|
5301
|
Ironwood Investment Management
Boston,
Massachusetts
|
$201M
|
-$4.43M
|
-2%
|
|
|
181
|
|
|
|
5302
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$201M
|
-$1.28M
|
-0.6%
|
|
|
53
|
|
|
|
5303
|
Blackston Financial Advisory Group
The Villages,
Florida
|
$201M
|
+$7.35M
|
+4%
|
|
|
145
|
|
|
|
5304
|
Siguler Guff Advisers
New York
|
$201M
|
-$68.2M
|
-25%
|
|
|
5
|
|
|
|
5305
|
Verger Capital Management
Winston-Salem,
North Carolina
|
$201M
|
-$1.39M
|
-0.7%
|
|
|
14
|
|
|
|
5306
|
Blue Square Asset Management
New York
|
$201M
|
+$14.5M
|
+8%
|
|
|
78
|
|
|
|
5307
|
Heritage Family Offices
Scottsdale,
Arizona
|
$200M
|
+$6.7M
|
+3%
|
|
|
195
|
|
|
|
5308
|
Stephens Group
Little Rock,
Arkansas
|
$200M
|
+$12.1M
|
+6%
|
|
|
3
|
|
|
|
5309
|
Powers Advisory Group
Highland,
Illinois
|
$200M
|
-$731K
|
-0.4%
|
|
|
104
|
|
|
|
5310
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$200M
|
-$3.05M
|
-2%
|
|
|
308
|
|
|
|
5311
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$200M
|
-$809K
|
-0.4%
|
|
|
41
|
|
|
|
5312
|
New Insight Wealth Advisors
San Ramon,
California
|
$200M
|
+$9.63M
|
+5%
|
|
|
97
|
|
|
|
5313
|
Prosperity Financial Group
San Ramon,
California
|
$200M
|
+$21.6M
|
+12%
|
|
|
180
|
|
|
|
5314
|
Kinloch Capital
Glen Allen,
Virginia
|
$200M
|
-$6.74M
|
-3%
|
|
|
83
|
|
|
|
5315
|
Jupiter Wealth Management
Glendale,
Colorado
|
$200M
|
+$4.11M
|
+2%
|
|
|
101
|
|
|
|
5316
|
Moneywise Inc
Forest,
Virginia
|
$199M
|
-$3.84M
|
-2%
|
|
|
60
|
|
|
|
5317
|
Lodestone Wealth Management
Spokane,
Washington
|
$199M
|
-$444K
|
-0.2%
|
|
|
159
|
|
|
|
5318
|
Anthracite Investment Company
Fort Worth,
Texas
|
$199M
|
-$12M
|
-6%
|
|
|
103
|
|
|
|
5319
|
Register Financial Advisors
Atlanta,
Georgia
|
$199M
|
+$4.23M
|
+2%
|
|
|
310
|
|
|
|
5320
|
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
|
$199M
|
+$461K
|
+0.2%
|
|
|
30
|
|
|
|
5321
|
Fogel Capital Management
Stuart,
Florida
|
$199M
|
+$5.17M
|
+3%
|
|
|
43
|
|
|
|
5322
|
Argentarii
Cincinnati,
Ohio
|
$199M
|
–
|
–
|
|
|
160
|
|
|
|
5323
|
Sunpointe
St. Louis,
Missouri
|
$199M
|
+$77.3M
|
+64%
|
|
|
214
|
|
|
|
5324
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$199M
|
-$891K
|
-0.4%
|
|
|
35
|
|
|
|
5325
|
Deane Retirement Strategies
New Orleans,
Louisiana
|
$199M
|
-$6.35M
|
-3%
|
|
|
86
|
|
|