|
5301
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$136M
|
+$16.8M
|
+14%
|
9.75%
|
87.6%
|
146
|
12.33%
|
|
|
5302
|
Cairn Investment Group
Vancouver,
Washington
|
$136M
|
+$16.2M
|
+13%
|
5.57%
|
58.6%
|
77
|
15.58%
|
|
|
5303
|
JNE Partners
London,
United Kingdom
|
$136M
|
-$22.4M
|
-14%
|
0.41%
|
98.6%
|
14
|
57.14%
|
|
|
5304
|
Manor Road Capital Partners
New York
|
$136M
|
+$1.49M
|
+1%
|
13.7%
|
78.3%
|
9
|
0%
|
|
|
5305
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$136M
|
+$10.6M
|
+8%
|
6.4%
|
84.2%
|
539
|
15.77%
|
|
|
5306
|
Summit Place Financial Advisors
Summit,
New Jersey
|
$136M
|
+$11.8M
|
+9%
|
6.87%
|
89.4%
|
106
|
8.49%
|
|
|
5307
|
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
|
$136M
|
+$6M
|
+5%
|
9.06%
|
82.2%
|
59
|
25.42%
|
|
|
5308
|
Capital Square
Chattanooga,
Tennessee
|
$136M
|
+$1.13M
|
+0.8%
|
6.56%
|
43.3%
|
160
|
20%
|
|
|
5309
|
Parametrica Management
Wanchai,
Hong Kong
|
$135M
|
-$72.6M
|
-35%
|
13%
|
257%
|
205
|
75.61%
|
|
|
5310
|
Range Financial Group
Tigard,
Oregon
|
$135M
|
+$25.5M
|
+23%
|
9.04%
|
188%
|
184
|
36.41%
|
|
|
5311
|
Vaughan & Co Securities
Ridgewood,
New Jersey
|
$135M
|
+$11.4M
|
+9%
|
5.98%
|
50.9%
|
54
|
5.56%
|
|
|
5312
|
Madden Advisory Services
Jacksonville,
Florida
|
$135M
|
+$7.47M
|
+6%
|
6.68%
|
44.7%
|
69
|
1.45%
|
|
|
5313
|
Marketfield Asset Management
New York
|
$135M
|
-$13.4M
|
-9%
|
6%
|
61.5%
|
39
|
12.82%
|
|
|
5314
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$135M
|
-$21.5M
|
-14%
|
7.27%
|
82.3%
|
61
|
11.48%
|
|
|
5315
|
DRH Investments
Thousand Oaks,
California
|
$135M
|
+$3.08M
|
+2%
|
6.45%
|
56.4%
|
15
|
33.33%
|
|
|
5316
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$135M
|
-$6.98M
|
-5%
|
7.43%
|
69.9%
|
74
|
9.46%
|
|
|
5317
|
Latitude Advisors
Vero Beach,
Florida
|
$135M
|
+$12.8M
|
+11%
|
6.81%
|
60.2%
|
185
|
24.32%
|
|
|
5318
|
Diversified Investment Strategies
Baton Rouge,
Louisiana
|
$135M
|
+$6.26M
|
+5%
|
9.59%
|
81.3%
|
42
|
4.76%
|
|
|
5319
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$135M
|
–
|
–
|
7.67%
|
–
|
116
|
–
|
|
|
5320
|
|
$135M
|
+$24.2M
|
+22%
|
10.3%
|
86.3%
|
140
|
17.86%
|
|
|
5321
|
Kennicott Capital Management
Corte Madera,
California
|
$135M
|
+$13M
|
+11%
|
7.67%
|
85.5%
|
51
|
19.61%
|
|
|
5322
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$134M
|
+$9.37M
|
+7%
|
4.84%
|
56.7%
|
213
|
10.8%
|
|
|
5323
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$134M
|
+$11.6M
|
+9%
|
8.44%
|
69.6%
|
116
|
41.38%
|
|
|
5324
|
Rovin Capital
Mesa,
Arizona
|
$134M
|
+$18.5M
|
+16%
|
6.77%
|
63.8%
|
57
|
15.79%
|
|
|
5325
|
Blooom Inc
Overland Park,
Kansas
|
$134M
|
+$6.47M
|
+5%
|
7.04%
|
–
|
53
|
13.21%
|
|