|
5676
|
Moser Wealth Advisors
Bellevue,
Washington
|
$208M
|
+$17.5M
|
+9%
|
9.57%
|
–
|
206
|
24.27%
|
|
|
5677
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$208M
|
+$28.9M
|
+16%
|
9.72%
|
66.1%
|
89
|
24.72%
|
|
|
5678
|
Ayrshire Capital Management
Westport,
Connecticut
|
$208M
|
+$1.64M
|
+0.8%
|
9.68%
|
78.4%
|
51
|
9.8%
|
|
|
5679
|
Continuum Wealth Advisors
Saratoga Springs,
New York
|
$208M
|
+$13.2M
|
+7%
|
7.73%
|
61.4%
|
68
|
26.47%
|
|
|
5680
|
Shore Point Advisors
Brielle,
New Jersey
|
$208M
|
+$19.3M
|
+10%
|
8.07%
|
51.4%
|
71
|
8.45%
|
|
|
5681
|
MTC Wealth Management
Tampa,
Florida
|
$208M
|
+$4.51M
|
+2%
|
5.33%
|
30.5%
|
13
|
0%
|
|
|
5682
|
Marshall & Sullivan
Seattle,
Washington
|
$208M
|
+$11M
|
+6%
|
7.5%
|
82%
|
119
|
64.71%
|
|
|
5683
|
Bull Street Advisors
Savannah,
Georgia
|
$208M
|
-$760K
|
-0.4%
|
1.78%
|
41.9%
|
90
|
2.22%
|
|
|
5684
|
Trail Ridge Investment Advisors
Fort Collins,
Colorado
|
$208M
|
+$13.8M
|
+7%
|
10.5%
|
76%
|
108
|
9.26%
|
|
|
5685
|
|
$208M
|
+$8.63M
|
+4%
|
7.17%
|
75.4%
|
129
|
6.98%
|
|
|
5686
|
Sage Capital Management
Stockton,
New Jersey
|
$208M
|
+$23.5M
|
+13%
|
12.3%
|
–
|
161
|
8.07%
|
|
|
5687
|
Breed's Hill Capital
Charlestown,
Massachusetts
|
$208M
|
+$22.3M
|
+12%
|
14.5%
|
–
|
144
|
8.33%
|
|
|
5688
|
Shelton Wealth Management
Fort Worth,
Texas
|
$208M
|
+$23.6M
|
+13%
|
13.7%
|
88%
|
182
|
45.6%
|
|
|
5689
|
SSA Swiss Advisors
Zurich,
|
$208M
|
+$12.2M
|
+6%
|
8.28%
|
–
|
135
|
22.96%
|
|
|
5690
|
Financial Council
Towson,
Maryland
|
$207M
|
+$21.9M
|
+12%
|
11.5%
|
80%
|
95
|
10.53%
|
|
|
5691
|
Grove Street Fiduciary
Peterborough,
New Hampshire
|
$207M
|
+$10.1M
|
+5%
|
7.98%
|
–
|
76
|
11.84%
|
|
|
5692
|
Fortress Wealth Management
Culver City,
California
|
$207M
|
+$14.7M
|
+8%
|
5.47%
|
52.1%
|
76
|
10.53%
|
|
|
5693
|
Win Advisors
Palm Beach Gardens,
Florida
|
$207M
|
+$12.7M
|
+7%
|
16.4%
|
226%
|
84
|
78.57%
|
|
|
5694
|
Vista Investment Partners II
Richmond,
Indiana
|
$207M
|
+$26.5M
|
+15%
|
13.3%
|
–
|
143
|
16.08%
|
|
|
5695
|
Cordant Inc
Portland,
Oregon
|
$207M
|
+$15.2M
|
+8%
|
6.07%
|
47%
|
115
|
45.22%
|
|
|
5696
|
Lynx Capital Group
Beachwood,
Ohio
|
$207M
|
+$13M
|
+7%
|
7.7%
|
–
|
83
|
10.84%
|
|
|
5697
|
Red Tortoise LLC
Atlanta,
Georgia
|
$207M
|
+$13.5M
|
+7%
|
7.93%
|
43.7%
|
657
|
21.16%
|
|
|
5698
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$207M
|
+$24.2M
|
+13%
|
10.8%
|
74.1%
|
86
|
11.63%
|
|
|
5699
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$207M
|
+$17.4M
|
+9%
|
6.57%
|
44.4%
|
93
|
18.28%
|
|
|
5700
|
Financial Services Advisory
Rockville,
Maryland
|
$207M
|
-$57.3M
|
-22%
|
9.05%
|
75.8%
|
63
|
52.38%
|
|