|
5301
|
RiverTree Advisors
Winter Park,
Florida
|
$156M
|
+$9.68M
|
+7%
|
6.18%
|
25.4%
|
49
|
40.82%
|
|
|
5302
|
Library Research
Hong Kong
|
$156M
|
-$45.1M
|
-22%
|
18.2%
|
22.4%
|
7
|
14.29%
|
|
|
5303
|
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
|
$156M
|
+$17.3M
|
+12%
|
11.5%
|
75.2%
|
172
|
11.63%
|
|
|
5304
|
Founders Capital Management (Texas)
Houston,
Texas
|
$156M
|
+$10.1M
|
+7%
|
10.3%
|
118%
|
331
|
9.67%
|
|
|
5305
|
Moneywise Inc
Forest,
Virginia
|
$156M
|
+$2.35M
|
+2%
|
5.7%
|
58%
|
53
|
9.43%
|
|
|
5306
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$155M
|
–
|
–
|
13.9%
|
45.5%
|
229
|
–
|
|
|
5307
|
Seldon Capital
San Francisco,
California
|
$155M
|
–
|
–
|
5.86%
|
449%
|
290
|
–
|
|
|
5308
|
Crown Advisors Management
Larkspur,
California
|
$155M
|
+$13.1M
|
+9%
|
27.8%
|
216%
|
45
|
17.78%
|
|
|
5309
|
|
$155M
|
-$1.36M
|
-0.9%
|
2.3%
|
93.8%
|
40
|
12.5%
|
|
|
5310
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$155M
|
–
|
–
|
5.34%
|
36.5%
|
48
|
–
|
|
|
5311
|
Treynor Bancshares
Treynor,
Iowa
|
$155M
|
–
|
–
|
4.33%
|
3.35%
|
80
|
–
|
|
|
5312
|
CMG Global Holdings
Plano,
Texas
|
$155M
|
+$21.4M
|
+16%
|
9.95%
|
64.7%
|
88
|
7.95%
|
|
|
5313
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$155M
|
+$10.1M
|
+7%
|
7.99%
|
70.8%
|
144
|
11.81%
|
|
|
5314
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$155M
|
+$1.22M
|
+0.8%
|
9.63%
|
82.3%
|
506
|
87.55%
|
|
|
5315
|
Birchview Capital
Burlington,
Vermont
|
$155M
|
+$8.11M
|
+6%
|
4.03%
|
233%
|
70
|
12.86%
|
|
|
5316
|
Watchtower Advisors
Old Greenwich,
Connecticut
|
$155M
|
–
|
–
|
13.9%
|
272%
|
18
|
–
|
|
|
5317
|
Pachira Investments
Dana Point,
California
|
$155M
|
+$14.4M
|
+10%
|
7.24%
|
72.6%
|
33
|
9.09%
|
|
|
5318
|
Wolff Wiese Magana
Carslbad,
California
|
$155M
|
+$13M
|
+9%
|
10.1%
|
136%
|
887
|
11.61%
|
|
|
5319
|
Libra Wealth
Los Gatos,
California
|
$155M
|
–
|
–
|
3.83%
|
49.3%
|
28
|
–
|
|
|
5320
|
Benchmark Wealth Management
Old Lyme,
Connecticut
|
$155M
|
+$12.5M
|
+9%
|
6.37%
|
42.7%
|
48
|
6.25%
|
|
|
5321
|
SV Health Investors
Boston,
Massachusetts
|
$155M
|
-$49.7M
|
-24%
|
14.5%
|
97.4%
|
9
|
44.44%
|
|
|
5322
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$155M
|
+$10.3M
|
+7%
|
11.6%
|
53.4%
|
448
|
6.92%
|
|
|
5323
|
Otter Creek Advisors
Palm Beach Gardens,
Florida
|
$155M
|
-$33.7M
|
-18%
|
6.53%
|
173%
|
55
|
52.73%
|
|
|
5324
|
New Potomac Partners
Bethesda,
Maryland
|
$154M
|
+$9.52M
|
+7%
|
7.98%
|
37.2%
|
67
|
13.43%
|
|
|
5325
|
McNaughton Wealth Management
San Diego,
California
|
$154M
|
+$13M
|
+9%
|
4.8%
|
50.3%
|
51
|
7.84%
|
|