|
5001
|
Bosun Asset Management
Chicago,
Illinois
|
$230M
|
+$19.7M
|
+9%
|
21%
|
240%
|
226
|
34.51%
|
|
|
5002
|
Laidlaw Wealth Management
New York City,
New York
|
$230M
|
+$27.3M
|
+14%
|
14.9%
|
116%
|
205
|
21.95%
|
|
|
5003
|
MKT Advisors
Escondido,
California
|
$230M
|
+$16.3M
|
+8%
|
0.84%
|
49.2%
|
161
|
10.56%
|
|
|
5004
|
Ascension Capital Advisors
Houston,
Texas
|
$229M
|
+$15.1M
|
+7%
|
1.68%
|
59.3%
|
42
|
21.43%
|
|
|
5005
|
Freemont Management
Vaud,
Switzerland
|
$229M
|
+$25.1M
|
+12%
|
4.61%
|
152%
|
88
|
18.18%
|
|
|
5006
|
Consolidated Capital Management
Burbank,
California
|
$229M
|
+$209K
|
+0.1%
|
1.93%
|
159%
|
36
|
2.78%
|
|
|
5007
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$229M
|
+$1.1M
|
+0.5%
|
0.46%
|
47.9%
|
150
|
9.33%
|
|
|
5008
|
|
$229M
|
-$28.6M
|
-11%
|
4.95%
|
169%
|
22
|
27.27%
|
|
|
5009
|
Investment Management Associates
Greenwood Village,
Colorado
|
$229M
|
-$26.7M
|
-10%
|
3.54%
|
49.5%
|
35
|
22.86%
|
|
|
5010
|
Investment Planning Advisors
Cumming,
Georgia
|
$229M
|
+$33M
|
+17%
|
0.08%
|
–
|
66
|
15.15%
|
|
|
5011
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$229M
|
-$146M
|
-39%
|
0.97%
|
44.8%
|
151
|
33.11%
|
|
|
5012
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$229M
|
+$9.75M
|
+4%
|
3.61%
|
87.6%
|
145
|
17.24%
|
|
|
5013
|
Hi-Line Capital Management
Watertown,
South Dakota
|
$229M
|
+$24.9M
|
+12%
|
3.84%
|
57.5%
|
42
|
40.48%
|
|
|
5014
|
Sustainable Insight Capital Management
New York
|
$229M
|
+$7.9M
|
+4%
|
5.81%
|
106%
|
93
|
44.09%
|
|
|
5015
|
Solitude Financial Services
Charlottesville,
Virginia
|
$228M
|
-$5.82M
|
-2%
|
1.25%
|
55.4%
|
37
|
16.22%
|
|
|
5016
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
$228M
|
+$1.39M
|
+0.6%
|
0.92%
|
58.8%
|
67
|
1.49%
|
|
|
5017
|
Hahn Capital Management
Walnut Creek,
California
|
$228M
|
+$72.9M
|
+47%
|
0.36%
|
42.1%
|
30
|
6.67%
|
|
|
5018
|
Sensible Money
Scottsdale,
Arizona
|
$228M
|
-$784K
|
-0.3%
|
2.11%
|
65%
|
87
|
6.9%
|
|
|
5019
|
Ruggaard & Associates
Hudson,
Ohio
|
$228M
|
-$1.71M
|
-0.7%
|
0.18%
|
39.1%
|
118
|
8.47%
|
|
|
5020
|
Harbour Investment Management
Edmonds,
Washington
|
$228M
|
+$2.28M
|
+1%
|
0.25%
|
58.8%
|
99
|
9.09%
|
|
|
5021
|
Bawa N Mallick Trust
Forest Hills,
New York
|
$228M
|
–
|
–
|
4.06%
|
–
|
68
|
–
|
|
|
5022
|
Orion Capital Management
Coronado,
California
|
$228M
|
+$21.7M
|
+11%
|
3.58%
|
66.8%
|
482
|
72.61%
|
|
|
5023
|
|
$228M
|
$0
|
0%
|
18.9%
|
208%
|
4
|
0%
|
|
|
5024
|
Hanwha Asset Management
Seoul,
South Korea
|
$228M
|
–
|
–
|
24.2%
|
–
|
1
|
–
|
|
|
5025
|
Buttonwood Financial Advisors
Baltimore,
Maryland
|
$227M
|
-$1.79M
|
-0.8%
|
0.89%
|
66.3%
|
98
|
3.06%
|
|