|
5001
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$168M
|
+$16M
|
+11%
|
7.53%
|
95.7%
|
134
|
23.88%
|
|
|
5002
|
Kingstown Capital Management
New York
|
$167M
|
-$123M
|
-42%
|
5.53%
|
38.6%
|
155
|
70.97%
|
|
|
5003
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$167M
|
-$645M
|
-79%
|
5.06%
|
78.9%
|
169
|
84.62%
|
|
|
5004
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$167M
|
-$56.8M
|
-25%
|
6.03%
|
74.3%
|
646
|
14.4%
|
|
|
5005
|
Courage Capital Management
Nashville,
Tennessee
|
$167M
|
+$30.4M
|
+22%
|
9.38%
|
86.5%
|
50
|
42%
|
|
|
5006
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$167M
|
+$10.1M
|
+6%
|
7.65%
|
84.8%
|
110
|
15.45%
|
|
|
5007
|
LGL Partners
Philadelphia,
Pennsylvania
|
$167M
|
-$7.3M
|
-4%
|
6.37%
|
68.9%
|
98
|
14.29%
|
|
|
5008
|
Birchview Capital
Burlington,
Vermont
|
$167M
|
-$1.27M
|
-0.8%
|
0.66%
|
327%
|
63
|
15.87%
|
|
|
5009
|
Penbrook Management
New York
|
$167M
|
+$27.9M
|
+20%
|
12.8%
|
106%
|
107
|
7.48%
|
|
|
5010
|
Friedenthal Financial
Marlton,
New Jersey
|
$167M
|
+$31M
|
+23%
|
2.75%
|
111%
|
75
|
45.33%
|
|
|
5011
|
Osmium Partners
Greenbrae,
California
|
$167M
|
+$57.8M
|
+53%
|
1.45%
|
28.4%
|
16
|
50%
|
|
|
5012
|
Coyle Financial Counsel
Glenview,
Illinois
|
$167M
|
+$22.3M
|
+15%
|
6.53%
|
62.4%
|
61
|
13.11%
|
|
|
5013
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$167M
|
+$9.4M
|
+6%
|
6.71%
|
50.7%
|
84
|
19.05%
|
|
|
5014
|
Pavion Blue Capital
Newport Beach,
California
|
$167M
|
+$14.7M
|
+10%
|
7.49%
|
77.6%
|
93
|
6.45%
|
|
|
5015
|
LPWM LLC
Minneapolis,
Minnesota
|
$167M
|
+$17.8M
|
+12%
|
7%
|
54.3%
|
63
|
9.52%
|
|
|
5016
|
Fusion Capital
Mt. Pleasant,
South Carolina
|
$166M
|
+$12.7M
|
+8%
|
7.21%
|
100%
|
78
|
11.54%
|
|
|
5017
|
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
|
$166M
|
+$10.7M
|
+7%
|
5.69%
|
56.8%
|
69
|
10.14%
|
|
|
5018
|
Ranch Capital Advisors
Sarasota,
Florida
|
$166M
|
+$14.9M
|
+10%
|
6.79%
|
92.6%
|
944
|
36.86%
|
|
|
5019
|
Hixon Zuercher
Findlay,
Ohio
|
$166M
|
+$14.9M
|
+10%
|
10.3%
|
87.5%
|
57
|
3.51%
|
|
|
5020
|
Demars Financial Group
Spokane Valley,
Washington
|
$166M
|
+$17.6M
|
+12%
|
7.29%
|
59.6%
|
85
|
5.88%
|
|
|
5021
|
Annandale Capital
Dallas,
Texas
|
$166M
|
+$25.1M
|
+18%
|
8.06%
|
57.2%
|
84
|
19.05%
|
|
|
5022
|
|
$166M
|
+$5.17M
|
+3%
|
0.31%
|
17.9%
|
36
|
38.89%
|
|
|
5023
|
Tacita Capital
Toronto,
Ontario, Canada
|
$166M
|
+$11.9M
|
+8%
|
6.44%
|
72.3%
|
209
|
21.53%
|
|
|
5024
|
Affinia Financial Group
Burlington,
Massachusetts
|
$166M
|
+$5.48M
|
+3%
|
6.53%
|
37.5%
|
33
|
12.12%
|
|
|
5025
|
Foresite Capital Management I
Larkspur,
California
|
$166M
|
-$32.4M
|
-16%
|
8.54%
|
40.7%
|
4
|
0%
|
|