|
5901
|
Family Asset Management
Charleston,
South Carolina
|
$166M
|
+$10.8M
|
+7%
|
5.42%
|
–
|
219
|
8.22%
|
|
|
5902
|
Ravenstone Capital Management
Toronto,
|
$166M
|
+$16.1M
|
+11%
|
8.66%
|
51.3%
|
35
|
5.71%
|
|
|
5903
|
Evergreen Wealth Management
Williamston,
Michigan
|
$166M
|
+$15.3M
|
+10%
|
6.53%
|
57%
|
60
|
20%
|
|
|
5904
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$166M
|
+$11.2M
|
+7%
|
6.96%
|
29.6%
|
18
|
0%
|
|
|
5905
|
Aryeh Capital Management
Toronto,
Ontario, Canada
|
$166M
|
+$10.3M
|
+7%
|
14.1%
|
87.7%
|
11
|
18.18%
|
|
|
5906
|
Capital Market Strategies
Palm Beach Gardens,
Florida
|
$166M
|
+$7.56M
|
+5%
|
4.97%
|
120%
|
156
|
5.77%
|
|
|
5907
|
Piedmont Capital Management (Montana)
Whitefish,
Montana
|
$166M
|
+$18.5M
|
+13%
|
5.99%
|
76.1%
|
58
|
32.76%
|
|
|
5908
|
Sunesis Advisors
Overland Park,
Kansas
|
$166M
|
-$2.44M
|
-1%
|
5.6%
|
–
|
47
|
10.64%
|
|
|
5909
|
BlackDiamond Wealth Management
New York
|
$165M
|
+$13.4M
|
+9%
|
4.54%
|
53.8%
|
175
|
25.14%
|
|
|
5910
|
Prepared Retirement Institute
Lansdale,
Pennsylvania
|
$165M
|
+$14.4M
|
+10%
|
5.46%
|
–
|
87
|
14.94%
|
|
|
5911
|
CAZ Investments
Houston,
Texas
|
$165M
|
-$120M
|
-42%
|
21%
|
341%
|
36
|
8.33%
|
|
|
5912
|
Asahi Life Asset Management
Tokyo,
Japan
|
$165M
|
+$19.7M
|
+14%
|
7.37%
|
98.6%
|
212
|
58.96%
|
|
|
5913
|
Gridiron Partners
Wexford,
Pennsylvania
|
$165M
|
+$8.12M
|
+5%
|
5.53%
|
–
|
64
|
1.56%
|
|
|
5914
|
Kapstone Financial Advisors
Lebanon,
Ohio
|
$165M
|
+$12.4M
|
+8%
|
8.46%
|
117%
|
115
|
12.17%
|
|
|
5915
|
Latko Wealth Management
Frankfort,
Illinois
|
$165M
|
–
|
–
|
5.33%
|
–
|
30
|
–
|
|
|
5916
|
Core Wealth Partners
Santa Rosa,
California
|
$165M
|
+$18.6M
|
+13%
|
4.62%
|
63.8%
|
171
|
18.71%
|
|
|
5917
|
Avory & Company
Miami,
Florida
|
$165M
|
+$22.9M
|
+16%
|
17.8%
|
61.6%
|
31
|
6.45%
|
|
|
5918
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$165M
|
+$8.48M
|
+5%
|
5.54%
|
138%
|
128
|
4.69%
|
|
|
5919
|
Capital Square
Chattanooga,
Tennessee
|
$165M
|
+$10.9M
|
+7%
|
8.59%
|
43.3%
|
178
|
15.73%
|
|
|
5920
|
HBC Financial Services
Seattle,
Washington
|
$165M
|
+$7.46M
|
+5%
|
6.02%
|
12.6%
|
201
|
18.91%
|
|
|
5921
|
Impala Asset Management
Palm Beach,
Florida
|
$165M
|
+$53.9M
|
+49%
|
5.51%
|
102%
|
20
|
45%
|
|
|
5922
|
Tull Financial Group
Chesapeake,
Virginia
|
$164M
|
–
|
–
|
6.37%
|
–
|
26
|
–
|
|
|
5923
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$164M
|
+$12.6M
|
+8%
|
6.27%
|
71.2%
|
71
|
11.27%
|
|
|
5924
|
Founders Capital Management (Texas)
Houston,
Texas
|
$164M
|
+$9.9M
|
+6%
|
6.69%
|
118%
|
388
|
7.73%
|
|
|
5925
|
Incentive AS
Oslo,
Norway
|
$164M
|
+$70.1M
|
+75%
|
7.4%
|
–
|
2
|
50%
|
|