|
5826
|
SFG Wealth Management
Towson,
Maryland
|
$150M
|
+$24.4M
|
+19%
|
11.9%
|
82.1%
|
102
|
20.59%
|
|
|
5827
|
AA Financial Advisors
Columbus,
Ohio
|
$150M
|
–
|
–
|
8.83%
|
–
|
63
|
–
|
|
|
5828
|
Blue Square Asset Management
New York
|
$150M
|
+$14.4M
|
+11%
|
12%
|
104%
|
84
|
20.24%
|
|
|
5829
|
Western Standard LLC
Los Angeles,
California
|
$150M
|
+$39.5M
|
+36%
|
8.85%
|
83.7%
|
39
|
48.72%
|
|
|
5830
|
Plum Street Advisors
New Orleans,
Louisiana
|
$150M
|
–
|
–
|
9.15%
|
–
|
59
|
–
|
|
|
5831
|
Ironclad Investments
Maitland,
Florida
|
$150M
|
–
|
–
|
11.2%
|
–
|
3
|
–
|
|
|
5832
|
Panview Asian Equity Master Fund
Central,
Hong Kong
|
$150M
|
+$83.1M
|
+124%
|
11.1%
|
145%
|
11
|
45.45%
|
|
|
5833
|
Transcendent Capital Group
Edmond,
Oklahoma
|
$150M
|
–
|
–
|
10.2%
|
–
|
338
|
–
|
|
|
5834
|
Trivant Custom Portfolio Group
San Diego,
California
|
$150M
|
+$14M
|
+10%
|
12.1%
|
86.1%
|
228
|
20.61%
|
|
|
5835
|
TAM Capital Management
Stamford,
Connecticut
|
$150M
|
-$1.64M
|
-1%
|
14.7%
|
4.15%
|
19
|
57.89%
|
|
|
5836
|
Unique Wealth Strategies
Burr Ridge,
Illinois
|
$150M
|
–
|
–
|
11.2%
|
–
|
133
|
–
|
|
|
5837
|
Cresta Advisors
Laredo,
Texas
|
$150M
|
+$20.8M
|
+16%
|
11.4%
|
59.1%
|
53
|
13.21%
|
|
|
5838
|
Novak & Powell Financial Services
St. Petersburg,
Florida
|
$150M
|
–
|
–
|
11.5%
|
–
|
150
|
–
|
|
|
5839
|
Family Asset Management
Charleston,
South Carolina
|
$150M
|
+$14.3M
|
+11%
|
9.57%
|
–
|
205
|
20.98%
|
|
|
5840
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$150M
|
–
|
–
|
10.1%
|
–
|
77
|
–
|
|
|
5841
|
EMC Capital Management
Houston,
Texas
|
$150M
|
+$13.5M
|
+10%
|
14.8%
|
–
|
291
|
5.15%
|
|
|
5842
|
FinDec Wealth Services
Stockton,
California
|
$150M
|
+$11.2M
|
+8%
|
9.5%
|
47.6%
|
49
|
22.45%
|
|
|
5843
|
Peak Financial Advisors
Denver,
Colorado
|
$150M
|
+$57.1M
|
+62%
|
8.72%
|
40.1%
|
77
|
40.26%
|
|
|
5844
|
Northland Capital Management
Virginia,
Minnesota
|
$150M
|
+$1.84M
|
+1%
|
7.25%
|
36.1%
|
34
|
11.76%
|
|
|
5845
|
Western Financial Corp
San Diego,
California
|
$150M
|
+$13.1M
|
+10%
|
14.3%
|
260%
|
116
|
14.66%
|
|
|
5846
|
Register Financial Advisors
Atlanta,
Georgia
|
$150M
|
+$13M
|
+9%
|
13.7%
|
126%
|
650
|
63.38%
|
|
|
5847
|
Granite FO LLC
Bedford,
New Hampshire
|
$149M
|
+$7.22M
|
+5%
|
8.59%
|
111%
|
163
|
3.07%
|
|
|
5848
|
Altitude Crest Partners
Stamford,
Connecticut
|
$149M
|
–
|
–
|
12.2%
|
–
|
12
|
–
|
|
|
5849
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$149M
|
-$17.7M
|
-11%
|
9.12%
|
53.8%
|
55
|
20%
|
|
|
5850
|
Catalina Capital Group
Torrance,
California
|
$149M
|
–
|
–
|
8.86%
|
–
|
177
|
–
|
|