|
5201
|
Financial Connections Group
Corte Madera,
California
|
$223M
|
+$14.7M
|
+7%
|
1.6%
|
44.4%
|
246
|
14.23%
|
|
|
5202
|
Houlihan Financial Resource Group
Ashburn,
Virginia
|
$223M
|
-$11.9M
|
-5%
|
2.33%
|
50.6%
|
105
|
3.81%
|
|
|
5203
|
Wilshire Advisors
Santa Monica,
California
|
$223M
|
-$51.2M
|
-19%
|
0.47%
|
118%
|
13
|
15.38%
|
|
|
5204
|
Forza Wealth Management
Sarasota,
Florida
|
$222M
|
+$2.99M
|
+1%
|
2.54%
|
65.6%
|
184
|
4.35%
|
|
|
5205
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$222M
|
-$3.45M
|
-2%
|
1.83%
|
97.1%
|
853
|
16.06%
|
|
|
5206
|
Headwater Capital
Hong Kong,
China
|
$222M
|
+$34.8M
|
+19%
|
0.93%
|
–
|
15
|
66.67%
|
|
|
5207
|
Juniper Investment Company
New York
|
$222M
|
-$31.4M
|
-12%
|
10.7%
|
358%
|
12
|
0%
|
|
|
5208
|
NCM Capital Management
Ramsey,
New Jersey
|
$222M
|
+$450K
|
+0.2%
|
0.74%
|
105%
|
176
|
6.25%
|
|
|
5209
|
Affinity Partners
Sunny Isles Beach,
Florida
|
$222M
|
-$38.7M
|
-15%
|
14.8%
|
–
|
1
|
0%
|
|
|
5210
|
Rockingstone Advisors
Great Barrington,
Massachusetts
|
$222M
|
-$4.22M
|
-2%
|
0.08%
|
101%
|
104
|
3.85%
|
|
|
5211
|
Powszechne Towarzystwo Emerytalne Allianz Polska
Warszawa,
Poland
|
$222M
|
+$91.7M
|
+70%
|
8.33%
|
–
|
12
|
16.67%
|
|
|
5212
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin,
Ohio
|
$222M
|
+$8.37M
|
+4%
|
2.13%
|
–
|
73
|
6.85%
|
|
|
5213
|
Wittenberg Investment Management
Carlisle,
Massachusetts
|
$222M
|
-$32.9M
|
-13%
|
1.25%
|
89.9%
|
77
|
7.79%
|
|
|
5214
|
Wealthedge Investment Advisors
New York
|
$222M
|
-$163K
|
-0.1%
|
3.43%
|
–
|
218
|
38.07%
|
|
|
5215
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$222M
|
+$802K
|
+0.4%
|
0.61%
|
–
|
166
|
6.63%
|
|
|
5216
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$222M
|
-$44.5M
|
-17%
|
1.63%
|
196%
|
124
|
44.35%
|
|
|
5217
|
Veridan Wealth
West Linn,
Oregon
|
$221M
|
+$7.83M
|
+4%
|
6.8%
|
–
|
84
|
7.14%
|
|
|
5218
|
Spreng Capital Management
Bucyrus,
Ohio
|
$221M
|
-$9M
|
-4%
|
3.03%
|
72.5%
|
80
|
12.5%
|
|
|
5219
|
Harbour Investment Management
Edmonds,
Washington
|
$221M
|
-$6.93M
|
-3%
|
0.46%
|
58.8%
|
101
|
7.92%
|
|
|
5220
|
GHE LLC
Memphis,
Tennessee
|
$221M
|
-$31.3M
|
-12%
|
8.5%
|
188%
|
56
|
0%
|
|
|
5221
|
Act Wealth Management
Plano,
Texas
|
$221M
|
+$7.11M
|
+3%
|
1.79%
|
66.7%
|
54
|
18.52%
|
|
|
5222
|
Raleigh Capital Management
Cary,
North Carolina
|
$221M
|
-$38.6M
|
-15%
|
2.09%
|
71.8%
|
1,094
|
56.22%
|
|
|
5223
|
EnCap Energy Capital Fund X
Houston,
Texas
|
$221M
|
+$27.6M
|
+14%
|
14.3%
|
–
|
1
|
0%
|
|
|
5224
|
Cumberland Advisors
Sarasota,
Florida
|
$221M
|
-$30.1M
|
-12%
|
2.56%
|
73.5%
|
52
|
11.54%
|
|
|
5225
|
IMZ Advisory
Boca Raton,
Florida
|
$220M
|
+$1.28M
|
+0.6%
|
3.13%
|
–
|
43
|
18.6%
|
|