|
5801
|
Greater Midwest Financial Group
St. Paul,
Minnesota
|
$160M
|
+$12.7M
|
+9%
|
11.1%
|
–
|
55
|
12.73%
|
|
|
5802
|
SummerHaven Investment Management
Stamford,
Connecticut
|
$160M
|
+$3.91M
|
+3%
|
4.98%
|
143%
|
196
|
0.51%
|
|
|
5803
|
Bislett Management
Palo Alto,
California
|
$160M
|
+$3.34M
|
+2%
|
4.01%
|
6.92%
|
16
|
0%
|
|
|
5804
|
Peak Planning Group
Centennial,
Colorado
|
$160M
|
+$20.6M
|
+15%
|
11%
|
82.4%
|
78
|
12.82%
|
|
|
5805
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$160M
|
+$8.25M
|
+5%
|
7.03%
|
59.5%
|
89
|
11.24%
|
|
|
5806
|
Power Wealth Management
Alpharetta,
Georgia
|
$159M
|
+$15.5M
|
+11%
|
5.67%
|
–
|
107
|
20.56%
|
|
|
5807
|
MGO Private Wealth
Irvine,
California
|
$159M
|
+$13.9M
|
+10%
|
6.02%
|
44%
|
84
|
16.67%
|
|
|
5808
|
General Partner Inc
Pittsburgh,
Pennsylvania
|
$159M
|
+$40.2M
|
+34%
|
8.49%
|
74%
|
174
|
30.46%
|
|
|
5809
|
PACK Private Wealth
Wayzata,
Minnesota
|
$159M
|
+$10.7M
|
+7%
|
5.3%
|
43.6%
|
40
|
7.5%
|
|
|
5810
|
FinDec Wealth Services
Stockton,
California
|
$159M
|
+$9.45M
|
+6%
|
7.42%
|
40.4%
|
45
|
8.89%
|
|
|
5811
|
KPCB DGF II Associates
Menlo Park,
California
|
$159M
|
+$49.9M
|
+46%
|
53.4%
|
2.08%
|
2
|
0%
|
|
|
5812
|
Shelton Wealth Management
Fort Worth,
Texas
|
$159M
|
+$18.2M
|
+13%
|
8.52%
|
88%
|
119
|
16.81%
|
|
|
5813
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$159M
|
+$19.5M
|
+14%
|
5.67%
|
51.7%
|
418
|
19.62%
|
|
|
5814
|
SCP Investment
Orinda,
California
|
$159M
|
+$26.8M
|
+20%
|
6.38%
|
48.7%
|
57
|
24.56%
|
|
|
5815
|
PFG Private Wealth Management
Lutz,
Florida
|
$159M
|
+$10.3M
|
+7%
|
5.85%
|
48.3%
|
242
|
10.33%
|
|
|
5816
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$159M
|
+$27.5M
|
+21%
|
8.32%
|
–
|
101
|
8.91%
|
|
|
5817
|
Lane & Associates
Moorestown,
New Jersey
|
$159M
|
+$21.4M
|
+16%
|
7.78%
|
–
|
115
|
13.04%
|
|
|
5818
|
Luminvest Wealth Management
Scottsdale,
Arizona
|
$159M
|
+$6.33M
|
+4%
|
4.95%
|
–
|
23
|
8.7%
|
|
|
5819
|
Squire Investment Management Company
Orem,
Utah
|
$159M
|
+$35.9M
|
+29%
|
6.05%
|
–
|
54
|
9.26%
|
|
|
5820
|
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
|
$159M
|
+$7.32M
|
+5%
|
7.15%
|
68.1%
|
140
|
12.86%
|
|
|
5821
|
Eagle Bay Advisors
New York
|
$159M
|
+$424K
|
+0.3%
|
6.31%
|
62.7%
|
1,038
|
25.14%
|
|
|
5822
|
Aviso Wealth Management
Bellevue,
Washington
|
$159M
|
+$20.6M
|
+15%
|
14.1%
|
–
|
161
|
16.77%
|
|
|
5823
|
Acorn Creek Capital
Fort Collins,
Colorado
|
$159M
|
-$65.6M
|
-29%
|
7.72%
|
–
|
83
|
20.48%
|
|
|
5824
|
Penobscot Wealth Management
Portland,
Maine
|
$158M
|
+$10.1M
|
+7%
|
6.54%
|
50.5%
|
83
|
24.1%
|
|
|
5825
|
Roubaix Capital
Denver,
Colorado
|
$158M
|
+$15.4M
|
+11%
|
12%
|
104%
|
63
|
55.56%
|
|