|
5726
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$256M
|
+$26.1M
|
+11%
|
15.9%
|
70.8%
|
185
|
10.81%
|
|
|
5727
|
Davidson Trust Company
Seattle,
Washington
|
$256M
|
+$24.4M
|
+11%
|
11.8%
|
64.6%
|
193
|
10.36%
|
|
|
5728
|
Kiker Wealth Management
Jasper,
Georgia
|
$256M
|
+$46.8M
|
+22%
|
1.88%
|
–
|
189
|
44.97%
|
|
|
5729
|
My Personal CFO LLC
Vancouver,
Washington
|
$256M
|
+$27.8M
|
+12%
|
16.9%
|
67.3%
|
92
|
5.43%
|
|
|
5730
|
Sage Capital Management
Stockton,
New Jersey
|
$256M
|
+$43.3M
|
+20%
|
22.1%
|
–
|
178
|
14.61%
|
|
|
5731
|
Byrne Financial Freedom
Franklin,
Massachusetts
|
$256M
|
+$47.2M
|
+23%
|
37.2%
|
–
|
124
|
20.97%
|
|
|
5732
|
Meritas Wealth Management
Larkspur,
California
|
$256M
|
+$34.9M
|
+16%
|
10.8%
|
63%
|
67
|
16.42%
|
|
|
5733
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$256M
|
+$43.2M
|
+20%
|
10.5%
|
–
|
112
|
11.61%
|
|
|
5734
|
Punch Card Management
Winter Park,
Florida
|
$256M
|
-$14.7M
|
-5%
|
10.5%
|
41%
|
5
|
0%
|
|
|
5735
|
Wealth Management Strategies
Pittsburgh,
Pennsylvania
|
$256M
|
+$34.9M
|
+16%
|
10.9%
|
–
|
46
|
15.22%
|
|
|
5736
|
Yoder Wealth Management
Walnut Creek,
California
|
$256M
|
+$36.5M
|
+17%
|
15.3%
|
58.9%
|
133
|
9.77%
|
|
|
5737
|
Causey Wealth LLC
Greenwood Village,
Colorado
|
$256M
|
+$20.3M
|
+9%
|
9.13%
|
–
|
87
|
11.49%
|
|
|
5738
|
1248 Management
Kansas City,
Missouri
|
$256M
|
+$40.1M
|
+19%
|
20.8%
|
–
|
162
|
17.9%
|
|
|
5739
|
Tull Financial Group
Chesapeake,
Virginia
|
$256M
|
+$31.5M
|
+14%
|
11.3%
|
–
|
35
|
11.43%
|
|
|
5740
|
|
$255M
|
-$34.9M
|
-12%
|
22.5%
|
97.6%
|
56
|
28.57%
|
|
|
5741
|
Tribridge Partners Financial
Columbia,
Maryland
|
$255M
|
+$13.5M
|
+6%
|
9.92%
|
–
|
87
|
13.79%
|
|
|
5742
|
Mainsail Asset Management
Birmingham,
Alabama
|
$255M
|
+$32.4M
|
+15%
|
13.8%
|
–
|
208
|
51.44%
|
|
|
5743
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$255M
|
+$15M
|
+6%
|
14.7%
|
57.5%
|
297
|
12.46%
|
|
|
5744
|
Politan Capital Management
New York
|
$255M
|
-$730M
|
-74%
|
61.2%
|
75.4%
|
3
|
33.33%
|
|
|
5745
|
Vista Investment Partners II
Richmond,
Indiana
|
$255M
|
+$32.2M
|
+14%
|
21.9%
|
–
|
184
|
27.72%
|
|
|
5746
|
Shelton Wealth Management
Fort Worth,
Texas
|
$255M
|
+$26.4M
|
+12%
|
19.6%
|
88%
|
168
|
32.74%
|
|
|
5747
|
Sprinkle Financial Consultants
Littleton,
Colorado
|
$255M
|
+$38.1M
|
+18%
|
11.7%
|
–
|
108
|
12.96%
|
|
|
5748
|
State Insurance Fund
New York
|
$255M
|
+$38.9M
|
+18%
|
18%
|
–
|
1
|
0%
|
|
|
5749
|
Flatrock Wealth Partners
Newport Beach,
California
|
$255M
|
+$32.3M
|
+15%
|
17%
|
–
|
193
|
24.35%
|
|
|
5750
|
Harvest Management
New York
|
$254M
|
+$48.1M
|
+23%
|
14.6%
|
610%
|
95
|
74.74%
|
|