|
5526
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
$192M
|
+$11.1M
|
+6%
|
7.84%
|
60.6%
|
83
|
6.02%
|
|
|
5527
|
Sellwood Investment Partners
Portland,
Oregon
|
$192M
|
+$5.53M
|
+3%
|
0.87%
|
–
|
55
|
29.09%
|
|
|
5528
|
Ariadne Wealth Management
Santa Barbara,
California
|
$192M
|
-$27M
|
-12%
|
0.09%
|
–
|
248
|
26.21%
|
|
|
5529
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$191M
|
+$6.24M
|
+3%
|
0.83%
|
60%
|
266
|
27.07%
|
|
|
5530
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$191M
|
-$4.24M
|
-2%
|
1.82%
|
46.3%
|
19
|
15.79%
|
|
|
5531
|
Tandem Wealth Advisors
Phoenix,
Arizona
|
$191M
|
-$4.77M
|
-2%
|
0.7%
|
33.1%
|
54
|
5.56%
|
|
|
5532
|
Mirabaud Asset Management
London,
United Kingdom
|
$191M
|
-$23.8M
|
-11%
|
3.79%
|
–
|
43
|
0%
|
|
|
5533
|
Melone Private Wealth
Auburn Hills,
Michigan
|
$191M
|
-$1.86M
|
-1%
|
0.84%
|
30.3%
|
52
|
9.62%
|
|
|
5534
|
Creekside Partners
Petaluma,
California
|
$191M
|
-$1.93M
|
-1%
|
1.14%
|
–
|
167
|
2.99%
|
|
|
5535
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$191M
|
+$6.55M
|
+4%
|
3.71%
|
78.6%
|
117
|
12.82%
|
|
|
5536
|
Dudley Capital Management
Middleburg,
Virginia
|
$191M
|
-$7.6M
|
-4%
|
0.32%
|
110%
|
143
|
14.69%
|
|
|
5537
|
Chicago Wealth Management
Chicago,
Illinois
|
$191M
|
-$1.66M
|
-0.9%
|
1.34%
|
110%
|
53
|
15.09%
|
|
|
5538
|
Compass Capital Corp
Braintree,
Massachusetts
|
$191M
|
-$65.7M
|
-26%
|
2.4%
|
–
|
210
|
15.71%
|
|
|
5539
|
Moser Wealth Advisors
Bellevue,
Washington
|
$191M
|
-$1.33M
|
-0.7%
|
2.14%
|
–
|
171
|
25.73%
|
|
|
5540
|
Walker Financial Services
Bowling Green,
Kentucky
|
$191M
|
+$18.8M
|
+11%
|
2.05%
|
18.9%
|
36
|
22.22%
|
|
|
5541
|
Aventura Private Wealth
Aventura,
Florida
|
$191M
|
+$5.03M
|
+3%
|
3.33%
|
–
|
813
|
10.7%
|
|
|
5542
|
GSI Capital Advisors
Newport Beach,
California
|
$191M
|
+$1.68M
|
+0.9%
|
2.18%
|
25.4%
|
38
|
36.84%
|
|
|
5543
|
Cornercap Investment Counsel
Atlanta,
Georgia
|
$191M
|
-$120M
|
-39%
|
1.3%
|
55.4%
|
470
|
69.36%
|
|
|
5544
|
Bay Rivers Group
Williamsburg,
Virginia
|
$191M
|
-$15.6M
|
-8%
|
5.87%
|
166%
|
88
|
13.64%
|
|
|
5545
|
Whitebark Investors
Incline Village,
Nevada
|
$191M
|
-$25.1M
|
-12%
|
1.88%
|
–
|
11
|
36.36%
|
|
|
5546
|
Sender Company & Partners
New York
|
$191M
|
+$80.4M
|
+73%
|
12.2%
|
36.8%
|
103
|
75.73%
|
|
|
5547
|
Master's Wealth Management
Lancaster,
Pennsylvania
|
$191M
|
+$3.22M
|
+2%
|
0.47%
|
–
|
42
|
9.52%
|
|
|
5548
|
Compass Financial Services
West Des Moines,
Iowa
|
$191M
|
+$13.9M
|
+8%
|
2.18%
|
–
|
306
|
37.91%
|
|
|
5549
|
Pelham Capital
London,
United Kingdom
|
$190M
|
+$19.3M
|
+11%
|
1.78%
|
141%
|
17
|
35.29%
|
|
|
5550
|
Victrix Investment Advisors
Stuart,
Florida
|
$190M
|
+$51.7M
|
+37%
|
1.91%
|
–
|
97
|
36.08%
|
|