|
5201
|
Sterling Financial Planning
Sparta,
New Jersey
|
$140M
|
+$16M
|
+13%
|
8.75%
|
55.5%
|
394
|
11.42%
|
|
|
5202
|
BCK Partners
Corning,
New York
|
$140M
|
+$25.3M
|
+22%
|
5.17%
|
44.6%
|
28
|
14.29%
|
|
|
5203
|
Juniper Investment Company
New York
|
$140M
|
+$12.1M
|
+9%
|
15.4%
|
358%
|
12
|
16.67%
|
|
|
5204
|
Private Wealth Group
Tampa,
Florida
|
$140M
|
+$19.9M
|
+17%
|
5.9%
|
48.2%
|
39
|
23.08%
|
|
|
5205
|
Colorado Capital Management
Boulder,
Colorado
|
$140M
|
+$2.4M
|
+2%
|
4.06%
|
53.4%
|
74
|
1.35%
|
|
|
5206
|
Tabor Asset Management
New York
|
$140M
|
+$27.1M
|
+24%
|
31.1%
|
215%
|
40
|
52.5%
|
|
|
5207
|
Pratt Collard Advisory Partners
Buffalo,
New York
|
$140M
|
+$2.4M
|
+2%
|
4.77%
|
91.7%
|
102
|
8.82%
|
|
|
5208
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$140M
|
+$21.1M
|
+18%
|
8.99%
|
196%
|
101
|
52.48%
|
|
|
5209
|
Prince Street Capital Management
New York
|
$140M
|
-$59.9M
|
-30%
|
6.84%
|
302%
|
23
|
47.83%
|
|
|
5210
|
Banta Asset Management
Newport Beach,
California
|
$140M
|
-$125K
|
-0.1%
|
5.77%
|
–
|
23
|
52.17%
|
|
|
5211
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$139M
|
+$12.5M
|
+10%
|
5.67%
|
53.6%
|
166
|
13.86%
|
|
|
5212
|
Global Financial Private Client
Sarasota,
Florida
|
$139M
|
+$13.5M
|
+11%
|
5.41%
|
90.4%
|
595
|
9.24%
|
|
|
5213
|
Loudon Investment Management
West Lebanon,
New Hampshire
|
$139M
|
+$11.5M
|
+9%
|
10.8%
|
61.6%
|
80
|
7.5%
|
|
|
5214
|
Field & Main Bank
Henderson,
Kentucky
|
$139M
|
+$5.01M
|
+4%
|
4.71%
|
107%
|
205
|
14.15%
|
|
|
5215
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$139M
|
+$22.5M
|
+19%
|
3.22%
|
49.4%
|
65
|
21.54%
|
|
|
5216
|
Penbrook Management
New York
|
$139M
|
+$9.13M
|
+7%
|
18.4%
|
106%
|
107
|
14.02%
|
|
|
5217
|
Trust Company
Manhattan,
Kansas
|
$139M
|
+$12.2M
|
+10%
|
6.42%
|
36.5%
|
347
|
20.17%
|
|
|
5218
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$139M
|
+$11.3M
|
+9%
|
5.04%
|
55.8%
|
100
|
11%
|
|
|
5219
|
Jeereddi Investments
Los Angeles,
California
|
$139M
|
+$16.6M
|
+14%
|
11.1%
|
37.7%
|
57
|
17.54%
|
|
|
5220
|
Pecaut & Co
Sioux City,
Iowa
|
$139M
|
+$5.73M
|
+4%
|
14.9%
|
67.6%
|
61
|
11.48%
|
|
|
5221
|
Anabranch Capital Management
Stamford,
Connecticut
|
$138M
|
-$24.3M
|
-15%
|
6.65%
|
139%
|
7
|
28.57%
|
|
|
5222
|
Masterton Capital Management
New York
|
$138M
|
+$12.2M
|
+10%
|
8.16%
|
1.94%
|
23
|
43.48%
|
|
|
5223
|
Arias Resource Capital
George Town, Grand Cayman,
Cayman Islands
|
$138M
|
-$144M
|
-51%
|
5.12%
|
81.3%
|
1
|
0%
|
|
|
5224
|
LSP Investment Advisors
New York
|
$138M
|
-$95.7M
|
-41%
|
13.1%
|
79.5%
|
10
|
40%
|
|
|
5225
|
Caliber Wealth Management (Utah)
Orem,
Utah
|
$138M
|
+$35.7M
|
+35%
|
1.12%
|
36.5%
|
79
|
18.99%
|
|