|
5576
|
Three Seasons Wealth
Salt Lake City,
Utah
|
$181M
|
+$37.9M
|
+27%
|
5.71%
|
156%
|
97
|
27.84%
|
|
|
5577
|
AJ Advisors
Nashville,
Tennessee
|
$181M
|
-$462K
|
-0.3%
|
1.65%
|
59.8%
|
49
|
34.69%
|
|
|
5578
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$181M
|
+$9.53M
|
+6%
|
2.85%
|
61%
|
185
|
8.11%
|
|
|
5579
|
Dudley Capital Management
Middleburg,
Virginia
|
$181M
|
+$9.39M
|
+5%
|
5.82%
|
110%
|
123
|
8.13%
|
|
|
5580
|
Creekside Partners
Petaluma,
California
|
$181M
|
–
|
–
|
0.83%
|
–
|
162
|
–
|
|
|
5581
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$180M
|
+$9.96M
|
+6%
|
2.25%
|
96%
|
152
|
17.11%
|
|
|
5582
|
Garnet Equity Capital Holdings
New York
|
$180M
|
-$273M
|
-60%
|
3.36%
|
302%
|
36
|
44.44%
|
|
|
5583
|
Mendon Capital Advisors
Key Largo,
Florida
|
$180M
|
-$6.24M
|
-3%
|
0.91%
|
–
|
55
|
21.82%
|
|
|
5584
|
Masso Torrence Wealth Management
Marlton,
New Jersey
|
$180M
|
+$11.7M
|
+7%
|
7.41%
|
130%
|
100
|
13%
|
|
|
5585
|
Menlo Advisors
Menlo Park,
California
|
$180M
|
+$5.54M
|
+3%
|
2.89%
|
81.9%
|
35
|
25.71%
|
|
|
5586
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$180M
|
-$16.2M
|
-8%
|
0.31%
|
–
|
188
|
16.49%
|
|
|
5587
|
Heritage Family Offices
Scottsdale,
Arizona
|
$180M
|
–
|
–
|
0.31%
|
–
|
168
|
–
|
|
|
5588
|
Silver Oak Advisory Group
Portland,
Oregon
|
$180M
|
+$1.9M
|
+1%
|
0.21%
|
27%
|
67
|
8.96%
|
|
|
5589
|
Tieton Capital Management
Yakima,
Washington
|
$180M
|
-$10.7M
|
-6%
|
5.76%
|
172%
|
40
|
7.5%
|
|
|
5590
|
Dravo Bay
Rehoboth Beach,
Delaware
|
$180M
|
+$12M
|
+7%
|
0.71%
|
45.2%
|
49
|
2.04%
|
|
|
5591
|
Ecofi Investissements
Nanterre,
France
|
$180M
|
–
|
–
|
1.87%
|
–
|
41
|
–
|
|
|
5592
|
Bond Capital Management
San Francisco,
California
|
$180M
|
-$7.46M
|
-4%
|
0.14%
|
47.5%
|
5
|
0%
|
|
|
5593
|
Chronos Wealth Management
Clearwater,
Florida
|
$180M
|
+$8.85M
|
+5%
|
5.78%
|
86.4%
|
41
|
7.32%
|
|
|
5594
|
D. Scott Neal
Lexington,
Kentucky
|
$180M
|
+$26.7M
|
+17%
|
2.34%
|
105%
|
65
|
9.23%
|
|
|
5595
|
Blue Barn Wealth
Orem,
Utah
|
$180M
|
+$258K
|
+0.1%
|
0.15%
|
46.4%
|
149
|
16.78%
|
|
|
5596
|
Shira Ridge Wealth Management
Larkspur,
California
|
$179M
|
+$4.74M
|
+3%
|
3.14%
|
64.9%
|
77
|
7.79%
|
|
|
5597
|
Colorado Capital Management
Boulder,
Colorado
|
$179M
|
+$6.44M
|
+4%
|
1.94%
|
53.4%
|
99
|
11.11%
|
|
|
5598
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$179M
|
+$1.93M
|
+1%
|
2.59%
|
68.8%
|
121
|
4.13%
|
|
|
5599
|
Wealth Advisors of Iowa
West Des Moines,
Iowa
|
$179M
|
+$14.8M
|
+9%
|
3.39%
|
60.9%
|
70
|
35.71%
|
|
|
5600
|
Walden Wealth Partners
Beachwood,
Ohio
|
$179M
|
+$6.86M
|
+4%
|
2.61%
|
–
|
93
|
7.53%
|
|