|
5226
|
Heathbridge Capital Management
Toronto,
Ontario, Canada
|
$261M
|
+$11.6M
|
+5%
|
9.21%
|
58.7%
|
28
|
7.14%
|
|
|
5227
|
Cumberland Advisors
Sarasota,
Florida
|
$261M
|
+$22.8M
|
+10%
|
8.52%
|
73.5%
|
49
|
2.04%
|
|
|
5228
|
|
$260M
|
+$84.6M
|
+48%
|
51.8%
|
–
|
11
|
27.27%
|
|
|
5229
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$260M
|
+$29.7M
|
+13%
|
9.76%
|
90.2%
|
155
|
18.71%
|
|
|
5230
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$260M
|
+$21.4M
|
+9%
|
6.2%
|
60.1%
|
133
|
7.52%
|
|
|
5231
|
Ananym Capital Management
New York
|
$260M
|
+$27M
|
+12%
|
6.56%
|
–
|
14
|
28.57%
|
|
|
5232
|
Guardian Point Capital
Charlottesville,
Virginia
|
$260M
|
+$41.6M
|
+19%
|
7.9%
|
142%
|
12
|
16.67%
|
|
|
5233
|
GPM Growth Investors
Bloomfield Hills,
Michigan
|
$260M
|
+$8.1M
|
+3%
|
6.28%
|
–
|
42
|
0%
|
|
|
5234
|
Carnegie Lake Advisors
Princeton,
New Jersey
|
$260M
|
+$7.27M
|
+3%
|
5.92%
|
–
|
171
|
7.6%
|
|
|
5235
|
Campbell Capital Management
Miami,
Florida
|
$260M
|
+$3.24M
|
+1%
|
12.8%
|
–
|
60
|
41.67%
|
|
|
5236
|
Financial Services Advisory
Rockville,
Maryland
|
$260M
|
+$52.4M
|
+25%
|
7.56%
|
75.8%
|
72
|
41.67%
|
|
|
5237
|
American Financial Group
Cincinnati,
Ohio
|
$259M
|
-$7.15M
|
-3%
|
9.52%
|
32.5%
|
61
|
3.28%
|
|
|
5238
|
1776 Wealth
Atlanta,
Georgia
|
$259M
|
+$16.6M
|
+7%
|
11.9%
|
90.4%
|
154
|
16.23%
|
|
|
5239
|
CPA Asset Management
West Palm Beach,
Florida
|
$259M
|
+$21.5M
|
+9%
|
6.38%
|
48.8%
|
90
|
8.89%
|
|
|
5240
|
Consilium Wealth Advisory
Richardson,
Texas
|
$259M
|
+$22.2M
|
+9%
|
7.72%
|
118%
|
101
|
11.88%
|
|
|
5241
|
Plum Street Advisors
New Orleans,
Louisiana
|
$259M
|
+$32.3M
|
+14%
|
6.94%
|
–
|
97
|
16.49%
|
|
|
5242
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$259M
|
+$15.1M
|
+6%
|
6.7%
|
61.1%
|
288
|
6.94%
|
|
|
5243
|
Foresite Capital Management VI
Larkspur,
California
|
$259M
|
+$81M
|
+46%
|
81.5%
|
–
|
21
|
47.62%
|
|
|
5244
|
Yorkville Advisors Global
Mountainside,
New Jersey
|
$259M
|
-$87.1M
|
-25%
|
16.8%
|
–
|
44
|
79.55%
|
|
|
5245
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$259M
|
+$21M
|
+9%
|
6.96%
|
84.9%
|
158
|
12.66%
|
|
|
5246
|
|
$259M
|
+$28.4M
|
+12%
|
6.81%
|
9.67%
|
60
|
36.67%
|
|
|
5247
|
First Citizens Investor Services
Raleigh,
North Carolina
|
$259M
|
–
|
–
|
5.87%
|
–
|
23
|
–
|
|
|
5248
|
Hoertkorn Richard Charles
|
$259M
|
+$22.4M
|
+9%
|
10.8%
|
172%
|
79
|
1.27%
|
|
|
5249
|
Wealth Quarterback
Toms River,
New Jersey
|
$259M
|
+$47.6M
|
+23%
|
9.07%
|
96.7%
|
157
|
13.38%
|
|
|
5250
|
Colorado Capital Management
Boulder,
Colorado
|
$259M
|
+$25.2M
|
+11%
|
7.54%
|
53.4%
|
105
|
5.71%
|
|