|
5026
|
Levy Wealth Management Group
Philadelphia,
Pennsylvania
|
$141M
|
–
|
–
|
11.9%
|
21.1%
|
62
|
–
|
|
|
5027
|
Sterling Investment Management
Tucson,
Arizona
|
$141M
|
+$7.1M
|
+5%
|
9.5%
|
44.1%
|
64
|
12.5%
|
|
|
5028
|
Bouvel Investment Partners
Phoenixville,
Pennsylvania
|
$141M
|
–
|
–
|
31.3%
|
187%
|
77
|
–
|
|
|
5029
|
Fure Financial Corporation
Bloomington,
Minnesota
|
$141M
|
+$5.43M
|
+4%
|
13.7%
|
59.5%
|
89
|
17.98%
|
|
|
5030
|
Game Plan Financial Advisors
Westlake,
Ohio
|
$141M
|
+$40.9M
|
+41%
|
19.6%
|
–
|
93
|
52.69%
|
|
|
5031
|
Constitution Capital
Shelton,
Connecticut
|
$141M
|
–
|
–
|
10.6%
|
70.2%
|
57
|
–
|
|
|
5032
|
Resource Planning Group
Atlanta,
Georgia
|
$141M
|
+$8.84M
|
+7%
|
8.65%
|
1.9%
|
62
|
3.23%
|
|
|
5033
|
|
$140M
|
+$51M
|
+57%
|
40.6%
|
107%
|
107
|
14.02%
|
|
|
5034
|
Atlas Private Wealth Management
Albany,
New York
|
$140M
|
+$12.7M
|
+10%
|
11.1%
|
19.8%
|
424
|
16.98%
|
|
|
5035
|
Baugh & Associates
Atlanta,
Georgia
|
$140M
|
+$12.8M
|
+10%
|
12.8%
|
83.8%
|
41
|
4.88%
|
|
|
5036
|
|
$140M
|
+$24.1M
|
+21%
|
11.7%
|
31.5%
|
20
|
40%
|
|
|
5037
|
Sourcerock Group
Denver,
Colorado
|
$140M
|
–
|
–
|
55.6%
|
59.1%
|
16
|
–
|
|
|
5038
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$140M
|
+$20.1M
|
+17%
|
10.2%
|
61.4%
|
378
|
6.35%
|
|
|
5039
|
|
$140M
|
+$9.71M
|
+7%
|
16.9%
|
17.9%
|
22
|
27.27%
|
|
|
5040
|
Must Asset Management
Seoul,
South Korea
|
$140M
|
–
|
–
|
44.6%
|
65.2%
|
31
|
–
|
|
|
5041
|
Citadel Investment Advisory
Chesterland,
Ohio
|
$140M
|
–
|
–
|
12.9%
|
67.4%
|
72
|
–
|
|
|
5042
|
United Bank (Georgia)
Zebulon,
Georgia
|
$140M
|
+$20M
|
+17%
|
12.6%
|
81.2%
|
81
|
4.94%
|
|
|
5043
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$140M
|
–
|
–
|
23%
|
131%
|
76
|
–
|
|
|
5044
|
Moneywise Inc
Forest,
Virginia
|
$140M
|
+$13.9M
|
+11%
|
16.2%
|
58%
|
48
|
14.58%
|
|
|
5045
|
Banta Asset Management
Newport Beach,
California
|
$140M
|
–
|
–
|
105%
|
–
|
12
|
–
|
|
|
5046
|
ICW Investment Advisors
Scottsdale,
Arizona
|
$140M
|
+$6.24M
|
+5%
|
8.21%
|
50.1%
|
128
|
3.91%
|
|
|
5047
|
Exane Asset Management
Paris,
France
|
$140M
|
-$12.9M
|
-8%
|
17.2%
|
77.5%
|
26
|
53.85%
|
|
|
5048
|
Crown Advisors Management
Larkspur,
California
|
$140M
|
-$14.2M
|
-9%
|
23.2%
|
284%
|
47
|
36.17%
|
|
|
5049
|
Matrix Private Capital Group
New York
|
$139M
|
+$41.2M
|
+42%
|
14.7%
|
62.5%
|
225
|
28%
|
|
|
5050
|
ROAM Global Management
New York
|
$139M
|
–
|
–
|
11.3%
|
–
|
17
|
–
|
|