|
5176
|
Crestmont Private Wealth
Houston,
Texas
|
$153M
|
+$6.8M
|
+5%
|
4.57%
|
45.8%
|
49
|
6.12%
|
|
|
5177
|
Agate Pass Investment Management
Bainbridge Island,
Washington
|
$153M
|
+$11.5M
|
+8%
|
3.83%
|
68%
|
97
|
6.19%
|
|
|
5178
|
Goepper Burkhardt
Greenville,
South Carolina
|
$153M
|
+$9.96M
|
+7%
|
5.16%
|
43.8%
|
70
|
15.71%
|
|
|
5179
|
Range Financial Group
Tigard,
Oregon
|
$153M
|
+$6.06M
|
+4%
|
6.12%
|
188%
|
192
|
33.33%
|
|
|
5180
|
Acute Investment Advisory
Mesa,
Arizona
|
$153M
|
+$5.99M
|
+4%
|
0.2%
|
15.3%
|
22
|
54.55%
|
|
|
5181
|
Bennett Selby Investments
Falmouth,
Maine
|
$153M
|
+$19.2M
|
+14%
|
18%
|
69.8%
|
58
|
12.07%
|
|
|
5182
|
Financial Services Advisory
Rockville,
Maryland
|
$153M
|
-$2.33M
|
-2%
|
7.45%
|
61.8%
|
45
|
57.78%
|
|
|
5183
|
Difesa Capital Management
New York
|
$153M
|
+$23.8M
|
+18%
|
5.46%
|
–
|
252
|
19.84%
|
|
|
5184
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$152M
|
+$11.9M
|
+8%
|
4.64%
|
53.5%
|
47
|
29.79%
|
|
|
5185
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$152M
|
+$4.76M
|
+3%
|
4.39%
|
66%
|
209
|
22.97%
|
|
|
5186
|
FOCUS Wealth Advisors
Houston,
Texas
|
$152M
|
+$7.65M
|
+5%
|
2.64%
|
63.8%
|
65
|
29.23%
|
|
|
5187
|
Blue Square Asset Management
New York
|
$152M
|
-$3.39M
|
-2%
|
3.64%
|
104%
|
77
|
66.23%
|
|
|
5188
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$152M
|
+$7.25M
|
+5%
|
5.81%
|
52.8%
|
104
|
10.58%
|
|
|
5189
|
LDR Capital Management
New York
|
$152M
|
-$30.6M
|
-17%
|
6.63%
|
37.1%
|
39
|
7.69%
|
|
|
5190
|
Axis Capital Holdings
Pembroke,
Bermuda
|
$152M
|
+$9.96M
|
+7%
|
7.01%
|
67%
|
3
|
0%
|
|
|
5191
|
Mader & Shannon Wealth Management
Kansas City,
Missouri
|
$152M
|
+$532K
|
+0.4%
|
4.64%
|
53.1%
|
17
|
11.76%
|
|
|
5192
|
Shira Ridge Wealth Management
Larkspur,
California
|
$151M
|
+$6.23M
|
+4%
|
6.76%
|
64.9%
|
64
|
10.94%
|
|
|
5193
|
Profit Investment Management
North Bethesda,
Maryland
|
$151M
|
+$9.1M
|
+6%
|
8.72%
|
101%
|
78
|
3.85%
|
|
|
5194
|
Kelleher Financial Advisors
New York
|
$151M
|
+$18.3M
|
+14%
|
10.5%
|
73.2%
|
120
|
25.83%
|
|
|
5195
|
Forte Asset Management
Bedford,
New York
|
$151M
|
-$2.11M
|
-1%
|
6.71%
|
48.8%
|
66
|
18.18%
|
|
|
5196
|
Harbert Fund Advisors
Birmingham,
Alabama
|
$151M
|
+$26.5M
|
+21%
|
16.9%
|
70.8%
|
60
|
38.33%
|
|
|
5197
|
Blue Water Life Science Advisors
Larkspur,
California
|
$151M
|
+$2.37M
|
+2%
|
10.1%
|
243%
|
9
|
22.22%
|
|
|
5198
|
CCG Wealth Management
San Diego,
California
|
$151M
|
-$28.8M
|
-16%
|
4.9%
|
63%
|
105
|
43.81%
|
|
|
5199
|
Elkhorn Partners
Omaha,
Nebraska
|
$151M
|
+$5.02M
|
+3%
|
3.98%
|
31.5%
|
50
|
26%
|
|
|
5200
|
John W. Brooker & Co
Oakland,
California
|
$151M
|
-$1.93M
|
-1%
|
3.52%
|
38.4%
|
67
|
11.94%
|
|