|
5301
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$251M
|
+$130M
|
+107%
|
0.14%
|
29.6%
|
111
|
95.5%
|
|
|
5302
|
Boulder Wealth Advisors
Boulder,
Colorado
|
$251M
|
+$14.3M
|
+6%
|
4.01%
|
–
|
42
|
30.95%
|
|
|
5303
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$251M
|
+$8.51M
|
+4%
|
0.99%
|
61%
|
206
|
10.68%
|
|
|
5304
|
REDW Wealth
Albuquerque,
New Mexico
|
$251M
|
-$11.6M
|
-4%
|
0.61%
|
44.4%
|
105
|
8.57%
|
|
|
5305
|
Essex Woodlands Management
The Woodlands,
Texas
|
$251M
|
-$67.7M
|
-21%
|
10.3%
|
203%
|
6
|
16.67%
|
|
|
5306
|
Chicago Wealth Management
Chicago,
Illinois
|
$251M
|
+$1.68M
|
+0.7%
|
7.84%
|
110%
|
64
|
25%
|
|
|
5307
|
Parker Financial
Silverdale,
Washington
|
$250M
|
+$3.72M
|
+2%
|
0.92%
|
37.1%
|
38
|
13.16%
|
|
|
5308
|
VPR Management
Houston,
Texas
|
$250M
|
+$25.7M
|
+11%
|
8.62%
|
60.8%
|
69
|
14.49%
|
|
|
5309
|
EVR Research
Richmond,
Virginia
|
$250M
|
+$64.7M
|
+35%
|
0.79%
|
104%
|
43
|
53.49%
|
|
|
5310
|
TMT General Partner
Hong Kong
|
$250M
|
+$3.88M
|
+2%
|
20.6%
|
–
|
3
|
0%
|
|
|
5311
|
Bigelow Investment Advisors
Portland,
Maine
|
$250M
|
-$6.22M
|
-2%
|
0.54%
|
53.9%
|
157
|
7.64%
|
|
|
5312
|
Stonepine Capital Management
Bend,
Oregon
|
$250M
|
+$113M
|
+82%
|
0.36%
|
199%
|
100
|
51%
|
|
|
5313
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$250M
|
+$5.87M
|
+2%
|
1.56%
|
55.8%
|
41
|
14.63%
|
|
|
5314
|
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
|
$249M
|
+$17.9M
|
+8%
|
1.93%
|
–
|
112
|
8.04%
|
|
|
5315
|
Emprise Bank
Wichita,
Kansas
|
$249M
|
+$8.52M
|
+4%
|
0.61%
|
–
|
114
|
12.28%
|
|
|
5316
|
Step Capital Management
Singapore,
|
$249M
|
+$30.7M
|
+14%
|
8.89%
|
–
|
33
|
39.39%
|
|
|
5317
|
Buska Wealth Management
Wausau,
Wisconsin
|
$249M
|
-$21.7M
|
-8%
|
0.54%
|
–
|
82
|
18.29%
|
|
|
5318
|
Dopkins Wealth Management
Williamsville,
New York
|
$249M
|
+$4.11M
|
+2%
|
1.59%
|
64.4%
|
95
|
17.89%
|
|
|
5319
|
Financial Guidance Group
Palm Harbor,
Florida
|
$249M
|
+$4.36M
|
+2%
|
1%
|
52%
|
90
|
2.22%
|
|
|
5320
|
Tabor Asset Management
New York
|
$249M
|
+$931K
|
+0.4%
|
4.39%
|
199%
|
49
|
53.06%
|
|
|
5321
|
Tumwater Wealth Management
Boise,
Idaho
|
$249M
|
+$3.27M
|
+1%
|
2.1%
|
–
|
37
|
13.51%
|
|
|
5322
|
Deane Retirement Strategies
New Orleans,
Louisiana
|
$249M
|
+$6.9M
|
+3%
|
11.8%
|
64.7%
|
85
|
49.41%
|
|
|
5323
|
Dupree Financial Group
Lexington,
Kentucky
|
$248M
|
-$26M
|
-9%
|
8.02%
|
–
|
86
|
24.42%
|
|
|
5324
|
FSA Investment Group
Pensacola,
Florida
|
$248M
|
+$84.4M
|
+51%
|
1.05%
|
–
|
51
|
37.25%
|
|
|
5325
|
Yarger Wealth Strategies
Westerville,
Ohio
|
$248M
|
+$15.8M
|
+7%
|
4.22%
|
55.1%
|
134
|
13.43%
|
|