|
5351
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$249M
|
+$24M
|
+11%
|
10.4%
|
117%
|
251
|
9.16%
|
|
|
5352
|
Security Benefit Life Insurance Company
Topeka,
Kansas
|
$249M
|
+$36.7M
|
+17%
|
21.7%
|
60.6%
|
20
|
10%
|
|
|
5353
|
Applied Capital
Little Rock,
Arkansas
|
$248M
|
+$20.9M
|
+9%
|
6.18%
|
52.6%
|
48
|
4.17%
|
|
|
5354
|
Garner Asset Management Corp
Plano,
Texas
|
$248M
|
+$31.9M
|
+15%
|
6.89%
|
95.3%
|
156
|
5.77%
|
|
|
5355
|
Bigelow Investment Advisors
Portland,
Maine
|
$248M
|
+$21.1M
|
+9%
|
7.57%
|
67.1%
|
152
|
5.26%
|
|
|
5356
|
|
$248M
|
+$27.4M
|
+12%
|
21.2%
|
169%
|
98
|
23.47%
|
|
|
5357
|
Kondo Wealth Advisors
Pasadena,
California
|
$248M
|
+$21.5M
|
+9%
|
6.68%
|
–
|
69
|
4.35%
|
|
|
5358
|
Miller Wealth Advisors
Ridgeway,
Colorado
|
$248M
|
+$34.2M
|
+16%
|
16.7%
|
117%
|
111
|
11.71%
|
|
|
5359
|
ACT Advisors
Asheville,
North Carolina
|
$248M
|
+$31.5M
|
+15%
|
6.82%
|
69.8%
|
79
|
29.11%
|
|
|
5360
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
$248M
|
+$31.3M
|
+14%
|
9.84%
|
–
|
358
|
28.77%
|
|
|
5361
|
WJ Interests
Sugar Land,
Texas
|
$248M
|
+$13.8M
|
+6%
|
6.8%
|
50.6%
|
26
|
15.38%
|
|
|
5362
|
GHE LLC
Memphis,
Tennessee
|
$248M
|
+$24.4M
|
+11%
|
12.5%
|
188%
|
35
|
2.86%
|
|
|
5363
|
Seneca House Advisors
Richmond,
Virginia
|
$248M
|
+$12.2M
|
+5%
|
7.73%
|
58.2%
|
95
|
17.89%
|
|
|
5364
|
Segra Capital Management
Palm Beach,
Florida
|
$247M
|
-$115M
|
-32%
|
48.3%
|
37.2%
|
12
|
75%
|
|
|
5365
|
Jackson Square Partners
Larkspur,
California
|
$247M
|
-$23.1M
|
-9%
|
9.91%
|
102%
|
58
|
25.86%
|
|
|
5366
|
Quantum Financial Planning Services
Spokane,
Washington
|
$247M
|
+$34.8M
|
+16%
|
5.3%
|
–
|
52
|
17.31%
|
|
|
5367
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$247M
|
+$18M
|
+8%
|
5.79%
|
41.6%
|
201
|
11.94%
|
|
|
5368
|
1492 Capital Management
Milwaukee,
Wisconsin
|
$247M
|
+$30.1M
|
+14%
|
11.8%
|
332%
|
126
|
20.63%
|
|
|
5369
|
BCU Wealth Advisors
Vernon Hills,
Illinois
|
$247M
|
+$24.5M
|
+11%
|
6.27%
|
–
|
61
|
8.2%
|
|
|
5370
|
Tealwood Asset Management
Minneapolis,
Minnesota
|
$247M
|
+$22.4M
|
+10%
|
8.02%
|
121%
|
136
|
9.56%
|
|
|
5371
|
Caden Capital Partners
Santa Monica,
California
|
$247M
|
-$54.1M
|
-18%
|
5.85%
|
19.1%
|
12
|
16.67%
|
|
|
5372
|
Avalon Advisory Group
Wexford,
Pennsylvania
|
$247M
|
+$13.9M
|
+6%
|
5.55%
|
41.4%
|
18
|
11.11%
|
|
|
5373
|
Evergreen Private Wealth
Greenwood Village,
Colorado
|
$247M
|
+$8.02M
|
+3%
|
6.26%
|
–
|
299
|
23.75%
|
|
|
5374
|
Swan Capital
Pensacola,
Florida
|
$247M
|
+$16.4M
|
+7%
|
5.47%
|
47.9%
|
558
|
26.34%
|
|
|
5375
|
ANB Bank
Denver,
Colorado
|
$247M
|
+$23.9M
|
+11%
|
7.08%
|
–
|
137
|
18.98%
|
|