|
5201
|
Catalyst Private Wealth
San Mateo,
California
|
$132M
|
-$8.86M
|
-6%
|
3.58%
|
103%
|
76
|
14.47%
|
|
|
5202
|
Rinkey Investments
San Diego,
California
|
$132M
|
+$19.1M
|
+17%
|
4.81%
|
38.4%
|
56
|
48.21%
|
|
|
5203
|
Next Capital Management
New York
|
$132M
|
-$5.28M
|
-4%
|
4.83%
|
61.3%
|
122
|
13.11%
|
|
|
5204
|
Alpha Family Trust
Los Angeles,
California
|
$132M
|
-$24.7M
|
-16%
|
0.59%
|
198%
|
63
|
49.21%
|
|
|
5205
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$132M
|
-$3.87M
|
-3%
|
5.51%
|
51.4%
|
115
|
21.74%
|
|
|
5206
|
Beaton Management Company
Haverhill,
Massachusetts
|
$132M
|
-$8.76M
|
-6%
|
5.39%
|
95.9%
|
130
|
6.92%
|
|
|
5207
|
NCM Capital Management
Ramsey,
New Jersey
|
$132M
|
-$10.6M
|
-7%
|
5.18%
|
105%
|
174
|
10.34%
|
|
|
5208
|
Decatur Capital Management
Decatur,
Georgia
|
$132M
|
-$3.04M
|
-2%
|
1.93%
|
135%
|
58
|
5.17%
|
|
|
5209
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$132M
|
+$2.38M
|
+2%
|
6.1%
|
60.8%
|
254
|
46.46%
|
|
|
5210
|
Maxi Investments CY
Limassol,
Cyprus
|
$132M
|
-$8.11M
|
-6%
|
6.49%
|
67.1%
|
66
|
22.73%
|
|
|
5211
|
Axis Capital Holdings
Pembroke,
|
$132M
|
-$17.2M
|
-12%
|
5.74%
|
67%
|
3
|
0%
|
|
|
5212
|
Landmark Wealth Management (New York)
Melville,
New York
|
$132M
|
+$53.8M
|
+69%
|
6.02%
|
37.9%
|
69
|
53.62%
|
|
|
5213
|
Minerva Advisors
Bala Cynwyd,
Pennsylvania
|
$132M
|
-$6.53M
|
-5%
|
7.44%
|
166%
|
66
|
1.52%
|
|
|
5214
|
Infusive Asset Management
New York
|
$132M
|
-$2.96M
|
-2%
|
0.07%
|
33.8%
|
22
|
40.91%
|
|
|
5215
|
Crestmont Private Wealth
Houston,
Texas
|
$132M
|
+$30.9M
|
+31%
|
4.88%
|
54.8%
|
28
|
32.14%
|
|
|
5216
|
Boulder Hill Capital Management
New York
|
$132M
|
+$44.2M
|
+50%
|
0.12%
|
–
|
217
|
95.39%
|
|
|
5217
|
Aurora Investment Counsel
Atlanta,
Georgia
|
$132M
|
-$6.71M
|
-5%
|
2.82%
|
31.7%
|
132
|
25%
|
|
|
5218
|
1776 Wealth
Atlanta,
Georgia
|
$132M
|
-$10.8M
|
-8%
|
4.21%
|
90.4%
|
121
|
10.74%
|
|
|
5219
|
Plustick Management
Charlottesville,
Virginia
|
$132M
|
+$9.63M
|
+8%
|
13.7%
|
1,667%
|
25
|
16%
|
|
|
5220
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$132M
|
-$6.66M
|
-5%
|
4.86%
|
61.5%
|
144
|
8.33%
|
|
|
5221
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$132M
|
-$11.9M
|
-8%
|
5.49%
|
63.8%
|
103
|
9.71%
|
|
|
5222
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$131M
|
-$4.6M
|
-3%
|
4.52%
|
132%
|
177
|
11.3%
|
|
|
5223
|
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
$131M
|
+$4.39M
|
+3%
|
4.98%
|
55.8%
|
91
|
23.08%
|
|
|
5224
|
Petix & Botte Financial
La Mesa,
California
|
$131M
|
-$4.4M
|
-3%
|
4.55%
|
47.5%
|
71
|
8.45%
|
|
|
5225
|
Genesee Capital Advisors
Auburn,
New York
|
$131M
|
-$11.7M
|
-8%
|
4.03%
|
101%
|
97
|
16.49%
|
|