|
5326
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$294M
|
+$46.4M
|
+19%
|
25.4%
|
92.5%
|
141
|
15.6%
|
|
|
5327
|
Landing Point Financial Group
Avon,
Ohio
|
$294M
|
+$88.1M
|
+43%
|
13.5%
|
–
|
104
|
15.38%
|
|
|
5328
|
Weitzel Financial Services
Dubuque,
Iowa
|
$294M
|
+$28.7M
|
+11%
|
9.91%
|
42.4%
|
54
|
12.96%
|
|
|
5329
|
Wealthedge Investment Advisors
New York
|
$294M
|
+$21.8M
|
+8%
|
18%
|
–
|
160
|
22.5%
|
|
|
5330
|
Veridan Wealth
West Linn,
Oregon
|
$294M
|
+$23.6M
|
+9%
|
10.8%
|
–
|
91
|
16.48%
|
|
|
5331
|
Summit Creek Advisors
Minneapolis,
Minnesota
|
$294M
|
-$193M
|
-40%
|
21.5%
|
68.8%
|
73
|
23.29%
|
|
|
5332
|
Breakwater Investment Management
Seattle,
Washington
|
$294M
|
+$24.8M
|
+9%
|
9.05%
|
–
|
662
|
32.93%
|
|
|
5333
|
Decker Retirement Planning
Levi,
Utah
|
$294M
|
+$72.9M
|
+33%
|
34.3%
|
–
|
490
|
52.04%
|
|
|
5334
|
Aviso Wealth Management
Bellevue,
Washington
|
$294M
|
+$71.7M
|
+32%
|
24.8%
|
–
|
149
|
9.4%
|
|
|
5335
|
Meridian Financial Partners
Warrenton,
Virginia
|
$293M
|
+$30.2M
|
+11%
|
15.6%
|
73.1%
|
128
|
12.5%
|
|
|
5336
|
DC Investments Management
Mclean,
Virginia
|
$293M
|
+$32M
|
+12%
|
12.8%
|
56.3%
|
82
|
40.24%
|
|
|
5337
|
Wealth Advisors Northwest
Portland,
Oregon
|
$293M
|
+$54.8M
|
+23%
|
10.7%
|
–
|
66
|
15.15%
|
|
|
5338
|
FIDELIS iM
Medford,
Oregon
|
$293M
|
+$29M
|
+11%
|
10.7%
|
40.1%
|
27
|
7.41%
|
|
|
5339
|
Prudent Man Investment Management
Louisville,
Colorado
|
$293M
|
-$4.14M
|
-1%
|
9.04%
|
–
|
169
|
0%
|
|
|
5340
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$293M
|
+$29.6M
|
+11%
|
22.6%
|
116%
|
169
|
13.61%
|
|
|
5341
|
|
$293M
|
+$39.1M
|
+15%
|
30.4%
|
–
|
24
|
8.33%
|
|
|
5342
|
Colorado Capital Management
Boulder,
Colorado
|
$293M
|
+$24.9M
|
+9%
|
12.4%
|
53.4%
|
108
|
9.26%
|
|
|
5343
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$293M
|
+$40.6M
|
+16%
|
17.1%
|
80.7%
|
107
|
22.43%
|
|
|
5344
|
Samjo Management
New York
|
$293M
|
+$61.7M
|
+27%
|
44.8%
|
–
|
67
|
31.34%
|
|
|
5345
|
Bay Rivers Group
Williamsburg,
Virginia
|
$293M
|
+$53M
|
+22%
|
30.1%
|
166%
|
132
|
21.97%
|
|
|
5346
|
Pacifica Capital Investments
Leander,
Texas
|
$293M
|
-$843K
|
-0.3%
|
3.48%
|
70.4%
|
15
|
0%
|
|
|
5347
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$293M
|
+$39.2M
|
+15%
|
20.1%
|
93.6%
|
50
|
2%
|
|
|
5348
|
JDM Financial Group
Austin,
Texas
|
$293M
|
+$33.6M
|
+13%
|
10.2%
|
56.7%
|
339
|
8.26%
|
|
|
5349
|
Abbot Financial Management
Andover,
Massachusetts
|
$293M
|
+$53.4M
|
+22%
|
20.6%
|
102%
|
145
|
8.97%
|
|
|
5350
|
|
$293M
|
+$6.83M
|
+2%
|
0.73%
|
9.67%
|
38
|
0%
|
|