|
5526
|
SCP Investment
Orinda,
California
|
$107M
|
-$884K
|
-0.8%
|
4.97%
|
48.7%
|
39
|
48.72%
|
|
|
5527
|
Peterson Wealth Management
Sparks,
Nevada
|
$107M
|
+$29.9M
|
+39%
|
4.97%
|
68.5%
|
58
|
22.41%
|
|
|
5528
|
Wayfinding Financial
Lynnwood,
Washington
|
$107M
|
-$6.7M
|
-6%
|
5.58%
|
58.7%
|
94
|
27.66%
|
|
|
5529
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$107M
|
-$7.09M
|
-6%
|
3.14%
|
72.8%
|
113
|
12.39%
|
|
|
5530
|
Walker Financial Services
Bowling Green,
Kentucky
|
$107M
|
+$4.31M
|
+4%
|
5.28%
|
18.9%
|
25
|
20%
|
|
|
5531
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$107M
|
-$8.24M
|
-7%
|
5.62%
|
44.5%
|
36
|
11.11%
|
|
|
5532
|
Baker Hughes Holdings
Houston,
Texas
|
$107M
|
-$51.2M
|
-32%
|
31.5%
|
38.6%
|
1
|
0%
|
|
|
5533
|
Legal Advantage Investments
Los Altos Hills,
California
|
$107M
|
+$4.14M
|
+4%
|
4.42%
|
105%
|
83
|
19.28%
|
|
|
5534
|
Northland Capital Management
Virginia,
Minnesota
|
$107M
|
-$2.1M
|
-2%
|
6.96%
|
36.1%
|
30
|
50%
|
|
|
5535
|
Cadence Wealth Management
Westborough,
Massachusetts
|
$106M
|
+$9.96M
|
+10%
|
8.52%
|
63.6%
|
38
|
31.58%
|
|
|
5536
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$106M
|
+$9.65M
|
+10%
|
3.72%
|
117%
|
236
|
88.14%
|
|
|
5537
|
PACK Private Wealth
Wayzata,
Minnesota
|
$106M
|
-$3.25M
|
-3%
|
5.78%
|
43.6%
|
35
|
0%
|
|
|
5538
|
Camelot Portfolios
Maumee,
Ohio
|
$106M
|
-$60.1M
|
-36%
|
6.28%
|
41.3%
|
220
|
29.09%
|
|
|
5539
|
Palmer Knight Company
Jacksonville,
Florida
|
$106M
|
+$765K
|
+0.7%
|
2.38%
|
58%
|
29
|
10.34%
|
|
|
5540
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
$106M
|
-$30.8M
|
-22%
|
6.42%
|
29.7%
|
73
|
4.11%
|
|
|
5541
|
AFG Fiduciary Services
Hingham,
Massachusetts
|
$106M
|
-$8.95M
|
-8%
|
3.5%
|
61.9%
|
92
|
23.91%
|
|
|
5542
|
SWM Advisors
St. Petersburg,
Florida
|
$106M
|
-$3.65M
|
-3%
|
4.5%
|
–
|
29
|
31.03%
|
|
|
5543
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$106M
|
-$2.47M
|
-2%
|
5.3%
|
26%
|
189
|
13.23%
|
|
|
5544
|
CEDRUS
Littleton,
Colorado
|
$106M
|
+$3.45M
|
+3%
|
4.48%
|
19.8%
|
139
|
14.39%
|
|
|
5545
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$106M
|
-$9.59M
|
-8%
|
4.44%
|
55%
|
241
|
10.37%
|
|
|
5546
|
Morris Capital Advisors
Malvern,
Pennsylvania
|
$106M
|
-$6.04M
|
-5%
|
3.01%
|
72.9%
|
53
|
1.89%
|
|
|
5547
|
Bryant Woods Investment Advisors
Getzville,
New York
|
$106M
|
+$46K
|
+0%
|
4.96%
|
66.3%
|
41
|
14.63%
|
|
|
5548
|
Michael & Susan Dell Foundation
New York
|
$106M
|
-$24.3M
|
-19%
|
15.6%
|
120%
|
4
|
0%
|
|
|
5549
|
|
$106M
|
+$14.4M
|
+16%
|
9.9%
|
25.2%
|
35
|
71.43%
|
|
|
5550
|
GoalFusion Wealth Management
Austin,
Texas
|
$106M
|
-$979K
|
-0.9%
|
5.32%
|
43.6%
|
18
|
0%
|
|