|
5201
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$151M
|
-$56M
|
-27%
|
10.7%
|
72.4%
|
260
|
53.46%
|
|
|
5202
|
Theory Financial
Fort Collins,
Colorado
|
$151M
|
–
|
–
|
6.98%
|
54.5%
|
56
|
–
|
|
|
5203
|
Burns Matteson Capital Management
Corning,
New York
|
$151M
|
+$15M
|
+11%
|
8.21%
|
144%
|
188
|
61.17%
|
|
|
5204
|
Baron Financial Group
Fair Lawn,
New Jersey
|
$151M
|
+$2.41M
|
+2%
|
6.12%
|
52.1%
|
53
|
9.43%
|
|
|
5205
|
Arias Resource Capital
George Town, Grand Cayman,
Cayman Islands
|
$151M
|
-$18.6M
|
-11%
|
2.09%
|
81.3%
|
2
|
50%
|
|
|
5206
|
Joule Financial
Lexington,
Kentucky
|
$151M
|
+$17.5M
|
+13%
|
5.83%
|
55.5%
|
107
|
24.3%
|
|
|
5207
|
BMS Financial Advisors
Rapid City,
South Dakota
|
$151M
|
+$8.18M
|
+6%
|
7.92%
|
–
|
116
|
34.48%
|
|
|
5208
|
Sterneck Capital Management
Kansas City,
Missouri
|
$151M
|
+$9.29M
|
+7%
|
6.21%
|
61.5%
|
107
|
18.69%
|
|
|
5209
|
Rudius Management
New York
|
$151M
|
+$17.6M
|
+13%
|
13.3%
|
8.92%
|
4
|
0%
|
|
|
5210
|
Forza Wealth Management
Sarasota,
Florida
|
$151M
|
–
|
–
|
9.91%
|
65.6%
|
142
|
–
|
|
|
5211
|
Stephens Consulting
Flint,
Michigan
|
$151M
|
+$39.3M
|
+35%
|
8.83%
|
50.1%
|
571
|
13.66%
|
|
|
5212
|
R.W. Roge & Company
Bohemia,
New York
|
$150M
|
+$9.32M
|
+7%
|
2.92%
|
68.1%
|
41
|
17.07%
|
|
|
5213
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$150M
|
+$32.2M
|
+27%
|
7.27%
|
78.7%
|
140
|
11.43%
|
|
|
5214
|
Sharper & Granite
El Segundo,
California
|
$150M
|
–
|
–
|
8.18%
|
47.1%
|
99
|
–
|
|
|
5215
|
EPIQ Partners
Minneapolis,
Minnesota
|
$150M
|
-$11.4M
|
-7%
|
2.61%
|
44.3%
|
84
|
15.48%
|
|
|
5216
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$150M
|
+$7.29M
|
+5%
|
5.58%
|
67.2%
|
125
|
9.6%
|
|
|
5217
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$150M
|
+$8.21M
|
+6%
|
9.98%
|
111%
|
196
|
16.33%
|
|
|
5218
|
7G Capital Management
New York
|
$150M
|
-$5.36M
|
-3%
|
0.6%
|
137%
|
9
|
33.33%
|
|
|
5219
|
Corepath Wealth Partners
Scottsdale,
Arizona
|
$150M
|
+$15.4M
|
+11%
|
7.97%
|
56%
|
38
|
0%
|
|
|
5220
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$150M
|
+$28.2M
|
+23%
|
8.17%
|
66.8%
|
105
|
12.38%
|
|
|
5221
|
Virtus Investment Advisers
Hartford,
Connecticut
|
$150M
|
-$67.6M
|
-31%
|
13.3%
|
172%
|
388
|
20.88%
|
|
|
5222
|
Heron Financial Group
New York
|
$150M
|
-$12.1M
|
-7%
|
10.2%
|
47.5%
|
144
|
19.44%
|
|
|
5223
|
Cypress Financial Planning
Haddon Heights,
New Jersey
|
$150M
|
+$8.82M
|
+6%
|
6.51%
|
37.9%
|
57
|
19.3%
|
|
|
5224
|
JLP Asset Management
New York
|
$150M
|
+$9.41M
|
+7%
|
3.04%
|
16.1%
|
25
|
32%
|
|
|
5225
|
Ibex Investors
Denver,
Colorado
|
$149M
|
-$45M
|
-23%
|
12.5%
|
16.6%
|
65
|
78.46%
|
|