|
5276
|
Brass Tax Wealth Management
Cincinnati,
Ohio
|
$192M
|
–
|
–
|
7.58%
|
–
|
111
|
–
|
|
|
5277
|
Valence8 US
Cambridge,
Massachusetts
|
$192M
|
+$20.5M
|
+12%
|
7.8%
|
53.9%
|
9
|
0%
|
|
|
5278
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$192M
|
+$15.8M
|
+9%
|
7.69%
|
59%
|
58
|
32.76%
|
|
|
5279
|
Two Star Manager
Miami Beach,
Florida
|
$192M
|
+$76.5M
|
+66%
|
11.9%
|
–
|
15
|
26.67%
|
|
|
5280
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$192M
|
+$22.9M
|
+14%
|
6.43%
|
42.9%
|
203
|
8.87%
|
|
|
5281
|
Nova R Wealth
Overland Park,
Kansas
|
$192M
|
+$32.8M
|
+21%
|
7.54%
|
54.5%
|
85
|
30.59%
|
|
|
5282
|
Phase 2 Partners
San Francisco,
California
|
$191M
|
+$1.96M
|
+1%
|
6.27%
|
25.1%
|
36
|
66.67%
|
|
|
5283
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$191M
|
+$8.1M
|
+4%
|
7.88%
|
60%
|
267
|
26.97%
|
|
|
5284
|
Castle Wealth Management
West Palm Beach,
Florida
|
$191M
|
+$24.5M
|
+15%
|
6.78%
|
48.6%
|
125
|
12%
|
|
|
5285
|
Resolute Capital Asset Partners
Denver,
Colorado
|
$191M
|
+$37.9M
|
+25%
|
27.1%
|
637%
|
64
|
71.88%
|
|
|
5286
|
Union Savings Bank
Litchfield,
Connecticut
|
$191M
|
+$14.9M
|
+8%
|
9.52%
|
–
|
310
|
6.45%
|
|
|
5287
|
CGC Financial Services
Lake Oswego,
Oregon
|
$191M
|
-$27.2M
|
-12%
|
5.72%
|
41.1%
|
388
|
11.08%
|
|
|
5288
|
Unison Asset Management
North Miami Beach,
Florida
|
$191M
|
+$20.6M
|
+12%
|
16.6%
|
84%
|
36
|
11.11%
|
|
|
5289
|
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
|
$191M
|
+$13.8M
|
+8%
|
11.1%
|
59.2%
|
23
|
13.04%
|
|
|
5290
|
Catalyst Private Wealth
San Mateo,
California
|
$191M
|
-$22M
|
-10%
|
3.57%
|
103%
|
84
|
17.86%
|
|
|
5291
|
Tieton Capital Management
Yakima,
Washington
|
$191M
|
+$13.2M
|
+7%
|
15%
|
154%
|
38
|
2.63%
|
|
|
5292
|
Findell Capital Management
New York
|
$191M
|
+$31.9M
|
+20%
|
23.4%
|
–
|
22
|
36.36%
|
|
|
5293
|
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
|
$191M
|
+$7.96M
|
+4%
|
4.95%
|
35.2%
|
22
|
0%
|
|
|
5294
|
Lodestone Wealth Management
Spokane,
Washington
|
$191M
|
+$17.9M
|
+10%
|
8.81%
|
81.1%
|
150
|
8%
|
|
|
5295
|
Wisconsin Capital Management
Madison,
Wisconsin
|
$191M
|
+$22.2M
|
+13%
|
18.8%
|
153%
|
47
|
6.38%
|
|
|
5296
|
VeriStar Capital Management
New York
|
$190M
|
+$38.7M
|
+26%
|
10.1%
|
41%
|
13
|
30.77%
|
|
|
5297
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$190M
|
-$46.2M
|
-20%
|
10.2%
|
58.8%
|
61
|
27.87%
|
|
|
5298
|
Garrison Asset Management
Fayetteville,
Arkansas
|
$190M
|
+$9.08M
|
+5%
|
9.76%
|
52.1%
|
112
|
7.14%
|
|
|
5299
|
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
|
$190M
|
+$14.3M
|
+8%
|
7.25%
|
75.2%
|
143
|
1.4%
|
|
|
5300
|
BOS Asset Management
Springfield,
Illinois
|
$190M
|
+$44.6M
|
+31%
|
8.65%
|
67.8%
|
178
|
28.09%
|
|