|
5901
|
Castleview Partners
Dallas,
Texas
|
$186M
|
+$12.3M
|
+7%
|
1.19%
|
54.5%
|
623
|
19.58%
|
|
|
5902
|
Optivise Advisory Services
Franklin,
Tennessee
|
$186M
|
-$4.49M
|
-2%
|
1.54%
|
–
|
191
|
22.51%
|
|
|
5903
|
Vantage Point Financial
Lisle,
Illinois
|
$186M
|
–
|
–
|
1%
|
–
|
122
|
–
|
|
|
5904
|
626 Financial
Portage,
Michigan
|
$185M
|
+$4.77M
|
+3%
|
1.84%
|
71.3%
|
117
|
7.69%
|
|
|
5905
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$185M
|
-$42.9M
|
-19%
|
2.05%
|
50%
|
40
|
7.5%
|
|
|
5906
|
R.W. Roge & Company
Bohemia,
New York
|
$185M
|
-$1.82M
|
-1%
|
0.12%
|
68.1%
|
51
|
7.84%
|
|
|
5907
|
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
|
$185M
|
–
|
–
|
1.17%
|
–
|
63
|
–
|
|
|
5908
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$185M
|
+$3.84M
|
+2%
|
1.68%
|
44.4%
|
90
|
10%
|
|
|
5909
|
Ivy Lane Capital Management
Winter Park,
Florida
|
$185M
|
+$8.26M
|
+5%
|
7.86%
|
101%
|
12
|
0%
|
|
|
5910
|
MYeCFO
La Jolla,
California
|
$185M
|
+$674K
|
+0.4%
|
0.83%
|
53.3%
|
58
|
3.45%
|
|
|
5911
|
Santa Monica Partners
Palm Beach Gardens,
Florida
|
$185M
|
+$15.4M
|
+9%
|
9.84%
|
135%
|
19
|
21.05%
|
|
|
5912
|
Marmo Financial Group
Johnson City,
Tennessee
|
$185M
|
-$2.29M
|
-1%
|
0.22%
|
47.5%
|
28
|
3.57%
|
|
|
5913
|
M1 Capital Management
Bloomfield Hills,
Michigan
|
$185M
|
–
|
–
|
1.91%
|
–
|
86
|
–
|
|
|
5914
|
Sterneck Capital Management
Kansas City,
Missouri
|
$185M
|
+$255K
|
+0.1%
|
1.28%
|
61.5%
|
108
|
22.22%
|
|
|
5915
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$185M
|
+$926K
|
+0.5%
|
0.84%
|
60%
|
226
|
13.72%
|
|
|
5916
|
Lagoda Investment Management
New York
|
$185M
|
+$10.8M
|
+6%
|
15.3%
|
250%
|
34
|
0%
|
|
|
5917
|
Howard Wealth Management
Madison,
Connecticut
|
$185M
|
+$13.1M
|
+8%
|
2.74%
|
60.3%
|
120
|
10%
|
|
|
5918
|
EPIQ Partners
Minneapolis,
Minnesota
|
$185M
|
+$4.29M
|
+2%
|
3.96%
|
44.3%
|
84
|
16.67%
|
|
|
5919
|
Corecam Pte Ltd
Singapore,
|
$185M
|
+$31.1M
|
+20%
|
4.07%
|
–
|
33
|
21.21%
|
|
|
5920
|
Regency Capital Management
Honolulu,
Hawaii
|
$185M
|
+$2.73M
|
+2%
|
0.98%
|
92.1%
|
53
|
20.75%
|
|
|
5921
|
Elite Financial
Lewiston,
Idaho
|
$185M
|
–
|
–
|
0.59%
|
–
|
50
|
–
|
|
|
5922
|
Patron Partners
Houston,
Texas
|
$184M
|
+$3.49M
|
+2%
|
2.16%
|
90.2%
|
181
|
8.84%
|
|
|
5923
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$184M
|
-$7.43M
|
-4%
|
2.9%
|
89.7%
|
119
|
15.97%
|
|
|
5924
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$184M
|
+$3.95M
|
+2%
|
0.73%
|
84.6%
|
173
|
16.76%
|
|
|
5925
|
First Citizens Financial Corp
Mason City,
Iowa
|
$184M
|
-$4.85M
|
-3%
|
0.19%
|
68.1%
|
127
|
9.45%
|
|