|
5001
|
Kensington Investment Counsel
Long Beach,
California
|
$219M
|
+$28.2M
|
+15%
|
11.1%
|
81.9%
|
102
|
9.8%
|
|
|
5002
|
SimpliFi Inc
San Diego,
California
|
$219M
|
+$15.7M
|
+8%
|
3.06%
|
26.7%
|
40
|
22.5%
|
|
|
5003
|
Cypress Financial Planning
Haddon Heights,
New Jersey
|
$219M
|
+$108M
|
+98%
|
4%
|
37.9%
|
68
|
39.71%
|
|
|
5004
|
Aull & Monroe Investment Management
Mobile,
Alabama
|
$219M
|
+$16M
|
+8%
|
9.66%
|
96.6%
|
136
|
7.35%
|
|
|
5005
|
Fusion Capital
Mt. Pleasant,
South Carolina
|
$219M
|
+$23.3M
|
+12%
|
8.93%
|
100%
|
76
|
10.53%
|
|
|
5006
|
O'Donnell Financial Services
San Rafael,
California
|
$218M
|
+$19M
|
+10%
|
7.4%
|
61%
|
39
|
7.69%
|
|
|
5007
|
Harbor Island Capital
Topsfield,
Massachusetts
|
$218M
|
+$16.7M
|
+8%
|
13.5%
|
231%
|
15
|
0%
|
|
|
5008
|
Next Level Private
Harrison,
New York
|
$218M
|
+$41.4M
|
+23%
|
10.6%
|
92.4%
|
132
|
18.94%
|
|
|
5009
|
S Squared Technology
New York
|
$218M
|
+$11.8M
|
+6%
|
0.68%
|
223%
|
39
|
25.64%
|
|
|
5010
|
Optimum Investment Advisors
Chicago,
Illinois
|
$218M
|
+$19M
|
+10%
|
12.4%
|
125%
|
672
|
9.67%
|
|
|
5011
|
MTC Wealth Management
Tampa,
Florida
|
$218M
|
+$2.62M
|
+1%
|
3.6%
|
30.5%
|
13
|
7.69%
|
|
|
5012
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
$217M
|
+$7.56M
|
+4%
|
9.04%
|
83.1%
|
92
|
25%
|
|
|
5013
|
First Dallas Securities
Dallas,
Texas
|
$217M
|
+$23.3M
|
+12%
|
17.4%
|
163%
|
129
|
13.95%
|
|
|
5014
|
Breakwater Investment Management
Seattle,
Washington
|
$217M
|
–
|
–
|
5.66%
|
–
|
314
|
–
|
|
|
5015
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$217M
|
+$21M
|
+11%
|
6.62%
|
56.3%
|
24
|
4.17%
|
|
|
5016
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$217M
|
+$21.3M
|
+11%
|
12.7%
|
88.6%
|
239
|
20.5%
|
|
|
5017
|
Solitude Financial Services
Charlottesville,
Virginia
|
$217M
|
+$34.5M
|
+19%
|
8%
|
55.4%
|
50
|
38%
|
|
|
5018
|
Ferguson Shapiro
Decatur,
Georgia
|
$217M
|
+$9.73M
|
+5%
|
5.5%
|
39.6%
|
47
|
34.04%
|
|
|
5019
|
Savoir Faire Capital Management
Norwalk,
Connecticut
|
$217M
|
-$13.1M
|
-6%
|
8.01%
|
1.22%
|
60
|
28.33%
|
|
|
5020
|
Winthrop Capital Management
Carmel,
Indiana
|
$217M
|
-$89.3M
|
-29%
|
8.14%
|
–
|
304
|
55.92%
|
|
|
5021
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
$217M
|
+$21.8M
|
+11%
|
8.58%
|
78%
|
134
|
20.15%
|
|
|
5022
|
Exeter Financial
Scottsdale,
Arizona
|
$217M
|
+$10.7M
|
+5%
|
5.9%
|
50.4%
|
91
|
4.4%
|
|
|
5023
|
Mountaineer Partners Management
New York
|
$217M
|
+$19.8M
|
+10%
|
9.87%
|
158%
|
16
|
12.5%
|
|
|
5024
|
Madden Securities
Dallas,
Texas
|
$217M
|
+$27.7M
|
+15%
|
19%
|
92.2%
|
111
|
29.73%
|
|
|
5025
|
|
$217M
|
+$14.7M
|
+7%
|
14.4%
|
226%
|
13
|
7.69%
|
|