|
5501
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$107M
|
-$8.24M
|
-7%
|
|
|
36
|
|
|
|
5502
|
Baker Hughes Holdings
Houston,
Texas
|
$107M
|
-$51.2M
|
-32%
|
|
|
1
|
|
|
|
5503
|
Legal Advantage Investments
Los Altos Hills,
California
|
$107M
|
+$4.14M
|
+4%
|
|
|
83
|
|
|
|
5504
|
Northland Capital Management
Virginia,
Minnesota
|
$107M
|
-$2.1M
|
-2%
|
|
|
30
|
|
|
|
5505
|
Cadence Wealth Management
Westborough,
Massachusetts
|
$106M
|
+$9.96M
|
+10%
|
|
|
38
|
|
|
|
5506
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$106M
|
+$9.65M
|
+10%
|
|
|
236
|
|
|
|
5507
|
PACK Private Wealth
Wayzata,
Minnesota
|
$106M
|
-$3.25M
|
-3%
|
|
|
35
|
|
|
|
5508
|
Palmer Knight Company
Jacksonville,
Florida
|
$106M
|
+$765K
|
+0.7%
|
|
|
29
|
|
|
|
5509
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
$106M
|
-$30.8M
|
-22%
|
|
|
73
|
|
|
|
5510
|
AFG Fiduciary Services
Hingham,
Massachusetts
|
$106M
|
-$8.95M
|
-8%
|
|
|
92
|
|
|
|
5511
|
SWM Advisors
St. Petersburg,
Florida
|
$106M
|
-$3.65M
|
-3%
|
|
|
29
|
|
|
|
5512
|
Camelot Portfolios
Maumee,
Ohio
|
$106M
|
-$59.8M
|
-36%
|
|
|
217
|
|
|
|
5513
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$106M
|
-$2.47M
|
-2%
|
|
|
189
|
|
|
|
5514
|
CEDRUS
Littleton,
Colorado
|
$106M
|
+$3.45M
|
+3%
|
|
|
138
|
|
|
|
5515
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$106M
|
-$9.59M
|
-8%
|
|
|
241
|
|
|
|
5516
|
Morris Capital Advisors
Malvern,
Pennsylvania
|
$106M
|
-$6.04M
|
-5%
|
|
|
53
|
|
|
|
5517
|
Bryant Woods Investment Advisors
Getzville,
New York
|
$106M
|
+$46K
|
+0%
|
|
|
41
|
|
|
|
5518
|
Michael & Susan Dell Foundation
New York
|
$106M
|
-$24.3M
|
-19%
|
|
|
4
|
|
|
|
5519
|
|
$106M
|
+$14.4M
|
+16%
|
|
|
35
|
|
|
|
5520
|
GoalFusion Wealth Management
Austin,
Texas
|
$106M
|
-$979K
|
-0.9%
|
|
|
18
|
|
|
|
5521
|
Monumental Financial Group
Rockville,
Maryland
|
$106M
|
-$3.23M
|
-3%
|
|
|
38
|
|
|
|
5522
|
Denver Wealth Management
Denver,
Colorado
|
$106M
|
+$9.79M
|
+10%
|
|
|
60
|
|
|
|
5523
|
Vert Asset Management
Sausalito,
California
|
$106M
|
-$2.52M
|
-2%
|
|
|
41
|
|
|
|
5524
|
Resolute Financial
Newburyport,
Massachusetts
|
$105M
|
-$9.68M
|
-8%
|
|
|
121
|
|
|
|
5525
|
Wall Capital Group
Phoenix,
Arizona
|
$105M
|
-$38.8M
|
-27%
|
|
|
19
|
|
|