|
5701
|
|
$236M
|
-$201M
|
-46%
|
36.3%
|
–
|
21
|
14.29%
|
|
|
5702
|
Cottage Street Advisors
Marion,
Massachusetts
|
$236M
|
+$957K
|
+0.4%
|
3.48%
|
91.4%
|
156
|
16.67%
|
|
|
5703
|
SimpliFi Inc
San Diego,
California
|
$236M
|
+$2.67M
|
+1%
|
1.04%
|
26.7%
|
47
|
14.89%
|
|
|
5704
|
Shore Point Advisors
Brielle,
New Jersey
|
$236M
|
+$10.2M
|
+4%
|
1.13%
|
51.4%
|
77
|
9.09%
|
|
|
5705
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$236M
|
-$5.85M
|
-2%
|
4.94%
|
105%
|
179
|
18.44%
|
|
|
5706
|
Wayfinding Financial
Lynnwood,
Washington
|
$236M
|
+$3.94M
|
+2%
|
1.11%
|
68.3%
|
166
|
16.87%
|
|
|
5707
|
Navis Wealth Advisors
Rye Brook,
New York
|
$236M
|
+$102M
|
+77%
|
3.71%
|
107%
|
187
|
37.97%
|
|
|
5708
|
Squadron Capital Management
Westmont,
Illinois
|
$236M
|
–
|
–
|
123%
|
–
|
33
|
–
|
|
|
5709
|
Onyx Financial Advisors
Idaho Falls,
Idaho
|
$236M
|
+$9.88M
|
+4%
|
1.88%
|
52.5%
|
19
|
10.53%
|
|
|
5710
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$236M
|
+$49.8M
|
+27%
|
2.81%
|
131%
|
233
|
13.73%
|
|
|
5711
|
Caldwell Sutter Capital
Sausalito,
California
|
$236M
|
+$1.75M
|
+0.7%
|
3.13%
|
79.5%
|
914
|
8.75%
|
|
|
5712
|
Silphium Asset Management
London,
United Kingdom
|
$236M
|
-$102M
|
-30%
|
3.86%
|
128%
|
60
|
60%
|
|
|
5713
|
Boyd Wealth Management
Sacramento,
California
|
$236M
|
+$3.58M
|
+2%
|
1.41%
|
51.1%
|
50
|
10%
|
|
|
5714
|
Worth Asset Management
Dallas,
Texas
|
$236M
|
+$13.3M
|
+6%
|
4.59%
|
115%
|
201
|
36.32%
|
|
|
5715
|
Melone Private Wealth
Auburn Hills,
Michigan
|
$236M
|
+$15M
|
+7%
|
1.09%
|
30.3%
|
60
|
10%
|
|
|
5716
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$236M
|
+$6.72M
|
+3%
|
1.73%
|
–
|
46
|
2.17%
|
|
|
5717
|
Conway Capital Management
Burbank,
California
|
$236M
|
-$2.6M
|
-1%
|
1.9%
|
139%
|
52
|
19.23%
|
|
|
5718
|
Red Tortoise LLC
Atlanta,
Georgia
|
$236M
|
+$5.13M
|
+2%
|
2.51%
|
43.7%
|
634
|
12.15%
|
|
|
5719
|
Prairie Wealth Advisors
Omaha,
Nebraska
|
$236M
|
-$8.09M
|
-3%
|
0.17%
|
–
|
159
|
98.11%
|
|
|
5720
|
MYeCFO
La Jolla,
California
|
$236M
|
+$15.8M
|
+7%
|
4.03%
|
53.3%
|
67
|
13.43%
|
|
|
5721
|
Win Advisors
Palm Beach Gardens,
Florida
|
$236M
|
+$30.1M
|
+15%
|
4.16%
|
226%
|
100
|
68%
|
|
|
5722
|
I.G.Y. Ltd
London,
United Kingdom
|
$235M
|
-$3.43M
|
-1%
|
0.06%
|
81.2%
|
3
|
0%
|
|
|
5723
|
YANKCOM Partnership
Yankton,
South Dakota
|
$235M
|
+$13.1M
|
+6%
|
2.96%
|
–
|
393
|
32.32%
|
|
|
5724
|
Exeter Financial
Scottsdale,
Arizona
|
$235M
|
+$3.61M
|
+2%
|
1.78%
|
50.4%
|
99
|
9.09%
|
|
|
5725
|
One Wealth Capital Management
Scottsdale,
Arizona
|
$235M
|
+$12M
|
+5%
|
0.91%
|
–
|
142
|
19.01%
|
|