|
5176
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$200M
|
+$26.3M
|
+15%
|
7.81%
|
51.4%
|
487
|
2.05%
|
|
|
5177
|
Evergreen Private Wealth
Greenwood Village,
Colorado
|
$200M
|
+$14.1M
|
+8%
|
6.39%
|
–
|
234
|
14.1%
|
|
|
5178
|
Joseph Group Capital Management
Columbus,
Ohio
|
$200M
|
+$27.3M
|
+16%
|
6.51%
|
49.3%
|
88
|
12.5%
|
|
|
5179
|
Warner Financial
Bethesda,
Maryland
|
$200M
|
+$22.1M
|
+12%
|
7.47%
|
62.1%
|
109
|
8.26%
|
|
|
5180
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$199M
|
+$14.8M
|
+8%
|
5.12%
|
35.8%
|
180
|
10.56%
|
|
|
5181
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$199M
|
+$19M
|
+11%
|
8.12%
|
68.6%
|
161
|
26.09%
|
|
|
5182
|
Leisure Capital Management
Costa Mesa,
California
|
$199M
|
+$14.3M
|
+8%
|
8.52%
|
98%
|
144
|
18.06%
|
|
|
5183
|
Ardent Capital Management
Cincinnati,
Ohio
|
$199M
|
+$8.36M
|
+4%
|
10.5%
|
77.5%
|
47
|
6.38%
|
|
|
5184
|
FIDELIS iM
Medford,
Oregon
|
$199M
|
+$13.4M
|
+7%
|
4.56%
|
40.1%
|
18
|
11.11%
|
|
|
5185
|
Towerpoint Wealth
Sacramento,
California
|
$199M
|
+$15.6M
|
+9%
|
7.17%
|
62.4%
|
86
|
11.63%
|
|
|
5186
|
WorthPointe
La Jolla,
California
|
$199M
|
+$2.06M
|
+1%
|
7.76%
|
51%
|
88
|
42.05%
|
|
|
5187
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
$199M
|
+$9.34M
|
+5%
|
2.22%
|
31%
|
45
|
13.33%
|
|
|
5188
|
Sittner & Nelson
Eugene,
Oregon
|
$199M
|
+$11.4M
|
+6%
|
9.2%
|
79%
|
514
|
15.18%
|
|
|
5189
|
Act Wealth Management
Plano,
Texas
|
$198M
|
+$13M
|
+7%
|
6.69%
|
66.7%
|
50
|
22%
|
|
|
5190
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$198M
|
+$11.6M
|
+6%
|
3.92%
|
33.9%
|
62
|
4.84%
|
|
|
5191
|
Claris Advisors
St. Louis,
Missouri
|
$198M
|
+$17.6M
|
+10%
|
7.08%
|
65.7%
|
59
|
15.25%
|
|
|
5192
|
Acuitas Investments
Seattle,
Washington
|
$198M
|
+$6.73M
|
+4%
|
12.2%
|
180%
|
139
|
27.34%
|
|
|
5193
|
Luken Investment Analytics
Brentwood,
Tennessee
|
$198M
|
+$12.8M
|
+7%
|
4.41%
|
47.6%
|
136
|
8.09%
|
|
|
5194
|
Boothe Investment Group
Dover,
Delaware
|
$198M
|
-$23.3M
|
-11%
|
5.38%
|
59.8%
|
38
|
13.16%
|
|
|
5195
|
Silphium Asset Management
London,
United Kingdom
|
$198M
|
+$10.2M
|
+5%
|
14.6%
|
107%
|
55
|
43.64%
|
|
|
5196
|
Weitzel Financial Services
Dubuque,
Iowa
|
$198M
|
+$11.6M
|
+6%
|
4.9%
|
42.4%
|
43
|
13.95%
|
|
|
5197
|
Foresite Capital Management IV
Larkspur,
California
|
$198M
|
+$40.5K
|
+0%
|
5.39%
|
149%
|
5
|
0%
|
|
|
5198
|
APEIRON Capital Ltd
Hong Kong
|
$198M
|
+$130M
|
+191%
|
44.4%
|
105%
|
14
|
57.14%
|
|
|
5199
|
Old West Investment Management
Los Angeles,
California
|
$198M
|
+$3.25M
|
+2%
|
3.29%
|
235%
|
55
|
32.73%
|
|
|
5200
|
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
|
$198M
|
+$14.9M
|
+8%
|
7.87%
|
56.8%
|
81
|
12.35%
|
|