|
5276
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
$158M
|
-$4.36M
|
-3%
|
2.24%
|
29.7%
|
69
|
43.48%
|
|
|
5277
|
Opal Wealth Advisors
Jericho,
New York
|
$158M
|
+$54M
|
+52%
|
7.96%
|
55.6%
|
137
|
47.45%
|
|
|
5278
|
Silver Oak Advisory Group
Portland,
Oregon
|
$158M
|
–
|
–
|
2.65%
|
20.1%
|
60
|
–
|
|
|
5279
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$158M
|
+$21.9M
|
+16%
|
5.1%
|
84.2%
|
547
|
14.26%
|
|
|
5280
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$158M
|
+$18.9M
|
+14%
|
13.6%
|
–
|
128
|
11.72%
|
|
|
5281
|
Ridgewood Investments
Springfield,
New Jersey
|
$158M
|
+$10.2M
|
+7%
|
5.63%
|
–
|
202
|
7.92%
|
|
|
5282
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$158M
|
+$14.7M
|
+10%
|
7.8%
|
42.9%
|
185
|
10.27%
|
|
|
5283
|
Royal Harbor Partners
Houston,
Texas
|
$158M
|
+$17.1M
|
+12%
|
8.88%
|
49.5%
|
86
|
15.12%
|
|
|
5284
|
HBC Financial Services
Seattle,
Washington
|
$158M
|
+$7.57M
|
+5%
|
7.41%
|
12.6%
|
197
|
16.24%
|
|
|
5285
|
|
$158M
|
+$11.9M
|
+8%
|
11%
|
66.7%
|
116
|
0.86%
|
|
|
5286
|
Regency Capital Management
Honolulu,
Hawaii
|
$157M
|
+$15.2M
|
+11%
|
10.8%
|
82.1%
|
179
|
54.75%
|
|
|
5287
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$157M
|
-$11.5M
|
-7%
|
6.08%
|
58.2%
|
609
|
77.83%
|
|
|
5288
|
Petix & Botte Financial
La Mesa,
California
|
$157M
|
-$138M
|
-47%
|
6.07%
|
36.5%
|
119
|
36.13%
|
|
|
5289
|
BMS Financial Advisors
Rapid City,
South Dakota
|
$157M
|
–
|
–
|
8.2%
|
–
|
92
|
–
|
|
|
5290
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$157M
|
+$15.3M
|
+11%
|
8.42%
|
54%
|
116
|
17.24%
|
|
|
5291
|
Santa Monica Partners
Palm Beach Gardens,
Florida
|
$157M
|
+$2.6M
|
+2%
|
7.47%
|
123%
|
23
|
8.7%
|
|
|
5292
|
Eagle Bay Advisors
New York
|
$157M
|
-$21.5M
|
-12%
|
6.22%
|
62.7%
|
1,410
|
32.98%
|
|
|
5293
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$157M
|
–
|
–
|
8.79%
|
154%
|
221
|
–
|
|
|
5294
|
Loudon Investment Management
West Lebanon,
New Hampshire
|
$157M
|
+$16.1M
|
+11%
|
13.3%
|
50.1%
|
88
|
3.41%
|
|
|
5295
|
Rainwater Charitable Foundation
Fort Worth,
Texas
|
$157M
|
-$342K
|
-0.2%
|
9.14%
|
40.2%
|
2
|
0%
|
|
|
5296
|
Smart Money Group
Eastland,
Texas
|
$157M
|
+$19.1M
|
+14%
|
4.29%
|
45.6%
|
69
|
10.14%
|
|
|
5297
|
Advisory Services & Investments
Bend,
Oregon
|
$156M
|
+$3.97M
|
+3%
|
4.39%
|
19.9%
|
36
|
5.56%
|
|
|
5298
|
Eclectic Associates
Fullerton,
California
|
$156M
|
+$19.3M
|
+14%
|
6.29%
|
49.7%
|
77
|
14.29%
|
|
|
5299
|
KEB Asset Management
Springfield,
Illinois
|
$156M
|
–
|
–
|
6.73%
|
68.9%
|
51
|
–
|
|
|
5300
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$156M
|
-$12.9M
|
-8%
|
10.1%
|
97.4%
|
397
|
18.64%
|
|