|
5301
|
Kylin Management
New York
|
$173M
|
+$46.8M
|
+37%
|
14.6%
|
126%
|
8
|
25%
|
|
|
5302
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$172M
|
+$10.3M
|
+6%
|
5.44%
|
95.7%
|
125
|
20.8%
|
|
|
5303
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$172M
|
+$10.3M
|
+6%
|
12.9%
|
51.7%
|
339
|
71.98%
|
|
|
5304
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$172M
|
+$17.6M
|
+11%
|
10.8%
|
75.5%
|
89
|
4.49%
|
|
|
5305
|
Fortis Advisors
Wayne,
Pennsylvania
|
$172M
|
+$8.61M
|
+5%
|
5.65%
|
72.8%
|
287
|
13.94%
|
|
|
5306
|
Pavion Blue Capital
Newport Beach,
California
|
$172M
|
+$11.3M
|
+7%
|
10%
|
77.6%
|
93
|
5.38%
|
|
|
5307
|
ION Acquisition Corp
Herzliya,
Israel
|
$172M
|
–
|
–
|
12%
|
–
|
5
|
–
|
|
|
5308
|
WFA of San Diego
San Diego,
California
|
$172M
|
+$29.1M
|
+20%
|
9.62%
|
–
|
177
|
22.6%
|
|
|
5309
|
LBJ Family Wealth Advisors
Austin,
Texas
|
$172M
|
+$4.36M
|
+3%
|
5.49%
|
59%
|
23
|
0%
|
|
|
5310
|
Brookside Equity Partners
Stamford,
Connecticut
|
$172M
|
-$88.4M
|
-34%
|
29.1%
|
87.4%
|
7
|
42.86%
|
|
|
5311
|
Sittner & Nelson
Eugene,
Oregon
|
$172M
|
+$16.9M
|
+11%
|
11.5%
|
88.1%
|
454
|
10.13%
|
|
|
5312
|
AllSquare Wealth Management
Albany,
New York
|
$172M
|
+$4.39M
|
+3%
|
3.71%
|
62.4%
|
516
|
6.59%
|
|
|
5313
|
Nationwide Asset Management
Columbus,
Ohio
|
$172M
|
-$139M
|
-45%
|
0.4%
|
8.56%
|
10
|
20%
|
|
|
5314
|
FSA Wealth Management
Needham,
Massachusetts
|
$172M
|
+$10.9M
|
+7%
|
7.15%
|
–
|
47
|
8.51%
|
|
|
5315
|
Bison Wealth
Atlanta,
Georgia
|
$172M
|
-$47.2M
|
-22%
|
9.23%
|
37.4%
|
497
|
32.8%
|
|
|
5316
|
Capital Wealth Alliance
Scottsdale,
Arizona
|
$172M
|
+$7.09M
|
+4%
|
5.81%
|
108%
|
156
|
16.03%
|
|
|
5317
|
Kensington Investment Counsel
Long Beach,
California
|
$172M
|
–
|
–
|
11.7%
|
81.9%
|
88
|
–
|
|
|
5318
|
Safeguard Investment Advisory Group
Corona,
California
|
$171M
|
+$16.8M
|
+11%
|
8.14%
|
84.3%
|
94
|
7.45%
|
|
|
5319
|
Lindenwold Advisors
Reading,
Pennsylvania
|
$171M
|
–
|
–
|
11%
|
75%
|
128
|
–
|
|
|
5320
|
Millrace Asset Group
Berwyn,
Pennsylvania
|
$171M
|
+$11.2M
|
+7%
|
13.4%
|
113%
|
93
|
33.33%
|
|
|
5321
|
Hutner Capital Management
Manchester,
Vermont
|
$171M
|
+$18.5M
|
+12%
|
11.9%
|
52.2%
|
46
|
2.17%
|
|
|
5322
|
GoodHaven Capital Management
Millburn,
New Jersey
|
$171M
|
+$17.4M
|
+11%
|
13.9%
|
80.7%
|
29
|
10.34%
|
|
|
5323
|
Harvest Management
New York
|
$171M
|
+$24.3M
|
+17%
|
22.9%
|
610%
|
83
|
74.7%
|
|
|
5324
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$171M
|
+$16.4M
|
+11%
|
5.63%
|
50.6%
|
32
|
12.5%
|
|
|
5325
|
Landmark Wealth Management (New York)
Melville,
New York
|
$171M
|
–
|
–
|
4.03%
|
37.9%
|
37
|
–
|
|