|
5001
|
Summit Investment Advisory Services
Roseville,
Minnesota
|
$269M
|
+$4.23M
|
+2%
|
|
|
85
|
|
|
|
5002
|
Stableford Capital II
Scottsdale,
Arizona
|
$269M
|
-$7.64M
|
-3%
|
|
|
162
|
|
|
|
5003
|
Harbor Island Capital
Topsfield,
Massachusetts
|
$269M
|
+$8.37M
|
+3%
|
|
|
16
|
|
|
|
5004
|
Martin Capital Partners
Eugene,
Oregon
|
$269M
|
+$3.25M
|
+1%
|
|
|
72
|
|
|
|
5005
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$269M
|
-$6.73M
|
-2%
|
|
|
152
|
|
|
|
5006
|
Wittenberg Investment Management
Carlisle,
Massachusetts
|
$269M
|
+$8.31M
|
+3%
|
|
|
77
|
|
|
|
5007
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
$269M
|
-$3.09M
|
-1%
|
|
|
61
|
|
|
|
5008
|
Breakwater Investment Management
Seattle,
Washington
|
$269M
|
-$7.45M
|
-3%
|
|
|
575
|
|
|
|
5009
|
Untitled Investments
New York
|
$269M
|
-$64.3M
|
-19%
|
|
|
20
|
|
|
|
5010
|
National Wealth Management Group
Cincinnati,
Ohio
|
$269M
|
-$20M
|
-7%
|
|
|
262
|
|
|
|
5011
|
Power Wealth Management
Alpharetta,
Georgia
|
$268M
|
-$15.6M
|
-5%
|
|
|
102
|
|
|
|
5012
|
Prosperitas Financial
Valencia,
California
|
$268M
|
+$11.8M
|
+5%
|
|
|
101
|
|
|
|
5013
|
Nvest Financial
Portsmouth,
New Hampshire
|
$268M
|
+$27.9M
|
+12%
|
|
|
142
|
|
|
|
5014
|
|
$268M
|
-$100M
|
-27%
|
|
|
3
|
|
|
|
5015
|
BCU Wealth Advisors
Vernon Hills,
Illinois
|
$268M
|
+$6.91M
|
+3%
|
|
|
64
|
|
|
|
5016
|
VarCov Co
Darien,
Connecticut
|
$268M
|
+$14.9M
|
+6%
|
|
|
695
|
|
|
|
5017
|
Worth Asset Management
Dallas,
Texas
|
$268M
|
+$32.4M
|
+14%
|
|
|
209
|
|
|
|
5018
|
Colorado Capital Management
Boulder,
Colorado
|
$268M
|
+$1.84M
|
+0.7%
|
|
|
110
|
|
|
|
5019
|
Applied Capital
Little Rock,
Arkansas
|
$268M
|
+$8.04M
|
+3%
|
|
|
56
|
|
|
|
5020
|
S&T Bank
Indiana,
Pennsylvania
|
$268M
|
-$48.3M
|
-15%
|
|
|
433
|
|
|
|
5021
|
Empower Annuity Insurance Company
Hartford,
Connecticut
|
$268M
|
-$2.95M
|
-1%
|
|
|
1
|
|
|
|
5022
|
Powszechne Towarzystwo Emerytalne Allianz Polska
Warszawa,
Poland
|
$268M
|
-$48.2M
|
-15%
|
|
|
11
|
|
|
|
5023
|
ShawSpring Partners
Boston,
Massachusetts
|
$268M
|
-$263M
|
-50%
|
|
|
15
|
|
|
|
5024
|
TCFG Wealth Management
Laguna Niguel,
California
|
$267M
|
+$11.5M
|
+4%
|
|
|
293
|
|
|
|
5025
|
Alexander Labrunerie & Co
Columbia,
Missouri
|
$267M
|
-$8.8M
|
-3%
|
|
|
130
|
|
|