|
5301
|
Divergent Planning
Bethesda,
Maryland
|
$156M
|
+$19.6M
|
+14%
|
5.5%
|
43.3%
|
22
|
22.73%
|
|
|
5302
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$156M
|
$0
|
0%
|
5.9%
|
97.4%
|
388
|
0.52%
|
|
|
5303
|
Rainsberger Wealth Advisors
Colorado Springs,
Colorado
|
$156M
|
-$14.1M
|
-8%
|
1.89%
|
–
|
68
|
10.29%
|
|
|
5304
|
626 Financial
Portage,
Michigan
|
$156M
|
-$7.21M
|
-4%
|
2.91%
|
71.3%
|
113
|
8.85%
|
|
|
5305
|
LBJ Family Wealth Advisors
Austin,
Texas
|
$156M
|
-$15.9M
|
-9%
|
5.52%
|
59%
|
23
|
0%
|
|
|
5306
|
Foundation Capital
Palo Alto,
California
|
$156M
|
-$104M
|
-40%
|
49%
|
–
|
5
|
20%
|
|
|
5307
|
Royal Harbor Partners
Houston,
Texas
|
$156M
|
-$1.54M
|
-1%
|
0.79%
|
49.5%
|
83
|
10.84%
|
|
|
5308
|
Conway Capital Management
Burbank,
California
|
$156M
|
-$14.2M
|
-8%
|
5.94%
|
154%
|
72
|
31.94%
|
|
|
5309
|
Founders Capital Management (Texas)
Houston,
Texas
|
$156M
|
$0
|
0%
|
2.75%
|
118%
|
317
|
0%
|
|
|
5310
|
Medina Value Partners
Los Angeles,
California
|
$156M
|
+$15.5M
|
+11%
|
0.32%
|
78.1%
|
24
|
41.67%
|
|
|
5311
|
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
|
$156M
|
+$26.4M
|
+20%
|
15.2%
|
44.9%
|
58
|
37.93%
|
|
|
5312
|
Members Capital Advisors Inc
Madison,
Wisconsin
|
$156M
|
-$39.1M
|
-20%
|
1.39%
|
22.2%
|
70
|
5.71%
|
|
|
5313
|
Boyar Asset Management
New York
|
$156M
|
-$10.3M
|
-6%
|
7.28%
|
58.4%
|
86
|
1.16%
|
|
|
5314
|
Vetamer Capital Management
Menlo Park,
California
|
$156M
|
-$52.5M
|
-25%
|
12.3%
|
–
|
49
|
38.78%
|
|
|
5315
|
Highview Capital Management
Buffalo Grove,
Illinois
|
$156M
|
+$1.38M
|
+0.9%
|
3.41%
|
89.5%
|
125
|
32%
|
|
|
5316
|
Palumbo Wealth Management
Great Neck,
New York
|
$156M
|
-$4.12M
|
-3%
|
0.17%
|
80.7%
|
97
|
19.59%
|
|
|
5317
|
Providence Wealth Advisors
Frankfort,
Illinois
|
$156M
|
-$3.6M
|
-2%
|
2.27%
|
98.7%
|
102
|
6.86%
|
|
|
5318
|
Activest Wealth Management
Aventure,
Florida
|
$155M
|
-$6.29M
|
-4%
|
5.32%
|
105%
|
390
|
21.03%
|
|
|
5319
|
Albert D. Mason Inc
Boston,
Massachusetts
|
$155M
|
-$12.3M
|
-7%
|
0.67%
|
82%
|
165
|
15.76%
|
|
|
5320
|
Northstar Advisory Group
Northfield,
New Jersey
|
$155M
|
-$13.4M
|
-8%
|
2.82%
|
141%
|
117
|
30.77%
|
|
|
5321
|
ACT Advisors
Asheville,
North Carolina
|
$155M
|
+$19.2M
|
+14%
|
5.06%
|
69.8%
|
37
|
40.54%
|
|
|
5322
|
Westhampton Capital
Winston-Salem,
North Carolina
|
$155M
|
-$8.17M
|
-5%
|
3.18%
|
95.6%
|
120
|
9.17%
|
|
|
5323
|
Beaumont Capital Management
Boston,
Massachusetts
|
$155M
|
-$17.9M
|
-10%
|
3.14%
|
40.9%
|
52
|
40.38%
|
|
|
5324
|
Members Advisory Group
Williamsville,
New York
|
$155M
|
+$3.67M
|
+2%
|
3.5%
|
70.6%
|
27
|
44.44%
|
|
|
5325
|
Cordasco Financial Network
Naples,
Florida
|
$155M
|
-$5.03M
|
-3%
|
2.57%
|
31.1%
|
612
|
16.01%
|
|