|
5001
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$175M
|
+$3.02M
|
+2%
|
5.65%
|
85.8%
|
409
|
10.02%
|
|
|
5002
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$175M
|
+$14.6M
|
+9%
|
11.7%
|
97.2%
|
141
|
6.38%
|
|
|
5003
|
Eagle Bay Advisors
New York
|
$175M
|
-$7.43M
|
-4%
|
5.64%
|
62.7%
|
948
|
16.88%
|
|
|
5004
|
Social Capital Group
Menlo Park,
California
|
$175M
|
-$7.38M
|
-4%
|
3.19%
|
–
|
4
|
0%
|
|
|
5005
|
Worldly Partners Management
Needham,
Massachusetts
|
$175M
|
+$16.2M
|
+10%
|
9.57%
|
19.9%
|
4
|
0%
|
|
|
5006
|
Forum Private Client Group
Fishers,
Indiana
|
$175M
|
+$16.4M
|
+10%
|
3.31%
|
40.5%
|
70
|
4.29%
|
|
|
5007
|
Axiom Financial Strategies
New Albany,
Indiana
|
$174M
|
-$5.49M
|
-3%
|
3.07%
|
41.2%
|
37
|
10.81%
|
|
|
5008
|
Aegon USA Investment Management
Cedar Rapids,
Iowa
|
$174M
|
-$6.07M
|
-3%
|
3.72%
|
39.9%
|
41
|
4.88%
|
|
|
5009
|
Newton One Investments
Newark,
Delaware
|
$174M
|
+$7.89M
|
+5%
|
3.31%
|
38.7%
|
127
|
7.09%
|
|
|
5010
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$174M
|
+$16.9M
|
+11%
|
5.18%
|
53.5%
|
223
|
7.17%
|
|
|
5011
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
$174M
|
+$9.25M
|
+6%
|
7.59%
|
75.8%
|
55
|
7.27%
|
|
|
5012
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$174M
|
+$4.15M
|
+2%
|
6.98%
|
199%
|
208
|
34.13%
|
|
|
5013
|
Singapore Technologies Telemedia
Singapore
|
$174M
|
-$121M
|
-41%
|
41.1%
|
116%
|
1
|
0%
|
|
|
5014
|
Leeward Financial Partners
Bellevue,
Washington
|
$174M
|
+$10.7M
|
+7%
|
8.91%
|
69.5%
|
86
|
19.77%
|
|
|
5015
|
Channel Wealth
Santa Barbara,
California
|
$174M
|
+$18.6M
|
+12%
|
5.25%
|
50.2%
|
214
|
19.63%
|
|
|
5016
|
Vantage Consulting Group
Virginia Beach,
Virginia
|
$174M
|
-$2.27M
|
-1%
|
2.39%
|
261%
|
237
|
11.39%
|
|
|
5017
|
Theory Financial
Fort Collins,
Colorado
|
$174M
|
+$7M
|
+4%
|
2.87%
|
40.5%
|
64
|
12.5%
|
|
|
5018
|
Bennett Selby Investments
Falmouth,
Maine
|
$174M
|
+$21M
|
+14%
|
12.3%
|
69.8%
|
55
|
3.64%
|
|
|
5019
|
Ironwood Investment Management
Boston,
Massachusetts
|
$174M
|
+$13.6M
|
+8%
|
21.5%
|
149%
|
170
|
5.88%
|
|
|
5020
|
Sharper & Granite
El Segundo,
California
|
$174M
|
+$6.94M
|
+4%
|
3.6%
|
47.1%
|
100
|
4%
|
|
|
5021
|
Advanced Research Investment Solutions
Los Angeles,
California
|
$174M
|
-$1.02M
|
-0.6%
|
0.3%
|
13.1%
|
34
|
38.24%
|
|
|
5022
|
Kelleher Financial Advisors
New York
|
$174M
|
+$22.1M
|
+15%
|
11.2%
|
73.2%
|
117
|
12.82%
|
|
|
5023
|
Reliant Investment Management
Memphis,
Tennessee
|
$174M
|
+$15.1M
|
+10%
|
7.71%
|
122%
|
65
|
26.15%
|
|
|
5024
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$173M
|
+$8.77M
|
+5%
|
7.13%
|
90.1%
|
234
|
8.12%
|
|
|
5025
|
|
$173M
|
-$8.13M
|
-4%
|
4.48%
|
20.5%
|
1
|
0%
|
|