|
5001
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$154M
|
+$6.94M
|
+5%
|
5.89%
|
46.3%
|
25
|
24%
|
|
|
5002
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$154M
|
+$11.6M
|
+8%
|
4.76%
|
51.9%
|
108
|
16.67%
|
|
|
5003
|
Tacita Capital
Toronto,
Ontario, Canada
|
$154M
|
+$2.25M
|
+1%
|
7.51%
|
72.3%
|
213
|
21.13%
|
|
|
5004
|
Aristotle Pacific Capital
Newport Beach,
California
|
$154M
|
+$982K
|
+0.6%
|
6.05%
|
1.84%
|
22
|
4.55%
|
|
|
5005
|
Summit Street Capital Management
New York
|
$154M
|
+$20.3M
|
+15%
|
26.6%
|
217%
|
36
|
13.89%
|
|
|
5006
|
Clearview Wealth Advisors
Salem,
Oregon
|
$154M
|
+$5.23M
|
+4%
|
3.64%
|
45.2%
|
664
|
14.61%
|
|
|
5007
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$154M
|
+$11.6M
|
+8%
|
5.25%
|
55.5%
|
69
|
24.64%
|
|
|
5008
|
Cordant Inc
Portland,
Oregon
|
$154M
|
+$26.9M
|
+21%
|
5.22%
|
47%
|
92
|
43.48%
|
|
|
5009
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$154M
|
+$12.4M
|
+9%
|
6.66%
|
56.6%
|
169
|
9.47%
|
|
|
5010
|
Mohican Financial Management
Wilton,
Connecticut
|
$154M
|
+$55.6M
|
+56%
|
0%
|
0%
|
57
|
29.82%
|
|
|
5011
|
Townsend & Associates
Westminster,
Colorado
|
$154M
|
+$16.7M
|
+12%
|
6.57%
|
54.1%
|
87
|
40.23%
|
|
|
5012
|
TrueWealth Advisors
Birmingham,
Alabama
|
$154M
|
+$37.6M
|
+32%
|
5.35%
|
58.5%
|
129
|
38.76%
|
|
|
5013
|
Caxton Corporation
Princeton,
New Jersey
|
$154M
|
-$6.48M
|
-4%
|
5.84%
|
512%
|
74
|
47.3%
|
|
|
5014
|
Hickory Lane Capital Management
New York
|
$154M
|
+$37.3M
|
+32%
|
11.2%
|
–
|
52
|
61.54%
|
|
|
5015
|
VeraBank
Henderson,
Texas
|
$154M
|
+$11.7M
|
+8%
|
7.79%
|
60.6%
|
111
|
4.5%
|
|
|
5016
|
DPM Capital
Coral Gables,
Florida
|
$154M
|
-$69.7M
|
-31%
|
7.1%
|
110%
|
7
|
71.43%
|
|
|
5017
|
Rhino Investment Partners
West Conshohocken,
Pennsylvania
|
$154M
|
+$34.7M
|
+29%
|
28.8%
|
110%
|
40
|
47.5%
|
|
|
5018
|
Orser Capital Management
Southlake,
Texas
|
$154M
|
-$3.99M
|
-3%
|
3.56%
|
122%
|
101
|
29.7%
|
|
|
5019
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$154M
|
+$17.4M
|
+13%
|
13.1%
|
71.4%
|
299
|
19.73%
|
|
|
5020
|
Next Capital Management
New York
|
$154M
|
+$11.6M
|
+8%
|
5.67%
|
61.3%
|
123
|
15.45%
|
|
|
5021
|
IvyRock Asset Management (HK)
Sheung Wan,
Hong Kong
|
$154M
|
-$8.76M
|
-5%
|
103%
|
76%
|
14
|
35.71%
|
|
|
5022
|
Fusion Capital
Mt. Pleasant,
South Carolina
|
$154M
|
+$14.6M
|
+11%
|
7.48%
|
100%
|
74
|
14.86%
|
|
|
5023
|
Knoll Capital Management
Miami,
Florida
|
$153M
|
+$6.81M
|
+5%
|
10.3%
|
260%
|
41
|
29.27%
|
|
|
5024
|
Financial Network Wealth Management
Draper,
Utah
|
$153M
|
+$25.7M
|
+20%
|
2.83%
|
–
|
107
|
11.21%
|
|
|
5025
|
Albert D. Mason Inc
Boston,
Massachusetts
|
$153M
|
+$9.31M
|
+6%
|
9.58%
|
82%
|
153
|
9.8%
|
|