|
5001
|
Moseley Investment Management
Bradenton,
Florida
|
$215M
|
+$14M
|
+7%
|
7.07%
|
96.6%
|
155
|
11.61%
|
|
|
5002
|
Canopy Partners
Cincinnati,
Ohio
|
$215M
|
+$10.7M
|
+5%
|
4.03%
|
–
|
209
|
9.57%
|
|
|
5003
|
Crescent Park Management
East Palo Alto,
California
|
$215M
|
-$41.9M
|
-16%
|
7.91%
|
89.3%
|
32
|
21.88%
|
|
|
5004
|
Solitude Financial Services
Charlottesville,
Virginia
|
$215M
|
-$1.98M
|
-0.9%
|
0.52%
|
55.4%
|
38
|
13.16%
|
|
|
5005
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$215M
|
+$8.28M
|
+4%
|
1.01%
|
47.9%
|
138
|
7.25%
|
|
|
5006
|
Hoxton Planning & Management
Shepherdstown,
West Virginia
|
$215M
|
+$6.03M
|
+3%
|
4.12%
|
70.1%
|
170
|
10.59%
|
|
|
5007
|
Independent Wealth Network
Urbandale,
Iowa
|
$215M
|
+$1.46M
|
+0.7%
|
1.61%
|
75.1%
|
233
|
12.45%
|
|
|
5008
|
Emergence GP Partners
San Francisco,
California
|
$215M
|
-$51.6M
|
-19%
|
18.8%
|
–
|
3
|
0%
|
|
|
5009
|
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
|
$215M
|
+$2.5M
|
+1%
|
0.17%
|
44.9%
|
58
|
24.14%
|
|
|
5010
|
IMS Capital Management
Portland,
Oregon
|
$215M
|
-$475K
|
-0.2%
|
2.02%
|
119%
|
151
|
12.58%
|
|
|
5011
|
Wela Strategies
Atlanta,
Georgia
|
$215M
|
+$3.08M
|
+1%
|
0.46%
|
51.3%
|
51
|
3.92%
|
|
|
5012
|
Leisure Capital Management
Costa Mesa,
California
|
$215M
|
+$15.2M
|
+8%
|
4.02%
|
98%
|
144
|
14.58%
|
|
|
5013
|
Wealth Advisors of Tampa Bay
Tampa,
Florida
|
$214M
|
+$3.95M
|
+2%
|
2.79%
|
73.5%
|
83
|
4.82%
|
|
|
5014
|
Left Brain Wealth Management
Naperville,
Illinois
|
$214M
|
+$7.66M
|
+4%
|
5.76%
|
357%
|
75
|
14.67%
|
|
|
5015
|
Samalin Investment Counsel
Chappaqua,
New York
|
$214M
|
+$4.18M
|
+2%
|
2.39%
|
62.8%
|
285
|
5.96%
|
|
|
5016
|
14B Capital Management
La Jolla,
California
|
$214M
|
+$2.11M
|
+1%
|
1.44%
|
–
|
11
|
18.18%
|
|
|
5017
|
Lountzis Asset Management
Wyomissing,
Pennsylvania
|
$214M
|
+$2.84M
|
+1%
|
1.15%
|
103%
|
47
|
4.26%
|
|
|
5018
|
|
$214M
|
+$20.2M
|
+10%
|
1.46%
|
67.5%
|
490
|
46.94%
|
|
|
5019
|
Victory Financial Group
Austin,
Texas
|
$214M
|
+$44.8M
|
+27%
|
2.44%
|
–
|
80
|
27.5%
|
|
|
5020
|
Socha Financial Group
Corning,
New York
|
$214M
|
-$14.3M
|
-6%
|
1.9%
|
57.3%
|
31
|
38.71%
|
|
|
5021
|
Mendel Money Management
Northbrook,
Illinois
|
$214M
|
-$2.56M
|
-1%
|
0.4%
|
55.5%
|
135
|
7.41%
|
|
|
5022
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$214M
|
+$747K
|
+0.4%
|
1.14%
|
44.8%
|
256
|
53.52%
|
|
|
5023
|
Unique Wealth Strategies
Burr Ridge,
Illinois
|
$213M
|
+$9.19M
|
+4%
|
0.29%
|
–
|
673
|
73.25%
|
|
|
5024
|
Selkirk Management
Chatham,
New Jersey
|
$213M
|
+$18.4M
|
+9%
|
13.3%
|
268%
|
16
|
6.25%
|
|
|
5025
|
Threadgill Financial
Spring,
Texas
|
$213M
|
-$11.9M
|
-5%
|
1.82%
|
49.3%
|
63
|
23.81%
|
|