|
5151
|
Weik Capital Management
Wyomissing,
Pennsylvania
|
$268M
|
+$15.3M
|
+6%
|
7.64%
|
66.9%
|
95
|
6.32%
|
|
|
5152
|
eCIO Inc
Madison,
Wisconsin
|
$268M
|
+$30.7M
|
+13%
|
2.15%
|
–
|
80
|
23.75%
|
|
|
5153
|
Warner Financial
Bethesda,
Maryland
|
$268M
|
+$25.4M
|
+10%
|
6.43%
|
62.1%
|
125
|
8.8%
|
|
|
5154
|
BHK Investment Advisors
Birmingham,
Alabama
|
$268M
|
+$12.3M
|
+5%
|
5.65%
|
54.6%
|
67
|
5.97%
|
|
|
5155
|
Fosun International
Hong Kong,
China
|
$267M
|
-$92.2M
|
-26%
|
0.59%
|
41.3%
|
56
|
21.43%
|
|
|
5156
|
Ruggaard & Associates
Hudson,
Ohio
|
$267M
|
+$18.5M
|
+7%
|
5.53%
|
47.6%
|
121
|
4.96%
|
|
|
5157
|
First Dallas Securities
Dallas,
Texas
|
$267M
|
+$13.9M
|
+6%
|
9.83%
|
163%
|
127
|
14.17%
|
|
|
5158
|
Family Wealth Partners
Matthews,
North Carolina
|
$267M
|
+$16.9M
|
+7%
|
3.55%
|
–
|
82
|
25.61%
|
|
|
5159
|
Timelo Investment Management
Aurora,
Ontario, Canada
|
$267M
|
+$193M
|
+259%
|
21.8%
|
104%
|
50
|
76%
|
|
|
5160
|
WorthPointe
La Jolla,
California
|
$267M
|
+$29.1M
|
+12%
|
7.06%
|
59.7%
|
111
|
19.82%
|
|
|
5161
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$267M
|
+$14.8M
|
+6%
|
5.05%
|
53.5%
|
69
|
11.59%
|
|
|
5162
|
AmeriFlex Group
Las Vegas,
Nevada
|
$267M
|
+$76.4M
|
+40%
|
9.77%
|
–
|
1,435
|
50.1%
|
|
|
5163
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$266M
|
+$26.8M
|
+11%
|
6.64%
|
67.2%
|
176
|
9.09%
|
|
|
5164
|
EMG Holdings
Old Greenwich,
Connecticut
|
$266M
|
+$130M
|
+95%
|
10.1%
|
4.17%
|
34
|
58.82%
|
|
|
5165
|
Able Wealth Management
Toms River,
New Jersey
|
$266M
|
+$67.7M
|
+34%
|
5.47%
|
–
|
119
|
21.85%
|
|
|
5166
|
New Insight Wealth Advisors
San Ramon,
California
|
$266M
|
+$22.8M
|
+9%
|
9.55%
|
–
|
110
|
7.27%
|
|
|
5167
|
Codex Capital Asset Management
Dallas,
Texas
|
$266M
|
+$15.6M
|
+6%
|
9.14%
|
–
|
33
|
9.09%
|
|
|
5168
|
DLK Investment Management
Solana Beach,
California
|
$265M
|
+$863K
|
+0.3%
|
6.33%
|
–
|
101
|
21.78%
|
|
|
5169
|
National Wealth Management Group
Cincinnati,
Ohio
|
$265M
|
+$86.9M
|
+49%
|
10.2%
|
123%
|
254
|
48.03%
|
|
|
5170
|
Iyo Bank
Matsuyama,
Japan
|
$265M
|
+$17.6M
|
+7%
|
6.12%
|
125%
|
42
|
4.76%
|
|
|
5171
|
SMART Wealth
Omaha,
Nebraska
|
$265M
|
-$53.7M
|
-17%
|
9.13%
|
77.7%
|
193
|
39.9%
|
|
|
5172
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$265M
|
+$20.7M
|
+8%
|
6.8%
|
74.3%
|
165
|
10.91%
|
|
|
5173
|
Revere Asset Management
Dallas,
Texas
|
$265M
|
+$58.9M
|
+29%
|
24.5%
|
–
|
44
|
63.64%
|
|
|
5174
|
Lind Value II ApS
Aarhus C,
Denmark
|
$265M
|
+$37.5M
|
+16%
|
6.32%
|
–
|
13
|
38.46%
|
|
|
5175
|
Acorn Creek Capital
Fort Collins,
Colorado
|
$265M
|
+$24.1M
|
+10%
|
7.06%
|
–
|
82
|
10.98%
|
|