|
5176
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$200M
|
+$6.74M
|
+3%
|
1.7%
|
53.5%
|
49
|
10.2%
|
|
|
5177
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$200M
|
+$3.63M
|
+2%
|
4.49%
|
87.6%
|
134
|
14.93%
|
|
|
5178
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$200M
|
+$20.3M
|
+11%
|
4.47%
|
–
|
137
|
14.6%
|
|
|
5179
|
Searcy Financial Services
Overland Park,
Kansas
|
$200M
|
+$3.96M
|
+2%
|
1.98%
|
58.5%
|
27
|
11.11%
|
|
|
5180
|
Weitzel Financial Services
Dubuque,
Iowa
|
$200M
|
+$2.46M
|
+1%
|
0.04%
|
42.4%
|
44
|
11.36%
|
|
|
5181
|
United Bank (Georgia)
Zebulon,
Georgia
|
$200M
|
+$3.65M
|
+2%
|
3.91%
|
64.5%
|
97
|
5.15%
|
|
|
5182
|
Chelsea Counsel Company
Los Angeles,
California
|
$200M
|
+$24M
|
+14%
|
6.18%
|
94.6%
|
206
|
16.99%
|
|
|
5183
|
IMZ Advisory
Boca Raton,
Florida
|
$200M
|
+$6.43M
|
+3%
|
2.56%
|
–
|
31
|
3.23%
|
|
|
5184
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$200M
|
+$3.47M
|
+2%
|
1.69%
|
84.9%
|
159
|
10.69%
|
|
|
5185
|
Towerpoint Wealth
Sacramento,
California
|
$200M
|
+$1.28M
|
+0.6%
|
1.97%
|
62.4%
|
85
|
7.06%
|
|
|
5186
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$200M
|
+$22.2M
|
+12%
|
1.84%
|
46.8%
|
185
|
36.22%
|
|
|
5187
|
Crown Wealth Group
Charlotte,
North Carolina
|
$200M
|
+$6.17M
|
+3%
|
6.69%
|
86.2%
|
118
|
19.49%
|
|
|
5188
|
Marshall & Sullivan
Seattle,
Washington
|
$200M
|
-$1.95M
|
-1%
|
1.32%
|
82%
|
41
|
0%
|
|
|
5189
|
Continental Grain Company
New York
|
$200M
|
+$45.8M
|
+30%
|
6.37%
|
5.22%
|
2
|
0%
|
|
|
5190
|
Bontempo Ohly Capital Management
Bethesda,
Maryland
|
$200M
|
-$4.98M
|
-2%
|
1.51%
|
41.5%
|
35
|
5.71%
|
|
|
5191
|
Davis Rea
Toronto,
Ontario, Canada
|
$200M
|
-$19.6M
|
-9%
|
1.33%
|
50%
|
38
|
18.42%
|
|
|
5192
|
Ridgewood Investments
Springfield,
New Jersey
|
$200M
|
+$10.9M
|
+6%
|
1.19%
|
–
|
800
|
73.13%
|
|
|
5193
|
Winthrop Capital Management
Carmel,
Indiana
|
$200M
|
-$17.1M
|
-8%
|
3.09%
|
–
|
177
|
18.08%
|
|
|
5194
|
CEDRUS
Littleton,
Colorado
|
$200M
|
+$16.8M
|
+9%
|
0.98%
|
19.8%
|
172
|
23.26%
|
|
|
5195
|
PFC Capital Group
Los Angeles,
California
|
$200M
|
+$13.6M
|
+7%
|
8.43%
|
–
|
78
|
14.1%
|
|
|
5196
|
Westport Asset Management
Southport,
Connecticut
|
$200M
|
-$471K
|
-0.2%
|
0.59%
|
61.4%
|
76
|
5.26%
|
|
|
5197
|
Calton & Associates
Tampa,
Florida
|
$200M
|
-$5.46M
|
-3%
|
2.6%
|
55.3%
|
199
|
10.55%
|
|
|
5198
|
Everpar Advisors
Tulsa,
Oklahoma
|
$200M
|
+$35.3M
|
+21%
|
3.66%
|
–
|
276
|
20.65%
|
|
|
5199
|
Medina Value Partners
Los Angeles,
California
|
$200M
|
-$4.4M
|
-2%
|
1.01%
|
78.1%
|
18
|
55.56%
|
|
|
5200
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$200M
|
+$247K
|
+0.1%
|
1.08%
|
68.6%
|
149
|
17.45%
|
|