|
5001
|
Palo Alto Wealth Advisors
Palo Alto,
California
|
$264M
|
+$7.94M
|
+3%
|
13.8%
|
108%
|
57
|
12.28%
|
|
|
5002
|
Investment Partners
New Philadelphia,
Ohio
|
$264M
|
+$23M
|
+10%
|
9.6%
|
74.1%
|
160
|
8.75%
|
|
|
5003
|
Doma Perpetual Capital Management
Miami,
Florida
|
$264M
|
+$9.59M
|
+4%
|
6.98%
|
–
|
10
|
0%
|
|
|
5004
|
Benson Investment Management Company
Roanoke,
Virginia
|
$264M
|
+$34.2M
|
+15%
|
13.3%
|
91.6%
|
63
|
41.27%
|
|
|
5005
|
Sensible Money
Scottsdale,
Arizona
|
$264M
|
+$30.4M
|
+13%
|
8.96%
|
65%
|
90
|
11.11%
|
|
|
5006
|
Theory Financial
Fort Collins,
Colorado
|
$264M
|
+$26.5M
|
+11%
|
7.2%
|
54.5%
|
94
|
24.47%
|
|
|
5007
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$264M
|
+$23.6M
|
+10%
|
8.47%
|
57.8%
|
88
|
3.41%
|
|
|
5008
|
Retirement Guys Formula
Maumee,
Ohio
|
$263M
|
+$62M
|
+31%
|
7.83%
|
70.2%
|
155
|
18.06%
|
|
|
5009
|
Sharper & Granite
El Segundo,
California
|
$263M
|
+$21.1M
|
+9%
|
5.33%
|
47.1%
|
108
|
8.33%
|
|
|
5010
|
Stelac Advisory Services
New York
|
$263M
|
+$20.5M
|
+8%
|
10.4%
|
84.9%
|
111
|
16.22%
|
|
|
5011
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$263M
|
+$23M
|
+10%
|
8.29%
|
53.5%
|
62
|
16.13%
|
|
|
5012
|
Commonwealth Retirement Investments
Richmond,
Virginia
|
$263M
|
+$17M
|
+7%
|
7.08%
|
84.4%
|
116
|
23.28%
|
|
|
5013
|
Hillman Company
Pittsburgh,
Pennsylvania
|
$263M
|
-$1.59M
|
-0.6%
|
14.9%
|
134%
|
15
|
13.33%
|
|
|
5014
|
Orion Capital Management
Coronado,
California
|
$263M
|
+$25.5M
|
+11%
|
8.53%
|
75.3%
|
492
|
8.94%
|
|
|
5015
|
Planned Solutions
Folsom,
California
|
$263M
|
+$15.9M
|
+6%
|
8.15%
|
60.8%
|
132
|
21.21%
|
|
|
5016
|
|
$263M
|
+$28.5M
|
+12%
|
4.37%
|
65.5%
|
145
|
23.45%
|
|
|
5017
|
Slotnik Capital
Dallas,
Texas
|
$262M
|
+$55.3M
|
+27%
|
15.5%
|
–
|
33
|
66.67%
|
|
|
5018
|
Georgetown University
Washington,
District of Columbia
|
$262M
|
+$12.6M
|
+5%
|
6.77%
|
79.9%
|
17
|
5.88%
|
|
|
5019
|
Boothe Investment Group
Dover,
Delaware
|
$262M
|
+$43.1M
|
+20%
|
8.29%
|
59.8%
|
44
|
36.36%
|
|
|
5020
|
Silver Heights Capital Management
Toronto,
Ontario, Canada
|
$262M
|
+$42.1M
|
+19%
|
9.75%
|
39.8%
|
4
|
0%
|
|
|
5021
|
Peachtree Investment Partners
Indian River Shores,,
Florida
|
$262M
|
+$8.98M
|
+4%
|
9.33%
|
92.2%
|
135
|
14.07%
|
|
|
5022
|
Sio Capital Management
New York
|
$262M
|
-$74M
|
-22%
|
1.1%
|
564%
|
64
|
34.38%
|
|
|
5023
|
Red Lighthouse Investment Management
New York
|
$262M
|
+$16.4M
|
+7%
|
8.3%
|
63.4%
|
119
|
15.13%
|
|
|
5024
|
Kanen Wealth Management
Coconut Creek,
Florida
|
$261M
|
+$13.2M
|
+5%
|
8.83%
|
328%
|
28
|
21.43%
|
|
|
5025
|
United Bank (Georgia)
Zebulon,
Georgia
|
$261M
|
+$19.3M
|
+8%
|
9.4%
|
81.2%
|
120
|
9.17%
|
|