|
5201
|
626 Financial
Portage,
Michigan
|
$151M
|
+$7.15M
|
+5%
|
8.28%
|
71.3%
|
120
|
11.67%
|
|
|
5202
|
Laurel Wealth Planning
Edina,
Minnesota
|
$151M
|
-$4.1M
|
-3%
|
4%
|
41.6%
|
216
|
73.15%
|
|
|
5203
|
Protective Life
Birmingham,
Alabama
|
$151M
|
+$25.9M
|
+21%
|
3.65%
|
29%
|
19
|
0%
|
|
|
5204
|
Blue Creek Capital Management
Hong Kong
|
$151M
|
+$25.5M
|
+20%
|
5.62%
|
–
|
5
|
0%
|
|
|
5205
|
McNaughton Wealth Management
San Diego,
California
|
$151M
|
+$4.44M
|
+3%
|
4.66%
|
50.3%
|
54
|
3.7%
|
|
|
5206
|
Maso Capital Partners
Hong Kong
|
$151M
|
-$125M
|
-45%
|
29.7%
|
8.67%
|
46
|
26.09%
|
|
|
5207
|
Bislett Management
Palo Alto,
California
|
$151M
|
+$11.7M
|
+8%
|
3.5%
|
6.92%
|
13
|
0%
|
|
|
5208
|
Corrado Advisors
Ramsey,
New Jersey
|
$150M
|
+$7.43M
|
+5%
|
5.96%
|
45.6%
|
417
|
72.18%
|
|
|
5209
|
Headlands Technologies
Chicago,
Illinois
|
$150M
|
+$24.1M
|
+19%
|
26%
|
116%
|
822
|
79.93%
|
|
|
5210
|
William Marsh Rice University
Houston,
Texas
|
$150M
|
-$40.1M
|
-21%
|
1.33%
|
4.44%
|
9
|
33.33%
|
|
|
5211
|
Simplicity Wealth
Summit,
New Jersey
|
$150M
|
+$37.1M
|
+33%
|
5.48%
|
58.9%
|
79
|
30.38%
|
|
|
5212
|
Palumbo Wealth Management
Great Neck,
New York
|
$150M
|
+$24.6M
|
+20%
|
6.91%
|
80.7%
|
93
|
12.9%
|
|
|
5213
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$150M
|
-$39.5M
|
-21%
|
5.26%
|
70.4%
|
654
|
29.51%
|
|
|
5214
|
Provence Wealth Management Group
Irvine,
California
|
$150M
|
+$27.7M
|
+23%
|
15.1%
|
–
|
146
|
27.4%
|
|
|
5215
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$150M
|
+$12.9M
|
+9%
|
5.21%
|
54.8%
|
106
|
2.83%
|
|
|
5216
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$150M
|
+$4.44M
|
+3%
|
4.42%
|
60.9%
|
372
|
4.84%
|
|
|
5217
|
Roth Financial Partners
Kingwood,
Texas
|
$150M
|
+$11.8M
|
+9%
|
6.58%
|
54.3%
|
23
|
8.7%
|
|
|
5218
|
JLP Asset Management
New York
|
$150M
|
+$388K
|
+0.3%
|
4.9%
|
16.1%
|
26
|
42.31%
|
|
|
5219
|
Applied Capital
Little Rock,
Arkansas
|
$150M
|
+$12.1M
|
+9%
|
5.61%
|
52.6%
|
36
|
13.89%
|
|
|
5220
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$150M
|
+$12.1M
|
+9%
|
3.79%
|
18.2%
|
80
|
53.75%
|
|
|
5221
|
AFS Financial Group
Bethesda,
Maryland
|
$150M
|
+$9.36M
|
+7%
|
7.94%
|
–
|
93
|
5.38%
|
|
|
5222
|
Robbins Farley
Bedford,
New Hampshire
|
$150M
|
+$20.4M
|
+16%
|
9.76%
|
98.2%
|
215
|
21.4%
|
|
|
5223
|
Carnegie Mellon University
Pittsburgh,
Pennsylvania
|
$150M
|
-$33M
|
-18%
|
44.7%
|
32.4%
|
6
|
0%
|
|
|
5224
|
California First Leasing Corp
Newport Beach,
California
|
$150M
|
+$5.65M
|
+4%
|
5.46%
|
161%
|
34
|
8.82%
|
|
|
5225
|
Lifestyle Asset Management
Friendswood,
Texas
|
$150M
|
+$24.5M
|
+20%
|
5.6%
|
82.6%
|
89
|
34.83%
|
|