|
5901
|
Buttonwood Financial Group
Kansas City,
Missouri
|
$171M
|
-$9.96M
|
-6%
|
3.54%
|
56.6%
|
32
|
25%
|
|
|
5902
|
Meritas Wealth Management
Larkspur,
California
|
$171M
|
+$4.28M
|
+3%
|
2.66%
|
63%
|
54
|
9.26%
|
|
|
5903
|
Nipun Capital
Foster City,
California
|
$170M
|
+$15.6M
|
+10%
|
4.39%
|
–
|
10
|
20%
|
|
|
5904
|
LCM Capital Management
Chicago,
Illinois
|
$170M
|
-$6.97M
|
-4%
|
4.74%
|
89.1%
|
104
|
9.62%
|
|
|
5905
|
Meros Investment Management
Dallas,
Texas
|
$170M
|
-$53M
|
-24%
|
19.2%
|
52.4%
|
46
|
23.91%
|
|
|
5906
|
Capital Square
Chattanooga,
Tennessee
|
$170M
|
-$5.72M
|
-3%
|
0.48%
|
43.3%
|
202
|
11.88%
|
|
|
5907
|
MN Wealth Advisors
Overland Park,
Kansas
|
$170M
|
-$7.47M
|
-4%
|
1.31%
|
–
|
114
|
19.3%
|
|
|
5908
|
Sage Advisory Services
Austin,
Texas
|
$170M
|
+$1.65M
|
+1%
|
0.11%
|
33.9%
|
44
|
11.36%
|
|
|
5909
|
Private Wealth Group
Tampa,
Florida
|
$170M
|
-$34.4M
|
-17%
|
1.38%
|
48.2%
|
70
|
24.29%
|
|
|
5910
|
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
|
$170M
|
+$22.2M
|
+15%
|
0.44%
|
–
|
126
|
19.05%
|
|
|
5911
|
Western Standard LLC
Los Angeles,
California
|
$170M
|
+$20M
|
+13%
|
4.22%
|
68.9%
|
36
|
55.56%
|
|
|
5912
|
Orleans Capital Management
Mandeville,
Louisiana
|
$170M
|
-$8.76M
|
-5%
|
0.3%
|
67.9%
|
95
|
1.05%
|
|
|
5913
|
Unison Asset Management
North Miami Beach,
Florida
|
$170M
|
-$34.1M
|
-17%
|
0.72%
|
84%
|
32
|
15.63%
|
|
|
5914
|
Yardley Wealth Management
Yardley,
Pennsylvania
|
$170M
|
-$36.1M
|
-18%
|
0.43%
|
–
|
42
|
7.14%
|
|
|
5915
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$170M
|
+$10M
|
+6%
|
2.41%
|
44.5%
|
45
|
11.11%
|
|
|
5916
|
Green Court Capital Management
Hong Kong
|
$169M
|
+$18.2M
|
+12%
|
8.63%
|
26.9%
|
3
|
0%
|
|
|
5917
|
Able Wealth Management
Toms River,
New Jersey
|
$169M
|
+$17.4M
|
+11%
|
1.06%
|
–
|
108
|
21.3%
|
|
|
5918
|
Omega Fund Management
Boston,
Massachusetts
|
$169M
|
+$15.3M
|
+10%
|
21.3%
|
112%
|
14
|
21.43%
|
|
|
5919
|
Fox Hill Wealth Management
Dedham,
Massachusetts
|
$169M
|
-$7.43M
|
-4%
|
1.3%
|
–
|
134
|
9.7%
|
|
|
5920
|
R.M. Sincerbeaux Capital Management
New York
|
$169M
|
+$2.73M
|
+2%
|
2.29%
|
65.9%
|
40
|
7.5%
|
|
|
5921
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$169M
|
-$1.24M
|
-0.7%
|
5.85%
|
91.4%
|
129
|
15.5%
|
|
|
5922
|
Higgins & Schmidt Wealth Strategies
Denver,
Colorado
|
$169M
|
+$8.97M
|
+6%
|
1.56%
|
–
|
48
|
6.25%
|
|
|
5923
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$169M
|
-$4.66M
|
-3%
|
2.2%
|
84.2%
|
610
|
11.64%
|
|
|
5924
|
|
$169M
|
-$92.8M
|
-35%
|
5.84%
|
26.1%
|
64
|
46.88%
|
|
|
5925
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$169M
|
-$10.6M
|
-6%
|
0.65%
|
67.6%
|
155
|
8.39%
|
|