|
5476
|
Financial Council
Towson,
Maryland
|
$194M
|
+$2.08M
|
+1%
|
0.6%
|
63.8%
|
94
|
6.38%
|
|
|
5477
|
Boulder Wealth Advisors
Boulder,
Colorado
|
$194M
|
+$10M
|
+5%
|
1.93%
|
–
|
28
|
7.14%
|
|
|
5478
|
Summit Investment Advisory Services
Roseville,
Minnesota
|
$194M
|
+$5.41M
|
+3%
|
0.89%
|
68.3%
|
73
|
6.85%
|
|
|
5479
|
Chelsea Counsel Company
Los Angeles,
California
|
$194M
|
-$9.17M
|
-5%
|
0.19%
|
94.6%
|
205
|
7.32%
|
|
|
5480
|
Bellevue Asset Management
Bellevue,
Washington
|
$194M
|
-$987K
|
-0.5%
|
1.17%
|
51%
|
508
|
13.39%
|
|
|
5481
|
Bowman & Company
Oshkosh,
Wisconsin
|
$194M
|
+$3M
|
+2%
|
0.73%
|
59.7%
|
109
|
12.84%
|
|
|
5482
|
Lakeridge Wealth Management
Mentor,
Ohio
|
$194M
|
+$11.6M
|
+6%
|
0.27%
|
–
|
160
|
9.38%
|
|
|
5483
|
Lane & Associates
Moorestown,
New Jersey
|
$194M
|
+$9.88M
|
+5%
|
0.27%
|
–
|
126
|
14.29%
|
|
|
5484
|
Envision Financial Planning
Memphis,
Tennessee
|
$194M
|
+$3.55M
|
+2%
|
2.52%
|
–
|
46
|
21.74%
|
|
|
5485
|
Shelton Wealth Management
Fort Worth,
Texas
|
$193M
|
+$9.23M
|
+5%
|
2.02%
|
88%
|
167
|
40.12%
|
|
|
5486
|
FNY Investment Advisers
New York
|
$193M
|
-$14.3M
|
-7%
|
2.38%
|
307%
|
1,026
|
64.72%
|
|
|
5487
|
Transcendent Capital Group
Edmond,
Oklahoma
|
$193M
|
-$1.59M
|
-0.8%
|
2.48%
|
–
|
495
|
16.97%
|
|
|
5488
|
Berkeley Inc
Boise,
Idaho
|
$193M
|
-$150M
|
-44%
|
0.62%
|
40.9%
|
69
|
10.14%
|
|
|
5489
|
RHS Financial
San Francisco,
California
|
$193M
|
-$5.36M
|
-3%
|
2.69%
|
47.5%
|
149
|
19.46%
|
|
|
5490
|
KM Capital Management
Austin,
Texas
|
$193M
|
+$6.08M
|
+3%
|
0.4%
|
50.5%
|
48
|
14.58%
|
|
|
5491
|
EnCap Energy Capital Fund X
Houston,
Texas
|
$193M
|
-$37.7M
|
-16%
|
16.3%
|
–
|
1
|
0%
|
|
|
5492
|
Significant Wealth Partners
Cary,
Illinois
|
$193M
|
-$14K
|
-0%
|
3.91%
|
–
|
124
|
67.74%
|
|
|
5493
|
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
$193M
|
+$5.88M
|
+3%
|
4.9%
|
87.2%
|
146
|
27.4%
|
|
|
5494
|
TradeWell Securities
Fort Wayne,
Indiana
|
$193M
|
–
|
–
|
4.96%
|
–
|
39
|
–
|
|
|
5495
|
Ballentine Capital Advisors
Greenville,
South Carolina
|
$193M
|
-$6.33M
|
-3%
|
2.74%
|
–
|
29
|
0%
|
|
|
5496
|
Granby Capital Management
Miami Beach,
Florida
|
$193M
|
-$289K
|
-0.1%
|
0.87%
|
40.9%
|
23
|
17.39%
|
|
|
5497
|
Red Tortoise LLC
Atlanta,
Georgia
|
$193M
|
-$7.62M
|
-4%
|
4.14%
|
43.7%
|
621
|
15.14%
|
|
|
5498
|
Clarity Capital Partners
Newport Beach,
California
|
$193M
|
+$23.5M
|
+14%
|
25.3%
|
–
|
143
|
16.08%
|
|
|
5499
|
Citadel Investment Advisory
Chesterland,
Ohio
|
$193M
|
+$2.76M
|
+1%
|
1.75%
|
67.4%
|
83
|
3.61%
|
|
|
5500
|
Chartist Inc
Seal Beach,
California
|
$193M
|
-$1.7M
|
-0.9%
|
2.13%
|
–
|
25
|
0%
|
|