|
5026
|
Mendel Money Management
Northbrook,
Illinois
|
$153M
|
+$10.3M
|
+7%
|
5.71%
|
75.4%
|
67
|
4.48%
|
|
|
5027
|
Citadel Investment Advisory
Chesterland,
Ohio
|
$153M
|
+$13.1M
|
+9%
|
8.97%
|
67.4%
|
74
|
2.7%
|
|
|
5028
|
Trust Company of Kansas
Wichita,
Kansas
|
$153M
|
-$38.3M
|
-20%
|
10.1%
|
87%
|
56
|
37.5%
|
|
|
5029
|
Powell Investment Advisors
Miami,
Florida
|
$153M
|
+$21.4M
|
+16%
|
7.96%
|
76.1%
|
128
|
21.09%
|
|
|
5030
|
Resource Planning Group
Atlanta,
Georgia
|
$153M
|
+$12M
|
+9%
|
1.98%
|
1.9%
|
68
|
11.76%
|
|
|
5031
|
Hutner Capital Management
Manchester,
Vermont
|
$152M
|
+$8.85M
|
+6%
|
5.29%
|
52.2%
|
46
|
6.52%
|
|
|
5032
|
Cottage Street Advisors
Marion,
Massachusetts
|
$152M
|
+$45.4M
|
+42%
|
6.26%
|
91.4%
|
92
|
21.74%
|
|
|
5033
|
Van Leeuwen & Company
Princeton,
New Jersey
|
$152M
|
+$2.94M
|
+2%
|
8.02%
|
75.4%
|
82
|
45.12%
|
|
|
5034
|
One Advisory Partners
Overland Park,
Kansas
|
$152M
|
+$6.28M
|
+4%
|
3.85%
|
54.2%
|
34
|
41.18%
|
|
|
5035
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$152M
|
+$15.5M
|
+11%
|
5.56%
|
47.9%
|
97
|
20.62%
|
|
|
5036
|
Hollow Brook Wealth Management
Katonah,
New York
|
$152M
|
-$15.6M
|
-9%
|
1.38%
|
92.8%
|
56
|
19.64%
|
|
|
5037
|
Dash Acquisitions
Woodland Hills,
California
|
$152M
|
+$9.11M
|
+6%
|
2.26%
|
52%
|
39
|
15.38%
|
|
|
5038
|
Levy Wealth Management Group
Philadelphia,
Pennsylvania
|
$152M
|
+$11.1M
|
+8%
|
3.39%
|
21.1%
|
68
|
10.29%
|
|
|
5039
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$152M
|
+$12M
|
+9%
|
4.38%
|
61.4%
|
379
|
7.65%
|
|
|
5040
|
Cribstone Capital Management
Augusta,
Maine
|
$152M
|
+$6.07M
|
+4%
|
3.64%
|
22.4%
|
369
|
14.09%
|
|
|
5041
|
Otter Creek Advisors
Palm Beach Gardens,
Florida
|
$152M
|
+$26.4M
|
+21%
|
12.3%
|
173%
|
60
|
53.33%
|
|
|
5042
|
Pavion Blue Capital
Newport Beach,
California
|
$152M
|
+$5.77M
|
+4%
|
8.26%
|
77.6%
|
92
|
6.52%
|
|
|
5043
|
Successful Portfolios
Clearwater,
Florida
|
$152M
|
+$12.3M
|
+9%
|
5.13%
|
101%
|
199
|
10.05%
|
|
|
5044
|
Key Financial Inc
West Chester,
Pennsylvania
|
$152M
|
+$17.4M
|
+13%
|
6.04%
|
55.5%
|
823
|
10.81%
|
|
|
5045
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$152M
|
+$6.64M
|
+5%
|
5.14%
|
95.7%
|
136
|
34.56%
|
|
|
5046
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$151M
|
+$10.3M
|
+7%
|
2.13%
|
57.6%
|
84
|
26.19%
|
|
|
5047
|
Loveless Wealth Management
Billings,
Montana
|
$151M
|
+$15.9M
|
+12%
|
9.85%
|
–
|
119
|
2.52%
|
|
|
5048
|
Baugh & Associates
Atlanta,
Georgia
|
$151M
|
+$11.2M
|
+8%
|
8.58%
|
83.8%
|
43
|
11.63%
|
|
|
5049
|
Ranch Capital Advisors
Sarasota,
Florida
|
$151M
|
+$12.4M
|
+9%
|
6.03%
|
92.6%
|
963
|
12.15%
|
|
|
5050
|
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
|
$151M
|
-$12M
|
-7%
|
3.79%
|
–
|
351
|
66.95%
|
|