|
5026
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$213M
|
$0
|
0%
|
4.67%
|
111%
|
204
|
0%
|
|
|
5027
|
Hyperion Capital Advisors
New York
|
$213M
|
+$1.11M
|
+0.5%
|
4.61%
|
67.8%
|
116
|
16.38%
|
|
|
5028
|
Luminvest Wealth Management
Scottsdale,
Arizona
|
$213M
|
+$54.2M
|
+34%
|
0.8%
|
–
|
35
|
37.14%
|
|
|
5029
|
Lokken Investment Group
Lewes,
Delaware
|
$213M
|
+$12M
|
+6%
|
1.4%
|
65.3%
|
157
|
14.01%
|
|
|
5030
|
O'Neil Global Advisors
Los Angeles,
California
|
$213M
|
+$132M
|
+162%
|
19.2%
|
1,500%
|
70
|
77.14%
|
|
|
5031
|
Retireful LLC
Haslett,
Michigan
|
$213M
|
-$27.9M
|
-12%
|
5.85%
|
382%
|
153
|
80.39%
|
|
|
5032
|
Guardian Point Capital
Charlottesville,
Virginia
|
$213M
|
-$109M
|
-34%
|
2.6%
|
128%
|
11
|
9.09%
|
|
|
5033
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$212M
|
+$18M
|
+9%
|
0.34%
|
40.6%
|
42
|
9.52%
|
|
|
5034
|
Reliant Investment Management
Memphis,
Tennessee
|
$212M
|
-$974K
|
-0.5%
|
2.04%
|
122%
|
64
|
15.63%
|
|
|
5035
|
OMC Financial Services
Dewitt,
New York
|
$212M
|
+$15.5M
|
+8%
|
8.13%
|
–
|
63
|
9.52%
|
|
|
5036
|
Kings Path Partners
Sugar Land,
Texas
|
$212M
|
–
|
–
|
0.02%
|
–
|
282
|
–
|
|
|
5037
|
Weinberger Asset Management
Los Angeles,
California
|
$212M
|
+$5.11M
|
+2%
|
2.58%
|
66.4%
|
81
|
6.17%
|
|
|
5038
|
Horizon Investment Services
Hammond,
Indiana
|
$212M
|
+$7.77M
|
+4%
|
7.46%
|
168%
|
127
|
24.41%
|
|
|
5039
|
Buttonwood Financial Advisors
Baltimore,
Maryland
|
$212M
|
-$802K
|
-0.4%
|
0.77%
|
66.3%
|
107
|
11.21%
|
|
|
5040
|
GS Investments
Minneapolis,
Minnesota
|
$212M
|
+$4.49M
|
+2%
|
5.18%
|
77.6%
|
138
|
5.8%
|
|
|
5041
|
Long Walk Management
Greenwich,
Connecticut
|
$212M
|
+$11.3M
|
+6%
|
3.45%
|
261%
|
11
|
27.27%
|
|
|
5042
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$212M
|
+$22.1M
|
+12%
|
3.24%
|
57.8%
|
91
|
15.38%
|
|
|
5043
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$212M
|
+$6.21M
|
+3%
|
0.09%
|
105%
|
80
|
20%
|
|
|
5044
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$212M
|
+$8.67M
|
+4%
|
2.3%
|
53.1%
|
300
|
7%
|
|
|
5045
|
Theory Financial
Fort Collins,
Colorado
|
$212M
|
+$15.2M
|
+8%
|
1.72%
|
40.5%
|
80
|
23.75%
|
|
|
5046
|
Perry Creek Capital
New York
|
$212M
|
-$26.1M
|
-11%
|
9.72%
|
25.5%
|
13
|
0%
|
|
|
5047
|
Garner Asset Management Corp
Plano,
Texas
|
$212M
|
+$8.52M
|
+4%
|
3.46%
|
68.1%
|
156
|
4.49%
|
|
|
5048
|
Meros Investment Management
Dallas,
Texas
|
$211M
|
-$12.2M
|
-5%
|
2.38%
|
52.4%
|
42
|
11.9%
|
|
|
5049
|
Jones Road Capital Management
New York
|
$211M
|
+$77.7M
|
+58%
|
1.9%
|
82.5%
|
42
|
33.33%
|
|
|
5050
|
TPG Financial Advisors
Portland,
Oregon
|
$211M
|
–
|
–
|
0.62%
|
–
|
68
|
–
|
|