|
5201
|
|
$125M
|
-$6.35M
|
-5%
|
3.25%
|
38.9%
|
36
|
5.56%
|
|
|
5202
|
Stonebridge Advisors
Wilton,
Connecticut
|
$125M
|
-$22.2M
|
-15%
|
1.88%
|
2.4%
|
4
|
25%
|
|
|
5203
|
Ignite Planners
San Clemente,
California
|
$125M
|
+$3.41M
|
+3%
|
4.07%
|
73.8%
|
178
|
14.61%
|
|
|
5204
|
Madden Advisory Services
Jacksonville,
Florida
|
$125M
|
-$6.91M
|
-5%
|
5.18%
|
44.7%
|
80
|
5%
|
|
|
5205
|
Bennett Selby Investments
Falmouth,
Maine
|
$125M
|
-$4.66M
|
-4%
|
4.48%
|
69.8%
|
57
|
14.04%
|
|
|
5206
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$125M
|
-$9.06M
|
-7%
|
3.09%
|
57.6%
|
148
|
6.76%
|
|
|
5207
|
St. Clair Advisors
Mayfield Hts,
Ohio
|
$125M
|
+$1.4M
|
+1%
|
6.41%
|
64%
|
44
|
11.36%
|
|
|
5208
|
CTC Capital Management
Chicago,
Illinois
|
$125M
|
+$33M
|
+36%
|
1.61%
|
–
|
160
|
80.63%
|
|
|
5209
|
Boyd Wealth Management
Sacramento,
California
|
$125M
|
+$2.54M
|
+2%
|
5.17%
|
51.1%
|
44
|
9.09%
|
|
|
5210
|
Mosaic Advisors
Houston,
Texas
|
$125M
|
-$8.66M
|
-6%
|
5.27%
|
39.8%
|
17
|
5.88%
|
|
|
5211
|
Retirement Group
San Diego,
California
|
$125M
|
-$116M
|
-48%
|
4.95%
|
33.7%
|
858
|
41.72%
|
|
|
5212
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$125M
|
-$5.3M
|
-4%
|
4.91%
|
59.5%
|
82
|
7.32%
|
|
|
5213
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$125M
|
-$3.4M
|
-3%
|
4.95%
|
53.5%
|
39
|
15.38%
|
|
|
5214
|
Albert D. Mason Inc
Boston,
Massachusetts
|
$125M
|
-$9.73M
|
-7%
|
4.45%
|
82%
|
153
|
4.58%
|
|
|
5215
|
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
|
$125M
|
-$8.63M
|
-6%
|
2.46%
|
2.29%
|
8
|
25%
|
|
|
5216
|
Financial Guidance Group
Palm Harbor,
Florida
|
$125M
|
-$2.54M
|
-2%
|
4.48%
|
52%
|
52
|
19.23%
|
|
|
5217
|
Roth Financial Partners
Kingwood,
Texas
|
$125M
|
-$571K
|
-0.5%
|
6.86%
|
54.3%
|
27
|
11.11%
|
|
|
5218
|
Gables Capital Management
Miami,
Florida
|
$125M
|
-$7.75M
|
-6%
|
1.5%
|
123%
|
362
|
6.35%
|
|
|
5219
|
Greylock 15
Menlo Park,
California
|
$125M
|
+$18M
|
+17%
|
20.3%
|
17.8%
|
4
|
0%
|
|
|
5220
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$125M
|
-$4.52M
|
-4%
|
5.35%
|
26.9%
|
36
|
22.22%
|
|
|
5221
|
WD Rutherford
Portland,
Oregon
|
$125M
|
-$4.97M
|
-4%
|
6.41%
|
170%
|
135
|
16.3%
|
|
|
5222
|
Wolff Wiese Magana
Carslbad,
California
|
$124M
|
-$12.5M
|
-9%
|
5.82%
|
136%
|
1,011
|
9.99%
|
|
|
5223
|
Equinox Partners Investment Management
Stamford,
Connecticut
|
$124M
|
-$15.6M
|
-11%
|
5.69%
|
284%
|
12
|
8.33%
|
|
|
5224
|
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
$124M
|
-$4.5M
|
-3%
|
4.22%
|
41.9%
|
59
|
8.47%
|
|
|
5225
|
Orion Capital Management
Coronado,
California
|
$124M
|
-$4.69M
|
-4%
|
3.06%
|
66.8%
|
446
|
15.25%
|
|