|
5301
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$230M
|
+$23.7M
|
+11%
|
9.41%
|
57.2%
|
37
|
5.41%
|
|
|
5302
|
Greenbush Financial Group
Albany,
New York
|
$230M
|
+$28.5M
|
+14%
|
9.49%
|
–
|
33
|
3.03%
|
|
|
5303
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$229M
|
+$2.62M
|
+1%
|
14.9%
|
105%
|
97
|
24.74%
|
|
|
5304
|
Stenahm Asset Management
Guernsey
|
$229M
|
-$16.3M
|
-7%
|
10.4%
|
–
|
33
|
42.42%
|
|
|
5305
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$229M
|
+$15.4M
|
+7%
|
5.19%
|
35.8%
|
188
|
11.17%
|
|
|
5306
|
Cherokee Insurance
Sterling Heights,
Michigan
|
$229M
|
+$2.92M
|
+1%
|
1.36%
|
–
|
124
|
2.42%
|
|
|
5307
|
Register Financial Advisors
Atlanta,
Georgia
|
$229M
|
+$36.9M
|
+19%
|
16.3%
|
126%
|
347
|
15.85%
|
|
|
5308
|
Wittenberg Investment Management
Carlisle,
Massachusetts
|
$229M
|
+$7.21M
|
+3%
|
4.82%
|
86.2%
|
80
|
12.5%
|
|
|
5309
|
Bayforest Capital
London,
United Kingdom
|
$229M
|
-$725K
|
-0.3%
|
10.6%
|
–
|
939
|
48.35%
|
|
|
5310
|
Game Plan Financial Advisors
Westlake,
Ohio
|
$229M
|
+$22.9M
|
+11%
|
13.3%
|
–
|
398
|
24.37%
|
|
|
5311
|
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
|
$229M
|
+$42.1M
|
+23%
|
15.9%
|
59.2%
|
23
|
26.09%
|
|
|
5312
|
Viola Ventures VC Management 4
Herzliya,
Israel
|
$229M
|
+$30.1M
|
+15%
|
59.1%
|
79.1%
|
4
|
25%
|
|
|
5313
|
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
|
$229M
|
+$26.2M
|
+13%
|
9.07%
|
50.2%
|
66
|
15.15%
|
|
|
5314
|
Palisades Investment Partners
Santa Monica,
California
|
$229M
|
+$29.5M
|
+15%
|
25.1%
|
–
|
42
|
11.9%
|
|
|
5315
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$228M
|
+$21M
|
+10%
|
6.47%
|
95.7%
|
135
|
14.07%
|
|
|
5316
|
Decatur Capital Management
Decatur,
Georgia
|
$228M
|
+$35.6M
|
+18%
|
21.9%
|
132%
|
42
|
9.52%
|
|
|
5317
|
Curio Wealth
Annapolis,
Maryland
|
$228M
|
+$36.3M
|
+19%
|
6.99%
|
–
|
409
|
16.14%
|
|
|
5318
|
Horizon Investment Services
Hammond,
Indiana
|
$228M
|
+$22.4M
|
+11%
|
19.1%
|
168%
|
130
|
21.54%
|
|
|
5319
|
Stonehill Capital Management
New York
|
$228M
|
-$99.7M
|
-30%
|
14.6%
|
145%
|
17
|
47.06%
|
|
|
5320
|
Luken Investment Analytics
Brentwood,
Tennessee
|
$228M
|
+$14.6M
|
+7%
|
8.66%
|
47.6%
|
153
|
7.19%
|
|
|
5321
|
Verde Servicos Internacionais
Sao Paulo,
Brazil
|
$228M
|
+$53.1M
|
+30%
|
19.4%
|
120%
|
50
|
66%
|
|
|
5322
|
Vantage Point Financial
Lisle,
Illinois
|
$228M
|
+$29.5M
|
+15%
|
9.35%
|
–
|
153
|
17.65%
|
|
|
5323
|
Scholtz & Company
Stamford,
Connecticut
|
$228M
|
+$25.8M
|
+13%
|
15.2%
|
82.6%
|
54
|
9.26%
|
|
|
5324
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$228M
|
+$12.2M
|
+6%
|
4.83%
|
40%
|
286
|
8.04%
|
|
|
5325
|
Vivid Wealth Management
West Des Moines,
Iowa
|
$228M
|
+$27.8M
|
+14%
|
18.3%
|
–
|
67
|
16.42%
|
|