|
5376
|
LifeSteps Financial
Claremont,
California
|
$130M
|
+$10.4M
|
+9%
|
6.74%
|
88%
|
85
|
2.35%
|
|
|
5377
|
Coann Capital
Westport,
Connecticut
|
$130M
|
+$12.7M
|
+11%
|
1.25%
|
–
|
25
|
60%
|
|
|
5378
|
Smart Portfolios LLC
Seattle,
Washington
|
$130M
|
+$13.7M
|
+12%
|
3.77%
|
41.3%
|
51
|
27.45%
|
|
|
5379
|
Jetstream Capital
Brentwood,
Tennessee
|
$130M
|
-$30.6M
|
-19%
|
23.1%
|
–
|
32
|
59.38%
|
|
|
5380
|
Beaumont Asset Management
Beaumont,
Texas
|
$130M
|
+$10.7M
|
+9%
|
8.87%
|
64.3%
|
74
|
17.57%
|
|
|
5381
|
|
$130M
|
-$11.4M
|
-8%
|
7.41%
|
34.8%
|
18
|
44.44%
|
|
|
5382
|
Roth Financial Partners
Kingwood,
Texas
|
$130M
|
+$8.9M
|
+7%
|
6.51%
|
54.3%
|
24
|
4.17%
|
|
|
5383
|
Signify Wealth
Saint Louis,
Missouri
|
$130M
|
-$3.98M
|
-3%
|
1.98%
|
36.7%
|
18
|
38.89%
|
|
|
5384
|
Stevard LLC
Chicago,
Illinois
|
$130M
|
+$7.83M
|
+6%
|
9.48%
|
–
|
51
|
21.57%
|
|
|
5385
|
Aufman Associates
Sewickley,
Pennsylvania
|
$130M
|
+$9.54M
|
+8%
|
8.66%
|
76.4%
|
49
|
10.2%
|
|
|
5386
|
Monetta Financial Services
Wheaton,
Illinois
|
$130M
|
+$3.17M
|
+3%
|
9.95%
|
197%
|
42
|
21.43%
|
|
|
5387
|
Banta Asset Management
Newport Beach,
California
|
$130M
|
-$10M
|
-7%
|
1.31%
|
–
|
22
|
0%
|
|
|
5388
|
AAF Wealth Management
Westborough,
Massachusetts
|
$130M
|
+$11.8M
|
+10%
|
5.49%
|
65.8%
|
22
|
4.55%
|
|
|
5389
|
Alaethes Wealth
Glenbrook,
Nevada
|
$130M
|
+$21.6M
|
+20%
|
9.73%
|
80.5%
|
270
|
68.15%
|
|
|
5390
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$129M
|
+$15.9M
|
+14%
|
11.3%
|
138%
|
332
|
19.58%
|
|
|
5391
|
RiverGlades Family Offices
Naples,
Florida
|
$129M
|
+$6.33M
|
+5%
|
5.66%
|
–
|
81
|
4.94%
|
|
|
5392
|
Corepath Wealth Partners
Scottsdale,
Arizona
|
$129M
|
+$15.5M
|
+14%
|
4.09%
|
56%
|
38
|
5.26%
|
|
|
5393
|
Cook & Bynum Capital Management
Birmingham,
Alabama
|
$129M
|
+$6.59M
|
+5%
|
10.8%
|
39.2%
|
5
|
0%
|
|
|
5394
|
Axiom Investment Management
New York
|
$129M
|
+$6.08M
|
+5%
|
9.85%
|
–
|
213
|
34.74%
|
|
|
5395
|
Cynosure Group
Salt Lake City,
Utah
|
$129M
|
+$1.37M
|
+1%
|
7.83%
|
48.9%
|
21
|
4.76%
|
|
|
5396
|
Freed Investment Group
Boston,
Massachusetts
|
$129M
|
+$14.3M
|
+12%
|
10.4%
|
–
|
15
|
6.67%
|
|
|
5397
|
Karn Couzens & Associates
Farmington,
Connecticut
|
$129M
|
+$17.5M
|
+16%
|
6.04%
|
–
|
76
|
18.42%
|
|
|
5398
|
WFA of San Diego
San Diego,
California
|
$129M
|
+$8.4M
|
+7%
|
6.07%
|
–
|
99
|
16.16%
|
|
|
5399
|
Silicon Hills Wealth Management
Austin,
Texas
|
$129M
|
+$18.3M
|
+17%
|
7.19%
|
30.9%
|
95
|
16.84%
|
|
|
5400
|
New Perspectives Inc
Ridgeland,
Mississippi
|
$129M
|
–
|
–
|
6.3%
|
–
|
23
|
–
|
|