|
5126
|
Pacific Wealth Management
San Diego,
California
|
$156M
|
+$19.7M
|
+14%
|
2.76%
|
37.5%
|
32
|
31.25%
|
|
|
5127
|
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
|
$156M
|
-$67.9M
|
-30%
|
14.9%
|
77.8%
|
60
|
18.33%
|
|
|
5128
|
First Capital Advisors Group
Little Silver,
New Jersey
|
$156M
|
+$8.12M
|
+6%
|
7.22%
|
–
|
248
|
21.37%
|
|
|
5129
|
Ruedi Wealth Management
Champaign,
Illinois
|
$156M
|
+$13.9M
|
+10%
|
4.64%
|
39.4%
|
282
|
19.5%
|
|
|
5130
|
Seneca Financial Advisors
Rochester,
New York
|
$156M
|
-$2.44M
|
-2%
|
3.96%
|
47.3%
|
58
|
22.41%
|
|
|
5131
|
Hartree Partners
New York
|
$156M
|
+$38.3M
|
+33%
|
2.55%
|
163%
|
68
|
41.18%
|
|
|
5132
|
GoodHaven Capital Management
Millburn,
New Jersey
|
$155M
|
+$6.71M
|
+5%
|
9.52%
|
87.7%
|
29
|
6.9%
|
|
|
5133
|
AMJ Financial Wealth Management
Leesburg,
Virginia
|
$155M
|
-$13.6M
|
-8%
|
6.35%
|
150%
|
72
|
44.44%
|
|
|
5134
|
Maytus Capital Management
New York
|
$155M
|
+$66.7M
|
+75%
|
32%
|
267%
|
64
|
70.31%
|
|
|
5135
|
Birch Capital Management
Dallas,
Texas
|
$155M
|
+$10M
|
+7%
|
8.14%
|
48.4%
|
107
|
8.41%
|
|
|
5136
|
Channel Wealth
Santa Barbara,
California
|
$155M
|
–
|
–
|
9.88%
|
50.2%
|
202
|
–
|
|
|
5137
|
Silverleafe Capital Partners
Germantown,
Tennessee
|
$155M
|
+$3.76M
|
+2%
|
6.09%
|
82.8%
|
61
|
14.75%
|
|
|
5138
|
ACT Advisors
Asheville,
North Carolina
|
$155M
|
-$1.97M
|
-1%
|
7.83%
|
69.8%
|
38
|
34.21%
|
|
|
5139
|
Whetstone Capital Advisors
Shawnee Mission,
Kansas
|
$155M
|
+$39.8M
|
+34%
|
15.7%
|
201%
|
40
|
25%
|
|
|
5140
|
Brown Shipley & Co
London,
United Kingdom
|
$155M
|
–
|
–
|
15.3%
|
101%
|
121
|
–
|
|
|
5141
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$155M
|
+$4.71M
|
+3%
|
6.87%
|
54.7%
|
131
|
12.98%
|
|
|
5142
|
Matisse Capital
Portland,
Oregon
|
$155M
|
+$42.3M
|
+38%
|
5.44%
|
52.1%
|
187
|
36.36%
|
|
|
5143
|
Socha Financial Group
Corning,
New York
|
$155M
|
+$13.9M
|
+10%
|
9.23%
|
57.3%
|
27
|
29.63%
|
|
|
5144
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$155M
|
-$11.8M
|
-7%
|
3.73%
|
56.9%
|
373
|
11.53%
|
|
|
5145
|
Members Advisory Group
Williamsville,
New York
|
$155M
|
+$7.57M
|
+5%
|
4.85%
|
70.6%
|
19
|
5.26%
|
|
|
5146
|
Center Lake Capital Management
West Palm Beach,
Florida
|
$155M
|
+$87.3M
|
+129%
|
17.7%
|
98.3%
|
9
|
33.33%
|
|
|
5147
|
Moneywise Inc
Forest,
Virginia
|
$155M
|
+$20.9M
|
+16%
|
4.06%
|
58%
|
51
|
9.8%
|
|
|
5148
|
Five Oceans Advisors
Santa Monica,
California
|
$155M
|
+$10.1M
|
+7%
|
7.03%
|
78.8%
|
162
|
14.2%
|
|
|
5149
|
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
|
$155M
|
+$11.3M
|
+8%
|
9.49%
|
138%
|
100
|
31%
|
|
|
5150
|
AllSquare Wealth Management
Albany,
New York
|
$155M
|
+$8.67M
|
+6%
|
5.58%
|
62.4%
|
568
|
7.92%
|
|