|
5676
|
One Wealth Capital Management
Scottsdale,
Arizona
|
$223M
|
+$9.88M
|
+5%
|
7.04%
|
–
|
129
|
20.16%
|
|
|
5677
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$223M
|
+$23.4M
|
+12%
|
5.76%
|
44.1%
|
47
|
19.15%
|
|
|
5678
|
Dudley Capital Management
Middleburg,
Virginia
|
$223M
|
+$22.3M
|
+11%
|
11.4%
|
110%
|
142
|
14.79%
|
|
|
5679
|
Panoramic Capital
Larkspur,
California
|
$223M
|
+$90.4M
|
+68%
|
29.6%
|
–
|
54
|
44.44%
|
|
|
5680
|
Lodestone Wealth Management
Spokane,
Washington
|
$222M
|
+$17.1M
|
+8%
|
8.96%
|
81.1%
|
177
|
7.34%
|
|
|
5681
|
Worth Asset Management
Dallas,
Texas
|
$222M
|
+$19.7M
|
+10%
|
7.79%
|
115%
|
204
|
43.63%
|
|
|
5682
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$222M
|
+$13.5M
|
+6%
|
8.08%
|
72.2%
|
148
|
6.76%
|
|
|
5683
|
Siligmueller & Norvid Wealth Advisors
Glen Ellyn,
Illinois
|
$222M
|
-$35.1M
|
-14%
|
6%
|
–
|
228
|
89.91%
|
|
|
5684
|
Hillcrest Wealth Advisors
Hazlet,
New Jersey
|
$222M
|
+$9.71M
|
+5%
|
7.69%
|
55%
|
54
|
11.11%
|
|
|
5685
|
Evolution Advisers
Richmond,
Virginia
|
$222M
|
+$18.4M
|
+9%
|
5.08%
|
40.8%
|
162
|
5.56%
|
|
|
5686
|
Omega Fund Management
Boston,
Massachusetts
|
$222M
|
+$67.9M
|
+44%
|
48.9%
|
106%
|
14
|
21.43%
|
|
|
5687
|
Investment Research Partners
Lemont,
Pennsylvania
|
$222M
|
–
|
–
|
7.65%
|
–
|
224
|
–
|
|
|
5688
|
Sage Capital Management
Stockton,
New Jersey
|
$222M
|
+$14.5M
|
+7%
|
6.79%
|
–
|
164
|
8.54%
|
|
|
5689
|
Matisse Capital
Portland,
Oregon
|
$222M
|
+$10.6M
|
+5%
|
8.39%
|
66.9%
|
183
|
18.58%
|
|
|
5690
|
Legal Advantage Investments
Los Altos Hills,
California
|
$222M
|
+$8.29M
|
+4%
|
9.04%
|
105%
|
99
|
15.15%
|
|
|
5691
|
YANKCOM Partnership
Yankton,
South Dakota
|
$222M
|
+$17.7M
|
+9%
|
7.65%
|
–
|
336
|
21.73%
|
|
|
5692
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$222M
|
+$17.6M
|
+9%
|
7.66%
|
63.8%
|
85
|
5.88%
|
|
|
5693
|
Ransom Advisory
Providence,
Rhode Island
|
$222M
|
+$9.89M
|
+5%
|
11.4%
|
–
|
329
|
10.64%
|
|
|
5694
|
Ampersand Capital Group
Burlingame,
California
|
$222M
|
+$21M
|
+10%
|
6.16%
|
–
|
7
|
0%
|
|
|
5695
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$222M
|
+$11.3M
|
+5%
|
6.04%
|
46.3%
|
15
|
0%
|
|
|
5696
|
Cordant Inc
Portland,
Oregon
|
$222M
|
+$14.3M
|
+7%
|
4.94%
|
47%
|
72
|
13.89%
|
|
|
5697
|
Prodigy Asset Management
Omaha,
Nebraska
|
$222M
|
+$68.9M
|
+45%
|
3.65%
|
–
|
25
|
8%
|
|
|
5698
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$221M
|
+$14.4M
|
+7%
|
5.38%
|
44.4%
|
96
|
9.38%
|
|
|
5699
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$221M
|
+$19.1M
|
+9%
|
7.92%
|
93%
|
269
|
7.43%
|
|
|
5700
|
Advantage Trust Company
Salina,
Kansas
|
$221M
|
+$18.4M
|
+9%
|
7.54%
|
–
|
209
|
9.57%
|
|