|
5276
|
F/M Investments
Washington,
District of Columbia
|
$176M
|
+$42M
|
+31%
|
11.3%
|
100%
|
99
|
36.36%
|
|
|
5277
|
DB Wealth Management Group
San Diego,
California
|
$176M
|
+$17.6M
|
+11%
|
10.7%
|
19%
|
387
|
8.53%
|
|
|
5278
|
Lindenwold Advisors
Reading,
Pennsylvania
|
$176M
|
+$15.4M
|
+10%
|
10.6%
|
75%
|
122
|
15.57%
|
|
|
5279
|
1492 Capital Management
Milwaukee,
Wisconsin
|
$176M
|
+$20.7M
|
+13%
|
10.9%
|
187%
|
116
|
36.21%
|
|
|
5280
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$176M
|
+$14.5M
|
+9%
|
10.4%
|
59%
|
45
|
13.33%
|
|
|
5281
|
Mader & Shannon Wealth Management
Kansas City,
Missouri
|
$176M
|
+$23.7M
|
+16%
|
7.48%
|
53.1%
|
12
|
8.33%
|
|
|
5282
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$176M
|
+$20.3M
|
+13%
|
10.2%
|
41.2%
|
143
|
11.19%
|
|
|
5283
|
Asset Management Resources
Hyannis,
Massachusetts
|
$176M
|
+$14.7M
|
+9%
|
7.65%
|
–
|
64
|
18.75%
|
|
|
5284
|
Autumn Glory Partners
Dallas,
Texas
|
$176M
|
+$11.8M
|
+7%
|
8.37%
|
61.5%
|
175
|
18.29%
|
|
|
5285
|
ACT Advisors
Asheville,
North Carolina
|
$175M
|
+$13.9M
|
+9%
|
10.5%
|
69.8%
|
51
|
41.18%
|
|
|
5286
|
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
|
$175M
|
+$46.2M
|
+36%
|
8.68%
|
43.9%
|
42
|
14.29%
|
|
|
5287
|
Pacific Wealth Management
San Diego,
California
|
$175M
|
+$23.2M
|
+15%
|
8.93%
|
37.5%
|
28
|
25%
|
|
|
5288
|
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
|
$175M
|
+$13.7M
|
+8%
|
20.7%
|
36.3%
|
4
|
25%
|
|
|
5289
|
JW Asset Management
Miami Beach,
Florida
|
$175M
|
-$55.7M
|
-24%
|
14.4%
|
126%
|
19
|
31.58%
|
|
|
5290
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$175M
|
+$24.6M
|
+16%
|
9.69%
|
56.5%
|
165
|
10.3%
|
|
|
5291
|
American Financial & Tax Strategies
New York
|
$175M
|
–
|
–
|
8.71%
|
–
|
90
|
–
|
|
|
5292
|
Gunderson Capital Management
Mt. Pleasant,
South Carolina
|
$175M
|
+$28M
|
+19%
|
16.2%
|
947%
|
59
|
37.29%
|
|
|
5293
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$175M
|
+$20.5M
|
+13%
|
8.26%
|
40%
|
286
|
4.2%
|
|
|
5294
|
Lazari Capital Management
Woodland Hills,
California
|
$175M
|
+$7.05M
|
+4%
|
15.6%
|
124%
|
132
|
12.12%
|
|
|
5295
|
Profit Investment Management
North Bethesda,
Maryland
|
$175M
|
+$33.2M
|
+24%
|
15.7%
|
101%
|
78
|
7.69%
|
|
|
5296
|
Taika Capital
Sunny Isles Beach,
Florida
|
$175M
|
-$36.2M
|
-17%
|
10.8%
|
68.3%
|
69
|
65.22%
|
|
|
5297
|
Game Plan Financial Advisors
Westlake,
Ohio
|
$175M
|
–
|
–
|
11%
|
–
|
459
|
–
|
|
|
5298
|
Slagle Financial
Edwardsville,
Illinois
|
$175M
|
+$11.4M
|
+7%
|
9.29%
|
77.9%
|
120
|
7.5%
|
|
|
5299
|
Lynch Asset Management
Yardley,
Pennsylvania
|
$174M
|
+$22.4M
|
+15%
|
13.9%
|
156%
|
48
|
8.33%
|
|
|
5300
|
Serenity Capital Management (Singapore)
Singapore
|
$174M
|
-$35.9M
|
-17%
|
8.07%
|
20.4%
|
4
|
0%
|
|