|
5301
|
Wealthstar Advisors
Plano,
Texas
|
$254M
|
-$12.1M
|
-5%
|
9.79%
|
–
|
152
|
17.11%
|
|
|
5302
|
Eos Management LP
New York
|
$254M
|
+$22.5M
|
+10%
|
13.1%
|
152%
|
45
|
20%
|
|
|
5303
|
Findell Capital Management
New York
|
$253M
|
+$48M
|
+23%
|
50.7%
|
–
|
20
|
65%
|
|
|
5304
|
Beta Wealth Group
San Diego,
California
|
$253M
|
-$19.7M
|
-7%
|
5.73%
|
45.4%
|
132
|
32.58%
|
|
|
5305
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$253M
|
+$51.5M
|
+26%
|
9.36%
|
96.6%
|
297
|
45.12%
|
|
|
5306
|
GKV Capital Management
Walnut Creek,
California
|
$253M
|
+$27.1M
|
+12%
|
13.3%
|
–
|
90
|
8.89%
|
|
|
5307
|
Gallacher Capital Management
Lone Tree,
Colorado
|
$253M
|
+$36.8M
|
+17%
|
5.03%
|
70.7%
|
359
|
39.28%
|
|
|
5308
|
Burns Matteson Capital Management
Corning,
New York
|
$253M
|
+$45.9M
|
+22%
|
14%
|
144%
|
244
|
43.03%
|
|
|
5309
|
Everpar Advisors
Tulsa,
Oklahoma
|
$253M
|
+$32.8M
|
+15%
|
8.56%
|
–
|
290
|
13.1%
|
|
|
5310
|
Kirtland Hills Capital Management
Bratenahl,
Ohio
|
$253M
|
+$35.8M
|
+17%
|
8.2%
|
–
|
159
|
10.06%
|
|
|
5311
|
Azarias Capital Management
Berwyn,
Pennsylvania
|
$252M
|
+$32.5M
|
+15%
|
22.6%
|
93.1%
|
25
|
8%
|
|
|
5312
|
TAGStone Capital
Charlotte,
North Carolina
|
$252M
|
+$10M
|
+4%
|
6.12%
|
58.3%
|
120
|
8.33%
|
|
|
5313
|
Crux Wealth Advisors
Long Beach,
California
|
$252M
|
+$17.5M
|
+7%
|
6.18%
|
–
|
172
|
6.4%
|
|
|
5314
|
West Oak Capital
Westlake Village,
California
|
$252M
|
-$3.16M
|
-1%
|
7.89%
|
110%
|
322
|
18.01%
|
|
|
5315
|
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
|
$252M
|
+$23.3M
|
+10%
|
6.04%
|
50.2%
|
65
|
15.38%
|
|
|
5316
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
$252M
|
+$10.2M
|
+4%
|
4.6%
|
58.8%
|
82
|
0%
|
|
|
5317
|
Optimum Investment Advisors
Chicago,
Illinois
|
$252M
|
+$21.8M
|
+9%
|
11.4%
|
125%
|
631
|
5.55%
|
|
|
5318
|
Wittenberg Investment Management
Carlisle,
Massachusetts
|
$252M
|
+$23M
|
+10%
|
15.9%
|
89.9%
|
78
|
6.41%
|
|
|
5319
|
Landmark Wealth Management (New York)
Melville,
New York
|
$252M
|
+$17M
|
+7%
|
4.76%
|
37.9%
|
89
|
6.74%
|
|
|
5320
|
Decatur Capital Management
Decatur,
Georgia
|
$252M
|
+$23.5M
|
+10%
|
14.1%
|
135%
|
43
|
18.6%
|
|
|
5321
|
Fedenia Advisers
Madison,
Wisconsin
|
$252M
|
+$40.2M
|
+19%
|
14.2%
|
–
|
186
|
37.63%
|
|
|
5322
|
Vivid Wealth Management
West Des Moines,
Iowa
|
$252M
|
+$24M
|
+11%
|
8.75%
|
–
|
71
|
18.31%
|
|
|
5323
|
Kennedy Investment Group
West Depford,
New Jersey
|
$252M
|
+$16.1M
|
+7%
|
8.23%
|
84.8%
|
144
|
9.72%
|
|
|
5324
|
Disciplined Investments
Tulsa,
Oklahoma
|
$251M
|
+$15.1M
|
+6%
|
5.15%
|
51.4%
|
132
|
7.58%
|
|
|
5325
|
Deepwater Asset Management
Minneapolis,
Minnesota
|
$251M
|
-$1.36M
|
-0.5%
|
6.21%
|
142%
|
33
|
45.45%
|
|