|
5501
|
Mirabaud Asset Management
London,
United Kingdom
|
$215M
|
+$23.5M
|
+12%
|
16.2%
|
–
|
45
|
15.56%
|
|
|
5502
|
Mainsail Financial Group
Bellevue,
Washington
|
$215M
|
+$38.2M
|
+22%
|
7.69%
|
57.2%
|
60
|
20%
|
|
|
5503
|
Militia Capital Partners
Las Vegas,
Nevada
|
$215M
|
+$88.6M
|
+70%
|
18.3%
|
–
|
229
|
58.52%
|
|
|
5504
|
Checkpoint Capital
San Francisco,
California
|
$215M
|
+$32.3M
|
+18%
|
3.78%
|
–
|
14
|
42.86%
|
|
|
5505
|
Master's Wealth Management
Lancaster,
Pennsylvania
|
$214M
|
+$23.8M
|
+12%
|
6.72%
|
–
|
51
|
33.33%
|
|
|
5506
|
O'Rourke & Company
Boston,
Massachusetts
|
$214M
|
+$12.7M
|
+6%
|
6.97%
|
62.4%
|
161
|
7.45%
|
|
|
5507
|
Lifestyle Asset Management
Friendswood,
Texas
|
$214M
|
+$32.3M
|
+18%
|
10.3%
|
82.6%
|
150
|
40%
|
|
|
5508
|
May Barnhard Investments
Bethesda,
Maryland
|
$214M
|
+$13.8M
|
+7%
|
8.43%
|
–
|
92
|
2.17%
|
|
|
5509
|
Aviso Wealth Management
Bellevue,
Washington
|
$214M
|
+$26M
|
+14%
|
15.4%
|
–
|
148
|
10.81%
|
|
|
5510
|
IMS Capital Management
Portland,
Oregon
|
$214M
|
+$15.7M
|
+8%
|
10.8%
|
119%
|
157
|
18.47%
|
|
|
5511
|
Envision Financial Planning
Memphis,
Tennessee
|
$214M
|
+$17.7M
|
+9%
|
5.28%
|
–
|
49
|
16.33%
|
|
|
5512
|
Legal Advantage Investments
Los Altos Hills,
California
|
$214M
|
+$28.6M
|
+15%
|
16.4%
|
105%
|
102
|
13.73%
|
|
|
5513
|
Autumn Glory Partners
Dallas,
Texas
|
$214M
|
+$12.3M
|
+6%
|
6.53%
|
61.5%
|
199
|
18.59%
|
|
|
5514
|
Wrenne Financial Planning
Lexington,
Kentucky
|
$214M
|
+$25.6M
|
+14%
|
7.34%
|
–
|
48
|
10.42%
|
|
|
5515
|
626 Financial
Portage,
Michigan
|
$214M
|
+$19.5M
|
+10%
|
9.37%
|
71.3%
|
118
|
12.71%
|
|
|
5516
|
Saxon Interests
Houston,
Texas
|
$214M
|
$0
|
0%
|
7.67%
|
58.4%
|
186
|
0%
|
|
|
5517
|
Foronjy Financial
Santa Barbara,
California
|
$214M
|
–
|
–
|
7.2%
|
–
|
106
|
–
|
|
|
5518
|
Miller Wealth Advisors
Ridgeway,
Colorado
|
$214M
|
+$33.5M
|
+19%
|
12.1%
|
117%
|
104
|
8.65%
|
|
|
5519
|
Client First Capital
San Diego,
California
|
$214M
|
+$18.4M
|
+9%
|
7.75%
|
49.6%
|
25
|
36%
|
|
|
5520
|
Blue Square Asset Management
New York
|
$214M
|
+$27.7M
|
+15%
|
17.1%
|
104%
|
68
|
8.82%
|
|
|
5521
|
MRA Advisory Group
Parsippany,
New Jersey
|
$214M
|
+$26.1M
|
+14%
|
12.4%
|
84.5%
|
158
|
31.01%
|
|
|
5522
|
Bastion Asset Management
Montreal,
Canada
|
$213M
|
+$27.8M
|
+15%
|
7.06%
|
–
|
83
|
71.08%
|
|
|
5523
|
Continental Advisors
Park City,
Utah
|
$213M
|
+$34.7M
|
+19%
|
7.18%
|
69%
|
44
|
15.91%
|
|
|
5524
|
Investmark Advisory Group
Shelton,
Connecticut
|
$213M
|
+$11M
|
+5%
|
6.68%
|
53.2%
|
131
|
12.98%
|
|
|
5525
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$213M
|
+$18.6M
|
+10%
|
12%
|
95.5%
|
179
|
17.32%
|
|