|
5101
|
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
$177M
|
-$12.7M
|
-7%
|
3.25%
|
88%
|
62
|
17.74%
|
|
|
5102
|
GS Investments
Minneapolis,
Minnesota
|
$177M
|
-$30M
|
-14%
|
4.75%
|
94.1%
|
156
|
10.26%
|
|
|
5103
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$177M
|
-$28.6M
|
-14%
|
3.72%
|
117%
|
984
|
76.73%
|
|
|
5104
|
RS Crum Inc
Newport Beach,
California
|
$177M
|
-$4.32M
|
-2%
|
3.98%
|
48.5%
|
73
|
9.59%
|
|
|
5105
|
CAZ Investments
Houston,
Texas
|
$177M
|
+$2.12M
|
+1%
|
4.46%
|
255%
|
45
|
37.78%
|
|
|
5106
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$177M
|
-$672K
|
-0.4%
|
2.9%
|
56.6%
|
179
|
15.08%
|
|
|
5107
|
Aquila Investment Management
New York
|
$176M
|
-$30.5M
|
-15%
|
3.5%
|
53.3%
|
105
|
34.29%
|
|
|
5108
|
Adams Chetwood Wealth Management
Durham,
North Carolina
|
$176M
|
+$29.2M
|
+20%
|
4.63%
|
–
|
81
|
11.11%
|
|
|
5109
|
Red Spruce Capital
Berwyn,
Pennsylvania
|
$176M
|
-$6.48M
|
-4%
|
5.29%
|
93.3%
|
91
|
6.59%
|
|
|
5110
|
Equinox Partners Investment Management
Stamford,
Connecticut
|
$176M
|
+$24.4M
|
+16%
|
11.7%
|
241%
|
14
|
35.71%
|
|
|
5111
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$176M
|
-$9.61M
|
-5%
|
2.08%
|
111%
|
208
|
16.35%
|
|
|
5112
|
Value Star Asset Management
Hong Kong
|
$176M
|
-$22.8M
|
-11%
|
–
|
–
|
34
|
32.35%
|
|
|
5113
|
Your Advocates Ltd
Houston,
Texas
|
$176M
|
-$786K
|
-0.4%
|
3.29%
|
50%
|
239
|
17.57%
|
|
|
5114
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$176M
|
-$2.32M
|
-1%
|
5.77%
|
28.1%
|
165
|
35.15%
|
|
|
5115
|
Act Wealth Management
Plano,
Texas
|
$176M
|
+$2.11M
|
+1%
|
1.5%
|
66.7%
|
41
|
12.2%
|
|
|
5116
|
Successful Portfolios
Clearwater,
Florida
|
$176M
|
-$8.34M
|
-5%
|
3.39%
|
101%
|
220
|
9.09%
|
|
|
5117
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$175M
|
-$24.8M
|
-12%
|
2.13%
|
57.8%
|
107
|
25.23%
|
|
|
5118
|
Chicago Capital Management
Chicago,
Illinois
|
$175M
|
+$30.6M
|
+21%
|
23.7%
|
295%
|
51
|
84.31%
|
|
|
5119
|
Hutner Capital Management
Manchester,
Vermont
|
$175M
|
+$3.99M
|
+2%
|
4.82%
|
52.2%
|
46
|
2.17%
|
|
|
5120
|
Capital Performance Advisors
Walnut Creek,
California
|
$175M
|
+$9.98M
|
+6%
|
3.07%
|
71%
|
54
|
9.26%
|
|
|
5121
|
Nixon Capital
Austin,
Texas
|
$175M
|
-$43.3M
|
-20%
|
3.11%
|
118%
|
26
|
23.08%
|
|
|
5122
|
SONA Asset Management (US)
New York
|
$175M
|
-$15M
|
-8%
|
19.7%
|
41%
|
365
|
35.89%
|
|
|
5123
|
Aubrey Capital Management
Edinburgh,
United Kingdom
|
$175M
|
-$81.7M
|
-32%
|
16.4%
|
296%
|
80
|
65%
|
|
|
5124
|
Silverlake Wealth Management
Williston,
Vermont
|
$175M
|
-$10.9M
|
-6%
|
1.82%
|
64.5%
|
256
|
21.88%
|
|
|
5125
|
WD Rutherford
Portland,
Oregon
|
$175M
|
-$22.5M
|
-11%
|
8.44%
|
170%
|
138
|
13.04%
|
|