|
5801
|
PACK Private Wealth
Wayzata,
Minnesota
|
$126M
|
+$9.26M
|
+8%
|
5.04%
|
52.8%
|
37
|
8.11%
|
|
|
5802
|
Fairbanks Capital Management
Rancho Santa Fe,
California
|
$126M
|
+$13.3M
|
+12%
|
9.8%
|
81.3%
|
54
|
5.56%
|
|
|
5803
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$126M
|
+$8.09M
|
+7%
|
4.94%
|
50%
|
279
|
89.61%
|
|
|
5804
|
GP Brinson Investments
Chicago,
Illinois
|
$126M
|
-$2.15M
|
-2%
|
6.71%
|
45.5%
|
16
|
6.25%
|
|
|
5805
|
RFG Holdings
Argyle,
Texas
|
$126M
|
+$29.8M
|
+31%
|
3.79%
|
72.3%
|
18
|
33.33%
|
|
|
5806
|
Straight Path Wealth Management
Jenison,
Michigan
|
$126M
|
+$21.4M
|
+20%
|
17.7%
|
70.6%
|
86
|
32.56%
|
|
|
5807
|
Tao Capital Management
San Francisco,
California
|
$126M
|
-$7.25M
|
-5%
|
16.5%
|
314%
|
16
|
6.25%
|
|
|
5808
|
Viewpoint Investment Partners
Calgary,
Alberta, Canada
|
$126M
|
+$23.3M
|
+23%
|
5.02%
|
31.9%
|
7
|
0%
|
|
|
5809
|
Sterling Investment Management
Tucson,
Arizona
|
$126M
|
+$1.11M
|
+0.9%
|
1.21%
|
44.1%
|
62
|
4.84%
|
|
|
5810
|
First National Bank of South Miami
South Miami,
Florida
|
$126M
|
-$8.12M
|
-6%
|
4.66%
|
35.2%
|
277
|
5.78%
|
|
|
5811
|
Meditor Group
Hamilton,
Bermuda
|
$126M
|
-$22.4M
|
-15%
|
13%
|
41.1%
|
4
|
0%
|
|
|
5812
|
Wells Financial Advisors
Framingham,
Massachusetts
|
$126M
|
+$4.69M
|
+4%
|
4.35%
|
54%
|
66
|
4.55%
|
|
|
5813
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$125M
|
+$9.47M
|
+8%
|
4.15%
|
42.2%
|
18
|
5.56%
|
|
|
5814
|
|
$125M
|
+$518K
|
+0.4%
|
8.58%
|
19.3%
|
29
|
31.03%
|
|
|
5815
|
Silver Rock Financial
Los Angeles,
California
|
$125M
|
-$191M
|
-60%
|
2.99%
|
2.58%
|
186
|
44.62%
|
|
|
5816
|
Piedmont Capital Management (Montana)
Whitefish,
Montana
|
$125M
|
+$5.57M
|
+5%
|
3.58%
|
94%
|
48
|
14.58%
|
|
|
5817
|
Cooper/Haims Advisors
Victor,
New York
|
$125M
|
-$16M
|
-11%
|
7%
|
53.1%
|
75
|
8%
|
|
|
5818
|
Palo Alto Wealth Advisors
Palo Alto,
California
|
$125M
|
+$7.5M
|
+6%
|
11.3%
|
108%
|
44
|
9.09%
|
|
|
5819
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
$125M
|
+$13.9M
|
+12%
|
11.9%
|
58.8%
|
55
|
9.09%
|
|
|
5820
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$125M
|
+$2.89M
|
+2%
|
0.99%
|
55%
|
75
|
4%
|
|
|
5821
|
Dentgroup
Baton Rouge,
Louisiana
|
$125M
|
+$8.65M
|
+7%
|
5.53%
|
53.6%
|
111
|
12.61%
|
|
|
5822
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$124M
|
+$4.35M
|
+4%
|
2.48%
|
44.5%
|
39
|
7.69%
|
|
|
5823
|
Patient Square Capital
Menlo Park,
California
|
$124M
|
-$112M
|
-47%
|
38.4%
|
329%
|
2
|
0%
|
|
|
5824
|
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
|
$124M
|
+$6.4M
|
+5%
|
4.52%
|
58.3%
|
40
|
10%
|
|
|
5825
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
$124M
|
+$8.94M
|
+8%
|
3.39%
|
31%
|
36
|
30.56%
|
|