|
5726
|
Beaumont Asset Management
Beaumont,
Texas
|
$257M
|
+$35.3M
|
+16%
|
12.5%
|
64.3%
|
83
|
13.25%
|
|
|
5727
|
Transcendent Capital Group
Edmond,
Oklahoma
|
$257M
|
+$37.7M
|
+17%
|
16.5%
|
–
|
138
|
26.09%
|
|
|
5728
|
Untitled Investments
New York
|
$257M
|
-$11.6M
|
-4%
|
22.3%
|
79.6%
|
19
|
21.05%
|
|
|
5729
|
New England Research & Management
Chicago,
Illinois
|
$257M
|
+$20.3M
|
+9%
|
13.5%
|
56.4%
|
167
|
34.13%
|
|
|
5730
|
Guardian Financial Partners
Orange,
California
|
$257M
|
+$20.1M
|
+8%
|
11.9%
|
50.2%
|
74
|
16.22%
|
|
|
5731
|
HMV Wealth Advisors
Shreveport,
Louisiana
|
$257M
|
+$44M
|
+21%
|
11.8%
|
–
|
89
|
8.99%
|
|
|
5732
|
Leslie Global Wealth
Itasca,
Illinois
|
$257M
|
+$67M
|
+35%
|
13.9%
|
–
|
92
|
21.74%
|
|
|
5733
|
626 Financial
Portage,
Michigan
|
$257M
|
+$32.4M
|
+14%
|
13.4%
|
71.3%
|
133
|
13.53%
|
|
|
5734
|
Miller Capital Partners
Troy,
Michigan
|
$257M
|
+$48.6M
|
+23%
|
34.4%
|
–
|
266
|
4.51%
|
|
|
5735
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$257M
|
+$49M
|
+24%
|
23.7%
|
80.7%
|
138
|
15.94%
|
|
|
5736
|
Daily Journal Corp
Los Angeles,
California
|
$257M
|
+$16M
|
+7%
|
7.97%
|
108%
|
4
|
0%
|
|
|
5737
|
CNB Bank
Clearfield,
Pennsylvania
|
$257M
|
+$18.9M
|
+8%
|
14%
|
91.6%
|
534
|
5.24%
|
|
|
5738
|
NBZ Investment Advisors
Knoxville,
Tennessee
|
$256M
|
+$27.4M
|
+12%
|
12.3%
|
–
|
87
|
17.24%
|
|
|
5739
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$256M
|
+$26.1M
|
+11%
|
15.9%
|
70.8%
|
185
|
10.81%
|
|
|
5740
|
Davidson Trust Company
Seattle,
Washington
|
$256M
|
+$24.4M
|
+11%
|
11.8%
|
64.6%
|
193
|
10.36%
|
|
|
5741
|
Kiker Wealth Management
Jasper,
Georgia
|
$256M
|
+$46.8M
|
+22%
|
1.88%
|
–
|
189
|
44.97%
|
|
|
5742
|
My Personal CFO LLC
Vancouver,
Washington
|
$256M
|
+$27.8M
|
+12%
|
16.9%
|
67.3%
|
92
|
5.43%
|
|
|
5743
|
Sage Capital Management
Stockton,
New Jersey
|
$256M
|
+$43.3M
|
+20%
|
22.1%
|
–
|
178
|
14.61%
|
|
|
5744
|
Byrne Financial Freedom
Franklin,
Massachusetts
|
$256M
|
+$47.2M
|
+23%
|
37.2%
|
–
|
124
|
20.97%
|
|
|
5745
|
Meritas Wealth Management
Larkspur,
California
|
$256M
|
+$34.9M
|
+16%
|
10.8%
|
63%
|
67
|
16.42%
|
|
|
5746
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$256M
|
+$43.2M
|
+20%
|
10.5%
|
–
|
112
|
11.61%
|
|
|
5747
|
Punch Card Management
Winter Park,
Florida
|
$256M
|
-$14.7M
|
-5%
|
10.5%
|
41%
|
5
|
0%
|
|
|
5748
|
Wealth Management Strategies
Pittsburgh,
Pennsylvania
|
$256M
|
+$34.9M
|
+16%
|
10.9%
|
–
|
46
|
15.22%
|
|
|
5749
|
Yoder Wealth Management
Walnut Creek,
California
|
$256M
|
+$36.5M
|
+17%
|
15.3%
|
58.9%
|
133
|
9.77%
|
|
|
5750
|
Causey Wealth LLC
Greenwood Village,
Colorado
|
$256M
|
+$20.3M
|
+9%
|
9.13%
|
–
|
87
|
11.49%
|
|