|
5001
|
Capasso Planning Partners
Charleston,
South Carolina
|
$239M
|
-$11.3M
|
-5%
|
1.37%
|
51.6%
|
104
|
8.65%
|
|
|
5002
|
Painted Porch Advisors
Santa Barbara,
California
|
$239M
|
+$36.2M
|
+18%
|
3.65%
|
–
|
581
|
25.3%
|
|
|
5003
|
DLK Investment Management
Solana Beach,
California
|
$239M
|
-$366K
|
-0.2%
|
0.37%
|
–
|
94
|
12.77%
|
|
|
5004
|
VCI Wealth Management
St Louis,
Missouri
|
$238M
|
+$2.76M
|
+1%
|
0.16%
|
–
|
111
|
30.63%
|
|
|
5005
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$238M
|
+$5.12M
|
+2%
|
1.67%
|
56.5%
|
200
|
9%
|
|
|
5006
|
Harmony Asset Management
Scottsdale,
Arizona
|
$238M
|
-$14M
|
-6%
|
3.02%
|
–
|
173
|
15.61%
|
|
|
5007
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$238M
|
-$582K
|
-0.2%
|
1.19%
|
52%
|
105
|
19.05%
|
|
|
5008
|
Wealth Effects
Boston,
Massachusetts
|
$238M
|
-$43.4M
|
-15%
|
8.41%
|
202%
|
222
|
15.32%
|
|
|
5009
|
Jessup Wealth Management
Dayton,
Ohio
|
$238M
|
+$3.35M
|
+1%
|
5.31%
|
164%
|
86
|
33.72%
|
|
|
5010
|
Strategic Equity Management
Tucson,
Arizona
|
$238M
|
+$501K
|
+0.2%
|
4.09%
|
70.3%
|
64
|
26.56%
|
|
|
5011
|
Peak Planning Group
Centennial,
Colorado
|
$238M
|
-$2.21M
|
-0.9%
|
2.69%
|
105%
|
131
|
18.32%
|
|
|
5012
|
Penobscot Wealth Management
Portland,
Maine
|
$238M
|
+$20.8M
|
+10%
|
0.39%
|
50.5%
|
94
|
24.47%
|
|
|
5013
|
Myriad Asset Management US
West Palm Beach,
Florida
|
$238M
|
+$88.5M
|
+59%
|
11.6%
|
–
|
75
|
100%
|
|
|
5014
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
$238M
|
+$67.4M
|
+40%
|
2.45%
|
–
|
396
|
8.08%
|
|
|
5015
|
Bayview Asset Management
Coral Gables,
Florida
|
$238M
|
+$114M
|
+92%
|
0.43%
|
55.4%
|
68
|
69.12%
|
|
|
5016
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$237M
|
+$8.54M
|
+4%
|
0.85%
|
54.3%
|
137
|
10.22%
|
|
|
5017
|
Orion Capital Management
Coronado,
California
|
$237M
|
+$9.59M
|
+4%
|
2.57%
|
75.3%
|
507
|
13.81%
|
|
|
5018
|
Stone Run Capital
New York
|
$237M
|
-$17.2M
|
-7%
|
0.7%
|
77.8%
|
72
|
13.89%
|
|
|
5019
|
TTP Investments
San Jose,
California
|
$237M
|
-$48.8M
|
-17%
|
7.09%
|
197%
|
41
|
19.51%
|
|
|
5020
|
I.G.Y. Ltd
London,
United Kingdom
|
$237M
|
-$2.81M
|
-1%
|
0.63%
|
81.2%
|
3
|
0%
|
|
|
5021
|
Lokken Investment Group
Lewes,
Delaware
|
$237M
|
+$5.61M
|
+2%
|
0.91%
|
65.3%
|
149
|
18.12%
|
|
|
5022
|
Rossby Financial
Melbourne,
Florida
|
$237M
|
+$75.5M
|
+47%
|
0.17%
|
–
|
1,084
|
82.1%
|
|
|
5023
|
Biltmore Wealth Management
Tempe,
Arizona
|
$237M
|
-$3.07M
|
-1%
|
0.29%
|
55.6%
|
59
|
8.47%
|
|
|
5024
|
Theory Financial
Fort Collins,
Colorado
|
$237M
|
-$2.05M
|
-0.9%
|
0.03%
|
54.5%
|
89
|
25.84%
|
|
|
5025
|
Rivermont Capital Management
New York
|
$237M
|
-$28.5M
|
-11%
|
1.78%
|
555%
|
23
|
39.13%
|
|