|
5401
|
Decade Renewable Partners
Houston,
Texas
|
$174M
|
+$8.91M
|
+5%
|
4.85%
|
–
|
39
|
46.15%
|
|
|
5402
|
Baugh & Associates
Atlanta,
Georgia
|
$174M
|
+$14.1M
|
+9%
|
10.8%
|
83.8%
|
39
|
5.13%
|
|
|
5403
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$174M
|
+$17.8M
|
+11%
|
10.1%
|
67.2%
|
157
|
18.47%
|
|
|
5404
|
John W. Brooker & Co
Oakland,
California
|
$173M
|
+$15.2M
|
+10%
|
7.93%
|
38.4%
|
73
|
12.33%
|
|
|
5405
|
Tandem Wealth Advisors
Phoenix,
Arizona
|
$173M
|
+$9.76M
|
+6%
|
9.07%
|
43.1%
|
68
|
16.18%
|
|
|
5406
|
Pelion Inc
Salt Lake City,
Utah
|
$173M
|
-$16.9M
|
-9%
|
0.29%
|
16.9%
|
4
|
0%
|
|
|
5407
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$173M
|
-$30.4M
|
-15%
|
9.28%
|
75.5%
|
504
|
5.95%
|
|
|
5408
|
Ayrshire Capital Management
Westport,
Connecticut
|
$173M
|
+$18.6M
|
+12%
|
12.1%
|
78.4%
|
51
|
13.73%
|
|
|
5409
|
KM Capital Management
Austin,
Texas
|
$173M
|
+$27M
|
+18%
|
10.3%
|
60.8%
|
47
|
21.28%
|
|
|
5410
|
Creative Capital Management Investments
San Diego,
California
|
$173M
|
+$27.1M
|
+19%
|
10.3%
|
50.7%
|
245
|
14.69%
|
|
|
5411
|
Left Brain Wealth Management
Naperville,
Illinois
|
$173M
|
+$12.2M
|
+8%
|
12.2%
|
357%
|
85
|
9.41%
|
|
|
5412
|
Kiely Wealth Advisory Group
Kernersville,
North Carolina
|
$173M
|
–
|
–
|
4.56%
|
–
|
267
|
–
|
|
|
5413
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
$173M
|
+$13.5M
|
+8%
|
10.4%
|
97.3%
|
149
|
8.05%
|
|
|
5414
|
Lodestone Wealth Management
Spokane,
Washington
|
$173M
|
+$30M
|
+21%
|
11.3%
|
81.1%
|
146
|
17.12%
|
|
|
5415
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$173M
|
+$22M
|
+15%
|
7.84%
|
137%
|
65
|
20%
|
|
|
5416
|
Longitude (Cayman)
Grand Cayman,
Cayman Islands
|
$173M
|
+$15.4M
|
+10%
|
26.7%
|
–
|
63
|
26.98%
|
|
|
5417
|
Purus Wealth Management
Newport Beach,
California
|
$173M
|
+$24.4M
|
+16%
|
15.1%
|
156%
|
125
|
11.2%
|
|
|
5418
|
Derbend Asset Management
Peachtree City,
Georgia
|
$173M
|
+$25.8M
|
+18%
|
9.22%
|
23.9%
|
111
|
20.72%
|
|
|
5419
|
Idaho Trust Bank
Boise,
Idaho
|
$173M
|
+$18.9M
|
+12%
|
9.41%
|
47.5%
|
86
|
12.79%
|
|
|
5420
|
Sequent Asset Management
Houston,
Texas
|
$173M
|
+$81.4M
|
+89%
|
4.94%
|
51.3%
|
82
|
40.24%
|
|
|
5421
|
Agate Pass Investment Management
Bainbridge Island,
Washington
|
$172M
|
+$24.9M
|
+17%
|
8.21%
|
68%
|
100
|
19%
|
|
|
5422
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$172M
|
+$9.36M
|
+6%
|
11%
|
95.1%
|
178
|
8.43%
|
|
|
5423
|
Seneca Financial Advisors
Rochester,
New York
|
$172M
|
+$26.3M
|
+18%
|
9.25%
|
47.3%
|
58
|
15.52%
|
|
|
5424
|
First City Capital Management
Savannah,
Georgia
|
$172M
|
+$13M
|
+8%
|
9.22%
|
76.5%
|
173
|
10.98%
|
|
|
5425
|
Joseph Group Capital Management
Columbus,
Ohio
|
$172M
|
+$33.4M
|
+24%
|
10%
|
58.4%
|
87
|
16.09%
|
|