|
5201
|
Kercheville Advisors
San Antonio,
Texas
|
$165M
|
+$19.3M
|
+13%
|
18.3%
|
240%
|
81
|
13.58%
|
|
|
5202
|
Independent Family Office
Albany,
New York
|
$165M
|
-$8.24M
|
-5%
|
4.98%
|
68.4%
|
74
|
13.51%
|
|
|
5203
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$165M
|
-$9.99M
|
-6%
|
4.77%
|
56.6%
|
181
|
15.47%
|
|
|
5204
|
Linse Capital
San Juan,
Puerto Rico
|
$165M
|
–
|
–
|
16.8%
|
–
|
2
|
–
|
|
|
5205
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$165M
|
+$23.5M
|
+17%
|
15%
|
194%
|
92
|
11.96%
|
|
|
5206
|
Cincinnati Casualty Company
Fairfield,
Ohio
|
$165M
|
+$5.25M
|
+3%
|
4.05%
|
56%
|
26
|
0%
|
|
|
5207
|
Agate Pass Investment Management
Bainbridge Island,
Washington
|
$165M
|
+$11.9M
|
+8%
|
5.45%
|
68%
|
97
|
7.22%
|
|
|
5208
|
Riverstone Advisors
New Braunfels,
Texas
|
$165M
|
+$8.17M
|
+5%
|
8.39%
|
104%
|
55
|
12.73%
|
|
|
5209
|
HMS Capital Management
Nashville,
Tennessee
|
$165M
|
+$5.93M
|
+4%
|
9.3%
|
130%
|
117
|
19.66%
|
|
|
5210
|
Boyd Wealth Management
Sacramento,
California
|
$165M
|
+$20.5M
|
+14%
|
3.58%
|
51.1%
|
45
|
24.44%
|
|
|
5211
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$165M
|
+$5.66M
|
+4%
|
6.13%
|
–
|
140
|
22.14%
|
|
|
5212
|
Birch Capital Management
Dallas,
Texas
|
$165M
|
+$9.26M
|
+6%
|
6.5%
|
48.4%
|
104
|
6.73%
|
|
|
5213
|
Asset Management Resources
Hyannis,
Massachusetts
|
$165M
|
+$7.58M
|
+5%
|
4.46%
|
–
|
62
|
12.9%
|
|
|
5214
|
|
$164M
|
+$47M
|
+40%
|
6.73%
|
84.3%
|
51
|
7.84%
|
|
|
5215
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$164M
|
+$9.15M
|
+6%
|
6.99%
|
67.2%
|
135
|
11.85%
|
|
|
5216
|
Hanwha Asset Management
Seoul,
South Korea
|
$164M
|
+$20.1M
|
+14%
|
14%
|
–
|
1
|
0%
|
|
|
5217
|
Left Brain Wealth Management
Naperville,
Illinois
|
$164M
|
+$16.9M
|
+11%
|
15%
|
357%
|
87
|
20.69%
|
|
|
5218
|
Axis Capital Holdings
Pembroke,
|
$164M
|
+$11.9M
|
+8%
|
7.86%
|
67%
|
3
|
0%
|
|
|
5219
|
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
|
$164M
|
+$50.4M
|
+44%
|
6.34%
|
68.4%
|
70
|
18.57%
|
|
|
5220
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$164M
|
+$4.27M
|
+3%
|
3.29%
|
44.1%
|
32
|
12.5%
|
|
|
5221
|
Horizon Investment Services
Hammond,
Indiana
|
$164M
|
+$7.89M
|
+5%
|
10.2%
|
250%
|
117
|
19.66%
|
|
|
5222
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$164M
|
+$11.3M
|
+7%
|
4.1%
|
53.5%
|
48
|
29.17%
|
|
|
5223
|
Ascension Asset Management
New York
|
$164M
|
–
|
–
|
8.61%
|
–
|
89
|
–
|
|
|
5224
|
California First Leasing Corp
Newport Beach,
California
|
$164M
|
+$14.1M
|
+9%
|
7.75%
|
377%
|
37
|
8.11%
|
|
|
5225
|
GSI Capital Advisors
Newport Beach,
California
|
$164M
|
+$1.38M
|
+0.9%
|
1.09%
|
39.7%
|
29
|
13.79%
|
|