|
5826
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$213M
|
+$18M
|
+9%
|
6.95%
|
–
|
311
|
15.11%
|
|
|
5827
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$212M
|
+$5.54M
|
+3%
|
5.45%
|
47.7%
|
122
|
37.7%
|
|
|
5828
|
Versant Venture Management
San Francisco,
California
|
$212M
|
+$130M
|
+159%
|
55.8%
|
409%
|
9
|
11.11%
|
|
|
5829
|
Kapstone Financial Advisors
Lebanon,
Ohio
|
$212M
|
+$11.8M
|
+6%
|
6.95%
|
131%
|
126
|
7.94%
|
|
|
5830
|
PACK Private Wealth
Wayzata,
Minnesota
|
$212M
|
+$23.6M
|
+12%
|
7.81%
|
52.8%
|
55
|
12.73%
|
|
|
5831
|
22NW LP
Seattle,
Washington
|
$212M
|
+$53.5M
|
+34%
|
43.2%
|
138%
|
23
|
17.39%
|
|
|
5832
|
Summit Place Financial Advisors
Summit,
New Jersey
|
$212M
|
+$13.5M
|
+7%
|
9.16%
|
95.2%
|
105
|
17.14%
|
|
|
5833
|
CCG Wealth Management
San Diego,
California
|
$212M
|
+$22.4M
|
+12%
|
9.4%
|
82.6%
|
88
|
12.5%
|
|
|
5834
|
Kilter Group
Rhinebeck,
New York
|
$212M
|
-$7.8M
|
-4%
|
8.02%
|
–
|
1,330
|
21.43%
|
|
|
5835
|
Bernzott Capital Advisors
Camarillo,
California
|
$212M
|
+$16M
|
+8%
|
11.9%
|
46.6%
|
34
|
8.82%
|
|
|
5836
|
Seamount Financial Group
Colorado Springs,
Colorado
|
$212M
|
+$17.3M
|
+9%
|
7.11%
|
–
|
142
|
14.79%
|
|
|
5837
|
Jupiter Wealth Management
Glendale,
Colorado
|
$212M
|
+$13.6M
|
+7%
|
12.1%
|
99.2%
|
96
|
9.38%
|
|
|
5838
|
Lindenwold Advisors
Reading,
Pennsylvania
|
$212M
|
+$19.1M
|
+10%
|
7.4%
|
75%
|
120
|
19.17%
|
|
|
5839
|
EPIQ Partners
Minneapolis,
Minnesota
|
$212M
|
+$15.3M
|
+8%
|
5.17%
|
44.3%
|
74
|
4.05%
|
|
|
5840
|
Jackson Hill Advisors
Houston,
Texas
|
$212M
|
+$11.4M
|
+6%
|
7.33%
|
61.2%
|
14
|
14.29%
|
|
|
5841
|
Grove Street Fiduciary
Peterborough,
New Hampshire
|
$212M
|
+$4.14M
|
+2%
|
5.51%
|
–
|
74
|
2.7%
|
|
|
5842
|
Crown Oak Advisors
Piedmont,
California
|
$211M
|
$0
|
0%
|
1.59%
|
–
|
23
|
0%
|
|
|
5843
|
EMC Capital Management
Houston,
Texas
|
$211M
|
+$26M
|
+14%
|
12%
|
–
|
314
|
5.73%
|
|
|
5844
|
Yoder Wealth Management
Walnut Creek,
California
|
$211M
|
+$19.5M
|
+10%
|
7.29%
|
58.9%
|
117
|
5.98%
|
|
|
5845
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$211M
|
+$13.3M
|
+7%
|
6.8%
|
68.8%
|
123
|
8.13%
|
|
|
5846
|
Palmer Knight Company
Jacksonville,
Florida
|
$211M
|
-$23.5M
|
-10%
|
1.05%
|
78.9%
|
37
|
10.81%
|
|
|
5847
|
Perritt Capital Management
Chicago,
Illinois
|
$211M
|
+$17.3M
|
+9%
|
13.9%
|
80.9%
|
336
|
9.23%
|
|
|
5848
|
Allie Family Office
Miami,
Florida
|
$211M
|
+$9.12M
|
+5%
|
7.8%
|
59%
|
111
|
23.42%
|
|
|
5849
|
Pennington Partners & Co
Bethesda,
Maryland
|
$211M
|
+$24.4M
|
+13%
|
6.85%
|
–
|
98
|
26.53%
|
|
|
5850
|
Pflug Koory
Omaha,
Nebraska
|
$211M
|
+$14M
|
+7%
|
8.25%
|
–
|
423
|
4.96%
|
|