|
5226
|
Southern Capital Advisors
Jackson,
Tennessee
|
$162M
|
–
|
–
|
7.98%
|
58.2%
|
81
|
–
|
|
|
5227
|
Total Wealth Planning
Cincinnati,
Ohio
|
$162M
|
-$114M
|
-41%
|
4.59%
|
37.2%
|
47
|
34.04%
|
|
|
5228
|
Israel Discount Bank of New York
New York
|
$162M
|
+$13.9M
|
+9%
|
5.91%
|
37.3%
|
88
|
5.68%
|
|
|
5229
|
Old Well Partners
Charlotte,
North Carolina
|
$162M
|
-$32.1M
|
-17%
|
10.4%
|
97.8%
|
56
|
55.36%
|
|
|
5230
|
Executive Wealth Group
Kirkland,
Washington
|
$162M
|
-$1.84M
|
-1%
|
4.65%
|
14.9%
|
50
|
6%
|
|
|
5231
|
Activest Wealth Management
Aventure,
Florida
|
$162M
|
+$11.6M
|
+8%
|
7.79%
|
105%
|
435
|
32.64%
|
|
|
5232
|
Martin Capital Advisors
San Antonio,
Texas
|
$162M
|
–
|
–
|
11.3%
|
117%
|
64
|
–
|
|
|
5233
|
Addison Advisors
Middlebury,
Vermont
|
$162M
|
+$36.9M
|
+30%
|
7.02%
|
42.3%
|
736
|
37.77%
|
|
|
5234
|
Latash Investments
Anchorage,
Alaska
|
$162M
|
+$1.42M
|
+0.9%
|
2.84%
|
126%
|
21
|
0%
|
|
|
5235
|
Silicon Hills Wealth Management
Austin,
Texas
|
$162M
|
+$15.7M
|
+11%
|
6.36%
|
30.9%
|
125
|
16.8%
|
|
|
5236
|
MBA Advisors
Hermitage,
Pennsylvania
|
$161M
|
+$25.9M
|
+19%
|
6.94%
|
50.2%
|
152
|
12.5%
|
|
|
5237
|
Kinloch Capital
Glen Allen,
Virginia
|
$161M
|
+$19.7M
|
+14%
|
8.87%
|
48.9%
|
68
|
13.24%
|
|
|
5238
|
Perseverance Asset Management International
George Town,
Cayman Islands
|
$161M
|
-$51.3M
|
-24%
|
6.56%
|
68.4%
|
20
|
60%
|
|
|
5239
|
Friedenthal Financial
Marlton,
New Jersey
|
$161M
|
-$7.85M
|
-5%
|
4.29%
|
111%
|
84
|
32.14%
|
|
|
5240
|
Whelan Financial
Fresno,
California
|
$161M
|
+$51.7M
|
+47%
|
5.89%
|
57.9%
|
20
|
25%
|
|
|
5241
|
Blue Square Asset Management
New York
|
$161M
|
+$1.15M
|
+0.7%
|
7.21%
|
104%
|
94
|
25.53%
|
|
|
5242
|
Cherry Creek Investment Advisors
Englewood,
Colorado
|
$161M
|
+$10.8M
|
+7%
|
9.4%
|
123%
|
122
|
19.67%
|
|
|
5243
|
Arrow Capital Management
New York
|
$161M
|
+$18.8M
|
+13%
|
2.94%
|
–
|
12
|
41.67%
|
|
|
5244
|
Signify Wealth
Saint Louis,
Missouri
|
$161M
|
+$35.4M
|
+28%
|
1.72%
|
36.7%
|
28
|
60.71%
|
|
|
5245
|
Hall Private Wealth Advisors
Waxhaw,
North Carolina
|
$161M
|
+$4.15M
|
+3%
|
7.78%
|
–
|
56
|
26.79%
|
|
|
5246
|
Bluestem Financial Advisors
Champaign,
Illinois
|
$161M
|
+$7.84M
|
+5%
|
4.54%
|
39.5%
|
27
|
11.11%
|
|
|
5247
|
Agate Pass Investment Management
Bainbridge Island,
Washington
|
$161M
|
–
|
–
|
8.87%
|
68%
|
99
|
–
|
|
|
5248
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$161M
|
+$48.9M
|
+44%
|
0.46%
|
1.5%
|
284
|
58.45%
|
|
|
5249
|
Sterling Investment Management
Tucson,
Arizona
|
$161M
|
+$3.67M
|
+2%
|
5.12%
|
44.1%
|
72
|
6.94%
|
|
|
5250
|
Summit Street Capital Management
New York
|
$160M
|
+$9.95M
|
+7%
|
11.6%
|
144%
|
32
|
0%
|
|