|
5201
|
Global Frontier Investments
Charleston,
South Carolina
|
$137M
|
+$4.65M
|
+4%
|
|
|
19
|
|
|
|
5202
|
Freedman Financial Associates
Peabody,
Massachusetts
|
$137M
|
+$4.16M
|
+3%
|
|
|
564
|
|
|
|
5203
|
Bank of Marin
Novato,
California
|
$137M
|
+$85K
|
+0.1%
|
|
|
125
|
|
|
|
5204
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$137M
|
+$2.31M
|
+2%
|
|
|
218
|
|
|
|
5205
|
Dalton Investments
Las Vegas,
Nevada
|
$137M
|
-$44.9M
|
-25%
|
|
|
27
|
|
|
|
5206
|
Strategic Financial Planning
Plano,
Texas
|
$137M
|
-$1.96M
|
-1%
|
|
|
32
|
|
|
|
5207
|
RWQ Financial Management Services
Naples,
Florida
|
$136M
|
+$3.34M
|
+3%
|
|
|
27
|
|
|
|
5208
|
Altai Capital Management
West Hollywood,
California
|
$136M
|
+$13.3M
|
+11%
|
|
|
14
|
|
|
|
5209
|
|
$136M
|
-$11.5M
|
-8%
|
|
|
20
|
|
|
|
5210
|
Ballew Advisors
Jackson,
Mississippi
|
$136M
|
-$8M
|
-6%
|
|
|
132
|
|
|
|
5211
|
Patron Partners
Houston,
Texas
|
$136M
|
+$3.13M
|
+2%
|
|
|
185
|
|
|
|
5212
|
Lee Financial Group Hawaii
Honolulu,
Hawaii
|
$136M
|
-$2.77M
|
-2%
|
|
|
37
|
|
|
|
5213
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$136M
|
-$202K
|
-0.1%
|
|
|
541
|
|
|
|
5214
|
Berkeley Inc
Boise,
Idaho
|
$136M
|
-$3.75M
|
-3%
|
|
|
91
|
|
|
|
5215
|
Robbins Farley
Bedford,
New Hampshire
|
$136M
|
+$47M
|
+53%
|
|
|
198
|
|
|
|
5216
|
Guardian Investment Management
Tiburon,
California
|
$135M
|
-$10.7M
|
-7%
|
|
|
62
|
|
|
|
5217
|
New Perspectives Inc
Ridgeland,
Mississippi
|
$135M
|
+$6.64M
|
+5%
|
|
|
23
|
|
|
|
5218
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$135M
|
+$6.85M
|
+5%
|
|
|
111
|
|
|
|
5219
|
Round Rock Advisors
Wilton,
Connecticut
|
$135M
|
-$1.99M
|
-1%
|
|
|
70
|
|
|
|
5220
|
Cairn Investment Group
Vancouver,
Washington
|
$135M
|
-$1.21M
|
-0.9%
|
|
|
72
|
|
|
|
5221
|
Diversified Investment Strategies
Baton Rouge,
Louisiana
|
$135M
|
+$159K
|
+0.1%
|
|
|
45
|
|
|
|
5222
|
Corundum Group
Colorado Springs,
Colorado
|
$135M
|
-$17.6M
|
-12%
|
|
|
105
|
|
|
|
5223
|
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
|
$135M
|
-$4.52M
|
-3%
|
|
|
42
|
|
|
|
5224
|
Wealth Management Partners
Tucson,
Arizona
|
$135M
|
-$8.74M
|
-6%
|
|
|
123
|
|
|
|
5225
|
AH Equity Partners V
Menlo Park,
California
|
$135M
|
-$19M
|
-12%
|
|
|
3
|
|
|