|
5601
|
Hillcrest Wealth Advisors
Hazlet,
New Jersey
|
$213M
|
+$10.7M
|
+5%
|
8%
|
55%
|
50
|
6%
|
|
|
5602
|
FWG Holdings
Winter Park,
Florida
|
$213M
|
+$9.44M
|
+5%
|
12.3%
|
91.6%
|
115
|
14.78%
|
|
|
5603
|
Lewis Asset Management
Lafayette,
California
|
$213M
|
+$91.7M
|
+76%
|
14.7%
|
–
|
183
|
34.43%
|
|
|
5604
|
Logan Stone Capital
Chicago,
Illinois
|
$213M
|
-$2.03M
|
-0.9%
|
16.8%
|
43.9%
|
98
|
47.96%
|
|
|
5605
|
Quantum Financial Planning Services
Spokane,
Washington
|
$212M
|
+$29.6M
|
+16%
|
8.14%
|
–
|
50
|
32%
|
|
|
5606
|
Riverwater Partners
Milwaukee,
Wisconsin
|
$212M
|
+$17.6M
|
+9%
|
9.1%
|
110%
|
219
|
15.53%
|
|
|
5607
|
Blue Barn Wealth
Orem,
Utah
|
$212M
|
+$20.5M
|
+11%
|
8.6%
|
46.4%
|
166
|
15.66%
|
|
|
5608
|
Genesis Private Wealth
Ashburn,
Virginia
|
$212M
|
+$23.7M
|
+13%
|
7.5%
|
–
|
168
|
22.02%
|
|
|
5609
|
Second Half Financial Partners
Sebring,
Florida
|
$212M
|
+$10.6M
|
+5%
|
6.15%
|
36.8%
|
98
|
24.49%
|
|
|
5610
|
Compass Capital Corp
Braintree,
Massachusetts
|
$212M
|
+$21.4M
|
+11%
|
15.8%
|
–
|
206
|
24.27%
|
|
|
5611
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$212M
|
+$38.8M
|
+22%
|
7.93%
|
64.6%
|
180
|
15.56%
|
|
|
5612
|
Ransom Advisory
Providence,
Rhode Island
|
$212M
|
+$9.7M
|
+5%
|
10.8%
|
–
|
343
|
9.04%
|
|
|
5613
|
Hahn Capital Management
Walnut Creek,
California
|
$212M
|
+$5.32M
|
+3%
|
3.96%
|
53.6%
|
29
|
3.45%
|
|
|
5614
|
Thiel Macro
Los Angeles,
California
|
$212M
|
+$59M
|
+39%
|
40%
|
–
|
5
|
40%
|
|
|
5615
|
JDM Financial Group
Austin,
Texas
|
$212M
|
+$14.9M
|
+8%
|
8.89%
|
56.7%
|
311
|
20.9%
|
|
|
5616
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$212M
|
-$5.94M
|
-3%
|
11.8%
|
120%
|
153
|
30.72%
|
|
|
5617
|
Proactive Wealth Strategies
Marietta,
Georgia
|
$212M
|
+$24.3M
|
+13%
|
11.2%
|
–
|
141
|
12.06%
|
|
|
5618
|
Security Benefit Life Insurance Company
Topeka,
Kansas
|
$212M
|
-$55.3M
|
-21%
|
10%
|
60.6%
|
19
|
0%
|
|
|
5619
|
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
|
$212M
|
+$19.9M
|
+10%
|
4.84%
|
35.2%
|
22
|
0%
|
|
|
5620
|
Aurelius Family Office
Bedford,
New Hampshire
|
$212M
|
+$14.5M
|
+7%
|
6.39%
|
–
|
47
|
4.26%
|
|
|
5621
|
Capricorn Fund Managers
London,
United Kingdom
|
$212M
|
+$24.5M
|
+13%
|
9.54%
|
169%
|
60
|
28.33%
|
|
|
5622
|
Guerra Advisors
Miami,
Florida
|
$212M
|
+$32.9M
|
+18%
|
13.9%
|
–
|
74
|
18.92%
|
|
|
5623
|
Gables Capital Management
Miami,
Florida
|
$212M
|
+$9.26M
|
+5%
|
15.3%
|
151%
|
462
|
8.23%
|
|
|
5624
|
Matisse Capital
Portland,
Oregon
|
$212M
|
+$21.9M
|
+12%
|
9.34%
|
66.9%
|
176
|
10.8%
|
|
|
5625
|
Fedenia Advisers
Madison,
Wisconsin
|
$211M
|
+$57.6M
|
+37%
|
19.6%
|
–
|
154
|
36.36%
|
|