|
5226
|
Benedetti & Gucer
Atlanta,
Georgia
|
$201M
|
+$10.5M
|
+6%
|
13%
|
42.7%
|
154
|
15.58%
|
|
|
5227
|
Addison Capital
Conshohocken,
Pennsylvania
|
$201M
|
+$40.2M
|
+25%
|
7.62%
|
59.7%
|
131
|
21.37%
|
|
|
5228
|
Wilshire Advisors
Santa Monica,
California
|
$201M
|
+$7.97M
|
+4%
|
4.8%
|
118%
|
11
|
0%
|
|
|
5229
|
Juniper Investment Company
New York
|
$201M
|
+$12.9M
|
+7%
|
10.9%
|
358%
|
11
|
18.18%
|
|
|
5230
|
Sterling Wealth Management
Champaign,
Illinois
|
$201M
|
+$23.2M
|
+13%
|
6.56%
|
–
|
97
|
5.15%
|
|
|
5231
|
One Degree Advisors
San Diego,
California
|
$201M
|
+$5.26M
|
+3%
|
6.01%
|
–
|
54
|
7.41%
|
|
|
5232
|
Lokken Investment Group
Lewes,
Delaware
|
$201M
|
+$23.9M
|
+13%
|
7.21%
|
65.3%
|
150
|
14.67%
|
|
|
5233
|
Long Walk Management
Greenwich,
Connecticut
|
$200M
|
+$46.1M
|
+30%
|
21.4%
|
302%
|
11
|
27.27%
|
|
|
5234
|
Westport Asset Management
Southport,
Connecticut
|
$200M
|
+$14.4M
|
+8%
|
8.24%
|
63.9%
|
75
|
5.33%
|
|
|
5235
|
Elevation Wealth Partners
Santa Rosa,
California
|
$200M
|
+$33.4M
|
+20%
|
5.94%
|
63.7%
|
516
|
21.32%
|
|
|
5236
|
Christensen King & Associates Investment Services
Richland,
Washington
|
$200M
|
+$13.4M
|
+7%
|
6.27%
|
–
|
99
|
8.08%
|
|
|
5237
|
CNA Financial
Chicago,
Illinois
|
$200M
|
+$47.7M
|
+31%
|
8.82%
|
48.6%
|
20
|
45%
|
|
|
5238
|
May Barnhard Investments
Bethesda,
Maryland
|
$200M
|
+$5.33M
|
+3%
|
7.54%
|
–
|
84
|
7.14%
|
|
|
5239
|
Amtrust Financial Services
New York
|
$200M
|
+$14.3M
|
+8%
|
7.36%
|
53.8%
|
16
|
12.5%
|
|
|
5240
|
Essential Planning
Portsmouth,
New Hampshire
|
$200M
|
+$1.56M
|
+0.8%
|
4.86%
|
38.1%
|
65
|
1.54%
|
|
|
5241
|
Ausbil Investment Management
Sydney,
Australia
|
$200M
|
+$15.1M
|
+8%
|
7.65%
|
120%
|
67
|
37.31%
|
|
|
5242
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$200M
|
+$26.3M
|
+15%
|
7.81%
|
75.5%
|
487
|
2.05%
|
|
|
5243
|
Evergreen Private Wealth
Greenwood Village,
Colorado
|
$200M
|
+$14.1M
|
+8%
|
6.39%
|
–
|
234
|
14.1%
|
|
|
5244
|
Joseph Group Capital Management
Columbus,
Ohio
|
$200M
|
+$27.3M
|
+16%
|
6.51%
|
58.4%
|
88
|
12.5%
|
|
|
5245
|
Warner Financial
Bethesda,
Maryland
|
$200M
|
+$22.1M
|
+12%
|
7.47%
|
62.1%
|
109
|
8.26%
|
|
|
5246
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$199M
|
+$14.8M
|
+8%
|
5.12%
|
41.6%
|
180
|
10.56%
|
|
|
5247
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$199M
|
+$19M
|
+11%
|
8.12%
|
68.6%
|
161
|
26.09%
|
|
|
5248
|
Leisure Capital Management
Costa Mesa,
California
|
$199M
|
+$14.3M
|
+8%
|
8.52%
|
98%
|
144
|
18.06%
|
|
|
5249
|
Ardent Capital Management
Cincinnati,
Ohio
|
$199M
|
+$8.36M
|
+4%
|
10.5%
|
77.5%
|
47
|
6.38%
|
|
|
5250
|
FIDELIS iM
Medford,
Oregon
|
$199M
|
+$13.4M
|
+7%
|
4.56%
|
40.1%
|
18
|
11.11%
|
|