|
5101
|
Kennedy Investment Group
West Depford,
New Jersey
|
$221M
|
+$3.64M
|
+2%
|
3.29%
|
59.5%
|
128
|
8.59%
|
|
|
5102
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$221M
|
+$2.96M
|
+1%
|
1.03%
|
53.5%
|
60
|
15%
|
|
|
5103
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
$221M
|
-$5.13M
|
-2%
|
1.08%
|
30.8%
|
52
|
13.46%
|
|
|
5104
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$221M
|
–
|
–
|
0.45%
|
–
|
161
|
–
|
|
|
5105
|
Stevens Capital Partners
Omaha,
Nebraska
|
$221M
|
+$11.5M
|
+5%
|
2.47%
|
57.8%
|
63
|
1.59%
|
|
|
5106
|
Kaye Capital Management
El Segundo,
California
|
$221M
|
-$29M
|
-12%
|
0.14%
|
–
|
42
|
14.29%
|
|
|
5107
|
|
$220M
|
+$68M
|
+45%
|
54.4%
|
14.8%
|
14
|
14.29%
|
|
|
5108
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$220M
|
-$754K
|
-0.3%
|
1.15%
|
35.8%
|
187
|
10.7%
|
|
|
5109
|
Saiph Capital
Wyckoff,
New Jersey
|
$220M
|
+$7.81M
|
+4%
|
2.62%
|
52.4%
|
52
|
19.23%
|
|
|
5110
|
Central Valley Advisors
Sacramento,
California
|
$220M
|
+$42.8M
|
+24%
|
2.94%
|
–
|
145
|
16.55%
|
|
|
5111
|
Ardent Capital Management
Cincinnati,
Ohio
|
$220M
|
-$240K
|
-0.1%
|
1.72%
|
77.5%
|
46
|
10.87%
|
|
|
5112
|
Bain Capital Venture Investors
Boston,
Massachusetts
|
$220M
|
+$98.9M
|
+82%
|
89.1%
|
82.1%
|
3
|
0%
|
|
|
5113
|
American Financial Group
Cincinnati,
Ohio
|
$220M
|
-$13.9M
|
-6%
|
3.52%
|
32.3%
|
67
|
10.45%
|
|
|
5114
|
Forza Wealth Management
Sarasota,
Florida
|
$219M
|
+$1.14M
|
+0.5%
|
1.21%
|
65.6%
|
191
|
6.28%
|
|
|
5115
|
Wynnefield Capital
New York
|
$219M
|
-$5.26M
|
-2%
|
5.32%
|
110%
|
17
|
5.88%
|
|
|
5116
|
Decatur Capital Management
Decatur,
Georgia
|
$219M
|
+$2.22M
|
+1%
|
6.99%
|
132%
|
55
|
25.45%
|
|
|
5117
|
IMZ Advisory
Boca Raton,
Florida
|
$219M
|
+$3.01M
|
+1%
|
1.73%
|
–
|
38
|
5.26%
|
|
|
5118
|
PSquared Asset Management
Zurich,
Switzerland
|
$219M
|
-$198M
|
-47%
|
1.76%
|
158%
|
10
|
70%
|
|
|
5119
|
Avalon Advisory Group
Wexford,
Pennsylvania
|
$219M
|
-$1.61M
|
-0.7%
|
1.22%
|
41.4%
|
16
|
6.25%
|
|
|
5120
|
Dupree Financial Group
Lexington,
Kentucky
|
$219M
|
-$30.9M
|
-12%
|
2.57%
|
–
|
78
|
24.36%
|
|
|
5121
|
Vesa Equity Investment
Luxembourg
|
$219M
|
-$41M
|
-16%
|
15.8%
|
2.97%
|
1
|
0%
|
|
|
5122
|
Iams Wealth Management
Omaha,
Nebraska
|
$219M
|
+$15M
|
+7%
|
0.78%
|
51.3%
|
179
|
27.93%
|
|
|
5123
|
SimpliFi Inc
San Diego,
California
|
$219M
|
-$6.85M
|
-3%
|
3.13%
|
26.7%
|
43
|
9.3%
|
|
|
5124
|
HTG Investment Advisors
New Canaan,
Connecticut
|
$219M
|
+$6.71M
|
+3%
|
1.45%
|
51.8%
|
70
|
11.43%
|
|
|
5125
|
Ariadne Wealth Management
Santa Barbara,
California
|
$219M
|
+$34.9M
|
+19%
|
1.46%
|
–
|
267
|
31.46%
|
|