|
5201
|
Vision Capital
Toronto,
Ontario, Canada
|
$309M
|
-$88.4M
|
-22%
|
6.59%
|
19.8%
|
21
|
61.9%
|
|
|
5202
|
Eley Financial Management
South Burlington,
Vermont
|
$309M
|
+$31.7M
|
+11%
|
12%
|
69.7%
|
72
|
4.17%
|
|
|
5203
|
Garner Asset Management Corp
Plano,
Texas
|
$308M
|
+$53.4M
|
+21%
|
24.6%
|
95.3%
|
173
|
12.14%
|
|
|
5204
|
Financial Council
Towson,
Maryland
|
$308M
|
+$49.1M
|
+19%
|
18.7%
|
80%
|
110
|
11.82%
|
|
|
5205
|
Owls Nest Partners IA
Chadds Ford,
Pennsylvania
|
$308M
|
+$22.5M
|
+8%
|
20.3%
|
105%
|
18
|
33.33%
|
|
|
5206
|
Wealth Watch Advisors
Englewood,
Colorado
|
$308M
|
+$69.4M
|
+29%
|
17.5%
|
–
|
153
|
24.84%
|
|
|
5207
|
ER Collective Holdings
Washington,
District of Columbia
|
$308M
|
-$18.2M
|
-6%
|
5.59%
|
–
|
1
|
0%
|
|
|
5208
|
Defender Capital
Charlotte,
North Carolina
|
$308M
|
+$26M
|
+9%
|
13.4%
|
83.5%
|
41
|
26.83%
|
|
|
5209
|
FSA Investment Group
Pensacola,
Florida
|
$308M
|
+$59.4M
|
+24%
|
9.21%
|
–
|
51
|
19.61%
|
|
|
5210
|
Pivotal bioVenture Partners Investment Advisor
San Francisco,
California
|
$308M
|
+$28M
|
+10%
|
12.2%
|
667%
|
14
|
14.29%
|
|
|
5211
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$308M
|
+$36.1M
|
+13%
|
14.3%
|
73.9%
|
108
|
16.67%
|
|
|
5212
|
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
|
$308M
|
+$79.4M
|
+35%
|
12%
|
68.1%
|
177
|
13.56%
|
|
|
5213
|
Kaizen Financial Strategies
Campbell,
California
|
$308M
|
+$71.3M
|
+30%
|
25.1%
|
116%
|
192
|
17.71%
|
|
|
5214
|
Gemsstock Ltd
London,
United Kingdom
|
$307M
|
-$641M
|
-68%
|
8.07%
|
149%
|
32
|
71.88%
|
|
|
5215
|
Family Capital Trust
Peabody,
Massachusetts
|
$307M
|
+$31.3M
|
+11%
|
13.3%
|
32.3%
|
92
|
13.04%
|
|
|
5216
|
Envision Financial Planning
Memphis,
Tennessee
|
$307M
|
+$30.9M
|
+11%
|
7.33%
|
32.1%
|
57
|
14.04%
|
|
|
5217
|
Compass Capital Corp
Braintree,
Massachusetts
|
$307M
|
+$28M
|
+10%
|
17.3%
|
–
|
222
|
16.67%
|
|
|
5218
|
Freedom Financial Partners
Oakdale,
Minnesota
|
$307M
|
+$26.2M
|
+9%
|
11.8%
|
–
|
92
|
7.61%
|
|
|
5219
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$307M
|
+$37.3M
|
+14%
|
10.4%
|
53.8%
|
97
|
34.02%
|
|
|
5220
|
SoundView Advisors
Olympia,
Washington
|
$307M
|
+$25.9M
|
+9%
|
9.67%
|
–
|
34
|
14.71%
|
|
|
5221
|
Funde Sino Life Insurance
Shenzhen,
China
|
$307M
|
–
|
–
|
213%
|
–
|
7
|
–
|
|
|
5222
|
GeoSphere Capital Management
Miami Beach,
Florida
|
$306M
|
+$77.5M
|
+34%
|
7.53%
|
446%
|
58
|
48.28%
|
|
|
5223
|
Palogic Value Management
Dallas,
Texas
|
$306M
|
+$69.4M
|
+29%
|
14.6%
|
31.3%
|
215
|
26.05%
|
|
|
5224
|
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
$306M
|
+$33.6M
|
+12%
|
12.1%
|
87.2%
|
176
|
36.93%
|
|
|
5225
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$306M
|
+$12.5M
|
+4%
|
21%
|
75.5%
|
522
|
3.64%
|
|