|
5276
|
Deane Retirement Strategies
New Orleans,
Louisiana
|
$197M
|
+$13.6M
|
+7%
|
8.51%
|
64.7%
|
87
|
47.13%
|
|
|
5277
|
Wealth Management Partners
Tucson,
Arizona
|
$197M
|
+$17.6M
|
+10%
|
15.6%
|
179%
|
127
|
14.96%
|
|
|
5278
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$197M
|
+$17.9M
|
+10%
|
8.43%
|
84.9%
|
159
|
16.35%
|
|
|
5279
|
OMC Financial Services
Dewitt,
New York
|
$197M
|
–
|
–
|
17.2%
|
–
|
60
|
–
|
|
|
5280
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$197M
|
+$30.5M
|
+18%
|
14.8%
|
95.7%
|
143
|
21.68%
|
|
|
5281
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$197M
|
+$17.5M
|
+10%
|
11.1%
|
120%
|
133
|
9.02%
|
|
|
5282
|
United Bank (Georgia)
Zebulon,
Georgia
|
$197M
|
+$15.5M
|
+9%
|
9.63%
|
81.2%
|
97
|
9.28%
|
|
|
5283
|
Silverlake Wealth Management
Williston,
Vermont
|
$196M
|
+$15.1M
|
+8%
|
7.41%
|
64.5%
|
258
|
17.83%
|
|
|
5284
|
Searcy Financial Services
Overland Park,
Kansas
|
$196M
|
+$16.2M
|
+9%
|
6.38%
|
58.5%
|
27
|
25.93%
|
|
|
5285
|
Theory Financial
Fort Collins,
Colorado
|
$196M
|
+$9.22M
|
+5%
|
5.4%
|
54.5%
|
85
|
32.94%
|
|
|
5286
|
Arlington Partners
Birmingham,
Alabama
|
$196M
|
-$151M
|
-44%
|
7.5%
|
43.7%
|
261
|
78.93%
|
|
|
5287
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$196M
|
+$11.8M
|
+6%
|
6.03%
|
–
|
185
|
13.51%
|
|
|
5288
|
Denver Wealth Management
Denver,
Colorado
|
$196M
|
+$19.2M
|
+11%
|
7.13%
|
64.4%
|
83
|
13.25%
|
|
|
5289
|
Verger Capital Management
Winston-Salem,
North Carolina
|
$196M
|
+$16.6M
|
+9%
|
6.94%
|
53.1%
|
13
|
0%
|
|
|
5290
|
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
|
$196M
|
+$20.2M
|
+12%
|
6.57%
|
58.3%
|
52
|
23.08%
|
|
|
5291
|
True Wind Capital Management
San Francisco,
California
|
$196M
|
-$142M
|
-42%
|
14.8%
|
119%
|
3
|
33.33%
|
|
|
5292
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$195M
|
+$20.4M
|
+12%
|
6.32%
|
56.5%
|
174
|
12.07%
|
|
|
5293
|
Centennial Bank
Conway,
Arkansas
|
$195M
|
+$28.1M
|
+17%
|
7.24%
|
69.9%
|
341
|
7.04%
|
|
|
5294
|
Castellan Group
Louisville,
Kentucky
|
$195M
|
+$34.3M
|
+21%
|
24.7%
|
196%
|
69
|
31.88%
|
|
|
5295
|
Cypress Point Wealth Management
Dallas,
Texas
|
$195M
|
+$60.7M
|
+45%
|
12.2%
|
226%
|
72
|
26.39%
|
|
|
5296
|
Burrus Financial Services
Salt Lake City,
Utah
|
$195M
|
+$5.83M
|
+3%
|
3.41%
|
30.2%
|
10
|
10%
|
|
|
5297
|
Skorpios Trust
Limassol,
Cyprus
|
$195M
|
+$119M
|
+156%
|
157%
|
174%
|
2
|
0%
|
|
|
5298
|
Latigo Investments
Fort Lauderdale,
Florida
|
$195M
|
+$14M
|
+8%
|
7.02%
|
56.6%
|
20
|
5%
|
|
|
5299
|
Gator Capital Management
Tampa,
Florida
|
$195M
|
+$14.1M
|
+8%
|
9.17%
|
245%
|
66
|
9.09%
|
|
|
5300
|
Chartist Inc
Seal Beach,
California
|
$195M
|
+$11.1M
|
+6%
|
9.58%
|
–
|
29
|
17.24%
|
|