|
5426
|
Sapience Investments
Newport Beach,
California
|
$202M
|
+$6.43M
|
+3%
|
7.61%
|
54.9%
|
94
|
18.09%
|
|
|
5427
|
KKM Financial
Chicago,
Illinois
|
$202M
|
-$8.77M
|
-4%
|
6.45%
|
–
|
157
|
17.2%
|
|
|
5428
|
Verger Capital Management
Winston-Salem,
North Carolina
|
$202M
|
+$5.93M
|
+3%
|
5.5%
|
53.1%
|
14
|
7.14%
|
|
|
5429
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$202M
|
+$11.7M
|
+6%
|
6.11%
|
59%
|
56
|
19.64%
|
|
|
5430
|
|
$202M
|
+$9.92M
|
+5%
|
7.02%
|
75.4%
|
130
|
3.08%
|
|
|
5431
|
Burrus Financial Services
Salt Lake City,
Utah
|
$202M
|
+$5.86M
|
+3%
|
5.49%
|
30.2%
|
10
|
10%
|
|
|
5432
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$202M
|
+$24.8M
|
+14%
|
6.27%
|
93.9%
|
167
|
10.18%
|
|
|
5433
|
Ergawealth Advisors
Oak Brook,
Illinois
|
$202M
|
+$18M
|
+10%
|
6.69%
|
47.7%
|
65
|
12.31%
|
|
|
5434
|
Redwood Wealth Management Group
Medford,
New Jersey
|
$202M
|
+$68.9M
|
+52%
|
3.59%
|
74.1%
|
1,239
|
90.31%
|
|
|
5435
|
Checkpoint Capital
San Francisco,
California
|
$202M
|
+$35.7M
|
+22%
|
23.5%
|
–
|
19
|
31.58%
|
|
|
5436
|
Colonial River Investments
Midlothian,
Virginia
|
$202M
|
+$15.8M
|
+8%
|
7.71%
|
144%
|
231
|
31.6%
|
|
|
5437
|
Riverwater Partners
Milwaukee,
Wisconsin
|
$201M
|
+$66.5M
|
+49%
|
11.3%
|
110%
|
219
|
21%
|
|
|
5438
|
FWG Holdings
Winter Park,
Florida
|
$201M
|
+$2.14M
|
+1%
|
4.74%
|
91.6%
|
108
|
9.26%
|
|
|
5439
|
Bay Rivers Group
Williamsburg,
Virginia
|
$201M
|
+$8.89M
|
+5%
|
5.69%
|
166%
|
85
|
7.06%
|
|
|
5440
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$201M
|
+$31M
|
+18%
|
4.17%
|
–
|
104
|
9.62%
|
|
|
5441
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$201M
|
+$17.2M
|
+9%
|
7.78%
|
117%
|
232
|
9.05%
|
|
|
5442
|
Hutner Capital Management
Manchester,
Vermont
|
$201M
|
+$18.5M
|
+10%
|
10.6%
|
52.2%
|
45
|
2.22%
|
|
|
5443
|
Insight 2811 Inc
Chicago,
Illinois
|
$201M
|
+$8.27M
|
+4%
|
4.96%
|
30.8%
|
91
|
7.69%
|
|
|
5444
|
NewGen Asset Management
Toronto,
Ontario, Canada
|
$201M
|
-$29.3M
|
-13%
|
10.8%
|
402%
|
41
|
58.54%
|
|
|
5445
|
Landmark Wealth Management (Illinois)
Normal,
Illinois
|
$201M
|
+$19.1M
|
+11%
|
6.4%
|
–
|
42
|
2.38%
|
|
|
5446
|
Red Tortoise LLC
Atlanta,
Georgia
|
$201M
|
+$15.2M
|
+8%
|
6.97%
|
43.7%
|
577
|
2.77%
|
|
|
5447
|
Taylor Frigon Capital Management
Scottsdale,
Arizona
|
$201M
|
-$9.41M
|
-4%
|
9.23%
|
131%
|
94
|
13.83%
|
|
|
5448
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$201M
|
+$60.4M
|
+43%
|
5.93%
|
–
|
41
|
0%
|
|
|
5449
|
FOCUS Wealth Advisors
Houston,
Texas
|
$201M
|
+$5.68M
|
+3%
|
6.03%
|
63.8%
|
60
|
1.67%
|
|
|
5450
|
Powers Advisory Group
Highland,
Illinois
|
$200M
|
+$17.1M
|
+9%
|
6.72%
|
44.1%
|
101
|
7.92%
|
|