|
5451
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$238M
|
+$37M
|
+18%
|
6.39%
|
60.9%
|
115
|
11.3%
|
|
|
5452
|
Accent Capital Management
Centerville,
Ohio
|
$238M
|
+$14.1M
|
+6%
|
11.9%
|
–
|
458
|
32.1%
|
|
|
5453
|
Conway Capital Management
Burbank,
California
|
$238M
|
+$14.8M
|
+7%
|
10.1%
|
139%
|
54
|
16.67%
|
|
|
5454
|
Fiduciary Wealth Partners
Boston,
Massachusetts
|
$238M
|
+$132M
|
+124%
|
7.65%
|
–
|
99
|
37.37%
|
|
|
5455
|
Euclidean Capital
New York
|
$238M
|
-$67.7M
|
-22%
|
11%
|
79.7%
|
11
|
0%
|
|
|
5456
|
Genesis Private Wealth
Ashburn,
Virginia
|
$238M
|
+$25.7M
|
+12%
|
5.7%
|
–
|
177
|
23.16%
|
|
|
5457
|
PFC Capital Group
Los Angeles,
California
|
$238M
|
+$22M
|
+10%
|
9.09%
|
–
|
88
|
11.36%
|
|
|
5458
|
TradeWell Securities
Fort Wayne,
Indiana
|
$238M
|
+$28.8M
|
+14%
|
11.9%
|
–
|
46
|
2.17%
|
|
|
5459
|
Granite Harbor Advisors
Houston,
Texas
|
$238M
|
+$24.9M
|
+12%
|
7.39%
|
61.5%
|
132
|
13.64%
|
|
|
5460
|
Mendel Money Management
Northbrook,
Illinois
|
$238M
|
+$12M
|
+5%
|
6.43%
|
75.4%
|
157
|
14.01%
|
|
|
5461
|
HMS Capital Management
Nashville,
Tennessee
|
$238M
|
+$15.4M
|
+7%
|
8.41%
|
130%
|
111
|
8.11%
|
|
|
5462
|
Horrell Capital Management
Little Rock,
Arkansas
|
$238M
|
-$8.32M
|
-3%
|
8.07%
|
55.1%
|
199
|
8.54%
|
|
|
5463
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$238M
|
+$24.3M
|
+11%
|
5.54%
|
75.5%
|
525
|
6.67%
|
|
|
5464
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$238M
|
+$29.3M
|
+14%
|
7.02%
|
66.1%
|
85
|
10.59%
|
|
|
5465
|
Bay Rivers Group
Williamsburg,
Virginia
|
$237M
|
+$18.9M
|
+9%
|
12.8%
|
166%
|
95
|
9.47%
|
|
|
5466
|
Greykasell Wealth Strategies
Danville,
California
|
$237M
|
+$28.8M
|
+14%
|
8.11%
|
–
|
412
|
25.97%
|
|
|
5467
|
Asset Planning Services Inc
Covington,
Louisiana
|
$237M
|
+$19.8M
|
+9%
|
10.2%
|
117%
|
36
|
8.33%
|
|
|
5468
|
Carmel Capital Partners
San Diego,
California
|
$237M
|
-$48M
|
-17%
|
9.25%
|
65.1%
|
160
|
38.75%
|
|
|
5469
|
|
$237M
|
+$3.87M
|
+2%
|
9.62%
|
99.3%
|
41
|
12.2%
|
|
|
5470
|
McNaughton Wealth Management
San Diego,
California
|
$237M
|
+$12.9M
|
+6%
|
6.53%
|
50.3%
|
76
|
6.58%
|
|
|
5471
|
Bowman & Company
Oshkosh,
Wisconsin
|
$237M
|
+$12.9M
|
+6%
|
7%
|
59.7%
|
110
|
2.73%
|
|
|
5472
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$237M
|
+$21M
|
+10%
|
6.6%
|
53.8%
|
96
|
12.5%
|
|
|
5473
|
Guardian Financial Partners
Orange,
California
|
$237M
|
+$14.4M
|
+6%
|
4.98%
|
50.2%
|
63
|
11.11%
|
|
|
5474
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
$237M
|
+$16.6M
|
+8%
|
8.68%
|
97.3%
|
153
|
7.84%
|
|
|
5475
|
Dopkins Wealth Management
Williamsville,
New York
|
$237M
|
+$14M
|
+6%
|
7.46%
|
64.4%
|
83
|
6.02%
|
|