|
5051
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$161M
|
-$2.83M
|
-2%
|
14.2%
|
97.2%
|
767
|
82.01%
|
|
|
5052
|
TKG Advisors
Valparaiso,
Indiana
|
$160M
|
+$8.62M
|
+6%
|
5.91%
|
104%
|
109
|
40.37%
|
|
|
5053
|
Round Hill Asset Management
Pasadena,
California
|
$160M
|
-$1.41M
|
-0.9%
|
2.54%
|
40.7%
|
61
|
6.56%
|
|
|
5054
|
Patrick Mauro Investment Advisor
Oak Brook,
Illinois
|
$160M
|
+$5.91M
|
+4%
|
3.19%
|
28.4%
|
43
|
9.3%
|
|
|
5055
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$160M
|
+$12.1M
|
+8%
|
4.34%
|
95.1%
|
174
|
12.07%
|
|
|
5056
|
Peachtree Investment Partners
Indian River Shores,,
Florida
|
$160M
|
-$3.78M
|
-2%
|
7.6%
|
82.6%
|
97
|
6.19%
|
|
|
5057
|
Ironwood Investment Management
Boston,
Massachusetts
|
$160M
|
+$8.27M
|
+5%
|
9.53%
|
149%
|
167
|
4.19%
|
|
|
5058
|
Texas Capital Bancshares
Dallas,
Texas
|
$160M
|
+$17.2M
|
+12%
|
13.4%
|
175%
|
89
|
12.36%
|
|
|
5059
|
Mayport LLC
Newton,
Massachusetts
|
$160M
|
+$26M
|
+19%
|
6.82%
|
48.5%
|
66
|
15.15%
|
|
|
5060
|
Peninsula Asset Management
Bradenton,
Florida
|
$160M
|
-$3.29M
|
-2%
|
5.02%
|
41.8%
|
45
|
11.11%
|
|
|
5061
|
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
|
$160M
|
+$7.35M
|
+5%
|
3.59%
|
75.2%
|
155
|
6.45%
|
|
|
5062
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
$160M
|
+$13.7M
|
+9%
|
4.65%
|
–
|
378
|
27.25%
|
|
|
5063
|
Cincinnati Casualty Company
Fairfield,
Ohio
|
$160M
|
-$2.66M
|
-2%
|
0.31%
|
50.5%
|
26
|
0%
|
|
|
5064
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$159M
|
+$6.1M
|
+4%
|
2.93%
|
36.3%
|
32
|
3.13%
|
|
|
5065
|
United Fire Group
Cedar Rapids,
Iowa
|
$159M
|
-$9.73M
|
-6%
|
0.1%
|
27.4%
|
46
|
4.35%
|
|
|
5066
|
Corepath Wealth Partners
Scottsdale,
Arizona
|
$159M
|
+$9.23M
|
+6%
|
4.95%
|
56%
|
40
|
5%
|
|
|
5067
|
Successful Portfolios
Clearwater,
Florida
|
$159M
|
+$5.95M
|
+4%
|
7.12%
|
101%
|
202
|
12.87%
|
|
|
5068
|
Brookmont Capital Management
Dallas,
Texas
|
$159M
|
-$3.85M
|
-2%
|
1.02%
|
36.6%
|
51
|
11.76%
|
|
|
5069
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$159M
|
+$6.42M
|
+4%
|
7.28%
|
–
|
149
|
38.93%
|
|
|
5070
|
Treynor Bancshares
Treynor,
Iowa
|
$159M
|
+$13.8M
|
+10%
|
4.02%
|
3.35%
|
73
|
2.74%
|
|
|
5071
|
HMS Capital Management
Nashville,
Tennessee
|
$159M
|
-$15.9M
|
-9%
|
7.98%
|
130%
|
115
|
26.09%
|
|
|
5072
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$159M
|
+$6.55M
|
+4%
|
4.66%
|
35.8%
|
178
|
10.11%
|
|
|
5073
|
Sterneck Capital Management
Kansas City,
Missouri
|
$159M
|
+$7.9M
|
+5%
|
7.62%
|
52.9%
|
104
|
7.69%
|
|
|
5074
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$158M
|
+$5.57M
|
+4%
|
3.99%
|
43.2%
|
128
|
16.41%
|
|
|
5075
|
DB Wealth Management Group
San Diego,
California
|
$158M
|
+$4.13M
|
+3%
|
3.09%
|
19%
|
359
|
1.39%
|
|