|
5001
|
Sterling Investment Management
Tucson,
Arizona
|
$146M
|
+$5.22M
|
+4%
|
4.39%
|
44.1%
|
61
|
11.48%
|
|
|
5002
|
Arrow Capital Management
New York
|
$146M
|
-$110M
|
-43%
|
7%
|
–
|
22
|
40.91%
|
|
|
5003
|
Insight Folios
Charlotte,
North Carolina
|
$146M
|
+$11.4M
|
+8%
|
15.8%
|
32.9%
|
39
|
5.13%
|
|
|
5004
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$146M
|
+$31.1M
|
+27%
|
6.82%
|
51.3%
|
71
|
12.68%
|
|
|
5005
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$146M
|
+$4.86M
|
+3%
|
8.79%
|
52.7%
|
145
|
6.21%
|
|
|
5006
|
DB Wealth Management Group
San Diego,
California
|
$146M
|
+$10.3M
|
+8%
|
5.49%
|
19%
|
397
|
13.6%
|
|
|
5007
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$146M
|
+$10.7M
|
+8%
|
6.41%
|
53.4%
|
457
|
9.19%
|
|
|
5008
|
Wiser Wealth Management
Marietta,
Georgia
|
$146M
|
+$12.2M
|
+9%
|
3.06%
|
46.7%
|
29
|
6.9%
|
|
|
5009
|
ICW Investment Advisors
Scottsdale,
Arizona
|
$146M
|
+$5.82M
|
+4%
|
3.6%
|
45.3%
|
129
|
3.88%
|
|
|
5010
|
Brown University
Providence,
Rhode Island
|
$146M
|
+$7.33M
|
+5%
|
4.15%
|
7.69%
|
8
|
50%
|
|
|
5011
|
PFG Private Wealth Management
Lutz,
Florida
|
$145M
|
+$14.9M
|
+11%
|
1.62%
|
48.3%
|
66
|
37.88%
|
|
|
5012
|
SWS Partners
Columbus,
Ohio
|
$145M
|
-$79.1M
|
-35%
|
6.39%
|
75.1%
|
121
|
38.84%
|
|
|
5013
|
Baron Financial Group
Fair Lawn,
New Jersey
|
$145M
|
+$20M
|
+16%
|
3.89%
|
52.1%
|
256
|
5.86%
|
|
|
5014
|
HBC Financial Services
Seattle,
Washington
|
$145M
|
+$16.1M
|
+12%
|
6.46%
|
12.6%
|
212
|
29.25%
|
|
|
5015
|
Arrow Investment Advisors
Laurel,
Maryland
|
$145M
|
+$3.69M
|
+3%
|
6.46%
|
29.6%
|
68
|
26.47%
|
|
|
5016
|
|
$145M
|
-$118M
|
-45%
|
4.58%
|
14.8%
|
8
|
37.5%
|
|
|
5017
|
Harvey Partners
Tarrytown,
New York
|
$145M
|
+$946K
|
+0.7%
|
19.4%
|
124%
|
53
|
37.74%
|
|
|
5018
|
Westhampton Capital
Winston-Salem,
North Carolina
|
$145M
|
+$10.7M
|
+8%
|
5.94%
|
95.6%
|
111
|
9.01%
|
|
|
5019
|
Beaton Management Company
Haverhill,
Massachusetts
|
$145M
|
+$9.35M
|
+7%
|
7.64%
|
79.9%
|
129
|
2.33%
|
|
|
5020
|
Delphi Management Partners VIII
San Mateo,
California
|
$145M
|
-$7.34M
|
-5%
|
24.3%
|
–
|
5
|
0%
|
|
|
5021
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$145M
|
+$12.5M
|
+9%
|
6.5%
|
55%
|
266
|
13.91%
|
|
|
5022
|
Tandem Capital Management
Woodcliff Lake,
New Jersey
|
$145M
|
+$11.6M
|
+9%
|
7.47%
|
83.8%
|
87
|
12.64%
|
|
|
5023
|
CNB Bank
Clearfield,
Pennsylvania
|
$145M
|
+$12.1M
|
+9%
|
6.33%
|
79.1%
|
450
|
17.56%
|
|
|
5024
|
Treybourne Wealth Planners
Greenwood,
Indiana
|
$144M
|
+$5.46M
|
+4%
|
6.63%
|
–
|
47
|
19.15%
|
|
|
5025
|
Cox Capital Management
Andover,
Massachusetts
|
$144M
|
+$13.1M
|
+10%
|
6.88%
|
95.3%
|
89
|
11.24%
|
|