|
5026
|
Sterling Investment Counsel
Buffalo,
New York
|
$217M
|
+$20.6M
|
+10%
|
9.12%
|
82.8%
|
176
|
13.64%
|
|
|
5027
|
Concentrum Wealth Management
San Jose,
California
|
$217M
|
+$25M
|
+13%
|
22.9%
|
174%
|
74
|
16.22%
|
|
|
5028
|
Marathon Asset Management (New York)
New York
|
$216M
|
-$7.51M
|
-3%
|
7.91%
|
490%
|
12
|
50%
|
|
|
5029
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$216M
|
+$20.9M
|
+11%
|
6.35%
|
57.6%
|
143
|
12.59%
|
|
|
5030
|
Traveka Wealth
Los Altos,
California
|
$216M
|
+$17.6M
|
+9%
|
7.02%
|
–
|
143
|
20.28%
|
|
|
5031
|
GHE LLC
Memphis,
Tennessee
|
$216M
|
+$51.2M
|
+31%
|
41.3%
|
188%
|
53
|
0%
|
|
|
5032
|
Mendel Money Management
Northbrook,
Illinois
|
$216M
|
+$8.05M
|
+4%
|
6.78%
|
75.4%
|
133
|
6.77%
|
|
|
5033
|
Anchorage Capital Advisors
New York
|
$216M
|
–
|
–
|
0.51%
|
–
|
6
|
–
|
|
|
5034
|
|
$216M
|
-$92.6M
|
-30%
|
7.71%
|
–
|
654
|
63.3%
|
|
|
5035
|
Dorval Corp
Maple Grove,
Minnesota
|
$216M
|
+$7.09M
|
+3%
|
3.87%
|
–
|
27
|
3.7%
|
|
|
5036
|
Scarborough Advisors
Annapolis,
Maryland
|
$216M
|
-$270M
|
-56%
|
7.92%
|
58.4%
|
763
|
48.62%
|
|
|
5037
|
Landmark Wealth Management (New York)
Melville,
New York
|
$216M
|
+$12.7M
|
+6%
|
4.4%
|
37.9%
|
75
|
5.33%
|
|
|
5038
|
Dalal Street
West Lake Hills,
Texas
|
$216M
|
-$32.4M
|
-13%
|
4.17%
|
92.7%
|
4
|
0%
|
|
|
5039
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$216M
|
+$17.8M
|
+9%
|
8.47%
|
86.7%
|
99
|
23.23%
|
|
|
5040
|
Red Spruce Capital
Berwyn,
Pennsylvania
|
$216M
|
+$20.8M
|
+11%
|
9.98%
|
93.3%
|
91
|
13.19%
|
|
|
5041
|
Gunderson Capital Management
Mt. Pleasant,
South Carolina
|
$215M
|
+$40.3M
|
+23%
|
30.8%
|
947%
|
59
|
50.85%
|
|
|
5042
|
|
$215M
|
+$38.7M
|
+22%
|
21.9%
|
20.5%
|
1
|
0%
|
|
|
5043
|
IMS Capital Management
Portland,
Oregon
|
$215M
|
+$11.5M
|
+6%
|
10.9%
|
119%
|
160
|
20.63%
|
|
|
5044
|
Wellington Wealth Strategies
Indianapolis,
Indiana
|
$215M
|
+$96.7M
|
+82%
|
9.88%
|
–
|
186
|
69.89%
|
|
|
5045
|
Saiph Capital
Wyckoff,
New Jersey
|
$215M
|
+$17.4M
|
+9%
|
7.33%
|
52.4%
|
55
|
29.09%
|
|
|
5046
|
IvyRock Asset Management (HK)
Sheung Wan,
Hong Kong
|
$215M
|
+$14.3M
|
+7%
|
6.78%
|
76%
|
24
|
41.67%
|
|
|
5047
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$215M
|
+$15.2M
|
+8%
|
5.6%
|
53.9%
|
187
|
10.16%
|
|
|
5048
|
California First Leasing Corp
Newport Beach,
California
|
$215M
|
+$26.6M
|
+14%
|
15.6%
|
377%
|
39
|
2.56%
|
|
|
5049
|
Goepper Burkhardt
Greenville,
South Carolina
|
$215M
|
+$13.8M
|
+7%
|
6.85%
|
50.4%
|
83
|
7.23%
|
|
|
5050
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$215M
|
+$12.6M
|
+6%
|
6.96%
|
63.3%
|
323
|
7.43%
|
|