|
5901
|
Cascade Wealth Advisors
Wenatchee,
Washington
|
$203M
|
+$26.1M
|
+15%
|
3.78%
|
–
|
63
|
15.87%
|
|
|
5902
|
MTM Financial Group
Bethlehem,
Pennsylvania
|
$203M
|
+$18.7M
|
+10%
|
4.21%
|
36.5%
|
88
|
13.64%
|
|
|
5903
|
Beaconlight Capital
New York
|
$203M
|
+$27.5M
|
+16%
|
26.7%
|
221%
|
39
|
51.28%
|
|
|
5904
|
Rockingstone Advisors
Great Barrington,
Massachusetts
|
$203M
|
+$12.5M
|
+7%
|
6.36%
|
101%
|
108
|
3.7%
|
|
|
5905
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$203M
|
+$11.9M
|
+6%
|
5.11%
|
33.2%
|
62
|
4.84%
|
|
|
5906
|
Breach Inlet Capital Management
Mt. Pleasant,
South Carolina
|
$203M
|
-$1.16M
|
-0.6%
|
3.12%
|
–
|
10
|
30%
|
|
|
5907
|
First Citizens Financial Corp
Mason City,
Iowa
|
$202M
|
+$20.5M
|
+11%
|
7.36%
|
68.1%
|
137
|
10.22%
|
|
|
5908
|
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
$202M
|
+$21M
|
+12%
|
8.16%
|
71.1%
|
104
|
10.58%
|
|
|
5909
|
Pelham Capital
London,
United Kingdom
|
$202M
|
-$12.9M
|
-6%
|
6.61%
|
141%
|
18
|
44.44%
|
|
|
5910
|
5th Street Advisors
Southport,
Connecticut
|
$202M
|
+$603K
|
+0.3%
|
6.03%
|
39.2%
|
34
|
29.41%
|
|
|
5911
|
GS Investments
Minneapolis,
Minnesota
|
$202M
|
-$23.7M
|
-11%
|
5.7%
|
77.6%
|
119
|
7.56%
|
|
|
5912
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$202M
|
+$9.83M
|
+5%
|
7.08%
|
37.8%
|
40
|
10%
|
|
|
5913
|
Meritas Wealth Management
Larkspur,
California
|
$202M
|
+$20M
|
+11%
|
7.35%
|
63%
|
59
|
11.86%
|
|
|
5914
|
Wealth Management Strategies
Pittsburgh,
Pennsylvania
|
$202M
|
–
|
–
|
5.75%
|
–
|
39
|
–
|
|
|
5915
|
Sterling Group Wealth Management
Pasadena,
California
|
$202M
|
+$21.2M
|
+12%
|
6.55%
|
54.6%
|
56
|
12.5%
|
|
|
5916
|
Lipe & Dalton
Syracuse,
New York
|
$202M
|
+$16.8M
|
+9%
|
11.2%
|
89.6%
|
96
|
9.38%
|
|
|
5917
|
Fairfield University
Fairfield,
Connecticut
|
$202M
|
+$20.7M
|
+11%
|
7.18%
|
48%
|
3
|
0%
|
|
|
5918
|
Dilation Capital Management
New York
|
$202M
|
+$14.1M
|
+7%
|
18.9%
|
–
|
26
|
42.31%
|
|
|
5919
|
Massachusetts Wealth Management
North Andover,
Massachusetts
|
$202M
|
+$24.2M
|
+14%
|
8.73%
|
77.9%
|
98
|
6.12%
|
|
|
5920
|
BostonPremier Wealth
Hanover,
Massachusetts
|
$201M
|
+$21M
|
+12%
|
8.64%
|
–
|
74
|
16.22%
|
|
|
5921
|
Werlinich Asset Management
Stamford,
Connecticut
|
$201M
|
+$18.1M
|
+10%
|
12%
|
215%
|
63
|
7.94%
|
|
|
5922
|
Avid Wealth Partners
San Antonio,
Texas
|
$201M
|
+$26.4M
|
+15%
|
10.2%
|
–
|
56
|
8.93%
|
|
|
5923
|
Capital Wealth Alliance
Scottsdale,
Arizona
|
$201M
|
+$15.2M
|
+8%
|
11.4%
|
119%
|
86
|
25.58%
|
|
|
5924
|
|
$201M
|
+$25M
|
+14%
|
26.3%
|
467%
|
22
|
72.73%
|
|
|
5925
|
Baugh & Associates
Atlanta,
Georgia
|
$201M
|
+$9.25M
|
+5%
|
10.3%
|
83.8%
|
43
|
6.98%
|
|