|
5176
|
Wealthedge Investment Advisors
New York
|
$240M
|
+$18.3M
|
+8%
|
8.27%
|
–
|
207
|
44.44%
|
|
|
5177
|
DC Investments Management
Mclean,
Virginia
|
$240M
|
+$45.4M
|
+23%
|
12.3%
|
44.7%
|
115
|
12.17%
|
|
|
5178
|
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
|
$240M
|
-$554K
|
-0.2%
|
0.07%
|
40.8%
|
161
|
19.88%
|
|
|
5179
|
NKCFO LLC
Geneva,
Illinois
|
$240M
|
+$24.6M
|
+11%
|
13.7%
|
202%
|
121
|
56.2%
|
|
|
5180
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$240M
|
+$20.5M
|
+9%
|
9.82%
|
54.7%
|
168
|
5.95%
|
|
|
5181
|
Adaptive Financial Consulting
Beachwood,
Ohio
|
$239M
|
+$5.96M
|
+3%
|
5.29%
|
26.8%
|
22
|
13.64%
|
|
|
5182
|
Meritech Capital Associates V
Palo Alto,
California
|
$239M
|
+$83.5M
|
+54%
|
56.7%
|
37.3%
|
2
|
0%
|
|
|
5183
|
Ascension Capital Advisors
Houston,
Texas
|
$239M
|
+$20.5M
|
+9%
|
10.9%
|
59.3%
|
42
|
21.43%
|
|
|
5184
|
Gunderson Capital Management
Mt. Pleasant,
South Carolina
|
$239M
|
+$83.9M
|
+54%
|
35.7%
|
947%
|
54
|
59.26%
|
|
|
5185
|
Trueblood Wealth Management
Lima,
Ohio
|
$239M
|
+$23.6M
|
+11%
|
8.43%
|
–
|
251
|
7.17%
|
|
|
5186
|
Lightspeed Management Company
Menlo Park,
California
|
$239M
|
+$102M
|
+75%
|
17.2%
|
–
|
10
|
50%
|
|
|
5187
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$239M
|
+$9.29M
|
+4%
|
8.2%
|
55%
|
131
|
9.92%
|
|
|
5188
|
Evergreen Private Wealth
Greenwood Village,
Colorado
|
$239M
|
+$24.7M
|
+12%
|
8.79%
|
–
|
295
|
37.97%
|
|
|
5189
|
Centennial Bank
Conway,
Arkansas
|
$239M
|
+$28.4M
|
+14%
|
9.76%
|
56.6%
|
357
|
12.04%
|
|
|
5190
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$238M
|
-$7.47M
|
-3%
|
3.15%
|
1.5%
|
126
|
24.6%
|
|
|
5191
|
Raleigh Capital Management
Cary,
North Carolina
|
$238M
|
+$17.6M
|
+8%
|
7.15%
|
71.8%
|
717
|
32.64%
|
|
|
5192
|
Mullooly Asset Management
Wall Township,
New Jersey
|
$238M
|
+$17.9M
|
+8%
|
8.1%
|
–
|
48
|
4.17%
|
|
|
5193
|
Valor Management
Chicago,
Illinois
|
$238M
|
-$2.44M
|
-1%
|
0.49%
|
15.4%
|
4
|
0%
|
|
|
5194
|
Union Square Park Capital Management
New York
|
$238M
|
+$85.5M
|
+56%
|
30.2%
|
47.3%
|
62
|
46.77%
|
|
|
5195
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$238M
|
+$22M
|
+10%
|
10.7%
|
64.1%
|
126
|
8.73%
|
|
|
5196
|
CPA Asset Management
West Palm Beach,
Florida
|
$238M
|
+$10.7M
|
+5%
|
4.83%
|
48.8%
|
86
|
5.81%
|
|
|
5197
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$238M
|
+$20.9M
|
+10%
|
9.82%
|
84.9%
|
157
|
13.38%
|
|
|
5198
|
Cumberland Advisors
Sarasota,
Florida
|
$238M
|
+$17.1M
|
+8%
|
11%
|
73.5%
|
51
|
7.84%
|
|
|
5199
|
WorthPointe
La Jolla,
California
|
$238M
|
+$14.1M
|
+6%
|
7.69%
|
51%
|
106
|
23.58%
|
|
|
5200
|
RWQ Financial Management Services
Naples,
Florida
|
$238M
|
+$86.6M
|
+57%
|
41.1%
|
415%
|
32
|
59.38%
|
|