|
5026
|
Goepper Burkhardt
Greenville,
South Carolina
|
$142M
|
-$22.8M
|
-14%
|
12%
|
43.8%
|
69
|
13.04%
|
|
|
5027
|
Samalin Investment Counsel
Chappaqua,
New York
|
$142M
|
-$23.1M
|
-14%
|
12.9%
|
53.5%
|
258
|
15.12%
|
|
|
5028
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$142M
|
-$22.7M
|
-14%
|
14.9%
|
58.2%
|
528
|
16.67%
|
|
|
5029
|
Activest Wealth Management
Aventure,
Florida
|
$142M
|
-$13.9M
|
-9%
|
16.2%
|
105%
|
408
|
16.67%
|
|
|
5030
|
Westhampton Capital
Winston-Salem,
North Carolina
|
$142M
|
-$13.7M
|
-9%
|
10.2%
|
95.6%
|
120
|
10%
|
|
|
5031
|
Main Management Fund Advisors
San Francisco,
California
|
$141M
|
-$13.1M
|
-8%
|
13.3%
|
77.7%
|
11
|
63.64%
|
|
|
5032
|
Ayrshire Capital Management
Westport,
Connecticut
|
$141M
|
-$28.2M
|
-17%
|
12.3%
|
78.4%
|
54
|
5.56%
|
|
|
5033
|
McNaughton Wealth Management
San Diego,
California
|
$141M
|
-$12.3M
|
-8%
|
10.4%
|
50.3%
|
54
|
7.41%
|
|
|
5034
|
BlueDrive Global Investors
London,
United Kingdom
|
$141M
|
-$84.8M
|
-38%
|
4.05%
|
25.6%
|
11
|
36.36%
|
|
|
5035
|
Catalyst Private Wealth
San Mateo,
California
|
$141M
|
-$58.7M
|
-29%
|
26%
|
103%
|
83
|
18.07%
|
|
|
5036
|
Altai Capital Management
West Hollywood,
California
|
$141M
|
-$13.3M
|
-9%
|
19.9%
|
8.09%
|
11
|
9.09%
|
|
|
5037
|
JCP Investment Management
Houston,
Texas
|
$141M
|
+$462K
|
+0.3%
|
11.9%
|
64.9%
|
19
|
42.11%
|
|
|
5038
|
Silver Oak Advisory Group
Portland,
Oregon
|
$141M
|
-$12.1M
|
-8%
|
8.74%
|
20.1%
|
58
|
8.62%
|
|
|
5039
|
Beaton Management Company
Haverhill,
Massachusetts
|
$141M
|
-$21M
|
-13%
|
11.4%
|
79.9%
|
145
|
14.48%
|
|
|
5040
|
Members Advisory Group
Williamsville,
New York
|
$141M
|
-$14.1M
|
-9%
|
9.47%
|
70.6%
|
21
|
9.52%
|
|
|
5041
|
Helen Stephens Group
Fort Worth,
Texas
|
$141M
|
-$4.07M
|
-3%
|
10.7%
|
41.9%
|
66
|
19.7%
|
|
|
5042
|
Capasso Planning Partners
Charleston,
South Carolina
|
$141M
|
-$764K
|
-0.5%
|
13.2%
|
44.1%
|
103
|
27.18%
|
|
|
5043
|
Aquila Investment Management
New York
|
$141M
|
-$35.6M
|
-20%
|
15.4%
|
53.3%
|
106
|
33.96%
|
|
|
5044
|
TriaGen Wealth Management
Calabasas,
California
|
$141M
|
-$52M
|
-27%
|
10.3%
|
113%
|
203
|
44.83%
|
|
|
5045
|
Platinum Equity
Beverly Hills,
California
|
$141M
|
-$26.5M
|
-16%
|
12.4%
|
56.5%
|
7
|
14.29%
|
|
|
5046
|
Values First Advisors
Gray,
Tennessee
|
$141M
|
-$17.6M
|
-11%
|
10.6%
|
70.5%
|
179
|
21.23%
|
|
|
5047
|
RDST Capital
Seattle,
Washington
|
$141M
|
+$136K
|
+0.1%
|
15.4%
|
41%
|
18
|
27.78%
|
|
|
5048
|
WJ Wealth Management
Glendale,
Arizona
|
$141M
|
-$9.67M
|
-6%
|
8.79%
|
73.3%
|
63
|
49.21%
|
|
|
5049
|
Western Financial Corp
San Diego,
California
|
$141M
|
-$31.6M
|
-18%
|
14.4%
|
260%
|
111
|
34.23%
|
|
|
5050
|
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
$141M
|
-$3.05M
|
-2%
|
11%
|
70.2%
|
165
|
15.76%
|
|