|
5601
|
R.W. Roge & Company
Bohemia,
New York
|
$187M
|
+$12.1M
|
+7%
|
6.04%
|
57.7%
|
50
|
12%
|
|
|
5602
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$187M
|
+$15.3M
|
+9%
|
6.17%
|
–
|
74
|
2.7%
|
|
|
5603
|
KM Capital Management
Austin,
Texas
|
$187M
|
-$6.1M
|
-3%
|
5.09%
|
50.5%
|
48
|
18.75%
|
|
|
5604
|
Adapt Wealth Advisors
Atlanta,
Georgia
|
$187M
|
+$27.2M
|
+17%
|
5.77%
|
–
|
68
|
8.82%
|
|
|
5605
|
Ally Bridge Group
New York
|
$187M
|
+$19M
|
+11%
|
8.7%
|
942%
|
34
|
41.18%
|
|
|
5606
|
Shore Point Advisors
Brielle,
New Jersey
|
$187M
|
+$10.7M
|
+6%
|
7.16%
|
51.4%
|
65
|
13.85%
|
|
|
5607
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$187M
|
+$10.4M
|
+6%
|
5.3%
|
51.4%
|
81
|
4.94%
|
|
|
5608
|
Sabby Management
Miami Beach,
Florida
|
$186M
|
+$37.7M
|
+25%
|
32.6%
|
95.9%
|
62
|
69.35%
|
|
|
5609
|
Continuum Wealth Advisors
Saratoga Springs,
New York
|
$186M
|
-$3.66M
|
-2%
|
4.81%
|
61.4%
|
67
|
26.87%
|
|
|
5610
|
Blue Square Asset Management
New York
|
$186M
|
+$14.6M
|
+8%
|
5.99%
|
104%
|
76
|
10.53%
|
|
|
5611
|
Private Client Services
Louisville,
Kentucky
|
$186M
|
+$26.7M
|
+17%
|
6.04%
|
–
|
180
|
29.44%
|
|
|
5612
|
New Vernon Capital Holdings II
Morristown,
New Jersey
|
$186M
|
+$495K
|
+0.3%
|
6.61%
|
78.2%
|
84
|
38.1%
|
|
|
5613
|
Prosperitas Financial
Valencia,
California
|
$186M
|
+$21.8M
|
+13%
|
6.12%
|
–
|
73
|
34.25%
|
|
|
5614
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$186M
|
+$11M
|
+6%
|
6.1%
|
26%
|
197
|
9.14%
|
|
|
5615
|
Legacy Bridge
West Des Moines,
Iowa
|
$186M
|
+$16M
|
+9%
|
7.75%
|
149%
|
299
|
6.35%
|
|
|
5616
|
Eagle Bluffs Wealth Management
Columbia,
Missouri
|
$186M
|
+$13.8M
|
+8%
|
6.67%
|
68.6%
|
74
|
2.7%
|
|
|
5617
|
LSP Investment Advisors
New York
|
$186M
|
+$9.61M
|
+5%
|
12.7%
|
104%
|
27
|
3.7%
|
|
|
5618
|
Allie Family Office
Miami,
Florida
|
$186M
|
+$19.4M
|
+12%
|
6.91%
|
50.9%
|
96
|
15.63%
|
|
|
5619
|
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
|
$186M
|
+$13.8M
|
+8%
|
7.72%
|
61.7%
|
139
|
5.04%
|
|
|
5620
|
|
$185M
|
+$13.5M
|
+8%
|
6.67%
|
86.3%
|
175
|
17.14%
|
|
|
5621
|
Masso Torrence Wealth Management
Marlton,
New Jersey
|
$185M
|
+$5.07M
|
+3%
|
4.67%
|
130%
|
101
|
14.85%
|
|
|
5622
|
Daily Journal Corp
Los Angeles,
California
|
$185M
|
+$3.1M
|
+2%
|
3.54%
|
108%
|
4
|
0%
|
|
|
5623
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$185M
|
+$9.01M
|
+5%
|
6.57%
|
95.5%
|
156
|
8.97%
|
|
|
5624
|
Penobscot Wealth Management
Portland,
Maine
|
$185M
|
+$17.2M
|
+10%
|
6.3%
|
50.5%
|
77
|
6.49%
|
|
|
5625
|
Radcliff Management
New York
|
$185M
|
+$14.2M
|
+8%
|
8.32%
|
93.7%
|
1
|
0%
|
|