|
5551
|
Wisconsin Capital Management
Madison,
Wisconsin
|
$190M
|
-$6.89M
|
-3%
|
1.88%
|
153%
|
52
|
15.38%
|
|
|
5552
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$190M
|
$0
|
0%
|
6.1%
|
52.8%
|
100
|
0%
|
|
|
5553
|
O'Connor Financial Group
Quincy,
Illinois
|
$190M
|
+$18.4M
|
+11%
|
5.6%
|
44.9%
|
55
|
5.45%
|
|
|
5554
|
Citadel Investment Advisory
Chesterland,
Ohio
|
$190M
|
+$14.3M
|
+8%
|
8.03%
|
67.4%
|
83
|
3.61%
|
|
|
5555
|
Alternative Investment Advisors
Maitland,
Florida
|
$190M
|
+$15.2M
|
+9%
|
5.61%
|
–
|
51
|
13.73%
|
|
|
5556
|
Three Seasons Wealth
Salt Lake City,
Utah
|
$190M
|
+$9.2M
|
+5%
|
7.48%
|
–
|
119
|
36.97%
|
|
|
5557
|
Optivise Advisory Services
Franklin,
Tennessee
|
$190M
|
+$4.83M
|
+3%
|
3.72%
|
–
|
192
|
21.35%
|
|
|
5558
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$190M
|
+$10.7M
|
+6%
|
7.14%
|
61.4%
|
120
|
8.33%
|
|
|
5559
|
New Insight Wealth Advisors
San Ramon,
California
|
$190M
|
+$20.1M
|
+12%
|
6.97%
|
–
|
93
|
12.9%
|
|
|
5560
|
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
|
$190M
|
+$14.9M
|
+9%
|
5.57%
|
50.2%
|
65
|
9.23%
|
|
|
5561
|
Envision Financial Planning
Memphis,
Tennessee
|
$190M
|
+$59M
|
+45%
|
5.17%
|
–
|
38
|
26.32%
|
|
|
5562
|
Tandem Capital Management
Woodcliff Lake,
New Jersey
|
$190M
|
+$7.35M
|
+4%
|
8.12%
|
83.8%
|
118
|
7.63%
|
|
|
5563
|
Patrick Mauro Investment Advisor
Oak Brook,
Illinois
|
$190M
|
+$17.5M
|
+10%
|
8.95%
|
28.4%
|
44
|
4.55%
|
|
|
5564
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$189M
|
+$62.8M
|
+50%
|
5.29%
|
–
|
70
|
62.86%
|
|
|
5565
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$189M
|
+$25.9M
|
+16%
|
6.69%
|
47.2%
|
120
|
22.5%
|
|
|
5566
|
Axiom Financial Strategies
New Albany,
Indiana
|
$189M
|
+$35.5M
|
+23%
|
6.62%
|
41.2%
|
45
|
42.22%
|
|
|
5567
|
D. Scott Neal
Lexington,
Kentucky
|
$189M
|
+$9.43M
|
+5%
|
8.88%
|
105%
|
67
|
19.4%
|
|
|
5568
|
First Citizens Financial Corp
Mason City,
Iowa
|
$189M
|
+$20.1M
|
+12%
|
6.55%
|
68.1%
|
121
|
5.79%
|
|
|
5569
|
Holowesko Partners
Nassau,
Bahamas
|
$189M
|
+$1.55M
|
+0.8%
|
8.39%
|
52.1%
|
27
|
14.81%
|
|
|
5570
|
Financial Freedom LLC
Cincinnati,
Ohio
|
$189M
|
+$12.9M
|
+7%
|
4.86%
|
51.9%
|
372
|
4.3%
|
|
|
5571
|
Solstein Capital
Menlo Park,
California
|
$189M
|
+$35.6M
|
+23%
|
5.21%
|
83.6%
|
323
|
5.26%
|
|
|
5572
|
Element Wealth
Ridgeland,
Mississippi
|
$189M
|
+$11.1M
|
+6%
|
6.05%
|
44.8%
|
306
|
12.09%
|
|
|
5573
|
Integrated Capital Management (Michigan)
Bloomfield,
Michigan
|
$189M
|
–
|
–
|
5.18%
|
–
|
59
|
–
|
|
|
5574
|
Second Half Financial Partners
Sebring,
Florida
|
$189M
|
+$63.8M
|
+51%
|
7.83%
|
36.8%
|
100
|
67%
|
|
|
5575
|
S.A. Mason
Holland,
Michigan
|
$189M
|
+$12.8M
|
+7%
|
6.36%
|
80.6%
|
332
|
6.33%
|
|