|
5101
|
Barbara Oil Co
Chicago,
Illinois
|
$254M
|
+$8.16M
|
+3%
|
5.72%
|
76.9%
|
76
|
3.95%
|
|
|
5102
|
Incline Global Management
New York
|
$254M
|
+$92.1M
|
+57%
|
26.6%
|
40.1%
|
29
|
24.14%
|
|
|
5103
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$254M
|
+$32.6M
|
+15%
|
14%
|
196%
|
121
|
34.71%
|
|
|
5104
|
Verger Capital Management
Winston-Salem,
North Carolina
|
$254M
|
+$26.8M
|
+12%
|
6.55%
|
53.1%
|
14
|
0%
|
|
|
5105
|
Sherman Porfolios
Coeur D'alene,
Idaho
|
$254M
|
–
|
–
|
12.9%
|
–
|
57
|
–
|
|
|
5106
|
Dupree Financial Group
Lexington,
Kentucky
|
$254M
|
+$7.59M
|
+3%
|
3.32%
|
–
|
82
|
30.49%
|
|
|
5107
|
Briaud Financial Planning
College Station,
Texas
|
$254M
|
+$1.91M
|
+0.8%
|
8%
|
93.1%
|
372
|
45.97%
|
|
|
5108
|
Accel Leaders 4 Associates
Palo Alto,
California
|
$253M
|
+$157M
|
+162%
|
162%
|
–
|
1
|
0%
|
|
|
5109
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$253M
|
-$3.17M
|
-1%
|
2.72%
|
–
|
123
|
13.82%
|
|
|
5110
|
STF Management
Frisco,
Texas
|
$253M
|
+$45.1M
|
+22%
|
21.2%
|
208%
|
102
|
1.96%
|
|
|
5111
|
Wela Strategies
Atlanta,
Georgia
|
$253M
|
+$16.5M
|
+7%
|
5.38%
|
51.3%
|
53
|
1.89%
|
|
|
5112
|
|
$253M
|
+$11.9M
|
+5%
|
22.5%
|
226%
|
11
|
0%
|
|
|
5113
|
Letson Investment Management
Atlanta,
Georgia
|
$253M
|
+$5.25M
|
+2%
|
3.99%
|
–
|
95
|
9.47%
|
|
|
5114
|
Elevation Wealth Partners
Santa Rosa,
California
|
$253M
|
+$21.9M
|
+9%
|
8.23%
|
63.7%
|
504
|
4.96%
|
|
|
5115
|
ICW Investment Advisors
Scottsdale,
Arizona
|
$253M
|
+$7.73M
|
+3%
|
4%
|
50.1%
|
142
|
2.82%
|
|
|
5116
|
Arkfeld Wealth Strategies
Omaha,
Nebraska
|
$253M
|
+$22.4M
|
+10%
|
7.23%
|
83.9%
|
110
|
14.55%
|
|
|
5117
|
Realta Investment Advisors
Wilmington,
Delaware
|
$253M
|
+$33.6M
|
+15%
|
18.9%
|
126%
|
347
|
20.75%
|
|
|
5118
|
HF Advisory Group
Annapolis,
Maryland
|
$253M
|
+$24.2M
|
+11%
|
7.16%
|
64.2%
|
166
|
4.82%
|
|
|
5119
|
First Dallas Securities
Dallas,
Texas
|
$253M
|
+$13.7M
|
+6%
|
13.3%
|
163%
|
129
|
17.83%
|
|
|
5120
|
Sachetta
Lynnfield,
Massachusetts
|
$253M
|
+$8.88M
|
+4%
|
8.94%
|
–
|
1,207
|
16.65%
|
|
|
5121
|
Weik Capital Management
Wyomissing,
Pennsylvania
|
$253M
|
+$6.99M
|
+3%
|
5.69%
|
66.9%
|
93
|
4.3%
|
|
|
5122
|
Deepwater Asset Management
Minneapolis,
Minnesota
|
$253M
|
+$16.3M
|
+7%
|
24.6%
|
142%
|
22
|
13.64%
|
|
|
5123
|
Carnegie Lake Advisors
Princeton,
New Jersey
|
$253M
|
+$6.19M
|
+3%
|
4.82%
|
–
|
171
|
9.94%
|
|
|
5124
|
MKT Advisors
Escondido,
California
|
$253M
|
+$39.4M
|
+18%
|
6.54%
|
49.2%
|
173
|
20.23%
|
|
|
5125
|
Retirement Capital Strategies
San Jose,
California
|
$252M
|
-$3.75M
|
-1%
|
6%
|
59%
|
86
|
36.05%
|
|