|
5026
|
California First Leasing Corp
Newport Beach,
California
|
$230M
|
+$6.24M
|
+3%
|
2.92%
|
161%
|
45
|
8.89%
|
|
|
5027
|
Samalin Investment Counsel
Chappaqua,
New York
|
$230M
|
+$15.8M
|
+7%
|
6.65%
|
62.8%
|
295
|
10.17%
|
|
|
5028
|
Davis Rea
Toronto,
Ontario, Canada
|
$230M
|
+$29.8M
|
+15%
|
2.46%
|
50%
|
39
|
15.38%
|
|
|
5029
|
Ruggaard & Associates
Hudson,
Ohio
|
$230M
|
+$13.5M
|
+6%
|
6.23%
|
39.1%
|
119
|
5.04%
|
|
|
5030
|
Palisades Investment Partners
Santa Monica,
California
|
$230M
|
+$27.8M
|
+14%
|
11.3%
|
–
|
43
|
13.95%
|
|
|
5031
|
Landmark Wealth Management (New York)
Melville,
New York
|
$230M
|
+$101M
|
+79%
|
6.33%
|
25.3%
|
77
|
37.66%
|
|
|
5032
|
Hillman Company
Pittsburgh,
Pennsylvania
|
$229M
|
+$20.9M
|
+10%
|
13.5%
|
134%
|
14
|
21.43%
|
|
|
5033
|
Wela Strategies
Atlanta,
Georgia
|
$229M
|
+$14.7M
|
+7%
|
6.5%
|
51.3%
|
54
|
11.11%
|
|
|
5034
|
Richmond Hill Investments
New York
|
$229M
|
+$13.6M
|
+6%
|
5.4%
|
55.2%
|
4
|
0%
|
|
|
5035
|
Buttonwood Financial Advisors
Baltimore,
Maryland
|
$229M
|
+$17.4M
|
+8%
|
6.83%
|
66.3%
|
101
|
6.93%
|
|
|
5036
|
Consolidated Capital Management
Burbank,
California
|
$229M
|
+$20M
|
+10%
|
7.23%
|
159%
|
43
|
27.91%
|
|
|
5037
|
Gen-Wealth Partners
Zeeland,
Michigan
|
$229M
|
+$22M
|
+11%
|
8.49%
|
–
|
730
|
21.1%
|
|
|
5038
|
Sensible Money
Scottsdale,
Arizona
|
$229M
|
+$23.8M
|
+12%
|
6.3%
|
65%
|
87
|
6.9%
|
|
|
5039
|
Crestmont Private Wealth
Houston,
Texas
|
$229M
|
+$21.3M
|
+10%
|
6.78%
|
45.8%
|
121
|
33.06%
|
|
|
5040
|
Highland Peak Capital
Old Greenwich,
Connecticut
|
$229M
|
-$57.9M
|
-20%
|
6.04%
|
150%
|
32
|
65.63%
|
|
|
5041
|
TAM Capital Management
Stamford,
Connecticut
|
$229M
|
+$61.9M
|
+37%
|
9.14%
|
0.76%
|
14
|
57.14%
|
|
|
5042
|
Tealwood Asset Management
Minneapolis,
Minnesota
|
$228M
|
+$62.4M
|
+38%
|
8.27%
|
121%
|
129
|
28.68%
|
|
|
5043
|
Mechanics Financial Corp
Mansfield,
Ohio
|
$228M
|
+$33.7M
|
+17%
|
6.65%
|
65.2%
|
249
|
15.26%
|
|
|
5044
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$228M
|
+$15.9M
|
+7%
|
6.62%
|
50%
|
41
|
4.88%
|
|
|
5045
|
Hel Ved Capital Management
Central,
Hong Kong
|
$228M
|
-$138M
|
-38%
|
1.79%
|
763%
|
78
|
69.23%
|
|
|
5046
|
IvyRock Asset Management (HK)
Sheung Wan,
Hong Kong
|
$228M
|
-$6.5M
|
-3%
|
3.31%
|
103%
|
26
|
34.62%
|
|
|
5047
|
|
$228M
|
-$29.3M
|
-11%
|
2.07%
|
22.2%
|
256
|
21.09%
|
|
|
5048
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$228M
|
+$13M
|
+6%
|
5.7%
|
47.9%
|
142
|
5.63%
|
|
|
5049
|
Peak Planning Group
Centennial,
Colorado
|
$228M
|
+$24.7M
|
+12%
|
4.78%
|
82.4%
|
112
|
9.82%
|
|
|
5050
|
One Advisory Partners
Overland Park,
Kansas
|
$228M
|
+$11M
|
+5%
|
4.87%
|
54.2%
|
48
|
10.42%
|
|