|
5701
|
ViaWealth
Leawood,
Kansas
|
$126M
|
+$4.68M
|
+4%
|
6.98%
|
64.4%
|
163
|
13.5%
|
|
|
5702
|
William Allan Corp
Fort Collins,
Colorado
|
$126M
|
+$7.05M
|
+6%
|
7.28%
|
50.4%
|
51
|
3.92%
|
|
|
5703
|
First National Bank of Hutchinson
Hutchinson,
Kansas
|
$126M
|
+$7.88M
|
+7%
|
9.55%
|
94.8%
|
113
|
13.27%
|
|
|
5704
|
Chicago Wealth Management
Chicago,
Illinois
|
$126M
|
+$9.86M
|
+8%
|
3.3%
|
110%
|
51
|
37.25%
|
|
|
5705
|
PACK Private Wealth
Wayzata,
Minnesota
|
$126M
|
+$9.26M
|
+8%
|
5.04%
|
43.6%
|
37
|
8.11%
|
|
|
5706
|
Fairbanks Capital Management
Rancho Santa Fe,
California
|
$126M
|
+$13.3M
|
+12%
|
9.8%
|
69.4%
|
54
|
5.56%
|
|
|
5707
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$126M
|
+$8.09M
|
+7%
|
4.94%
|
40.6%
|
279
|
89.61%
|
|
|
5708
|
GP Brinson Investments
Chicago,
Illinois
|
$126M
|
-$2.15M
|
-2%
|
6.71%
|
45.5%
|
16
|
6.25%
|
|
|
5709
|
RFG Holdings
Argyle,
Texas
|
$126M
|
+$29.8M
|
+31%
|
3.79%
|
51.3%
|
18
|
33.33%
|
|
|
5710
|
Straight Path Wealth Management
Jenison,
Michigan
|
$126M
|
+$21.4M
|
+20%
|
17.7%
|
70.6%
|
86
|
32.56%
|
|
|
5711
|
Tao Capital Management
San Francisco,
California
|
$126M
|
-$7.25M
|
-5%
|
16.5%
|
356%
|
16
|
6.25%
|
|
|
5712
|
Viewpoint Investment Partners
Calgary,
Alberta, Canada
|
$126M
|
+$23.3M
|
+23%
|
5.02%
|
31.9%
|
7
|
0%
|
|
|
5713
|
Sterling Investment Management
Tucson,
Arizona
|
$126M
|
+$1.11M
|
+0.9%
|
1.21%
|
44.1%
|
62
|
4.84%
|
|
|
5714
|
First National Bank of South Miami
South Miami,
Florida
|
$126M
|
-$8.12M
|
-6%
|
4.66%
|
35.2%
|
277
|
5.78%
|
|
|
5715
|
Meditor Group
Hamilton,
Bermuda
|
$126M
|
-$22.4M
|
-15%
|
13%
|
41.1%
|
4
|
0%
|
|
|
5716
|
Wells Financial Advisors
Framingham,
Massachusetts
|
$126M
|
+$4.69M
|
+4%
|
4.35%
|
54%
|
66
|
4.55%
|
|
|
5717
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$125M
|
+$9.47M
|
+8%
|
4.15%
|
34.4%
|
18
|
5.56%
|
|
|
5718
|
|
$125M
|
+$518K
|
+0.4%
|
8.58%
|
24.2%
|
29
|
31.03%
|
|
|
5719
|
Piedmont Capital Management (Montana)
Whitefish,
Montana
|
$125M
|
+$5.57M
|
+5%
|
3.58%
|
76.1%
|
48
|
14.58%
|
|
|
5720
|
Cooper/Haims Advisors
Victor,
New York
|
$125M
|
-$16M
|
-11%
|
7%
|
41.9%
|
75
|
8%
|
|
|
5721
|
Palo Alto Wealth Advisors
Palo Alto,
California
|
$125M
|
+$7.5M
|
+6%
|
11.3%
|
108%
|
44
|
9.09%
|
|
|
5722
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
$125M
|
+$13.9M
|
+12%
|
11.9%
|
58.8%
|
55
|
9.09%
|
|
|
5723
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$125M
|
+$2.89M
|
+2%
|
0.99%
|
45.8%
|
75
|
4%
|
|
|
5724
|
Dentgroup
Baton Rouge,
Louisiana
|
$125M
|
+$8.65M
|
+7%
|
5.53%
|
53.6%
|
111
|
12.61%
|
|
|
5725
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$124M
|
+$4.35M
|
+4%
|
2.48%
|
44.5%
|
39
|
7.69%
|
|