|
5001
|
Client First Capital
San Diego,
California
|
$136M
|
+$6.28M
|
+5%
|
4.34%
|
49.6%
|
24
|
16.67%
|
|
|
5002
|
Horizon Wealth Management
La Grange,
Illinois
|
$136M
|
-$105M
|
-43%
|
3.35%
|
82.8%
|
114
|
40.35%
|
|
|
5003
|
|
$136M
|
-$10.5M
|
-7%
|
5%
|
35%
|
97
|
7.22%
|
|
|
5004
|
W Capital Management
New York
|
$136M
|
-$41.7M
|
-23%
|
31.9%
|
–
|
6
|
33.33%
|
|
|
5005
|
Miller Equity Capital Advisors
Irving,
Texas
|
$136M
|
+$19.2M
|
+16%
|
3.23%
|
23.7%
|
49
|
2.04%
|
|
|
5006
|
Samalin Investment Counsel
Chappaqua,
New York
|
$136M
|
-$5.55M
|
-4%
|
5.72%
|
62.8%
|
246
|
12.6%
|
|
|
5007
|
McNaughton Wealth Management
San Diego,
California
|
$136M
|
-$5.21M
|
-4%
|
5.43%
|
50.3%
|
55
|
7.27%
|
|
|
5008
|
Moseley Investment Management
Bradenton,
Florida
|
$136M
|
-$7.08M
|
-5%
|
3.25%
|
96.6%
|
155
|
13.55%
|
|
|
5009
|
Highside Global Management
Dallas,
Texas
|
$136M
|
-$37.4M
|
-22%
|
6.76%
|
11.1%
|
19
|
31.58%
|
|
|
5010
|
Alaethes Wealth
Glenbrook,
Nevada
|
$136M
|
+$1.16M
|
+0.9%
|
3.4%
|
80.5%
|
106
|
11.32%
|
|
|
5011
|
Eidelman Virant Capital
Saint Louis,
Missouri
|
$136M
|
-$2.99M
|
-2%
|
4.78%
|
46.2%
|
193
|
12.95%
|
|
|
5012
|
Toews Corporation
Northfield,
New Jersey
|
$136M
|
-$14.1M
|
-9%
|
6.28%
|
14.4%
|
118
|
21.19%
|
|
|
5013
|
Burns Matteson Capital Management
Corning,
New York
|
$136M
|
-$6.31M
|
-4%
|
5.79%
|
144%
|
151
|
44.37%
|
|
|
5014
|
BlueMar Capital Management
Miami,
Florida
|
$136M
|
-$13M
|
-9%
|
0.23%
|
27.4%
|
35
|
11.43%
|
|
|
5015
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
$136M
|
-$12.5M
|
-8%
|
5.41%
|
58.8%
|
66
|
33.33%
|
|
|
5016
|
Laurel Wealth Planning
Edina,
Minnesota
|
$136M
|
-$6.26M
|
-4%
|
6.54%
|
41.6%
|
259
|
17.37%
|
|
|
5017
|
Divergent Planning
Bethesda,
Maryland
|
$136M
|
-$3.35M
|
-2%
|
5.23%
|
43.3%
|
23
|
26.09%
|
|
|
5018
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$136M
|
-$6.57M
|
-5%
|
4.99%
|
92%
|
353
|
11.05%
|
|
|
5019
|
Growth Interface Management
Orlando,
Florida
|
$136M
|
+$36.1M
|
+36%
|
0.05%
|
12%
|
10
|
20%
|
|
|
5020
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$135M
|
-$3.81M
|
-3%
|
4.37%
|
54.7%
|
123
|
11.38%
|
|
|
5021
|
Level Financial Advisors
East Amherst,
New York
|
$135M
|
-$376K
|
-0.3%
|
4.78%
|
41.5%
|
366
|
31.69%
|
|
|
5022
|
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
|
$135M
|
-$8.55M
|
-6%
|
6.38%
|
75.2%
|
157
|
3.82%
|
|
|
5023
|
Steward Financial Group
Colleyville,
Texas
|
$135M
|
+$15M
|
+12%
|
4.64%
|
–
|
1,500
|
97.13%
|
|
|
5024
|
Eliot Finkel Investment Counsel
Beverly Hills,
California
|
$135M
|
-$2.84M
|
-2%
|
4.25%
|
55.2%
|
34
|
23.53%
|
|
|
5025
|
Lindenwold Advisors
Reading,
Pennsylvania
|
$135M
|
-$5.51M
|
-4%
|
3.83%
|
75%
|
112
|
8.04%
|
|