|
5101
|
Searcy Financial Services
Overland Park,
Kansas
|
$172M
|
+$9.98M
|
+6%
|
6.21%
|
58.5%
|
21
|
14.29%
|
|
|
5102
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$172M
|
+$11.1M
|
+7%
|
8.44%
|
99.7%
|
130
|
12.31%
|
|
|
5103
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$172M
|
+$9.41M
|
+6%
|
1.94%
|
36.5%
|
48
|
31.25%
|
|
|
5104
|
IvyRock Asset Management (HK)
Sheung Wan,
Hong Kong
|
$172M
|
-$23.5M
|
-12%
|
3.03%
|
76%
|
19
|
21.05%
|
|
|
5105
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$172M
|
+$11.6M
|
+7%
|
5.05%
|
95.1%
|
185
|
12.97%
|
|
|
5106
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$172M
|
+$10.2M
|
+6%
|
4.65%
|
60.1%
|
113
|
16.81%
|
|
|
5107
|
1492 Capital Management
Milwaukee,
Wisconsin
|
$172M
|
+$9.63M
|
+6%
|
11.4%
|
332%
|
117
|
29.91%
|
|
|
5108
|
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
|
$172M
|
+$4M
|
+2%
|
2.78%
|
35.2%
|
24
|
4.17%
|
|
|
5109
|
Acuitas Investments
Seattle,
Washington
|
$172M
|
+$74.9M
|
+77%
|
8.55%
|
145%
|
117
|
74.36%
|
|
|
5110
|
Segra Capital Management
Palm Beach,
Florida
|
$172M
|
+$30.4M
|
+22%
|
18.4%
|
37.2%
|
8
|
25%
|
|
|
5111
|
Pavion Blue Capital
Newport Beach,
California
|
$172M
|
+$9.21M
|
+6%
|
6.11%
|
77.6%
|
100
|
4%
|
|
|
5112
|
Access Financial Services
Minneapolis,
Minnesota
|
$172M
|
+$6.99M
|
+4%
|
3.49%
|
44.8%
|
90
|
18.89%
|
|
|
5113
|
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
|
$171M
|
+$4.02M
|
+2%
|
6.1%
|
44.9%
|
46
|
10.87%
|
|
|
5114
|
Moseley Investment Management
Bradenton,
Florida
|
$171M
|
+$17.3M
|
+11%
|
10.7%
|
96.6%
|
148
|
6.76%
|
|
|
5115
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$171M
|
+$17.9M
|
+12%
|
8.29%
|
60.8%
|
85
|
9.41%
|
|
|
5116
|
Powell Investment Advisors
Miami,
Florida
|
$171M
|
-$8.61M
|
-5%
|
5.53%
|
76.1%
|
140
|
10%
|
|
|
5117
|
Hutner Capital Management
Manchester,
Vermont
|
$171M
|
+$6.76M
|
+4%
|
4.71%
|
52.2%
|
44
|
0%
|
|
|
5118
|
KFG Wealth Management
Granger,
Indiana
|
$171M
|
+$26.6M
|
+18%
|
6.8%
|
50.4%
|
122
|
26.23%
|
|
|
5119
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$171M
|
+$15.2M
|
+10%
|
11%
|
92%
|
346
|
10.4%
|
|
|
5120
|
Kennedy Investment Group
West Depford,
New Jersey
|
$171M
|
+$7.33M
|
+4%
|
4.61%
|
84.8%
|
123
|
6.5%
|
|
|
5121
|
Ruggaard & Associates
Hudson,
Ohio
|
$171M
|
+$8.84M
|
+5%
|
3.77%
|
47.6%
|
110
|
4.55%
|
|
|
5122
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$171M
|
+$30.9M
|
+22%
|
4%
|
54.3%
|
121
|
23.14%
|
|
|
5123
|
NWK Group
San Francisco,
California
|
$171M
|
+$16.8M
|
+11%
|
18.2%
|
268%
|
75
|
21.33%
|
|
|
5124
|
Crestmont Private Wealth
Houston,
Texas
|
$171M
|
+$17.6M
|
+12%
|
4.72%
|
54.8%
|
52
|
13.46%
|
|
|
5125
|
Otter Creek Advisors
Palm Beach Gardens,
Florida
|
$171M
|
+$31M
|
+22%
|
5.5%
|
173%
|
53
|
50.94%
|
|