|
5376
|
Weitzel Financial Services
Dubuque,
Iowa
|
$246M
|
+$9.9M
|
+4%
|
4.5%
|
42.4%
|
49
|
4.08%
|
|
|
5377
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$246M
|
+$22.1M
|
+10%
|
10.2%
|
92%
|
78
|
6.41%
|
|
|
5378
|
Moerus Capital Management
New York
|
$246M
|
+$11.7M
|
+5%
|
11.8%
|
220%
|
14
|
7.14%
|
|
|
5379
|
Grunden Financial Advisory
Denton,
Texas
|
$246M
|
+$19.5M
|
+9%
|
4.93%
|
–
|
32
|
6.25%
|
|
|
5380
|
Mills Wealth Advisors
Southlake,
Texas
|
$246M
|
+$27.7M
|
+13%
|
4.39%
|
37.4%
|
74
|
12.16%
|
|
|
5381
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$246M
|
+$16M
|
+7%
|
6.65%
|
57.2%
|
38
|
2.63%
|
|
|
5382
|
Kensington Investment Counsel
Long Beach,
California
|
$246M
|
+$12.3M
|
+5%
|
4.8%
|
81.9%
|
108
|
10.19%
|
|
|
5383
|
RFP Financial Group
Atlanta,
Georgia
|
$246M
|
+$3.34M
|
+1%
|
6.53%
|
53.2%
|
112
|
25.89%
|
|
|
5384
|
Parkshore Wealth Management
Granite Bay,
California
|
$245M
|
+$40.8M
|
+20%
|
7.71%
|
–
|
70
|
11.43%
|
|
|
5385
|
Red Spruce Capital
Berwyn,
Pennsylvania
|
$245M
|
+$14.5M
|
+6%
|
7.88%
|
93.3%
|
93
|
4.3%
|
|
|
5386
|
GP Brinson Investments
Chicago,
Illinois
|
$245M
|
+$10.7M
|
+5%
|
4.67%
|
45.5%
|
16
|
0%
|
|
|
5387
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$245M
|
+$12.7M
|
+5%
|
4.24%
|
33.9%
|
178
|
7.87%
|
|
|
5388
|
Keeler Thomas Management
Orem,
Utah
|
$245M
|
+$12.7M
|
+5%
|
2.94%
|
46.1%
|
110
|
9.09%
|
|
|
5389
|
Northstar Advisory Group
Northfield,
New Jersey
|
$245M
|
+$40.1M
|
+20%
|
13%
|
141%
|
122
|
27.05%
|
|
|
5390
|
Long Corridor Asset Management
Hong Kong
|
$245M
|
-$32.5M
|
-12%
|
11.8%
|
73.6%
|
25
|
40%
|
|
|
5391
|
Caerus Investment Advisors
West Lake Hills,
Texas
|
$245M
|
+$140M
|
+133%
|
9.97%
|
85%
|
270
|
87.78%
|
|
|
5392
|
Beacon Investment Advisors
Gaithersburg,
Maryland
|
$244M
|
+$12.6M
|
+5%
|
4.78%
|
96.4%
|
167
|
5.39%
|
|
|
5393
|
AMS Capital
Sao Paulo,
Brazil
|
$244M
|
-$20.3M
|
-8%
|
3.43%
|
63.1%
|
18
|
38.89%
|
|
|
5394
|
Towerpoint Wealth
Sacramento,
California
|
$244M
|
+$18.8M
|
+8%
|
7.08%
|
62.4%
|
94
|
9.57%
|
|
|
5395
|
AJ Advisors
Nashville,
Tennessee
|
$244M
|
+$19.6M
|
+9%
|
5.87%
|
59.8%
|
38
|
7.89%
|
|
|
5396
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$244M
|
+$15.8M
|
+7%
|
5.75%
|
95.7%
|
140
|
9.29%
|
|
|
5397
|
1 North Wealth Services
Annapolis,
Maryland
|
$244M
|
-$7.87M
|
-3%
|
5.84%
|
–
|
271
|
6.27%
|
|
|
5398
|
Brightline Capital Management
Miami,
Florida
|
$244M
|
+$11.8M
|
+5%
|
45.6%
|
810%
|
16
|
43.75%
|
|
|
5399
|
Strathmore Capital Advisors
Charlotte,
North Carolina
|
$244M
|
+$17.7M
|
+8%
|
6.84%
|
–
|
108
|
7.41%
|
|
|
5400
|
Wills Financial Group
Richmond,
Virginia
|
$244M
|
+$13.4M
|
+6%
|
7.05%
|
57.5%
|
71
|
8.45%
|
|