|
5476
|
City State Bank
Norwalk,
Iowa
|
$162M
|
–
|
–
|
8.94%
|
72.5%
|
667
|
–
|
|
|
5477
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$162M
|
+$24.6M
|
+18%
|
9.14%
|
120%
|
160
|
20.63%
|
|
|
5478
|
David J. Yvars Group
University Park,
Florida
|
$162M
|
-$9.21M
|
-5%
|
7%
|
125%
|
89
|
14.61%
|
|
|
5479
|
Southern Capital Advisors
Jackson,
Tennessee
|
$162M
|
–
|
–
|
7.98%
|
58.2%
|
81
|
–
|
|
|
5480
|
Total Wealth Planning
Cincinnati,
Ohio
|
$162M
|
-$114M
|
-41%
|
4.59%
|
37.2%
|
47
|
34.04%
|
|
|
5481
|
Israel Discount Bank of New York
New York
|
$162M
|
+$13.9M
|
+9%
|
5.91%
|
37.3%
|
88
|
5.68%
|
|
|
5482
|
Old Well Partners
Charlotte,
North Carolina
|
$162M
|
-$32.1M
|
-17%
|
10.4%
|
97.8%
|
56
|
55.36%
|
|
|
5483
|
Executive Wealth Group
Kirkland,
Washington
|
$162M
|
-$1.84M
|
-1%
|
4.65%
|
14.9%
|
50
|
6%
|
|
|
5484
|
Activest Wealth Management
Aventure,
Florida
|
$162M
|
+$11.6M
|
+8%
|
7.79%
|
105%
|
435
|
32.64%
|
|
|
5485
|
Martin Capital Advisors
San Antonio,
Texas
|
$162M
|
–
|
–
|
11.3%
|
117%
|
64
|
–
|
|
|
5486
|
Addison Advisors
Middlebury,
Vermont
|
$162M
|
+$36.9M
|
+30%
|
7.02%
|
50.2%
|
736
|
37.77%
|
|
|
5487
|
Latash Investments
Anchorage,
Alaska
|
$162M
|
+$1.42M
|
+0.9%
|
2.84%
|
110%
|
21
|
0%
|
|
|
5488
|
Offit Capital Advisors
New York
|
$162M
|
–
|
–
|
3.59%
|
–
|
1
|
–
|
|
|
5489
|
Silicon Hills Wealth Management
Austin,
Texas
|
$162M
|
+$15.7M
|
+11%
|
6.36%
|
30.9%
|
125
|
16.8%
|
|
|
5490
|
Phase 2 Partners
San Francisco,
California
|
$161M
|
–
|
–
|
5.32%
|
25.1%
|
20
|
–
|
|
|
5491
|
MBA Advisors
Hermitage,
Pennsylvania
|
$161M
|
+$25.9M
|
+19%
|
6.94%
|
58.3%
|
152
|
12.5%
|
|
|
5492
|
Kinloch Capital
Glen Allen,
Virginia
|
$161M
|
+$19.7M
|
+14%
|
8.87%
|
63.4%
|
68
|
13.24%
|
|
|
5493
|
Perseverance Asset Management International
George Town,
Cayman Islands
|
$161M
|
-$51.3M
|
-24%
|
6.56%
|
120%
|
20
|
60%
|
|
|
5494
|
Friedenthal Financial
Marlton,
New Jersey
|
$161M
|
-$7.85M
|
-5%
|
4.29%
|
111%
|
84
|
32.14%
|
|
|
5495
|
Whelan Financial
Fresno,
California
|
$161M
|
+$51.7M
|
+47%
|
5.89%
|
57.9%
|
20
|
25%
|
|
|
5496
|
Blue Square Asset Management
New York
|
$161M
|
+$1.15M
|
+0.7%
|
7.21%
|
104%
|
94
|
25.53%
|
|
|
5497
|
Cherry Creek Investment Advisors
Englewood,
Colorado
|
$161M
|
+$10.8M
|
+7%
|
9.4%
|
140%
|
122
|
19.67%
|
|
|
5498
|
Arrow Capital Management
New York
|
$161M
|
+$18.8M
|
+13%
|
2.94%
|
–
|
12
|
41.67%
|
|
|
5499
|
Signify Wealth
Saint Louis,
Missouri
|
$161M
|
+$35.4M
|
+28%
|
1.72%
|
36.7%
|
28
|
60.71%
|
|
|
5500
|
KPCB XIV Associates
Menlo Park,
California
|
$161M
|
–
|
–
|
23.2%
|
–
|
3
|
–
|
|