|
5301
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$134M
|
+$1.09M
|
+0.8%
|
8.29%
|
19.7%
|
78
|
23.08%
|
|
|
5302
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$134M
|
+$13.7M
|
+11%
|
11.8%
|
52.7%
|
135
|
8.89%
|
|
|
5303
|
Minerva Advisors
Bala Cynwyd,
Pennsylvania
|
$134M
|
+$2.36M
|
+2%
|
4.42%
|
149%
|
68
|
5.88%
|
|
|
5304
|
Cairn Investment Group
Vancouver,
Washington
|
$134M
|
+$10.6M
|
+9%
|
10.6%
|
58.6%
|
77
|
15.58%
|
|
|
5305
|
Grayhawk Investment Strategies
Calgary,
Alberta, Canada
|
$134M
|
-$13.2M
|
-9%
|
11.8%
|
20.3%
|
157
|
22.29%
|
|
|
5306
|
Genesee Capital Advisors
Auburn,
New York
|
$134M
|
+$2.84M
|
+2%
|
8.6%
|
71.5%
|
94
|
26.6%
|
|
|
5307
|
Polianta Ltd
St Helier,
Jersey
|
$134M
|
+$12.3M
|
+10%
|
10.1%
|
31.6%
|
94
|
52.13%
|
|
|
5308
|
Oakcliff Capital Partners
New York
|
$134M
|
+$15.1M
|
+13%
|
15.3%
|
119%
|
10
|
30%
|
|
|
5309
|
PATRIZIA Pty Ltd
Barton,
Australia
|
$134M
|
–
|
–
|
12.3%
|
–
|
16
|
–
|
|
|
5310
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$134M
|
+$9.43M
|
+8%
|
7.23%
|
26.9%
|
39
|
20.51%
|
|
|
5311
|
LBJ Family Wealth Advisors
Austin,
Texas
|
$134M
|
+$10.1M
|
+8%
|
7.68%
|
59%
|
23
|
4.35%
|
|
|
5312
|
Denver Wealth Management
Denver,
Colorado
|
$134M
|
+$28.4M
|
+27%
|
6.26%
|
50%
|
72
|
30.56%
|
|
|
5313
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$134M
|
+$7.35M
|
+6%
|
6.66%
|
69.9%
|
37
|
10.81%
|
|
|
5314
|
Rockingstone Advisors
Great Barrington,
Massachusetts
|
$134M
|
–
|
–
|
10.8%
|
101%
|
100
|
–
|
|
|
5315
|
Mayport LLC
Newton,
Massachusetts
|
$134M
|
+$11M
|
+9%
|
5.45%
|
48.5%
|
59
|
13.56%
|
|
|
5316
|
|
$134M
|
+$17.1M
|
+15%
|
8.46%
|
9.67%
|
57
|
35.09%
|
|
|
5317
|
Insight Wealth Partners
Plano,
Texas
|
$134M
|
+$27.7M
|
+26%
|
9.59%
|
38.9%
|
66
|
22.73%
|
|
|
5318
|
Divisadero Street Capital Management
Miami,
Florida
|
$134M
|
+$43.5M
|
+48%
|
27.6%
|
640%
|
62
|
64.52%
|
|
|
5319
|
Moneywise Inc
Forest,
Virginia
|
$134M
|
+$11.2M
|
+9%
|
7.37%
|
58%
|
52
|
15.38%
|
|
|
5320
|
First National Bank of South Miami
South Miami,
Florida
|
$134M
|
+$4.52M
|
+3%
|
9.17%
|
35.2%
|
281
|
6.05%
|
|
|
5321
|
Madden Advisory Services
Jacksonville,
Florida
|
$134M
|
+$8.52M
|
+7%
|
7.14%
|
44.7%
|
80
|
7.5%
|
|
|
5322
|
Warther Private Wealth
Akron,
Ohio
|
$134M
|
+$7.2M
|
+6%
|
10.4%
|
88.4%
|
89
|
21.35%
|
|
|
5323
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$134M
|
+$6.17M
|
+5%
|
6.12%
|
58.2%
|
117
|
11.11%
|
|
|
5324
|
Hassell Wealth Management
Houma,
Louisiana
|
$133M
|
–
|
–
|
8.62%
|
46.3%
|
21
|
–
|
|
|
5325
|
Seelaus Asset Management
Chatham,
New Jersey
|
$133M
|
+$7.48M
|
+6%
|
10.4%
|
122%
|
222
|
16.67%
|
|