|
5051
|
Altus Wealth Management
Ft Mitchell,
Kentucky
|
$102M
|
–
|
–
|
8.25%
|
68.8%
|
34
|
–
|
|
|
5052
|
swisspartners Advisors
Zurich,
Switzerland
|
$102M
|
–
|
–
|
11.9%
|
73.2%
|
23
|
–
|
|
|
5053
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$102M
|
+$8.02M
|
+9%
|
6.65%
|
55.8%
|
100
|
10%
|
|
|
5054
|
WESPAC Advisors
Orinda,
California
|
$102M
|
+$1.69M
|
+2%
|
4.98%
|
112%
|
118
|
38.98%
|
|
|
5055
|
Birch Capital Management
Dallas,
Texas
|
$102M
|
–
|
–
|
10.5%
|
48.4%
|
81
|
–
|
|
|
5056
|
Jess S. Morgan & Co
Los Angeles,
California
|
$102M
|
–
|
–
|
15%
|
69.3%
|
43
|
–
|
|
|
5057
|
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
|
$102M
|
+$14.7M
|
+17%
|
7.87%
|
52.4%
|
100
|
16%
|
|
|
5058
|
Chronos Wealth Management
Clearwater,
Florida
|
$102M
|
–
|
–
|
10.4%
|
86.4%
|
43
|
–
|
|
|
5059
|
Moseley Investment Management
Bradenton,
Florida
|
$102M
|
+$6.45M
|
+7%
|
7.22%
|
96.6%
|
131
|
22.14%
|
|
|
5060
|
Performa Ltd (US)
Charleston,
South Carolina
|
$102M
|
+$3.95M
|
+4%
|
8.36%
|
55.8%
|
13
|
53.85%
|
|
|
5061
|
Corbett Road Capital Management
Mclean,
Virginia
|
$102M
|
–
|
–
|
5.18%
|
–
|
112
|
–
|
|
|
5062
|
TI-Trust
Quincy,
Illinois
|
$102M
|
–
|
–
|
5.26%
|
85.8%
|
345
|
–
|
|
|
5063
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$102M
|
+$15.5M
|
+18%
|
5.05%
|
59.5%
|
323
|
73.68%
|
|
|
5064
|
Client 1st Advisory Group
Dunedin,
Florida
|
$101M
|
–
|
–
|
4.93%
|
57.4%
|
47
|
–
|
|
|
5065
|
Ramiah Investment Group
Brookfield,
Wisconsin
|
$101M
|
–
|
–
|
6.54%
|
55.3%
|
72
|
–
|
|
|
5066
|
First Citizens Financial Corp
Mason City,
Iowa
|
$101M
|
–
|
–
|
7.32%
|
68.1%
|
93
|
–
|
|
|
5067
|
Steel Canyon Capital
Phoenix,
Arizona
|
$101M
|
-$28.9M
|
-22%
|
8.94%
|
62.8%
|
27
|
48.15%
|
|
|
5068
|
Saddle Point Management
New York
|
$101M
|
–
|
–
|
25.3%
|
13.6%
|
1
|
–
|
|
|
5069
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$101M
|
–
|
–
|
8.56%
|
82.3%
|
44
|
–
|
|
|
5070
|
JSF Financial
Los Angeles,
California
|
$101M
|
+$9.22M
|
+10%
|
9.17%
|
79%
|
72
|
18.06%
|
|
|
5071
|
Vantagepoint Investment Advisers
Washington,
District of Columbia
|
$101M
|
–
|
–
|
5.31%
|
32.7%
|
1
|
–
|
|
|
5072
|
Key Colony Management
Little Rock,
Arkansas
|
$101M
|
–
|
–
|
14.5%
|
113%
|
3
|
–
|
|
|
5073
|
|
$101M
|
–
|
–
|
7.11%
|
105%
|
23
|
–
|
|
|
5074
|
First National Bank of South Miami
South Miami,
Florida
|
$101M
|
-$3.59M
|
-3%
|
6.17%
|
35.2%
|
309
|
19.74%
|
|
|
5075
|
Cairn Investment Group
Vancouver,
Washington
|
$101M
|
–
|
–
|
6.41%
|
61.3%
|
88
|
–
|
|