|
5301
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$163M
|
+$35.6M
|
+28%
|
4.96%
|
55.8%
|
100
|
15%
|
|
|
5302
|
DGS Capital Management
Jersey City,
New Jersey
|
$163M
|
+$2.44M
|
+2%
|
7.64%
|
177%
|
219
|
24.66%
|
|
|
5303
|
Brooks Moore & Associates
Chattanooga,
Tennessee
|
$163M
|
-$7.58M
|
-4%
|
0.25%
|
63.7%
|
102
|
9.8%
|
|
|
5304
|
Lindenwold Advisors
Reading,
Pennsylvania
|
$163M
|
-$8.48M
|
-5%
|
5.71%
|
75%
|
139
|
18.71%
|
|
|
5305
|
Trail Ridge Investment Advisors
Fort Collins,
Colorado
|
$163M
|
-$3.71M
|
-2%
|
4.89%
|
76%
|
142
|
11.97%
|
|
|
5306
|
Spreng Capital Management
Bucyrus,
Ohio
|
$163M
|
-$10.8M
|
-6%
|
2.13%
|
72.5%
|
111
|
11.71%
|
|
|
5307
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$163M
|
-$12.9M
|
-7%
|
3.84%
|
61.1%
|
119
|
4.2%
|
|
|
5308
|
Peterson Wealth Services
South Ogden,
Utah
|
$163M
|
+$11.9M
|
+8%
|
0.71%
|
153%
|
95
|
16.84%
|
|
|
5309
|
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
|
$163M
|
–
|
–
|
10.1%
|
0.74%
|
8
|
–
|
|
|
5310
|
Birch Capital Management
Dallas,
Texas
|
$163M
|
-$4.21M
|
-3%
|
1.92%
|
48.4%
|
85
|
1.18%
|
|
|
5311
|
Concorde Financial
Dallas,
Texas
|
$163M
|
+$3.55M
|
+2%
|
4.78%
|
81.3%
|
145
|
66.21%
|
|
|
5312
|
|
$163M
|
-$29.7M
|
-15%
|
7.63%
|
84.4%
|
42
|
16.67%
|
|
|
5313
|
SIB LLC
New York,
New York
|
$163M
|
-$30.3M
|
-16%
|
14.4%
|
29.2%
|
19
|
0%
|
|
|
5314
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$162M
|
-$74.2M
|
-31%
|
0.78%
|
67.7%
|
164
|
14.02%
|
|
|
5315
|
AWM Capital
Phoenix,
Arizona
|
$162M
|
+$30.8M
|
+23%
|
4.77%
|
46.9%
|
64
|
18.75%
|
|
|
5316
|
Whelan Financial
Fresno,
California
|
$162M
|
+$1.25M
|
+0.8%
|
5.72%
|
57.9%
|
25
|
36%
|
|
|
5317
|
BCK Partners
Corning,
New York
|
$162M
|
-$4.75M
|
-3%
|
5.12%
|
44.6%
|
27
|
7.41%
|
|
|
5318
|
IronBridge Private Wealth
Austin,
Texas
|
$162M
|
-$30M
|
-16%
|
0.52%
|
122%
|
324
|
93.21%
|
|
|
5319
|
Beaton Management Company
Haverhill,
Massachusetts
|
$162M
|
-$5.62M
|
-3%
|
1.01%
|
95.9%
|
149
|
9.4%
|
|
|
5320
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$162M
|
-$269M
|
-62%
|
2.14%
|
106%
|
369
|
21.14%
|
|
|
5321
|
Profit Investment Management
North Bethesda,
Maryland
|
$162M
|
+$2.94M
|
+2%
|
7.82%
|
101%
|
84
|
7.14%
|
|
|
5322
|
FWL Investment Management
Dallas,
Texas
|
$162M
|
-$1.77M
|
-1%
|
4.38%
|
165%
|
58
|
34.48%
|
|
|
5323
|
Leeward Financial Partners
Bellevue,
Washington
|
$162M
|
+$1.91M
|
+1%
|
6.77%
|
83%
|
76
|
17.11%
|
|
|
5324
|
Geneva Partners
Lake Geneva,
Wisconsin
|
$162M
|
-$49.2M
|
-23%
|
6.76%
|
401%
|
122
|
61.48%
|
|
|
5325
|
McMillion Capital Management
Greensboro,
North Carolina
|
$162M
|
-$23.4M
|
-13%
|
2.81%
|
59.3%
|
82
|
8.54%
|
|