|
5526
|
Waterford Advisors
Orchard Park,
New York
|
$196M
|
-$42.5M
|
-18%
|
6.6%
|
50.5%
|
56
|
14.29%
|
|
|
5527
|
Investment Planning Advisors
Cumming,
Georgia
|
$196M
|
$0
|
0%
|
4.33%
|
–
|
59
|
0%
|
|
|
5528
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$196M
|
+$7.09M
|
+4%
|
6.25%
|
47.9%
|
102
|
14.71%
|
|
|
5529
|
Strategic Financial Partners
Bend,
Oregon
|
$196M
|
+$14.3M
|
+8%
|
6.02%
|
54.8%
|
70
|
7.14%
|
|
|
5530
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$196M
|
+$3.13M
|
+2%
|
5.58%
|
71.7%
|
137
|
10.95%
|
|
|
5531
|
Savoir Faire Capital Management
Norwalk,
Connecticut
|
$196M
|
-$61.5M
|
-24%
|
2.22%
|
1.22%
|
55
|
18.18%
|
|
|
5532
|
TAGStone Capital
Charlotte,
North Carolina
|
$196M
|
+$19.4M
|
+11%
|
6.04%
|
58.3%
|
93
|
6.45%
|
|
|
5533
|
Ballast Asset Management
Dallas,
Texas
|
$196M
|
+$11.3M
|
+6%
|
13.5%
|
126%
|
53
|
11.32%
|
|
|
5534
|
Cordant Inc
Portland,
Oregon
|
$196M
|
+$16.6M
|
+9%
|
5.69%
|
47%
|
76
|
9.21%
|
|
|
5535
|
Alta Fox Capital Management
Fort Worth,
Texas
|
$196M
|
+$38.1M
|
+24%
|
24.8%
|
261%
|
20
|
65%
|
|
|
5536
|
SK Wealth Management
Providence,
Rhode Island
|
$195M
|
–
|
–
|
6.46%
|
–
|
71
|
–
|
|
|
5537
|
Family Wealth Partners
Matthews,
North Carolina
|
$195M
|
+$2.76M
|
+1%
|
2.19%
|
–
|
44
|
6.82%
|
|
|
5538
|
Jupiter Wealth Management
Glendale,
Colorado
|
$195M
|
+$6.79M
|
+4%
|
4.94%
|
99.2%
|
104
|
19.23%
|
|
|
5539
|
Kempner Capital Management
Galveston,
Texas
|
$195M
|
+$6.78M
|
+4%
|
3.55%
|
60.9%
|
54
|
12.96%
|
|
|
5540
|
AJ Advisors
Nashville,
Tennessee
|
$195M
|
+$14.2M
|
+8%
|
5.89%
|
59.8%
|
34
|
2.94%
|
|
|
5541
|
Silver Oak Advisory Group
Portland,
Oregon
|
$195M
|
+$14.9M
|
+8%
|
5.44%
|
27%
|
70
|
11.43%
|
|
|
5542
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$195M
|
+$20.8M
|
+12%
|
5.88%
|
44.7%
|
417
|
23.26%
|
|
|
5543
|
Register Financial Advisors
Atlanta,
Georgia
|
$195M
|
-$2.95M
|
-1%
|
7.77%
|
126%
|
732
|
59.43%
|
|
|
5544
|
Transcendent Capital Group
Edmond,
Oklahoma
|
$195M
|
+$21.3M
|
+12%
|
5.54%
|
–
|
511
|
24.46%
|
|
|
5545
|
SGL Investment Advisors
Missoula,
Montana
|
$195M
|
–
|
–
|
7.33%
|
–
|
106
|
–
|
|
|
5546
|
Blue Barn Wealth
Orem,
Utah
|
$195M
|
+$15.2M
|
+8%
|
4.95%
|
46.4%
|
163
|
19.63%
|
|
|
5547
|
Dunhill Financial
London,
United Kingdom
|
$195M
|
+$33.6M
|
+21%
|
5.8%
|
58.6%
|
982
|
24.34%
|
|
|
5548
|
Bellevue Asset Management
Bellevue,
Washington
|
$195M
|
+$13.6M
|
+8%
|
3.71%
|
56.7%
|
472
|
4.87%
|
|
|
5549
|
Chartist Inc
Seal Beach,
California
|
$195M
|
+$1.84M
|
+1%
|
11.9%
|
–
|
28
|
10.71%
|
|
|
5550
|
Davidson Trust Company
Seattle,
Washington
|
$195M
|
+$49.5M
|
+34%
|
7.05%
|
64.6%
|
159
|
13.21%
|
|