|
5201
|
Summit Place Financial Advisors
Summit,
New Jersey
|
$137M
|
+$1.17M
|
+0.9%
|
0.61%
|
89.4%
|
110
|
12.73%
|
|
|
5202
|
RHS Financial
San Francisco,
California
|
$137M
|
+$3.39M
|
+3%
|
0.73%
|
47.5%
|
88
|
13.64%
|
|
|
5203
|
Chicago Wealth Management
Chicago,
Illinois
|
$137M
|
-$1.88M
|
-1%
|
1.91%
|
110%
|
47
|
23.4%
|
|
|
5204
|
Chiron Capital Management
Tallahassee,
Florida
|
$137M
|
+$17.1M
|
+14%
|
6.57%
|
–
|
103
|
25.24%
|
|
|
5205
|
Eclectic Associates
Fullerton,
California
|
$137M
|
+$3.9M
|
+3%
|
0.38%
|
49.7%
|
68
|
5.88%
|
|
|
5206
|
Global Frontier Investments
Charleston,
South Carolina
|
$137M
|
+$4.65M
|
+4%
|
1.55%
|
–
|
18
|
5.56%
|
|
|
5207
|
Freedman Financial Associates
Peabody,
Massachusetts
|
$137M
|
+$4.16M
|
+3%
|
0.84%
|
–
|
514
|
7.98%
|
|
|
5208
|
Bank of Marin
Novato,
California
|
$137M
|
+$85K
|
+0.1%
|
1.27%
|
67.1%
|
125
|
4%
|
|
|
5209
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$137M
|
+$2.31M
|
+2%
|
0.65%
|
56.7%
|
218
|
7.34%
|
|
|
5210
|
Winning Points Advisors
Boca Raton,
Florida
|
$137M
|
+$3.16M
|
+2%
|
1%
|
–
|
66
|
16.67%
|
|
|
5211
|
Dalton Investments
Las Vegas,
Nevada
|
$137M
|
-$44.9M
|
-25%
|
2.41%
|
94.7%
|
27
|
22.22%
|
|
|
5212
|
Strategic Financial Planning
Plano,
Texas
|
$137M
|
-$1.96M
|
-1%
|
2.36%
|
35%
|
32
|
0%
|
|
|
5213
|
RWQ Financial Management Services
Naples,
Florida
|
$136M
|
+$3.34M
|
+3%
|
2.44%
|
415%
|
27
|
37.04%
|
|
|
5214
|
|
$136M
|
-$11.5M
|
-8%
|
5.81%
|
89.1%
|
20
|
5%
|
|
|
5215
|
Ballew Advisors
Jackson,
Mississippi
|
$136M
|
-$8M
|
-6%
|
1.01%
|
62.3%
|
132
|
28.03%
|
|
|
5216
|
Patron Partners
Houston,
Texas
|
$136M
|
+$3.13M
|
+2%
|
0.06%
|
69.3%
|
185
|
7.03%
|
|
|
5217
|
Lee Financial Group Hawaii
Honolulu,
Hawaii
|
$136M
|
-$2.77M
|
-2%
|
1.73%
|
12.9%
|
37
|
5.41%
|
|
|
5218
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$136M
|
-$202K
|
-0.1%
|
1.29%
|
84.2%
|
534
|
10.3%
|
|
|
5219
|
Berkeley Inc
Boise,
Idaho
|
$136M
|
-$3.75M
|
-3%
|
1.77%
|
40.9%
|
91
|
13.19%
|
|
|
5220
|
Robbins Farley
Bedford,
New Hampshire
|
$136M
|
+$47M
|
+53%
|
1.24%
|
98.2%
|
198
|
62.63%
|
|
|
5221
|
Guardian Investment Management
Tiburon,
California
|
$135M
|
-$10.7M
|
-7%
|
0.98%
|
89.7%
|
62
|
20.97%
|
|
|
5222
|
New Perspectives Inc
Ridgeland,
Mississippi
|
$135M
|
+$6.64M
|
+5%
|
0.57%
|
–
|
23
|
4.35%
|
|
|
5223
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$135M
|
+$6.85M
|
+5%
|
1%
|
43.2%
|
111
|
5.41%
|
|
|
5224
|
Ravenstone Capital Management
Toronto,
|
$135M
|
+$23.9M
|
+21%
|
5.03%
|
51.3%
|
64
|
43.75%
|
|
|
5225
|
Round Rock Advisors
Wilton,
Connecticut
|
$135M
|
-$1.99M
|
-1%
|
0.72%
|
62.6%
|
70
|
17.14%
|
|