|
5051
|
Five Oceans Advisors
Santa Monica,
California
|
$283M
|
+$11.2M
|
+4%
|
2.92%
|
78.8%
|
205
|
14.15%
|
|
|
5052
|
Sims Investment Management
Cincinnati,
Ohio
|
$283M
|
+$6.56M
|
+2%
|
1.72%
|
–
|
45
|
11.11%
|
|
|
5053
|
P. Schoenfeld Asset Management (PSAM)
New York
|
$283M
|
-$251M
|
-47%
|
11.3%
|
270%
|
56
|
51.79%
|
|
|
5054
|
Stelac Advisory Services
New York
|
$283M
|
-$6.49M
|
-2%
|
6.12%
|
64.9%
|
123
|
18.7%
|
|
|
5055
|
Sawyer & Company
Boston,
Massachusetts
|
$283M
|
+$17.8M
|
+7%
|
3.91%
|
97.4%
|
207
|
10.14%
|
|
|
5056
|
Sittner & Nelson
Eugene,
Oregon
|
$283M
|
+$7.43M
|
+3%
|
3.97%
|
79%
|
545
|
13.76%
|
|
|
5057
|
RJA Asset Management
Stamford,
Connecticut
|
$283M
|
+$19.9M
|
+8%
|
7.87%
|
80.2%
|
3
|
0%
|
|
|
5058
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$283M
|
+$20.7M
|
+8%
|
2.08%
|
–
|
138
|
13.04%
|
|
|
5059
|
Elevation Wealth Partners
Santa Rosa,
California
|
$282M
|
+$4.7M
|
+2%
|
2.7%
|
63.7%
|
1,042
|
24.66%
|
|
|
5060
|
Curio Wealth
Annapolis,
Maryland
|
$282M
|
+$38.5M
|
+16%
|
1.35%
|
–
|
495
|
48.08%
|
|
|
5061
|
Denver Wealth Management
Denver,
Colorado
|
$282M
|
+$10.8M
|
+4%
|
2.08%
|
50%
|
96
|
9.38%
|
|
|
5062
|
Brick & Kyle Associates
Newtown,
Pennsylvania
|
$282M
|
+$11.2M
|
+4%
|
3.75%
|
82.3%
|
62
|
8.06%
|
|
|
5063
|
Carlson Capital
Dallas,
Texas
|
$282M
|
+$11.1M
|
+4%
|
16.6%
|
72.5%
|
100
|
67%
|
|
|
5064
|
|
$282M
|
-$52.7M
|
-16%
|
15.7%
|
141%
|
2
|
0%
|
|
|
5065
|
Samalin Investment Counsel
Chappaqua,
New York
|
$282M
|
-$8.66M
|
-3%
|
1.42%
|
62.8%
|
344
|
13.95%
|
|
|
5066
|
Timelo Investment Management
Aurora,
Ontario, Canada
|
$282M
|
+$15.1M
|
+6%
|
5.87%
|
123%
|
59
|
54.24%
|
|
|
5067
|
Lountzis Asset Management
Wyomissing,
Pennsylvania
|
$282M
|
-$24.7M
|
-8%
|
1.79%
|
144%
|
53
|
1.89%
|
|
|
5068
|
Sagewood Asset Management
New York
|
$282M
|
–
|
–
|
3.15%
|
–
|
264
|
–
|
|
|
5069
|
Northstar Advisory Group
Northfield,
New Jersey
|
$282M
|
+$36.5M
|
+15%
|
3.74%
|
141%
|
131
|
30.53%
|
|
|
5070
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$282M
|
+$3.44M
|
+1%
|
3.78%
|
73.9%
|
99
|
16.16%
|
|
|
5071
|
Corigliano Investment Advisers
Raleigh,
North Carolina
|
$281M
|
-$28.6M
|
-9%
|
0.89%
|
–
|
63
|
65.08%
|
|
|
5072
|
Advisor Resource Council
Dallas,
Texas
|
$281M
|
+$207M
|
+280%
|
3.78%
|
74.7%
|
234
|
83.33%
|
|
|
5073
|
David Kennon
Sarasota,
Florida
|
$281M
|
+$3.52M
|
+1%
|
1.73%
|
46.9%
|
38
|
5.26%
|
|
|
5074
|
B&I Capital
Zurich,
Switzerland
|
$281M
|
-$7.68M
|
-3%
|
0.84%
|
15.9%
|
32
|
31.25%
|
|
|
5075
|
Acasta Partners UK
London,
|
$281M
|
–
|
–
|
1.2%
|
–
|
19
|
–
|
|