|
5601
|
Greykasell Wealth Strategies
Danville,
California
|
$209M
|
+$21.3M
|
+11%
|
10.5%
|
–
|
362
|
19.06%
|
|
|
5602
|
Hamilton Capital Partners
Atlanta,
Georgia
|
$209M
|
+$50.8M
|
+32%
|
27.1%
|
–
|
29
|
34.48%
|
|
|
5603
|
Optimist Retirement Group
Bellevue,
Washington
|
$209M
|
+$8.82M
|
+4%
|
5.44%
|
–
|
124
|
11.29%
|
|
|
5604
|
Aristotle Pacific Capital
Newport Beach,
California
|
$209M
|
-$95.3M
|
-31%
|
1.61%
|
1.3%
|
6
|
0%
|
|
|
5605
|
Integrated Capital Management (Michigan)
Bloomfield,
Michigan
|
$208M
|
+$26.8M
|
+15%
|
9.17%
|
–
|
63
|
12.7%
|
|
|
5606
|
Ardent Capital Management
Cincinnati,
Ohio
|
$208M
|
-$22.6M
|
-10%
|
1.17%
|
77.5%
|
45
|
6.67%
|
|
|
5607
|
Roubaix Capital
Denver,
Colorado
|
$208M
|
+$16.4M
|
+9%
|
22.8%
|
104%
|
73
|
61.64%
|
|
|
5608
|
Emprise Bank
Wichita,
Kansas
|
$208M
|
+$21.5M
|
+11%
|
10.7%
|
–
|
109
|
16.51%
|
|
|
5609
|
Moser Wealth Advisors
Bellevue,
Washington
|
$208M
|
+$17.5M
|
+9%
|
9.57%
|
–
|
206
|
24.27%
|
|
|
5610
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$208M
|
+$28.9M
|
+16%
|
9.72%
|
56%
|
89
|
24.72%
|
|
|
5611
|
Ayrshire Capital Management
Westport,
Connecticut
|
$208M
|
+$1.64M
|
+0.8%
|
9.68%
|
78.4%
|
51
|
9.8%
|
|
|
5612
|
Continuum Wealth Advisors
Saratoga Springs,
New York
|
$208M
|
+$13.2M
|
+7%
|
7.73%
|
61.4%
|
68
|
26.47%
|
|
|
5613
|
Shore Point Advisors
Brielle,
New Jersey
|
$208M
|
+$19.3M
|
+10%
|
8.07%
|
51.4%
|
71
|
8.45%
|
|
|
5614
|
MTC Wealth Management
Tampa,
Florida
|
$208M
|
+$4.51M
|
+2%
|
5.33%
|
23%
|
13
|
0%
|
|
|
5615
|
Marshall & Sullivan
Seattle,
Washington
|
$208M
|
+$11M
|
+6%
|
7.5%
|
82%
|
119
|
64.71%
|
|
|
5616
|
Bull Street Advisors
Savannah,
Georgia
|
$208M
|
-$760K
|
-0.4%
|
1.78%
|
41.9%
|
90
|
2.22%
|
|
|
5617
|
Trail Ridge Investment Advisors
Fort Collins,
Colorado
|
$208M
|
+$13.8M
|
+7%
|
10.5%
|
68.2%
|
108
|
9.26%
|
|
|
5618
|
|
$208M
|
+$8.63M
|
+4%
|
7.17%
|
66.7%
|
129
|
6.98%
|
|
|
5619
|
Sage Capital Management
Stockton,
New Jersey
|
$208M
|
+$23.5M
|
+13%
|
12.3%
|
–
|
161
|
8.07%
|
|
|
5620
|
Breed's Hill Capital
Charlestown,
Massachusetts
|
$208M
|
+$22.3M
|
+12%
|
14.5%
|
–
|
144
|
8.33%
|
|
|
5621
|
Shelton Wealth Management
Fort Worth,
Texas
|
$208M
|
+$23.6M
|
+13%
|
13.7%
|
88%
|
182
|
45.6%
|
|
|
5622
|
SSA Swiss Advisors
Zurich,
|
$208M
|
+$12.2M
|
+6%
|
8.28%
|
–
|
135
|
22.96%
|
|
|
5623
|
Financial Council
Towson,
Maryland
|
$207M
|
+$21.9M
|
+12%
|
11.5%
|
63.8%
|
95
|
10.53%
|
|
|
5624
|
Grove Street Fiduciary
Peterborough,
New Hampshire
|
$207M
|
+$10.1M
|
+5%
|
7.98%
|
–
|
76
|
11.84%
|
|
|
5625
|
Fortress Wealth Management
Culver City,
California
|
$207M
|
+$14.7M
|
+8%
|
5.47%
|
52.1%
|
76
|
10.53%
|
|