|
5301
|
Baron Wealth Management
Troy,
Michigan
|
$193M
|
+$4.61M
|
+2%
|
2.61%
|
86.8%
|
200
|
18%
|
|
|
5302
|
Chartist Inc
Seal Beach,
California
|
$193M
|
-$2.16M
|
-1%
|
3.81%
|
–
|
28
|
7.14%
|
|
|
5303
|
Financial Connections Group
Corte Madera,
California
|
$193M
|
+$101M
|
+111%
|
1.9%
|
44.4%
|
349
|
54.44%
|
|
|
5304
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$193M
|
+$9.55M
|
+5%
|
0.21%
|
65.4%
|
131
|
6.11%
|
|
|
5305
|
Family Wealth Partners
Matthews,
North Carolina
|
$193M
|
+$16.2M
|
+9%
|
1.31%
|
–
|
42
|
4.76%
|
|
|
5306
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$193M
|
+$13.3M
|
+7%
|
2.53%
|
71.7%
|
141
|
17.02%
|
|
|
5307
|
Baugh & Associates
Atlanta,
Georgia
|
$193M
|
+$4.76M
|
+3%
|
1.77%
|
83.8%
|
40
|
2.5%
|
|
|
5308
|
Joseph Group Capital Management
Columbus,
Ohio
|
$193M
|
-$6.98M
|
-3%
|
0.41%
|
49.3%
|
85
|
15.29%
|
|
|
5309
|
Insight 2811 Inc
Chicago,
Illinois
|
$193M
|
-$2.14M
|
-1%
|
0.05%
|
22.2%
|
90
|
11.11%
|
|
|
5310
|
Bay Rivers Group
Williamsburg,
Virginia
|
$192M
|
+$10.2M
|
+6%
|
7.15%
|
166%
|
86
|
13.95%
|
|
|
5311
|
Birch Capital Management
Dallas,
Texas
|
$192M
|
-$103K
|
-0.1%
|
1.76%
|
48.4%
|
92
|
9.78%
|
|
|
5312
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$192M
|
-$68.3M
|
-26%
|
1.17%
|
36.8%
|
185
|
55.14%
|
|
|
5313
|
5th Street Advisors
Southport,
Connecticut
|
$192M
|
+$15.5M
|
+9%
|
0.47%
|
39.2%
|
31
|
0%
|
|
|
5314
|
Mountaineer Partners Management
New York
|
$192M
|
-$24.4M
|
-11%
|
0.39%
|
151%
|
16
|
0%
|
|
|
5315
|
ACT Advisors
Asheville,
North Carolina
|
$192M
|
+$9.63M
|
+5%
|
3.2%
|
69.8%
|
55
|
29.09%
|
|
|
5316
|
|
$192M
|
-$1.02M
|
-0.5%
|
4.23%
|
93.8%
|
36
|
11.11%
|
|
|
5317
|
Norris Financial Group
Greenville,
South Carolina
|
$192M
|
+$9.73M
|
+5%
|
5.12%
|
122%
|
86
|
23.26%
|
|
|
5318
|
HMS Capital Management
Nashville,
Tennessee
|
$192M
|
+$11.4M
|
+6%
|
4.61%
|
130%
|
113
|
9.73%
|
|
|
5319
|
|
$192M
|
+$8.94M
|
+5%
|
0.75%
|
66.7%
|
130
|
10.77%
|
|
|
5320
|
Kinloch Capital
Glen Allen,
Virginia
|
$192M
|
-$2.69M
|
-1%
|
1.15%
|
48.9%
|
80
|
10%
|
|
|
5321
|
Valence8 US
Cambridge,
Massachusetts
|
$192M
|
+$120K
|
+0.1%
|
1.88%
|
53.9%
|
9
|
0%
|
|
|
5322
|
Cherry Creek Investment Advisors
Englewood,
Colorado
|
$192M
|
+$6.99M
|
+4%
|
5.86%
|
123%
|
113
|
14.16%
|
|
|
5323
|
Grunden Financial Advisory
Denton,
Texas
|
$192M
|
+$3.5M
|
+2%
|
0%
|
–
|
26
|
7.69%
|
|
|
5324
|
Trust Company of Kansas
Wichita,
Kansas
|
$191M
|
+$7.88M
|
+4%
|
2.66%
|
87%
|
55
|
16.36%
|
|
|
5325
|
Gables Capital Management
Miami,
Florida
|
$191M
|
+$9.71M
|
+5%
|
7.42%
|
123%
|
414
|
9.66%
|
|