|
5201
|
Payne Capital Management
New York
|
$232M
|
–
|
–
|
0.9%
|
–
|
69
|
–
|
|
|
5202
|
Wealth Management Partners
Tucson,
Arizona
|
$232M
|
+$16M
|
+7%
|
6.97%
|
179%
|
122
|
16.39%
|
|
|
5203
|
Wills Financial Group
Richmond,
Virginia
|
$232M
|
-$6.8M
|
-3%
|
2.1%
|
57.5%
|
67
|
5.97%
|
|
|
5204
|
Lokken Investment Group
Lewes,
Delaware
|
$232M
|
-$8.26M
|
-3%
|
0.19%
|
65.3%
|
164
|
19.51%
|
|
|
5205
|
Pacifica Partners
Surrey,
Canada
|
$231M
|
-$10.7M
|
-4%
|
0.12%
|
123%
|
514
|
8.75%
|
|
|
5206
|
Axis Capital Holdings
Pembroke,
|
$231M
|
+$3.8M
|
+2%
|
1.72%
|
67%
|
3
|
0%
|
|
|
5207
|
Napa Wealth Management
Napa,
California
|
$231M
|
+$20M
|
+9%
|
4.07%
|
–
|
219
|
51.14%
|
|
|
5208
|
One Fin Capital Management
San Francisco,
California
|
$231M
|
-$33.4M
|
-13%
|
5.16%
|
92%
|
23
|
43.48%
|
|
|
5209
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$231M
|
-$58.7M
|
-20%
|
0.21%
|
26.4%
|
773
|
25.87%
|
|
|
5210
|
Castellan Group
Louisville,
Kentucky
|
$231M
|
-$6.42M
|
-3%
|
9.88%
|
196%
|
70
|
28.57%
|
|
|
5211
|
Sittner & Nelson
Eugene,
Oregon
|
$231M
|
+$7.09M
|
+3%
|
2.08%
|
88.1%
|
507
|
18.15%
|
|
|
5212
|
Yong Rong (HK) Asset Management
Sheung Wan,
Hong Kong
|
$231M
|
-$115M
|
-33%
|
81.7%
|
2,310%
|
38
|
76.32%
|
|
|
5213
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$231M
|
+$15.2M
|
+7%
|
0.33%
|
60.1%
|
126
|
7.94%
|
|
|
5214
|
Sherman Porfolios
Coeur D'alene,
Idaho
|
$230M
|
–
|
–
|
4.93%
|
–
|
56
|
–
|
|
|
5215
|
Boothe Investment Group
Dover,
Delaware
|
$230M
|
+$11.5M
|
+5%
|
0.16%
|
59.8%
|
41
|
9.76%
|
|
|
5216
|
Arch Venture Management
Chicago,
Illinois
|
$230M
|
-$30.3M
|
-12%
|
4.08%
|
228%
|
9
|
0%
|
|
|
5217
|
Wealthstar Advisors
Plano,
Texas
|
$230M
|
–
|
–
|
0.59%
|
–
|
130
|
–
|
|
|
5218
|
Spreng Capital Management
Bucyrus,
Ohio
|
$230M
|
+$15.1M
|
+7%
|
2.11%
|
72.5%
|
78
|
10.26%
|
|
|
5219
|
Unique Wealth Strategies
Burr Ridge,
Illinois
|
$230M
|
-$7.11M
|
-3%
|
4.24%
|
–
|
242
|
39.67%
|
|
|
5220
|
TPG Financial Advisors
Portland,
Oregon
|
$230M
|
+$7.76M
|
+3%
|
1.8%
|
–
|
70
|
14.29%
|
|
|
5221
|
BWM Planning
The Woodlands,
Texas
|
$230M
|
+$4.47M
|
+2%
|
1.65%
|
–
|
78
|
5.13%
|
|
|
5222
|
Pines Wealth Management
Southern Pines,
North Carolina
|
$230M
|
–
|
–
|
1.96%
|
–
|
205
|
–
|
|
|
5223
|
14B Capital Management
La Jolla,
California
|
$230M
|
+$6.69M
|
+3%
|
6.19%
|
–
|
10
|
0%
|
|
|
5224
|
Peak XV Partners Operations
Trianon,
Mauritius
|
$230M
|
+$51.4M
|
+29%
|
38.9%
|
–
|
4
|
50%
|
|
|
5225
|
Bosun Asset Management
Chicago,
Illinois
|
$230M
|
+$19.7M
|
+9%
|
21%
|
278%
|
226
|
34.51%
|
|