|
5401
|
Horrell Capital Management
Little Rock,
Arkansas
|
$238M
|
-$8.32M
|
-3%
|
8.07%
|
55.1%
|
199
|
8.54%
|
|
|
5402
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$238M
|
+$24.3M
|
+11%
|
5.54%
|
51.4%
|
525
|
6.67%
|
|
|
5403
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$238M
|
+$29.3M
|
+14%
|
7.02%
|
56%
|
85
|
10.59%
|
|
|
5404
|
Bay Rivers Group
Williamsburg,
Virginia
|
$237M
|
+$18.9M
|
+9%
|
12.8%
|
166%
|
95
|
9.47%
|
|
|
5405
|
Greykasell Wealth Strategies
Danville,
California
|
$237M
|
+$28.8M
|
+14%
|
8.11%
|
–
|
412
|
25.97%
|
|
|
5406
|
Asset Planning Services Inc
Covington,
Louisiana
|
$237M
|
+$19.8M
|
+9%
|
10.2%
|
117%
|
36
|
8.33%
|
|
|
5407
|
Carmel Capital Partners
San Diego,
California
|
$237M
|
-$48M
|
-17%
|
9.25%
|
65.1%
|
160
|
38.75%
|
|
|
5408
|
|
$237M
|
+$3.87M
|
+2%
|
9.62%
|
90.4%
|
41
|
12.2%
|
|
|
5409
|
McNaughton Wealth Management
San Diego,
California
|
$237M
|
+$12.9M
|
+6%
|
6.53%
|
50.3%
|
76
|
6.58%
|
|
|
5410
|
Bowman & Company
Oshkosh,
Wisconsin
|
$237M
|
+$12.9M
|
+6%
|
7%
|
59.7%
|
110
|
2.73%
|
|
|
5411
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$237M
|
+$21M
|
+10%
|
6.6%
|
53.8%
|
96
|
12.5%
|
|
|
5412
|
Guardian Financial Partners
Orange,
California
|
$237M
|
+$14.4M
|
+6%
|
4.98%
|
50.2%
|
63
|
11.11%
|
|
|
5413
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
$237M
|
+$16.6M
|
+8%
|
8.68%
|
97.3%
|
153
|
7.84%
|
|
|
5414
|
Dopkins Wealth Management
Williamsville,
New York
|
$237M
|
+$14M
|
+6%
|
7.46%
|
64.4%
|
83
|
6.02%
|
|
|
5415
|
Ridgewood Investments
Springfield,
New Jersey
|
$237M
|
+$5.52M
|
+2%
|
6.91%
|
–
|
730
|
72.6%
|
|
|
5416
|
Juniper Capital Advisors
Houston,
Texas
|
$237M
|
+$55.6M
|
+31%
|
30.7%
|
–
|
1
|
0%
|
|
|
5417
|
Socha Financial Group
Corning,
New York
|
$237M
|
+$12.1M
|
+5%
|
8.67%
|
57.3%
|
26
|
19.23%
|
|
|
5418
|
Hutner Capital Management
Manchester,
Vermont
|
$236M
|
+$16.6M
|
+8%
|
6.8%
|
53.7%
|
44
|
0%
|
|
|
5419
|
Independent Family Office
Albany,
New York
|
$236M
|
+$20.6M
|
+10%
|
9.44%
|
66.8%
|
80
|
5%
|
|
|
5420
|
JBR Co Financial Management
Ardmore,
Oklahoma
|
$236M
|
+$33.8M
|
+17%
|
9.96%
|
–
|
122
|
11.48%
|
|
|
5421
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$236M
|
+$36M
|
+18%
|
9.49%
|
–
|
99
|
17.17%
|
|
|
5422
|
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
|
$236M
|
+$132M
|
+127%
|
7.5%
|
75.9%
|
81
|
39.51%
|
|
|
5423
|
FMB Wealth Management
Westlake Village,
California
|
$236M
|
+$26.1M
|
+12%
|
7.91%
|
71.1%
|
91
|
9.89%
|
|
|
5424
|
Gainplan
Bloomfield Hills,
Michigan
|
$236M
|
+$15.8M
|
+7%
|
8.67%
|
93.3%
|
73
|
42.47%
|
|
|
5425
|
Ardent Capital Management
Cincinnati,
Ohio
|
$236M
|
+$27.5M
|
+13%
|
10.2%
|
77.5%
|
52
|
19.23%
|
|