|
5801
|
American Capital Advisory
Ketchum,
Idaho
|
$172M
|
+$32.5M
|
+23%
|
6.32%
|
–
|
532
|
26.88%
|
|
|
5802
|
Novak & Powell Financial Services
St. Petersburg,
Florida
|
$172M
|
+$11.5M
|
+7%
|
6.78%
|
–
|
157
|
3.82%
|
|
|
5803
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$172M
|
+$11.2M
|
+7%
|
5.65%
|
59.5%
|
92
|
9.78%
|
|
|
5804
|
Propel Bio Management
Los Angeles,
California
|
$172M
|
+$18.2M
|
+12%
|
35.5%
|
–
|
27
|
33.33%
|
|
|
5805
|
Kaizen Financial Strategies
Campbell,
California
|
$172M
|
+$12M
|
+7%
|
6.77%
|
90.5%
|
150
|
20%
|
|
|
5806
|
Werlinich Asset Management
Stamford,
Connecticut
|
$172M
|
+$11.6M
|
+7%
|
8.93%
|
215%
|
64
|
12.5%
|
|
|
5807
|
FinDec Wealth Services
Stockton,
California
|
$172M
|
+$13.8M
|
+9%
|
5.82%
|
40.4%
|
42
|
2.38%
|
|
|
5808
|
Boston Mountain Money Management
Bentonville,
Arkansas
|
$172M
|
+$20.7M
|
+14%
|
7%
|
–
|
66
|
10.61%
|
|
|
5809
|
Qalhat Capital
Tortola,
British Virgin Islands
|
$172M
|
-$10.3M
|
-6%
|
5.84%
|
90.3%
|
3
|
0%
|
|
|
5810
|
Darrow Company
Needham,
Massachusetts
|
$172M
|
+$18.3M
|
+12%
|
5.41%
|
41.1%
|
50
|
10%
|
|
|
5811
|
Mader & Shannon Wealth Management
Kansas City,
Missouri
|
$172M
|
+$5.63M
|
+3%
|
8.27%
|
53.1%
|
15
|
20%
|
|
|
5812
|
Riverstone Advisors
New Braunfels,
Texas
|
$172M
|
+$9.23M
|
+6%
|
6.79%
|
83.3%
|
52
|
15.38%
|
|
|
5813
|
Tower Wealth Partners
Lewisburg,
Pennsylvania
|
$172M
|
+$9.98M
|
+6%
|
5.13%
|
45.2%
|
76
|
15.79%
|
|
|
5814
|
Capital Wealth Alliance
Scottsdale,
Arizona
|
$172M
|
-$3.28M
|
-2%
|
6.67%
|
119%
|
105
|
28.57%
|
|
|
5815
|
Beaumont Asset Management
Beaumont,
Texas
|
$172M
|
+$16.3M
|
+10%
|
6.13%
|
64.3%
|
68
|
8.82%
|
|
|
5816
|
Howard Wealth Management
Madison,
Connecticut
|
$172M
|
+$45M
|
+35%
|
5.89%
|
60.3%
|
114
|
20.18%
|
|
|
5817
|
Bullseye Investment Management
Cincinnati,
Ohio
|
$172M
|
+$19.3M
|
+13%
|
3.54%
|
43.5%
|
76
|
27.63%
|
|
|
5818
|
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
|
$172M
|
+$15.9M
|
+10%
|
6.87%
|
62.6%
|
242
|
25.62%
|
|
|
5819
|
Arrowroot Family Office
Marina Del Rey,
California
|
$172M
|
+$15.4M
|
+10%
|
5.9%
|
–
|
130
|
10.77%
|
|
|
5820
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$172M
|
+$9.16M
|
+6%
|
10.3%
|
67.6%
|
161
|
11.18%
|
|
|
5821
|
ViaWealth
Leawood,
Kansas
|
$172M
|
+$10.4M
|
+6%
|
5.91%
|
64.4%
|
159
|
9.43%
|
|
|
5822
|
Armstrong Fleming & Moore
Washington,
District of Columbia
|
$172M
|
+$15.6M
|
+10%
|
12.5%
|
124%
|
101
|
8.91%
|
|
|
5823
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$172M
|
–
|
–
|
0.16%
|
–
|
702
|
–
|
|
|
5824
|
Legacy Investment Solutions
Meridian,
Idaho
|
$172M
|
–
|
–
|
0.16%
|
–
|
702
|
–
|
|
|
5825
|
Integrity Wealth Solutions
Denver,
Colorado
|
$171M
|
+$17.6M
|
+11%
|
6.84%
|
–
|
94
|
7.45%
|
|