|
5201
|
|
$214M
|
-$88.5M
|
-29%
|
19.6%
|
56.6%
|
4
|
25%
|
|
|
5202
|
Norris Financial Group
Greenville,
South Carolina
|
$214M
|
+$1.46M
|
+0.7%
|
1.15%
|
122%
|
104
|
39.42%
|
|
|
5203
|
Ridgewood Investments
Springfield,
New Jersey
|
$214M
|
+$6.93M
|
+3%
|
2.15%
|
–
|
754
|
15.52%
|
|
|
5204
|
Sivia Capital Partners
Mill Valley,
California
|
$214M
|
+$13.1M
|
+7%
|
5.05%
|
–
|
307
|
38.76%
|
|
|
5205
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$214M
|
-$19.3M
|
-8%
|
1.28%
|
33.2%
|
79
|
8.86%
|
|
|
5206
|
EQ LLC
Bellevue,
Washington
|
$214M
|
+$1.26M
|
+0.6%
|
0.88%
|
72.9%
|
68
|
13.24%
|
|
|
5207
|
Evergreen Private Wealth
Greenwood Village,
Colorado
|
$214M
|
+$527K
|
+0.2%
|
0.06%
|
–
|
207
|
13.04%
|
|
|
5208
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$214M
|
-$6.53M
|
-3%
|
1.57%
|
35.8%
|
180
|
5%
|
|
|
5209
|
Bluestem Financial Advisors
Champaign,
Illinois
|
$214M
|
+$1.34M
|
+0.6%
|
1.1%
|
39.5%
|
28
|
3.57%
|
|
|
5210
|
Saxon Interests
Houston,
Texas
|
$214M
|
-$13.4M
|
-6%
|
1.9%
|
58.4%
|
209
|
21.05%
|
|
|
5211
|
OV Management
Minneapolis,
Minnesota
|
$214M
|
-$1.69M
|
-0.8%
|
7.6%
|
–
|
60
|
11.67%
|
|
|
5212
|
Luken Investment Analytics
Brentwood,
Tennessee
|
$214M
|
-$2.35M
|
-1%
|
3.09%
|
47.6%
|
161
|
23.6%
|
|
|
5213
|
Altus Wealth Management
Ft Mitchell,
Kentucky
|
$214M
|
-$9.99M
|
-4%
|
3.56%
|
68.8%
|
41
|
0%
|
|
|
5214
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$214M
|
-$12.5M
|
-6%
|
3.81%
|
68.6%
|
148
|
13.51%
|
|
|
5215
|
Lifelong Wealth Advisors
Arden Hills,
Minnesota
|
$213M
|
-$9.03M
|
-4%
|
4.13%
|
–
|
71
|
11.27%
|
|
|
5216
|
Valence8 US
Cambridge,
Massachusetts
|
$213M
|
+$5.11M
|
+2%
|
0.44%
|
53.9%
|
10
|
0%
|
|
|
5217
|
Potentia Wealth
San Jose,
California
|
$213M
|
-$11.7M
|
-5%
|
2.4%
|
–
|
98
|
9.18%
|
|
|
5218
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$213M
|
-$266K
|
-0.1%
|
0.4%
|
52.8%
|
97
|
6.19%
|
|
|
5219
|
MKT Advisors
Escondido,
California
|
$213M
|
-$16.3M
|
-7%
|
1.23%
|
49.2%
|
153
|
9.8%
|
|
|
5220
|
Berkeley Inc
Boise,
Idaho
|
$213M
|
+$19.8M
|
+10%
|
1.28%
|
40.9%
|
72
|
19.44%
|
|
|
5221
|
Heights Capital Management
San Francisco,
California
|
$213M
|
+$10.8M
|
+5%
|
14.4%
|
–
|
165
|
33.33%
|
|
|
5222
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$213M
|
+$9.41M
|
+5%
|
0.92%
|
51.9%
|
137
|
10.95%
|
|
|
5223
|
Stevens Capital Partners
Omaha,
Nebraska
|
$213M
|
-$8M
|
-4%
|
5.46%
|
57.8%
|
67
|
13.43%
|
|
|
5224
|
IvyRock Asset Management (HK)
Sheung Wan,
Hong Kong
|
$213M
|
-$13.7M
|
-6%
|
13.3%
|
103%
|
25
|
36%
|
|
|
5225
|
Prosperity Wealth Management
San Ramon,
California
|
$213M
|
-$30.3M
|
-12%
|
6.38%
|
175%
|
267
|
38.95%
|
|