|
5426
|
LGL Partners
Philadelphia,
Pennsylvania
|
$225M
|
+$18M
|
+9%
|
8.69%
|
68.9%
|
59
|
13.56%
|
|
|
5427
|
Pavion Blue Capital
Newport Beach,
California
|
$225M
|
+$15.4M
|
+7%
|
9.65%
|
77.6%
|
106
|
7.55%
|
|
|
5428
|
Benchmark Wealth Management
Old Lyme,
Connecticut
|
$225M
|
+$18.3M
|
+9%
|
6.73%
|
42.7%
|
73
|
12.33%
|
|
|
5429
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$225M
|
+$37.8M
|
+20%
|
13.3%
|
96%
|
142
|
19.72%
|
|
|
5430
|
FIDELIS iM
Medford,
Oregon
|
$225M
|
+$8.92M
|
+4%
|
6.05%
|
40.1%
|
24
|
16.67%
|
|
|
5431
|
AJ Advisors
Nashville,
Tennessee
|
$225M
|
+$29.4M
|
+15%
|
8.97%
|
59.8%
|
38
|
13.16%
|
|
|
5432
|
Catalyst Private Wealth
San Mateo,
California
|
$225M
|
+$19.5M
|
+9%
|
11.3%
|
103%
|
85
|
15.29%
|
|
|
5433
|
Tealwood Asset Management
Minneapolis,
Minnesota
|
$225M
|
+$8.71M
|
+4%
|
8.51%
|
121%
|
137
|
16.06%
|
|
|
5434
|
Exeter Financial
Scottsdale,
Arizona
|
$225M
|
+$1.75M
|
+0.8%
|
4.18%
|
50.4%
|
93
|
5.38%
|
|
|
5435
|
BlueChip Wealth Advisors
Milton,
Georgia
|
$225M
|
+$21M
|
+10%
|
7.08%
|
–
|
171
|
12.87%
|
|
|
5436
|
Cora Capital Advisors
Marlton,
New Jersey
|
$225M
|
+$16M
|
+8%
|
8.57%
|
70.5%
|
116
|
12.07%
|
|
|
5437
|
Socha Financial Group
Corning,
New York
|
$225M
|
+$20M
|
+10%
|
13.8%
|
81.5%
|
26
|
26.92%
|
|
|
5438
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$225M
|
+$23.7M
|
+12%
|
12.5%
|
117%
|
242
|
9.5%
|
|
|
5439
|
|
$224M
|
+$55.3M
|
+33%
|
20.5%
|
–
|
73
|
65.75%
|
|
|
5440
|
Charter Oak Advisors
New York City,
New York
|
$224M
|
+$84.1M
|
+60%
|
21.8%
|
–
|
15
|
6.67%
|
|
|
5441
|
Infusive Asset Management
New York
|
$224M
|
+$8.83M
|
+4%
|
10.7%
|
33.8%
|
43
|
37.21%
|
|
|
5442
|
Accent Capital Management
Centerville,
Ohio
|
$224M
|
+$51.2M
|
+30%
|
17.3%
|
–
|
433
|
33.95%
|
|
|
5443
|
McNaughton Wealth Management
San Diego,
California
|
$224M
|
+$18.2M
|
+9%
|
8.3%
|
50.3%
|
78
|
12.82%
|
|
|
5444
|
Bowman & Company
Oshkosh,
Wisconsin
|
$224M
|
+$20.5M
|
+10%
|
9.95%
|
59.7%
|
117
|
14.53%
|
|
|
5445
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$224M
|
+$19M
|
+9%
|
11.8%
|
92%
|
77
|
6.49%
|
|
|
5446
|
Future Fund LLC
Chicago,
Illinois
|
$224M
|
+$146M
|
+188%
|
16.2%
|
93.1%
|
181
|
61.88%
|
|
|
5447
|
First Financial Corp
Terre Haute,
Indiana
|
$224M
|
+$17.1M
|
+8%
|
10.6%
|
88.3%
|
345
|
9.28%
|
|
|
5448
|
Brogan Financial
Knoxville,
Tennessee
|
$224M
|
+$18M
|
+9%
|
6.69%
|
46.4%
|
62
|
8.06%
|
|
|
5449
|
Wayfinding Financial
Lynnwood,
Washington
|
$224M
|
-$4.64M
|
-2%
|
11.5%
|
68.3%
|
744
|
80.51%
|
|
|
5450
|
Adapt Wealth Advisors
Atlanta,
Georgia
|
$224M
|
+$18.6M
|
+9%
|
7.13%
|
–
|
63
|
9.52%
|
|