|
5401
|
Blue Barn Wealth
Orem,
Utah
|
$168M
|
+$16M
|
+11%
|
10.1%
|
46.4%
|
139
|
24.46%
|
|
|
5402
|
Colonial River Investments
Midlothian,
Virginia
|
$168M
|
+$15.1M
|
+10%
|
10.1%
|
144%
|
210
|
32.86%
|
|
|
5403
|
Montis Financial
Waltham,
Massachusetts
|
$168M
|
+$18.9M
|
+13%
|
9.51%
|
44%
|
78
|
21.79%
|
|
|
5404
|
Northstar Advisory Group
Northfield,
New Jersey
|
$168M
|
+$30.9M
|
+23%
|
11.6%
|
141%
|
111
|
29.73%
|
|
|
5405
|
New Potomac Partners
Bethesda,
Maryland
|
$168M
|
+$22.8M
|
+16%
|
10.7%
|
37.2%
|
88
|
18.18%
|
|
|
5406
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$168M
|
+$34.5M
|
+26%
|
10.2%
|
53.3%
|
69
|
23.19%
|
|
|
5407
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$168M
|
+$16.2M
|
+11%
|
10.1%
|
52.8%
|
99
|
16.16%
|
|
|
5408
|
Vision One Management Partners
Miami,
Florida
|
$168M
|
–
|
–
|
35.1%
|
–
|
8
|
–
|
|
|
5409
|
Patrick Mauro Investment Advisor
Oak Brook,
Illinois
|
$168M
|
+$13.6M
|
+9%
|
8.49%
|
28.4%
|
43
|
4.65%
|
|
|
5410
|
Westhampton Capital
Winston-Salem,
North Carolina
|
$168M
|
+$12.6M
|
+8%
|
10.7%
|
95.6%
|
122
|
9.02%
|
|
|
5411
|
Jade Capital Advisors
Essex Fells,
New Jersey
|
$168M
|
+$56.6M
|
+51%
|
17.9%
|
28.9%
|
105
|
59.05%
|
|
|
5412
|
Ally Bridge Group
New York
|
$168M
|
+$82.6M
|
+97%
|
25.8%
|
942%
|
26
|
42.31%
|
|
|
5413
|
Slotnik Capital
Dallas,
Texas
|
$168M
|
–
|
–
|
23.3%
|
–
|
18
|
–
|
|
|
5414
|
FWG Holdings
Winter Park,
Florida
|
$168M
|
+$17.8M
|
+12%
|
9.08%
|
70.6%
|
106
|
16.04%
|
|
|
5415
|
Monumental Financial Group
Rockville,
Maryland
|
$168M
|
+$17.5M
|
+12%
|
9.25%
|
18.2%
|
45
|
15.56%
|
|
|
5416
|
TKG Advisors
Valparaiso,
Indiana
|
$168M
|
+$17.5M
|
+12%
|
9.8%
|
104%
|
112
|
25%
|
|
|
5417
|
Stonebridge Advisors
Wilton,
Connecticut
|
$168M
|
+$31.4M
|
+23%
|
7.01%
|
2.4%
|
5
|
0%
|
|
|
5418
|
Prospect Hill Management
Short Hills,
New Jersey
|
$168M
|
+$16.4M
|
+11%
|
11.5%
|
93.9%
|
15
|
0%
|
|
|
5419
|
Hiddenite Capital Partners
New York
|
$167M
|
+$18M
|
+12%
|
12.3%
|
363%
|
55
|
67.27%
|
|
|
5420
|
Centennial Bank
Conway,
Arkansas
|
$167M
|
+$22.6M
|
+16%
|
11.8%
|
56.6%
|
334
|
7.19%
|
|
|
5421
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$167M
|
+$19.7M
|
+13%
|
9.4%
|
54.9%
|
143
|
13.29%
|
|
|
5422
|
Altus Wealth Management
Ft Mitchell,
Kentucky
|
$167M
|
+$23.2M
|
+16%
|
11%
|
68.8%
|
40
|
12.5%
|
|
|
5423
|
Sage Capital Management
Stockton,
New Jersey
|
$167M
|
–
|
–
|
12%
|
–
|
147
|
–
|
|
|
5424
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$167M
|
+$5.8M
|
+4%
|
8.79%
|
53.5%
|
48
|
16.67%
|
|
|
5425
|
Beaton Management Company
Haverhill,
Massachusetts
|
$167M
|
+$13.1M
|
+8%
|
9.42%
|
79.9%
|
135
|
5.93%
|
|