|
5251
|
Napa Wealth Management
Napa,
California
|
$184M
|
–
|
–
|
8.13%
|
–
|
109
|
–
|
|
|
5252
|
Lipe & Dalton
Syracuse,
New York
|
$184M
|
+$18.1M
|
+11%
|
13.1%
|
89.6%
|
107
|
9.35%
|
|
|
5253
|
DCF Advisers
Greenwich,
Connecticut
|
$184M
|
+$701K
|
+0.4%
|
12.4%
|
372%
|
107
|
34.58%
|
|
|
5254
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$184M
|
+$20.9M
|
+13%
|
9.65%
|
54.1%
|
78
|
16.67%
|
|
|
5255
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$184M
|
+$25.2M
|
+16%
|
10.9%
|
57.2%
|
38
|
15.79%
|
|
|
5256
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$184M
|
+$16.9M
|
+10%
|
7.58%
|
47.9%
|
109
|
23.85%
|
|
|
5257
|
Chartist Inc
Seal Beach,
California
|
$184M
|
+$15.3M
|
+9%
|
14.4%
|
–
|
28
|
10.71%
|
|
|
5258
|
Atlas Wealth
Cincinnati,
Ohio
|
$184M
|
-$351M
|
-66%
|
5.92%
|
43.5%
|
223
|
65.02%
|
|
|
5259
|
OnyxPoint Global Management
New York
|
$184M
|
-$71M
|
-28%
|
3.78%
|
162%
|
14
|
35.71%
|
|
|
5260
|
Buttonwood Financial Advisors
Baltimore,
Maryland
|
$183M
|
+$25.6M
|
+16%
|
10.4%
|
66.3%
|
103
|
7.77%
|
|
|
5261
|
Towerpoint Wealth
Sacramento,
California
|
$183M
|
+$15M
|
+9%
|
9.77%
|
62.4%
|
84
|
15.48%
|
|
|
5262
|
Fortress Wealth Management
Culver City,
California
|
$183M
|
+$28.8M
|
+19%
|
7.89%
|
52.1%
|
72
|
27.78%
|
|
|
5263
|
Insight 2811 Inc
Chicago,
Illinois
|
$183M
|
+$7.28M
|
+4%
|
5.38%
|
30.8%
|
85
|
11.76%
|
|
|
5264
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$183M
|
+$21.2M
|
+13%
|
11.8%
|
194%
|
97
|
17.53%
|
|
|
5265
|
Deane Retirement Strategies
New Orleans,
Louisiana
|
$183M
|
+$4.15M
|
+2%
|
6.71%
|
64.7%
|
70
|
34.29%
|
|
|
5266
|
Rainsberger Wealth Advisors
Colorado Springs,
Colorado
|
$183M
|
+$20.3M
|
+12%
|
9.57%
|
–
|
73
|
12.33%
|
|
|
5267
|
Sciencast Management
Princeton,
New Jersey
|
$183M
|
-$37.2M
|
-17%
|
10.2%
|
72.5%
|
470
|
86.6%
|
|
|
5268
|
Lountzis Asset Management
Wyomissing,
Pennsylvania
|
$183M
|
+$4.13M
|
+2%
|
11.3%
|
144%
|
46
|
6.52%
|
|
|
5269
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$183M
|
+$18.8M
|
+11%
|
8.96%
|
62.6%
|
134
|
13.43%
|
|
|
5270
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$183M
|
+$14.6M
|
+9%
|
10%
|
60%
|
259
|
15.83%
|
|
|
5271
|
Anthracite Investment Company
Fort Worth,
Texas
|
$183M
|
–
|
–
|
9.81%
|
–
|
79
|
–
|
|
|
5272
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$183M
|
+$16.3M
|
+10%
|
9.85%
|
61.1%
|
295
|
8.81%
|
|
|
5273
|
SMART Wealth
Omaha,
Nebraska
|
$183M
|
+$49.9M
|
+37%
|
5.42%
|
77.7%
|
93
|
34.41%
|
|
|
5274
|
Patient Square Capital
Menlo Park,
California
|
$183M
|
+$941K
|
+0.5%
|
1.35%
|
329%
|
2
|
0%
|
|
|
5275
|
Soapstone Management
Bethesda,
Maryland
|
$183M
|
-$33.4M
|
-15%
|
16.3%
|
30.3%
|
20
|
15%
|
|