|
5026
|
Lunt Capital Management
Holladay,
Utah
|
$261M
|
-$13.6M
|
-5%
|
3.97%
|
42%
|
97
|
18.56%
|
|
|
5027
|
Bayview Asset Management
Coral Gables,
Florida
|
$261M
|
+$23.7M
|
+10%
|
12%
|
55.4%
|
72
|
45.83%
|
|
|
5028
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$261M
|
+$51.6M
|
+25%
|
7.24%
|
–
|
94
|
24.47%
|
|
|
5029
|
Samalin Investment Counsel
Chappaqua,
New York
|
$261M
|
+$14.3M
|
+6%
|
7.57%
|
62.8%
|
330
|
14.24%
|
|
|
5030
|
Bank OZK
Little Rock,
Arkansas
|
$261M
|
+$20.5M
|
+9%
|
9.99%
|
112%
|
149
|
7.38%
|
|
|
5031
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$261M
|
+$23.4M
|
+10%
|
7.95%
|
54.3%
|
169
|
25.44%
|
|
|
5032
|
Westshore Wealth
Newport Beach,
California
|
$261M
|
+$24.3M
|
+10%
|
9%
|
58.8%
|
101
|
11.88%
|
|
|
5033
|
O'Donnell Financial Services
San Rafael,
California
|
$261M
|
+$18.3M
|
+8%
|
8.17%
|
61%
|
51
|
5.88%
|
|
|
5034
|
Eley Financial Management
South Burlington,
Vermont
|
$261M
|
+$11M
|
+4%
|
8.05%
|
69.7%
|
66
|
0%
|
|
|
5035
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$260M
|
+$20.3M
|
+8%
|
10.7%
|
73.9%
|
101
|
21.78%
|
|
|
5036
|
BIP Alliance
Atlanta,
Georgia
|
$260M
|
+$23.9M
|
+10%
|
8.38%
|
–
|
53
|
15.09%
|
|
|
5037
|
Demars Financial Group
Spokane Valley,
Washington
|
$260M
|
+$24.6M
|
+10%
|
8.23%
|
59.6%
|
87
|
19.54%
|
|
|
5038
|
Highlander Partners
Dallas,
Texas
|
$260M
|
+$98.6M
|
+61%
|
20.9%
|
241%
|
52
|
17.31%
|
|
|
5039
|
Thomas Story & Son
Culver,
Indiana
|
$260M
|
+$3.26M
|
+1%
|
1.43%
|
91.8%
|
52
|
7.69%
|
|
|
5040
|
5AM Venture Management
San Francisco,
California
|
$260M
|
-$4.29M
|
-2%
|
32.5%
|
546%
|
31
|
6.45%
|
|
|
5041
|
Power Wealth Management
Alpharetta,
Georgia
|
$260M
|
+$13M
|
+5%
|
5.37%
|
–
|
93
|
13.98%
|
|
|
5042
|
Crescent Park Management
East Palo Alto,
California
|
$260M
|
+$45.4M
|
+21%
|
19.8%
|
87%
|
38
|
13.16%
|
|
|
5043
|
Kaye Capital Management
El Segundo,
California
|
$260M
|
+$15M
|
+6%
|
7.32%
|
–
|
45
|
11.11%
|
|
|
5044
|
Presidio Capital Management
San Diego,
California
|
$260M
|
+$14.5M
|
+6%
|
7.95%
|
56.1%
|
78
|
16.67%
|
|
|
5045
|
Lokken Investment Group
Lewes,
Delaware
|
$260M
|
+$22.4M
|
+9%
|
6.56%
|
65.3%
|
145
|
13.79%
|
|
|
5046
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$260M
|
-$45M
|
-15%
|
8.12%
|
58.3%
|
880
|
40.23%
|
|
|
5047
|
Payne Capital Management
New York
|
$259M
|
+$24.9M
|
+11%
|
8.56%
|
–
|
79
|
12.66%
|
|
|
5048
|
Seneca Financial Advisors
Rochester,
New York
|
$259M
|
+$53.2M
|
+26%
|
6.91%
|
47.3%
|
61
|
9.84%
|
|
|
5049
|
Forum Private Client Group
Fishers,
Indiana
|
$259M
|
+$29.1M
|
+13%
|
5.88%
|
47.9%
|
82
|
9.76%
|
|
|
5050
|
InvesTrust
Oklahoma City,
Oklahoma
|
$259M
|
-$106M
|
-29%
|
6.39%
|
–
|
94
|
3.19%
|
|