|
1.56%
|
58.5%
|
29
|
20.69%
|
|
|
5107
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$270M
|
+$18.5M
|
+7%
|
1.32%
|
53.8%
|
100
|
12%
|
|
|
5108
|
AJ Advisors
Nashville,
Tennessee
|
$270M
|
-$1.3M
|
-0.5%
|
1.73%
|
59.8%
|
36
|
11.11%
|
|
|
5109
|
Triton Wealth Management
Sun City,
Arizona
|
$270M
|
+$3.66M
|
+1%
|
3.96%
|
–
|
134
|
13.43%
|
|
|
5110
|
Ratan Capital Management
Miami Beach,
Florida
|
$269M
|
-$94.2M
|
-26%
|
3.79%
|
320%
|
44
|
34.09%
|
|
|
5111
|
|
$269M
|
+$22.1M
|
+9%
|
6.37%
|
–
|
2
|
0%
|
|
|
5112
|
Union Heritage Capital
Bloomfield Hills,
Michigan
|
$269M
|
-$26M
|
-9%
|
2.66%
|
82.1%
|
65
|
12.31%
|
|
|
5113
|
Summit Investment Advisory Services
Roseville,
Minnesota
|
$269M
|
+$4.23M
|
+2%
|
2.46%
|
68.3%
|
85
|
8.24%
|
|
|
5114
|
Stableford Capital II
Scottsdale,
Arizona
|
$269M
|
-$7.64M
|
-3%
|
2.68%
|
59.3%
|
162
|
21.6%
|
|
|
5115
|
Harbor Island Capital
Topsfield,
Massachusetts
|
$269M
|
+$8.37M
|
+3%
|
4.36%
|
231%
|
16
|
6.25%
|
|
|
5116
|
Martin Capital Partners
Eugene,
Oregon
|
$269M
|
+$3.25M
|
+1%
|
7.35%
|
35.2%
|
72
|
8.33%
|
|
|
5117
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$269M
|
-$6.73M
|
-2%
|
3.02%
|
95.7%
|
152
|
14.47%
|
|
|
5118
|
Wittenberg Investment Management
Carlisle,
Massachusetts
|
$269M
|
+$8.31M
|
+3%
|
2.13%
|
89.9%
|
77
|
10.39%
|
|
|
5119
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
$269M
|
-$3.09M
|
-1%
|
2.77%
|
67.9%
|
61
|
11.48%
|
|
|
5120
|
Breakwater Investment Management
Seattle,
Washington
|
$269M
|
-$7.45M
|
-3%
|
1.77%
|
–
|
575
|
25.57%
|
|
|
5121
|
Power Wealth Management
Alpharetta,
Georgia
|
$269M
|
-$15.3M
|
-5%
|
2.06%
|
–
|
104
|
17.31%
|
|
|
5122
|
Strait & Sound Wealth Management
San Francisco,
California
|
$269M
|
-$118K
|
-0%
|
3.3%
|
74.6%
|
177
|
18.64%
|
|
|
5123
|
Northstar Advisory Group
Northfield,
New Jersey
|
$269M
|
-$12.9M
|
-5%
|
1.97%
|
141%
|
137
|
35.77%
|
|
|
5124
|
Untitled Investments
New York
|
$269M
|
-$64.3M
|
-19%
|
6.67%
|
79.6%
|
20
|
35%
|
|
|
5125
|
National Wealth Management Group
Cincinnati,
Ohio
|
$269M
|
-$20M
|
-7%
|
0.73%
|
123%
|
262
|
24.81%
|
|