|
5201
|
BCS Wealth Management
Johnson City,
Tennessee
|
$206M
|
-$106M
|
-34%
|
1.89%
|
46.7%
|
241
|
38.17%
|
|
|
5202
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$206M
|
-$7.17M
|
-3%
|
0.54%
|
113%
|
165
|
4.85%
|
|
|
5203
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$205M
|
+$3.32M
|
+2%
|
6.74%
|
92%
|
385
|
80.78%
|
|
|
5204
|
|
$205M
|
-$30.1M
|
-13%
|
17.8%
|
119%
|
5
|
0%
|
|
|
5205
|
Sensible Money
Scottsdale,
Arizona
|
$205M
|
+$19.1M
|
+10%
|
0.91%
|
65%
|
86
|
9.3%
|
|
|
5206
|
Warner Financial
Bethesda,
Maryland
|
$205M
|
+$5.47M
|
+3%
|
1.37%
|
62.1%
|
112
|
4.46%
|
|
|
5207
|
Decade Renewable Partners
Houston,
Texas
|
$205M
|
+$16.2M
|
+9%
|
0.23%
|
–
|
46
|
63.04%
|
|
|
5208
|
Traveka Wealth
Los Altos,
California
|
$205M
|
-$11.5M
|
-5%
|
2.74%
|
–
|
137
|
7.3%
|
|
|
5209
|
Lakeshore Financial Planning
St. Clair Shores,
Michigan
|
$205M
|
+$7.24M
|
+4%
|
0.9%
|
56.8%
|
72
|
11.11%
|
|
|
5210
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$205M
|
+$5.11M
|
+3%
|
0.7%
|
41.6%
|
176
|
5.11%
|
|
|
5211
|
Voisard Asset Management Group
Grand Rapids,
Michigan
|
$205M
|
+$26.9M
|
+15%
|
0.87%
|
–
|
429
|
21.91%
|
|
|
5212
|
Bullseye Asset Management
Denver,
Colorado
|
$204M
|
-$8.68M
|
-4%
|
4.24%
|
81%
|
67
|
11.94%
|
|
|
5213
|
Aull & Monroe Investment Management
Mobile,
Alabama
|
$204M
|
-$14.4M
|
-7%
|
0.86%
|
96.6%
|
135
|
8.15%
|
|
|
5214
|
Guinness Atkinson Asset Management
Pasadena,
California
|
$204M
|
-$8.6M
|
-4%
|
6.2%
|
132%
|
105
|
5.71%
|
|
|
5215
|
Virtus ETF Advisers
New York
|
$204M
|
+$15.9M
|
+8%
|
0.14%
|
177%
|
488
|
21.72%
|
|
|
5216
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$204M
|
+$23M
|
+13%
|
2.82%
|
–
|
115
|
13.04%
|
|
|
5217
|
Maxwell Wealth Strategies
Pleasanton,
California
|
$204M
|
+$6.8M
|
+3%
|
2.64%
|
–
|
105
|
3.81%
|
|
|
5218
|
Centennial Bank
Conway,
Arkansas
|
$204M
|
+$8.74M
|
+4%
|
1.39%
|
69.9%
|
352
|
13.07%
|
|
|
5219
|
Ardent Capital Management
Cincinnati,
Ohio
|
$204M
|
+$4.84M
|
+2%
|
3.54%
|
77.5%
|
46
|
8.7%
|
|
|
5220
|
FullCircle Wealth
Dallas,
Texas
|
$204M
|
–
|
–
|
0.68%
|
–
|
167
|
–
|
|
|
5221
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$204M
|
+$28.5M
|
+16%
|
10.5%
|
135%
|
140
|
5%
|
|
|
5222
|
Siemens Pension Trust
Munich Germany,
Germany
|
$204M
|
$0
|
0%
|
0%
|
25.4%
|
1
|
0%
|
|
|
5223
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$204M
|
+$19.4M
|
+11%
|
2.38%
|
57.5%
|
240
|
13.33%
|
|
|
5224
|
Genesee Capital Advisors
Auburn,
New York
|
$204M
|
+$21.1M
|
+12%
|
3.18%
|
101%
|
135
|
16.3%
|
|
|
5225
|
Waterway Wealth Management
The Woodlands,
Texas
|
$204M
|
-$23.7M
|
-10%
|
0.88%
|
–
|
76
|
28.95%
|
|