|
5751
|
Significant Wealth Partners
Cary,
Illinois
|
$204M
|
+$8.43M
|
+4%
|
2.16%
|
–
|
103
|
17.48%
|
|
|
5752
|
Team Financial Group
Temecula,
California
|
$203M
|
+$30.1M
|
+17%
|
5.23%
|
42.4%
|
252
|
84.92%
|
|
|
5753
|
Aletheian Wealth Advisors
Bellevue,
Washington
|
$203M
|
+$25.4M
|
+14%
|
9.56%
|
–
|
104
|
12.5%
|
|
|
5754
|
Elite Financial
Lewiston,
Idaho
|
$203M
|
+$14.1M
|
+7%
|
7.02%
|
–
|
113
|
53.98%
|
|
|
5755
|
Tribune Investment Group
New York
|
$203M
|
-$29.8M
|
-13%
|
20.5%
|
–
|
46
|
80.43%
|
|
|
5756
|
Cooper/Haims Advisors
Victor,
New York
|
$203M
|
+$18.5M
|
+10%
|
6.87%
|
53.1%
|
89
|
15.73%
|
|
|
5757
|
Advantage Trust Company
Salina,
Kansas
|
$203M
|
+$38M
|
+23%
|
11.4%
|
–
|
208
|
27.88%
|
|
|
5758
|
Point72 Italy
Milan,
Italy
|
$203M
|
+$101M
|
+100%
|
29.9%
|
–
|
39
|
64.1%
|
|
|
5759
|
JW Asset Management
Miami Beach,
Florida
|
$203M
|
+$26.3M
|
+15%
|
16.6%
|
251%
|
21
|
23.81%
|
|
|
5760
|
Wheelhouse Advisory Group
St. Louis,
Missouri
|
$203M
|
+$27.8M
|
+16%
|
9.27%
|
–
|
41
|
4.88%
|
|
|
5761
|
Aspect Partners
Fairfax,
Virginia
|
$203M
|
+$28.2M
|
+16%
|
7.62%
|
–
|
675
|
19.7%
|
|
|
5762
|
Battery Global Advisors
Boston,
Massachusetts
|
$203M
|
+$23.6M
|
+13%
|
11.6%
|
–
|
143
|
3.5%
|
|
|
5763
|
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
|
$203M
|
+$8.96M
|
+5%
|
8.51%
|
76.8%
|
15
|
13.33%
|
|
|
5764
|
Worth Asset Management
Dallas,
Texas
|
$203M
|
+$19.7M
|
+11%
|
9.81%
|
115%
|
179
|
42.46%
|
|
|
5765
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$203M
|
+$17.3M
|
+9%
|
4.88%
|
57.5%
|
312
|
22.44%
|
|
|
5766
|
KM Capital Management
Austin,
Texas
|
$203M
|
+$17.1M
|
+9%
|
10.2%
|
60.8%
|
60
|
16.67%
|
|
|
5767
|
JBR Co Financial Management
Ardmore,
Oklahoma
|
$203M
|
+$31.6M
|
+19%
|
14.9%
|
–
|
122
|
13.11%
|
|
|
5768
|
Pacific Wealth Management
San Diego,
California
|
$203M
|
+$20.6M
|
+11%
|
5.74%
|
68.9%
|
23
|
26.09%
|
|
|
5769
|
Eads & Heald Wealth Management
Atlanta,
Georgia
|
$202M
|
+$5.53M
|
+3%
|
9.16%
|
84.4%
|
143
|
9.79%
|
|
|
5770
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$202M
|
-$5.83M
|
-3%
|
8.68%
|
93%
|
261
|
3.07%
|
|
|
5771
|
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
|
$202M
|
+$29.4M
|
+17%
|
6.63%
|
–
|
64
|
14.06%
|
|
|
5772
|
Tandem Wealth Advisors
Phoenix,
Arizona
|
$202M
|
+$11M
|
+6%
|
6.36%
|
43.1%
|
55
|
14.55%
|
|
|
5773
|
New Perspectives Inc
Ridgeland,
Mississippi
|
$202M
|
+$14.8M
|
+8%
|
8.92%
|
–
|
40
|
15%
|
|
|
5774
|
Patron Partners
Houston,
Texas
|
$202M
|
+$17.1M
|
+9%
|
9.2%
|
90.2%
|
185
|
10.81%
|
|
|
5775
|
Schear Investment Advisers
Cincinnati,
Ohio
|
$202M
|
+$28.4M
|
+16%
|
21.3%
|
240%
|
93
|
11.83%
|
|