|
5226
|
CCG Wealth Management
San Diego,
California
|
$159M
|
+$8.04M
|
+5%
|
5.83%
|
63%
|
67
|
8.96%
|
|
|
5227
|
Idaho Trust Bank
Boise,
Idaho
|
$159M
|
–
|
–
|
3.15%
|
37.7%
|
74
|
–
|
|
|
5228
|
Wealth Management Partners
Tucson,
Arizona
|
$159M
|
+$16M
|
+11%
|
11.6%
|
179%
|
116
|
6.03%
|
|
|
5229
|
Viewpoint Investment Partners
Calgary,
Alberta, Canada
|
$159M
|
+$33.3M
|
+27%
|
3.56%
|
31.9%
|
7
|
0%
|
|
|
5230
|
AllGen Financial Advisors
Orlando,
Florida
|
$159M
|
+$15.6M
|
+11%
|
1.73%
|
39.7%
|
35
|
8.57%
|
|
|
5231
|
Highline Wealth Partners
Sherman Oaks,
California
|
$159M
|
+$12.5M
|
+9%
|
8.97%
|
82.9%
|
349
|
6.88%
|
|
|
5232
|
Menlo Advisors
Menlo Park,
California
|
$159M
|
+$13.1M
|
+9%
|
7.29%
|
81.9%
|
31
|
6.45%
|
|
|
5233
|
Imprint Wealth
Mount Pleasant,
South Carolina
|
$159M
|
+$6.64M
|
+4%
|
4.12%
|
–
|
182
|
19.78%
|
|
|
5234
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$159M
|
+$9.5M
|
+6%
|
5.47%
|
57.8%
|
90
|
11.11%
|
|
|
5235
|
FWG Holdings
Winter Park,
Florida
|
$158M
|
+$19.6M
|
+14%
|
7.19%
|
70.6%
|
100
|
17%
|
|
|
5236
|
Beaton Management Company
Haverhill,
Massachusetts
|
$158M
|
+$9.87M
|
+7%
|
6.62%
|
79.9%
|
132
|
5.3%
|
|
|
5237
|
Ayrshire Capital Management
Westport,
Connecticut
|
$158M
|
+$11.5M
|
+8%
|
7.59%
|
78.4%
|
50
|
12%
|
|
|
5238
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$158M
|
+$16.8M
|
+12%
|
6.3%
|
70.8%
|
165
|
16.97%
|
|
|
5239
|
Kensington Investment Counsel
Long Beach,
California
|
$158M
|
+$25.2M
|
+19%
|
7.6%
|
61.6%
|
99
|
17.17%
|
|
|
5240
|
HoldCo Asset Management
Fort Lauderdale,
Florida
|
$158M
|
-$24M
|
-13%
|
17.9%
|
–
|
22
|
13.64%
|
|
|
5241
|
Eliot Finkel Investment Counsel
Beverly Hills,
California
|
$158M
|
+$714K
|
+0.5%
|
2.51%
|
55.2%
|
31
|
3.23%
|
|
|
5242
|
Baron Wealth Management
Troy,
Michigan
|
$158M
|
+$16.3M
|
+12%
|
8.01%
|
86.8%
|
151
|
13.91%
|
|
|
5243
|
Juniper Investment Company
New York
|
$157M
|
+$20.6M
|
+15%
|
36.6%
|
387%
|
9
|
0%
|
|
|
5244
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$157M
|
+$13.1M
|
+9%
|
4.32%
|
65.4%
|
116
|
6.9%
|
|
|
5245
|
Range Financial Group
Tigard,
Oregon
|
$157M
|
+$4.58M
|
+3%
|
6.47%
|
188%
|
185
|
29.19%
|
|
|
5246
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$157M
|
+$5.12M
|
+3%
|
5.67%
|
52.8%
|
104
|
14.42%
|
|
|
5247
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$157M
|
+$4.14M
|
+3%
|
5.25%
|
67.6%
|
166
|
7.23%
|
|
|
5248
|
SummerHaven Investment Management
Stamford,
Connecticut
|
$157M
|
-$14.4M
|
-8%
|
13.9%
|
143%
|
197
|
0.51%
|
|
|
5249
|
Zenyatta Capital Management
Dover,
Delaware
|
$157M
|
+$64.2M
|
+69%
|
2.08%
|
–
|
38
|
55.26%
|
|
|
5250
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$157M
|
+$2.67M
|
+2%
|
2.37%
|
37.8%
|
29
|
6.9%
|
|