|
5201
|
CCG Wealth Management
San Diego,
California
|
$153M
|
-$6.46M
|
-4%
|
3.17%
|
63%
|
71
|
19.72%
|
|
|
5202
|
Citadel Investment Advisory
Chesterland,
Ohio
|
$153M
|
-$1.87M
|
-1%
|
0.38%
|
67.4%
|
81
|
1.23%
|
|
|
5203
|
Private Wealth Group
Tampa,
Florida
|
$153M
|
+$55.5M
|
+57%
|
3.39%
|
48.2%
|
55
|
12.73%
|
|
|
5204
|
Lokken Investment Group
Lewes,
Delaware
|
$153M
|
-$863K
|
-0.6%
|
2.98%
|
65.3%
|
142
|
13.38%
|
|
|
5205
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$152M
|
-$8.58M
|
-5%
|
1.87%
|
71.4%
|
118
|
19.49%
|
|
|
5206
|
Kabouter Management
Chicago,
Illinois
|
$152M
|
-$32M
|
-17%
|
6.57%
|
12.9%
|
15
|
6.67%
|
|
|
5207
|
Ridgewood Investments
Springfield,
New Jersey
|
$152M
|
-$23.6M
|
-13%
|
2.94%
|
–
|
840
|
78.93%
|
|
|
5208
|
Asset Planning Services Inc
Covington,
Louisiana
|
$152M
|
-$10.2M
|
-6%
|
3.06%
|
113%
|
37
|
5.41%
|
|
|
5209
|
Blue Barn Wealth
Orem,
Utah
|
$152M
|
-$1.62M
|
-1%
|
4.05%
|
46.4%
|
121
|
7.44%
|
|
|
5210
|
Lagoda Investment Management
New York
|
$152M
|
+$10.4M
|
+7%
|
11.5%
|
193%
|
43
|
6.98%
|
|
|
5211
|
Menlo Advisors
Menlo Park,
California
|
$152M
|
-$6.5M
|
-4%
|
0.52%
|
81.9%
|
33
|
15.15%
|
|
|
5212
|
Shira Ridge Wealth Management
Larkspur,
California
|
$152M
|
-$7.37M
|
-5%
|
3.75%
|
64.9%
|
70
|
11.43%
|
|
|
5213
|
Lynch Asset Management
Yardley,
Pennsylvania
|
$152M
|
-$3.31M
|
-2%
|
0.78%
|
156%
|
47
|
2.13%
|
|
|
5214
|
Mader & Shannon Wealth Management
Kansas City,
Missouri
|
$152M
|
-$9.81M
|
-6%
|
2.65%
|
53.1%
|
19
|
47.37%
|
|
|
5215
|
Round Hill Asset Management
Pasadena,
California
|
$152M
|
-$9.7M
|
-6%
|
0.9%
|
40.7%
|
60
|
0%
|
|
|
5216
|
NetEase Inc
Hangzhou,
China
|
$152M
|
+$47.7M
|
+46%
|
49.8%
|
992%
|
2
|
0%
|
|
|
5217
|
Pacific Wealth Management
San Diego,
California
|
$152M
|
-$1.74M
|
-1%
|
2.75%
|
37.5%
|
29
|
20.69%
|
|
|
5218
|
Unison Asset Management
North Miami Beach,
Florida
|
$152M
|
+$2.08M
|
+1%
|
0.46%
|
84%
|
34
|
0%
|
|
|
5219
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$152M
|
+$353K
|
+0.2%
|
2.07%
|
61.5%
|
158
|
16.46%
|
|
|
5220
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$152M
|
-$5.41M
|
-3%
|
2.79%
|
52.8%
|
98
|
10.2%
|
|
|
5221
|
University of Chicago
Chicago,
Illinois
|
$152M
|
-$67.6M
|
-31%
|
4.24%
|
19.1%
|
6
|
0%
|
|
|
5222
|
TTP Investments
San Jose,
California
|
$152M
|
+$145K
|
+0.1%
|
6.27%
|
197%
|
43
|
39.53%
|
|
|
5223
|
Scholtz & Company
Stamford,
Connecticut
|
$152M
|
-$8.14M
|
-5%
|
2.44%
|
82.6%
|
50
|
40%
|
|
|
5224
|
TAM Capital Management
Stamford,
Connecticut
|
$152M
|
+$27.1M
|
+22%
|
5.37%
|
0.76%
|
13
|
69.23%
|
|
|
5225
|
|
$152M
|
-$14M
|
-8%
|
3.46%
|
35%
|
96
|
13.54%
|
|