|
5376
|
Colonial River Investments
Midlothian,
Virginia
|
$202M
|
+$15.8M
|
+8%
|
7.71%
|
144%
|
231
|
31.6%
|
|
|
5377
|
Riverwater Partners
Milwaukee,
Wisconsin
|
$201M
|
+$66.5M
|
+49%
|
11.3%
|
85.5%
|
219
|
21%
|
|
|
5378
|
FWG Holdings
Winter Park,
Florida
|
$201M
|
+$2.14M
|
+1%
|
4.74%
|
70.6%
|
108
|
9.26%
|
|
|
5379
|
Bay Rivers Group
Williamsburg,
Virginia
|
$201M
|
+$8.89M
|
+5%
|
5.69%
|
166%
|
85
|
7.06%
|
|
|
5380
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$201M
|
+$31M
|
+18%
|
4.17%
|
–
|
104
|
9.62%
|
|
|
5381
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$201M
|
+$17.2M
|
+9%
|
7.78%
|
90.1%
|
232
|
9.05%
|
|
|
5382
|
Hutner Capital Management
Manchester,
Vermont
|
$201M
|
+$18.5M
|
+10%
|
10.6%
|
53.7%
|
45
|
2.22%
|
|
|
5383
|
Insight 2811 Inc
Chicago,
Illinois
|
$201M
|
+$8.27M
|
+4%
|
4.96%
|
22.2%
|
91
|
7.69%
|
|
|
5384
|
NewGen Asset Management
Toronto,
Ontario, Canada
|
$201M
|
-$29.3M
|
-13%
|
10.8%
|
391%
|
41
|
58.54%
|
|
|
5385
|
Landmark Wealth Management (Illinois)
Normal,
Illinois
|
$201M
|
+$19.1M
|
+11%
|
6.4%
|
–
|
42
|
2.38%
|
|
|
5386
|
Red Tortoise LLC
Atlanta,
Georgia
|
$201M
|
+$15.2M
|
+8%
|
6.97%
|
43.7%
|
577
|
2.77%
|
|
|
5387
|
Taylor Frigon Capital Management
Scottsdale,
Arizona
|
$201M
|
-$9.41M
|
-4%
|
9.23%
|
131%
|
94
|
13.83%
|
|
|
5388
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$201M
|
+$60.4M
|
+43%
|
5.93%
|
–
|
41
|
0%
|
|
|
5389
|
FOCUS Wealth Advisors
Houston,
Texas
|
$201M
|
+$5.68M
|
+3%
|
6.03%
|
63.8%
|
60
|
1.67%
|
|
|
5390
|
Powers Advisory Group
Highland,
Illinois
|
$200M
|
+$17.1M
|
+9%
|
6.72%
|
37.5%
|
101
|
7.92%
|
|
|
5391
|
Agate Pass Investment Management
Bainbridge Island,
Washington
|
$200M
|
+$12.4M
|
+7%
|
7.74%
|
68%
|
96
|
4.17%
|
|
|
5392
|
Hillcrest Wealth Advisors
Hazlet,
New Jersey
|
$200M
|
+$14.6M
|
+8%
|
6.65%
|
55%
|
48
|
4.17%
|
|
|
5393
|
Ridgewood Investments
Springfield,
New Jersey
|
$200M
|
+$406K
|
+0.2%
|
7.78%
|
–
|
823
|
15.07%
|
|
|
5394
|
1492 Capital Management
Milwaukee,
Wisconsin
|
$200M
|
+$23.3M
|
+13%
|
21.9%
|
187%
|
113
|
26.55%
|
|
|
5395
|
Sitrin Capital Management
Century City,
California
|
$200M
|
+$12M
|
+6%
|
5.88%
|
97%
|
44
|
6.82%
|
|
|
5396
|
Fortress Wealth Management
Culver City,
California
|
$200M
|
+$4.68M
|
+2%
|
5.61%
|
52.1%
|
72
|
6.94%
|
|
|
5397
|
Choice Wealth Advisors
Waterville,
Maine
|
$200M
|
+$11.6M
|
+6%
|
5.65%
|
52.3%
|
31
|
9.68%
|
|
|
5398
|
Private Wealth Group
Tampa,
Florida
|
$200M
|
+$9.65M
|
+5%
|
6.42%
|
48.2%
|
67
|
17.91%
|
|
|
5399
|
Members Advisory Group
Williamsville,
New York
|
$200M
|
+$16.8M
|
+9%
|
5.7%
|
70.6%
|
36
|
19.44%
|
|
|
5400
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$200M
|
+$21.3M
|
+12%
|
6.73%
|
64.9%
|
153
|
29.41%
|
|