|
5526
|
Dentgroup
Baton Rouge,
Louisiana
|
$136M
|
-$2.68M
|
-2%
|
2.9%
|
53.6%
|
114
|
11.4%
|
|
|
5527
|
Patron Partners
Houston,
Texas
|
$136M
|
-$5.88M
|
-4%
|
2.89%
|
69.3%
|
179
|
13.41%
|
|
|
5528
|
Family Asset Management
Charleston,
South Carolina
|
$136M
|
-$12.5M
|
-8%
|
3.43%
|
–
|
195
|
11.28%
|
|
|
5529
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$135M
|
+$2.95M
|
+2%
|
1.88%
|
57.6%
|
151
|
5.96%
|
|
|
5530
|
Long Walk Management
Greenwich,
Connecticut
|
$135M
|
+$61.8K
|
+0%
|
1.49%
|
261%
|
10
|
30%
|
|
|
5531
|
Summit Investment Advisory Services
Roseville,
Minnesota
|
$135M
|
-$16.3M
|
-11%
|
3.38%
|
68.3%
|
58
|
8.62%
|
|
|
5532
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
$135M
|
-$2.19M
|
-2%
|
1.19%
|
60.6%
|
90
|
1.11%
|
|
|
5533
|
HF Advisory Group
Annapolis,
Maryland
|
$135M
|
+$8.28M
|
+7%
|
3.02%
|
64.2%
|
150
|
11.33%
|
|
|
5534
|
Davidson Trust Company
Seattle,
Washington
|
$135M
|
-$3.45M
|
-2%
|
3.4%
|
54.5%
|
128
|
4.69%
|
|
|
5535
|
EQ LLC
Bellevue,
Washington
|
$135M
|
+$13.2M
|
+11%
|
3.63%
|
72.9%
|
51
|
13.73%
|
|
|
5536
|
Palouse Capital Management
Spokane,
Washington
|
$135M
|
-$8.37M
|
-6%
|
3.73%
|
67.8%
|
76
|
10.53%
|
|
|
5537
|
Kinney Asset Management
Chicago,
Illinois
|
$135M
|
-$19.8M
|
-13%
|
8.77%
|
10.1%
|
5
|
0%
|
|
|
5538
|
Vaughan & Co Securities
Ridgewood,
New Jersey
|
$135M
|
-$6.05M
|
-4%
|
3.98%
|
50.9%
|
54
|
3.7%
|
|
|
5539
|
Orleans Capital Management
Mandeville,
Louisiana
|
$135M
|
-$6.34M
|
-4%
|
2.7%
|
67.9%
|
82
|
8.54%
|
|
|
5540
|
GoalFusion Wealth Management
Austin,
Texas
|
$135M
|
-$1.23M
|
-0.9%
|
2.8%
|
43.6%
|
29
|
13.79%
|
|
|
5541
|
CV Advisors
Aventura,
Florida
|
$135M
|
-$1.69M
|
-1%
|
2.35%
|
98.9%
|
23
|
4.35%
|
|
|
5542
|
Meredith Wealth Planning
Maryville,
Illinois
|
$135M
|
+$11.6M
|
+9%
|
1.47%
|
66.3%
|
43
|
11.63%
|
|
|
5543
|
PFG Private Wealth Management
Lutz,
Florida
|
$135M
|
-$34.9M
|
-21%
|
2.39%
|
48.3%
|
330
|
24.55%
|
|
|
5544
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$134M
|
-$17.9M
|
-12%
|
3.68%
|
91.4%
|
128
|
11.72%
|
|
|
5545
|
Selkirk Management
Chatham,
New Jersey
|
$134M
|
+$6.13M
|
+5%
|
3.96%
|
268%
|
17
|
11.76%
|
|
|
5546
|
RiverTree Advisors
Winter Park,
Florida
|
$134M
|
-$4.48M
|
-3%
|
1.01%
|
25.4%
|
29
|
31.03%
|
|
|
5547
|
Robinson Value Management
San Antonio,
Texas
|
$134M
|
-$3.78M
|
-3%
|
3.04%
|
60.9%
|
79
|
10.13%
|
|
|
5548
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$134M
|
+$172K
|
+0.1%
|
3.52%
|
69.2%
|
774
|
17.57%
|
|
|
5549
|
F/M Investments
Washington,
District of Columbia
|
$134M
|
-$1.49M
|
-1%
|
1.2%
|
100%
|
83
|
22.89%
|
|
|
5550
|
Matrix Private Capital Group
New York
|
$134M
|
-$2.52M
|
-2%
|
2.4%
|
56%
|
179
|
7.82%
|
|