|
5301
|
WJ Interests
Sugar Land,
Texas
|
$215M
|
+$7.74M
|
+4%
|
0.36%
|
50.6%
|
23
|
30.43%
|
|
|
5302
|
NKCFO LLC
Geneva,
Illinois
|
$215M
|
-$12.4M
|
-5%
|
12.4%
|
211%
|
133
|
57.89%
|
|
|
5303
|
Freedom Financial Partners
Oakdale,
Minnesota
|
$215M
|
+$7.44M
|
+4%
|
1.65%
|
–
|
79
|
16.46%
|
|
|
5304
|
Colorado Capital Management
Boulder,
Colorado
|
$215M
|
+$8.21M
|
+4%
|
2.36%
|
53.4%
|
103
|
15.53%
|
|
|
5305
|
Sherbrooke Park Advisers
White Plains,
New York
|
$215M
|
-$98.7M
|
-31%
|
6.04%
|
9.59%
|
988
|
70.34%
|
|
|
5306
|
Crescent Park Management
East Palo Alto,
California
|
$215M
|
-$46.5M
|
-18%
|
14.4%
|
87%
|
37
|
8.11%
|
|
|
5307
|
Madden Advisory Services
Jacksonville,
Florida
|
$215M
|
-$835K
|
-0.4%
|
1.19%
|
52.3%
|
101
|
1.98%
|
|
|
5308
|
Logan Stone Capital
Chicago,
Illinois
|
$215M
|
-$84.1M
|
-28%
|
1.45%
|
43.9%
|
120
|
46.67%
|
|
|
5309
|
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
|
$215M
|
+$418K
|
+0.2%
|
1.62%
|
75.2%
|
148
|
3.38%
|
|
|
5310
|
Norris Financial Group
Greenville,
South Carolina
|
$214M
|
+$1.46M
|
+0.7%
|
1.15%
|
142%
|
104
|
39.42%
|
|
|
5311
|
Ridgewood Investments
Springfield,
New Jersey
|
$214M
|
+$6.93M
|
+3%
|
2.15%
|
–
|
754
|
15.52%
|
|
|
5312
|
Sivia Capital Partners
Mill Valley,
California
|
$214M
|
+$13.1M
|
+7%
|
5.05%
|
–
|
307
|
38.76%
|
|
|
5313
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$214M
|
-$19.3M
|
-8%
|
1.28%
|
40%
|
79
|
8.86%
|
|
|
5314
|
EQ LLC
Bellevue,
Washington
|
$214M
|
+$1.26M
|
+0.6%
|
0.88%
|
72.9%
|
68
|
13.24%
|
|
|
5315
|
Evergreen Private Wealth
Greenwood Village,
Colorado
|
$214M
|
+$527K
|
+0.2%
|
0.06%
|
–
|
207
|
13.04%
|
|
|
5316
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$214M
|
-$6.53M
|
-3%
|
1.57%
|
41.6%
|
180
|
5%
|
|
|
5317
|
Bluestem Financial Advisors
Champaign,
Illinois
|
$214M
|
+$1.34M
|
+0.6%
|
1.1%
|
39.5%
|
28
|
3.57%
|
|
|
5318
|
Saxon Interests
Houston,
Texas
|
$214M
|
-$13.4M
|
-6%
|
1.9%
|
73%
|
209
|
21.05%
|
|
|
5319
|
OV Management
Minneapolis,
Minnesota
|
$214M
|
-$1.69M
|
-0.8%
|
7.6%
|
–
|
60
|
11.67%
|
|
|
5320
|
Luken Investment Analytics
Brentwood,
Tennessee
|
$214M
|
-$2.35M
|
-1%
|
3.09%
|
47.6%
|
161
|
23.6%
|
|
|
5321
|
Altus Wealth Management
Ft Mitchell,
Kentucky
|
$214M
|
-$9.99M
|
-4%
|
3.56%
|
68.8%
|
41
|
0%
|
|
|
5322
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$214M
|
-$12.5M
|
-6%
|
3.81%
|
68.6%
|
148
|
13.51%
|
|
|
5323
|
Lifelong Wealth Advisors
Arden Hills,
Minnesota
|
$213M
|
-$9.03M
|
-4%
|
4.13%
|
–
|
71
|
11.27%
|
|
|
5324
|
Valence8 US
Cambridge,
Massachusetts
|
$213M
|
+$5.11M
|
+2%
|
0.44%
|
69.9%
|
10
|
0%
|
|
|
5325
|
Potentia Wealth
San Jose,
California
|
$213M
|
-$11.7M
|
-5%
|
2.4%
|
–
|
98
|
9.18%
|
|