|
5026
|
L2 Asset Management
Wayland,
Massachusetts
|
$161M
|
+$15.3M
|
+10%
|
13.3%
|
128%
|
138
|
18.84%
|
|
|
5027
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$161M
|
–
|
–
|
9.74%
|
70.6%
|
49
|
–
|
|
|
5028
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
$160M
|
+$5.61M
|
+4%
|
8.31%
|
87.5%
|
58
|
17.24%
|
|
|
5029
|
Silverlake Wealth Management
Williston,
Vermont
|
$160M
|
+$12.7M
|
+9%
|
10.4%
|
64.5%
|
226
|
14.6%
|
|
|
5030
|
Vance Wealth
Santa Clarita,
California
|
$160M
|
+$30.2M
|
+23%
|
8.75%
|
66.4%
|
81
|
28.4%
|
|
|
5031
|
Bickling Financial Services
Lexington,
Massachusetts
|
$160M
|
+$11.8M
|
+8%
|
8.02%
|
–
|
124
|
10.48%
|
|
|
5032
|
OCO Capital Partners
New York
|
$160M
|
+$18.1M
|
+13%
|
20%
|
679%
|
4
|
0%
|
|
|
5033
|
CNB Bank
Clearfield,
Pennsylvania
|
$160M
|
+$12.2M
|
+8%
|
9.41%
|
91.6%
|
491
|
11.2%
|
|
|
5034
|
Intergy Private Wealth
Colorado Springs,
Colorado
|
$160M
|
+$19M
|
+13%
|
6.9%
|
67.6%
|
71
|
22.54%
|
|
|
5035
|
Old West Investment Management
Los Angeles,
California
|
$160M
|
+$18.7M
|
+13%
|
8.68%
|
242%
|
43
|
6.98%
|
|
|
5036
|
Davis Rea
Toronto,
Ontario, Canada
|
$160M
|
+$4.13M
|
+3%
|
3.02%
|
45.7%
|
45
|
20%
|
|
|
5037
|
Financial Council
Towson,
Maryland
|
$160M
|
+$73.1M
|
+84%
|
6.66%
|
80%
|
73
|
24.66%
|
|
|
5038
|
Marshall & Sullivan
Seattle,
Washington
|
$159M
|
+$14.8M
|
+10%
|
9.42%
|
82%
|
96
|
61.46%
|
|
|
5039
|
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
|
$159M
|
+$15.5M
|
+11%
|
11.5%
|
61.7%
|
135
|
7.41%
|
|
|
5040
|
Axiom Financial Strategies
New Albany,
Indiana
|
$159M
|
-$28.8M
|
-15%
|
4.97%
|
54.5%
|
75
|
53.33%
|
|
|
5041
|
Avalon Global Asset Management
San Francisco,
California
|
$159M
|
-$59.5M
|
-27%
|
1.91%
|
278%
|
35
|
40%
|
|
|
5042
|
Addison Capital
Conshohocken,
Pennsylvania
|
$159M
|
-$2.55M
|
-2%
|
5.42%
|
59.7%
|
131
|
9.92%
|
|
|
5043
|
St. Clair Advisors
Mayfield Hts,
Ohio
|
$159M
|
+$34M
|
+27%
|
8.35%
|
64%
|
63
|
39.68%
|
|
|
5044
|
Advanced Research Investment Solutions
Los Angeles,
California
|
$159M
|
-$2.86M
|
-2%
|
8.08%
|
13.1%
|
166
|
87.35%
|
|
|
5045
|
Castle Wealth Management
West Palm Beach,
Florida
|
$159M
|
-$5.83M
|
-4%
|
7.79%
|
53.6%
|
730
|
84.79%
|
|
|
5046
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$159M
|
+$18M
|
+13%
|
7.77%
|
47.9%
|
98
|
25.51%
|
|
|
5047
|
Divergent Planning
Bethesda,
Maryland
|
$159M
|
+$23.1M
|
+17%
|
6.74%
|
43.3%
|
24
|
33.33%
|
|
|
5048
|
Guinness Atkinson Asset Management
Pasadena,
California
|
$159M
|
+$2.18M
|
+1%
|
9.77%
|
132%
|
104
|
0.96%
|
|
|
5049
|
Yong Rong (HK) Asset Management
Sheung Wan,
Hong Kong
|
$159M
|
+$128M
|
+409%
|
30.3%
|
2,310%
|
17
|
70.59%
|
|
|
5050
|
Pale Fire Capital SE
Prague,
Czech Republic
|
$159M
|
–
|
–
|
17.4%
|
223%
|
9
|
–
|
|