|
5476
|
Covey Capital Advisors
Atlanta,
Georgia
|
$120M
|
+$6.03M
|
+5%
|
8.73%
|
118%
|
41
|
29.27%
|
|
|
5477
|
Piper Sandler & Co
Minneapolis,
Minnesota
|
$120M
|
-$18.4M
|
-13%
|
0.08%
|
0.04%
|
21
|
19.05%
|
|
|
5478
|
WFA of San Diego
San Diego,
California
|
$120M
|
-$255M
|
-68%
|
3.52%
|
–
|
132
|
59.85%
|
|
|
5479
|
Yorktown Management & Research Company
Forest,
Virginia
|
$120M
|
+$9.28M
|
+8%
|
13.1%
|
223%
|
284
|
35.92%
|
|
|
5480
|
Element Wealth
Ridgeland,
Mississippi
|
$120M
|
+$12.3M
|
+11%
|
8.03%
|
59.6%
|
172
|
9.3%
|
|
|
5481
|
Clarus Group
Houston,
Texas
|
$120M
|
+$4.31M
|
+4%
|
8.42%
|
65.5%
|
112
|
16.96%
|
|
|
5482
|
Cairn Investment Group
Vancouver,
Washington
|
$120M
|
+$14.4M
|
+14%
|
13.1%
|
61.3%
|
73
|
8.22%
|
|
|
5483
|
Security National Bank of So Dak
Sioux City,
Iowa
|
$120M
|
+$7.29M
|
+6%
|
6.09%
|
58.9%
|
96
|
10.42%
|
|
|
5484
|
Aufman Associates
Sewickley,
Pennsylvania
|
$120M
|
+$8.66M
|
+8%
|
7.6%
|
136%
|
48
|
18.75%
|
|
|
5485
|
Newport Capital Group
Red Bank,
New Jersey
|
$120M
|
+$3.99M
|
+3%
|
2.55%
|
–
|
61
|
3.28%
|
|
|
5486
|
RHS Financial
San Francisco,
California
|
$120M
|
+$3.3M
|
+3%
|
2.9%
|
57.8%
|
79
|
11.39%
|
|
|
5487
|
Smart Money Group
Eastland,
Texas
|
$120M
|
+$1.02M
|
+0.9%
|
3.19%
|
58.9%
|
64
|
20.31%
|
|
|
5488
|
LifeSteps Financial
Claremont,
California
|
$120M
|
+$10.8M
|
+10%
|
5.7%
|
88%
|
85
|
2.35%
|
|
|
5489
|
Merrion Investment Management
Cranford,
New Jersey
|
$120M
|
+$1.49M
|
+1%
|
12.5%
|
166%
|
259
|
67.18%
|
|
|
5490
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$120M
|
+$12.1M
|
+11%
|
4.98%
|
62.7%
|
328
|
14.33%
|
|
|
5491
|
EQ LLC
Bellevue,
Washington
|
$120M
|
+$11.6M
|
+11%
|
7.51%
|
72.9%
|
52
|
23.08%
|
|
|
5492
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$120M
|
+$668K
|
+0.6%
|
4.13%
|
120%
|
146
|
17.81%
|
|
|
5493
|
Heronetta Management
New York
|
$120M
|
-$461K
|
-0.4%
|
15.1%
|
59.7%
|
25
|
4%
|
|
|
5494
|
Beaumont Asset Management
Beaumont,
Texas
|
$119M
|
+$8.11M
|
+7%
|
4.8%
|
64.3%
|
70
|
17.14%
|
|
|
5495
|
Horan Securities
Cincinnati,
United States
|
$119M
|
-$2.11M
|
-2%
|
7.63%
|
50.1%
|
475
|
22.95%
|
|
|
5496
|
Elemental Capital Partners
San Francisco,
California
|
$119M
|
–
|
–
|
23.9%
|
–
|
10
|
–
|
|
|
5497
|
Trustco Bank (New York)
Albany,
New York
|
$119M
|
+$4.92M
|
+4%
|
11%
|
131%
|
74
|
8.11%
|
|
|
5498
|
CSat Investment Advisory
Detroit,
Michigan
|
$119M
|
+$11.5M
|
+11%
|
9.66%
|
87.4%
|
531
|
4.14%
|
|
|
5499
|
Davidson Trust Company
Seattle,
Washington
|
$119M
|
+$2.67M
|
+2%
|
5.9%
|
64.6%
|
124
|
5.65%
|
|
|
5500
|
Purus Wealth Management
Newport Beach,
California
|
$119M
|
+$6.81M
|
+6%
|
1.89%
|
156%
|
85
|
14.12%
|
|