|
5076
|
25 LLC
St. Louis,
Missouri
|
$230M
|
+$19.8M
|
+9%
|
6.54%
|
44.2%
|
56
|
10.71%
|
|
|
5077
|
CVS Health
Woonsocket,
Rhode Island
|
$230M
|
+$13.4M
|
+6%
|
6.21%
|
48.7%
|
6
|
16.67%
|
|
|
5078
|
Rakuten Securities
Tokyo,
Japan
|
$230M
|
-$2.89M
|
-1%
|
1.71%
|
–
|
803
|
22.17%
|
|
|
5079
|
Crown Wealth Group
Charlotte,
North Carolina
|
$230M
|
+$29.8M
|
+15%
|
4.47%
|
86.2%
|
123
|
21.95%
|
|
|
5080
|
California First Leasing Corp
Newport Beach,
California
|
$230M
|
+$6.24M
|
+3%
|
2.92%
|
377%
|
45
|
8.89%
|
|
|
5081
|
Samalin Investment Counsel
Chappaqua,
New York
|
$230M
|
+$15.8M
|
+7%
|
6.65%
|
62.8%
|
295
|
10.17%
|
|
|
5082
|
Davis Rea
Toronto,
Ontario, Canada
|
$230M
|
+$29.8M
|
+15%
|
2.46%
|
45.7%
|
39
|
15.38%
|
|
|
5083
|
Ruggaard & Associates
Hudson,
Ohio
|
$230M
|
+$13.5M
|
+6%
|
6.23%
|
47.6%
|
119
|
5.04%
|
|
|
5084
|
Palisades Investment Partners
Santa Monica,
California
|
$230M
|
+$27.8M
|
+14%
|
11.3%
|
–
|
43
|
13.95%
|
|
|
5085
|
Landmark Wealth Management (New York)
Melville,
New York
|
$230M
|
+$101M
|
+79%
|
6.33%
|
37.9%
|
77
|
37.66%
|
|
|
5086
|
Hillman Company
Pittsburgh,
Pennsylvania
|
$229M
|
+$20.9M
|
+10%
|
13.5%
|
134%
|
14
|
21.43%
|
|
|
5087
|
Wela Strategies
Atlanta,
Georgia
|
$229M
|
+$14.7M
|
+7%
|
6.5%
|
51.3%
|
54
|
11.11%
|
|
|
5088
|
Richmond Hill Investments
New York
|
$229M
|
+$13.6M
|
+6%
|
5.4%
|
55.2%
|
4
|
0%
|
|
|
5089
|
Buttonwood Financial Advisors
Baltimore,
Maryland
|
$229M
|
+$17.4M
|
+8%
|
6.83%
|
66.3%
|
101
|
6.93%
|
|
|
5090
|
Consolidated Capital Management
Burbank,
California
|
$229M
|
+$20M
|
+10%
|
7.23%
|
159%
|
43
|
27.91%
|
|
|
5091
|
Gen-Wealth Partners
Zeeland,
Michigan
|
$229M
|
+$22M
|
+11%
|
8.49%
|
–
|
730
|
21.1%
|
|
|
5092
|
Sensible Money
Scottsdale,
Arizona
|
$229M
|
+$23.8M
|
+12%
|
6.3%
|
65%
|
87
|
6.9%
|
|
|
5093
|
Crestmont Private Wealth
Houston,
Texas
|
$229M
|
+$21.3M
|
+10%
|
6.78%
|
54.8%
|
121
|
33.06%
|
|
|
5094
|
Highland Peak Capital
Old Greenwich,
Connecticut
|
$229M
|
-$57.9M
|
-20%
|
6.04%
|
260%
|
32
|
65.63%
|
|
|
5095
|
TAM Capital Management
Stamford,
Connecticut
|
$229M
|
+$61.9M
|
+37%
|
9.14%
|
4.15%
|
14
|
57.14%
|
|
|
5096
|
Tealwood Asset Management
Minneapolis,
Minnesota
|
$228M
|
+$62.4M
|
+38%
|
8.27%
|
121%
|
129
|
28.68%
|
|
|
5097
|
Mechanics Financial Corp
Mansfield,
Ohio
|
$228M
|
+$33.7M
|
+17%
|
6.65%
|
81.6%
|
249
|
15.26%
|
|
|
5098
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$228M
|
+$15.9M
|
+7%
|
6.62%
|
50%
|
41
|
4.88%
|
|
|
5099
|
Hel Ved Capital Management
Central,
Hong Kong
|
$228M
|
-$138M
|
-38%
|
1.79%
|
1,351%
|
78
|
69.23%
|
|
|
5100
|
IvyRock Asset Management (HK)
Sheung Wan,
Hong Kong
|
$228M
|
-$6.5M
|
-3%
|
3.31%
|
76%
|
26
|
34.62%
|
|