|
5501
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$144M
|
-$146K
|
-0.1%
|
3.08%
|
138%
|
299
|
1.67%
|
|
|
5502
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$144M
|
-$10.9M
|
-7%
|
5.13%
|
82.3%
|
65
|
9.23%
|
|
|
5503
|
Castellan Group
Louisville,
Kentucky
|
$144M
|
-$171K
|
-0.1%
|
4.04%
|
196%
|
76
|
26.32%
|
|
|
5504
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$144M
|
+$12.5M
|
+9%
|
3.1%
|
32.7%
|
65
|
16.92%
|
|
|
5505
|
MV Management XI
Menlo Park,
California
|
$144M
|
-$87.4M
|
-38%
|
35.8%
|
–
|
4
|
0%
|
|
|
5506
|
Ravenstone Capital Management
Toronto,
|
$144M
|
-$15.6M
|
-10%
|
9.2%
|
51.3%
|
71
|
45.07%
|
|
|
5507
|
Evolutionary Tree Capital Management
Alexandria,
Virginia
|
$144M
|
-$64.4M
|
-31%
|
20.7%
|
100%
|
46
|
28.26%
|
|
|
5508
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$144M
|
+$27.2M
|
+23%
|
1.19%
|
68.2%
|
39
|
41.03%
|
|
|
5509
|
Latigo Investments
Fort Lauderdale,
Florida
|
$144M
|
-$6.07M
|
-4%
|
3.64%
|
45.2%
|
16
|
0%
|
|
|
5510
|
|
$144M
|
+$26.6M
|
+23%
|
9.84%
|
24.2%
|
25
|
8%
|
|
|
5511
|
David J. Yvars Group
University Park,
Florida
|
$144M
|
-$18.2M
|
-11%
|
5.8%
|
125%
|
97
|
34.02%
|
|
|
5512
|
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
$144M
|
-$12.2M
|
-8%
|
0.45%
|
70.2%
|
533
|
72.98%
|
|
|
5513
|
Corepath Wealth Partners
Scottsdale,
Arizona
|
$144M
|
+$3.98M
|
+3%
|
4.58%
|
56%
|
40
|
10%
|
|
|
5514
|
Powers Advisory Group
Highland,
Illinois
|
$144M
|
+$1.84M
|
+1%
|
2.99%
|
37.5%
|
93
|
4.3%
|
|
|
5515
|
Burns Matteson Capital Management
Corning,
New York
|
$144M
|
-$3.56M
|
-2%
|
3.37%
|
144%
|
157
|
43.95%
|
|
|
5516
|
McCarthy Asset Management
Redwood Shores,
California
|
$144M
|
-$1.79M
|
-1%
|
4.48%
|
40.1%
|
346
|
5.49%
|
|
|
5517
|
Security National Bank of So Dak
Sioux City,
Iowa
|
$144M
|
-$4.92M
|
-3%
|
1.81%
|
58.9%
|
111
|
14.41%
|
|
|
5518
|
Crown Wealth Group
Charlotte,
North Carolina
|
$144M
|
+$35.8M
|
+33%
|
3.72%
|
86.2%
|
125
|
68.8%
|
|
|
5519
|
Intergy Private Wealth
Colorado Springs,
Colorado
|
$143M
|
+$15.4M
|
+12%
|
6.53%
|
67.6%
|
55
|
23.64%
|
|
|
5520
|
Coann Capital
Westport,
Connecticut
|
$143M
|
-$39.8M
|
-22%
|
3.58%
|
–
|
27
|
66.67%
|
|
|
5521
|
Planned Solutions
Folsom,
California
|
$143M
|
-$6.16M
|
-4%
|
1.78%
|
60.8%
|
82
|
18.29%
|
|
|
5522
|
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
|
$143M
|
+$93.7M
|
+189%
|
4.4%
|
–
|
124
|
47.58%
|
|
|
5523
|
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
$143M
|
-$15.1M
|
-10%
|
8.32%
|
71.1%
|
94
|
22.34%
|
|
|
5524
|
Berkeley Inc
Boise,
Idaho
|
$143M
|
-$7.11M
|
-5%
|
4.57%
|
40.9%
|
96
|
8.33%
|
|
|
5525
|
Brightline Capital Management
Miami,
Florida
|
$143M
|
-$19.8M
|
-12%
|
41%
|
778%
|
14
|
42.86%
|
|