|
5376
|
WFA of San Diego
San Diego,
California
|
$131M
|
+$19.7M
|
+18%
|
6.91%
|
–
|
475
|
81.47%
|
|
|
5377
|
Orleans Capital Management
Mandeville,
Louisiana
|
$131M
|
+$11.1M
|
+9%
|
11.3%
|
67.9%
|
79
|
3.8%
|
|
|
5378
|
Ballew Advisors
Jackson,
Mississippi
|
$131M
|
+$19.1M
|
+17%
|
7.85%
|
62.3%
|
107
|
18.69%
|
|
|
5379
|
Stewart Asset Management
New York
|
$130M
|
-$7.33M
|
-5%
|
6.7%
|
42.5%
|
29
|
10.34%
|
|
|
5380
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$130M
|
+$8.43M
|
+7%
|
8.83%
|
42.9%
|
169
|
15.38%
|
|
|
5381
|
New Perspectives Inc
Ridgeland,
Mississippi
|
$130M
|
+$14.3M
|
+12%
|
6.85%
|
–
|
24
|
25%
|
|
|
5382
|
Mork Capital Management
Healdsburg,
California
|
$130M
|
+$28.5M
|
+28%
|
13.3%
|
45.7%
|
137
|
31.39%
|
|
|
5383
|
Essential Planning
Portsmouth,
New Hampshire
|
$130M
|
+$113M
|
+652%
|
4.46%
|
32.7%
|
43
|
53.49%
|
|
|
5384
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$130M
|
+$5.18M
|
+4%
|
7.39%
|
57.6%
|
149
|
6.71%
|
|
|
5385
|
University of Chicago
Chicago,
Illinois
|
$130M
|
–
|
–
|
2.49%
|
19.1%
|
5
|
–
|
|
|
5386
|
ETF Store
Overland Park,
Kansas
|
$130M
|
+$15.4M
|
+13%
|
6.66%
|
44.8%
|
94
|
13.83%
|
|
|
5387
|
Granite FO LLC
Bedford,
New Hampshire
|
$130M
|
–
|
–
|
11.7%
|
111%
|
142
|
–
|
|
|
5388
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$130M
|
+$5.77M
|
+5%
|
14.5%
|
83.8%
|
257
|
5.06%
|
|
|
5389
|
Gates Foundation
Seattle,
Washington
|
$130M
|
+$3.28M
|
+3%
|
10.3%
|
58.1%
|
10
|
10%
|
|
|
5390
|
Medina Value Partners
Los Angeles,
California
|
$130M
|
+$34.5M
|
+36%
|
31.4%
|
78.1%
|
19
|
63.16%
|
|
|
5391
|
Horiko Capital Management
New York
|
$130M
|
+$5.81M
|
+5%
|
6.2%
|
158%
|
27
|
0%
|
|
|
5392
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$130M
|
+$14.2M
|
+12%
|
11.2%
|
138%
|
333
|
8.41%
|
|
|
5393
|
Pursue Wealth Partners
Clayton,
California
|
$129M
|
-$9.6M
|
-7%
|
3.09%
|
94.9%
|
117
|
23.08%
|
|
|
5394
|
Clearview Wealth Advisors
Salem,
Oregon
|
$129M
|
+$3.26M
|
+3%
|
8.73%
|
45.2%
|
669
|
13.45%
|
|
|
5395
|
Robbins Farley
Bedford,
New Hampshire
|
$129M
|
+$7.55M
|
+6%
|
12.3%
|
98.2%
|
194
|
23.2%
|
|
|
5396
|
Bellevue Asset Management
Bellevue,
Washington
|
$129M
|
+$633K
|
+0.5%
|
6.44%
|
51%
|
507
|
7.69%
|
|
|
5397
|
Southern Capital Advisors
Jackson,
Tennessee
|
$129M
|
+$6.97M
|
+6%
|
9.98%
|
58.2%
|
78
|
20.51%
|
|
|
5398
|
Vienna Insurance Group
Warsaw,
Poland
|
$129M
|
-$12.5M
|
-9%
|
7.63%
|
88.1%
|
39
|
23.08%
|
|
|
5399
|
Aquila Investment Management
New York
|
$129M
|
-$4.67M
|
-3%
|
10.1%
|
53.3%
|
106
|
31.13%
|
|
|
5400
|
OnyxPoint Global Management
New York
|
$129M
|
–
|
–
|
10.2%
|
206%
|
10
|
–
|
|