|
5301
|
Segra Capital Management
Palm Beach,
Florida
|
$247M
|
-$115M
|
-32%
|
48.3%
|
116%
|
12
|
75%
|
|
|
5302
|
Jackson Square Partners
Larkspur,
California
|
$247M
|
-$23.1M
|
-9%
|
9.91%
|
102%
|
58
|
25.86%
|
|
|
5303
|
Quantum Financial Planning Services
Spokane,
Washington
|
$247M
|
+$34.8M
|
+16%
|
5.3%
|
–
|
52
|
17.31%
|
|
|
5304
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$247M
|
+$18M
|
+8%
|
5.79%
|
35.8%
|
201
|
11.94%
|
|
|
5305
|
1492 Capital Management
Milwaukee,
Wisconsin
|
$247M
|
+$30.1M
|
+14%
|
11.8%
|
187%
|
126
|
20.63%
|
|
|
5306
|
BCU Wealth Advisors
Vernon Hills,
Illinois
|
$247M
|
+$24.5M
|
+11%
|
6.27%
|
–
|
61
|
8.2%
|
|
|
5307
|
Tealwood Asset Management
Minneapolis,
Minnesota
|
$247M
|
+$22.4M
|
+10%
|
8.01%
|
121%
|
136
|
9.56%
|
|
|
5308
|
Caden Capital Partners
Santa Monica,
California
|
$247M
|
-$54.1M
|
-18%
|
5.85%
|
8.24%
|
12
|
16.67%
|
|
|
5309
|
Avalon Advisory Group
Wexford,
Pennsylvania
|
$247M
|
+$13.9M
|
+6%
|
5.55%
|
41.4%
|
18
|
11.11%
|
|
|
5310
|
Evergreen Private Wealth
Greenwood Village,
Colorado
|
$247M
|
+$8.02M
|
+3%
|
6.26%
|
–
|
299
|
23.75%
|
|
|
5311
|
Swan Capital
Pensacola,
Florida
|
$247M
|
+$16.4M
|
+7%
|
5.47%
|
–
|
558
|
26.34%
|
|
|
5312
|
ANB Bank
Denver,
Colorado
|
$247M
|
+$23.9M
|
+11%
|
7.08%
|
–
|
137
|
18.98%
|
|
|
5313
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$246M
|
+$19M
|
+8%
|
5.64%
|
–
|
1,323
|
6.95%
|
|
|
5314
|
AF Advisors
Sacramento,
California
|
$246M
|
-$43.7M
|
-15%
|
14.2%
|
76.5%
|
30
|
6.67%
|
|
|
5315
|
Weitzel Financial Services
Dubuque,
Iowa
|
$246M
|
+$9.9M
|
+4%
|
4.5%
|
42.4%
|
49
|
4.08%
|
|
|
5316
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$246M
|
+$22.1M
|
+10%
|
10.2%
|
92%
|
78
|
6.41%
|
|
|
5317
|
Moerus Capital Management
New York
|
$246M
|
+$11.7M
|
+5%
|
11.8%
|
248%
|
14
|
7.14%
|
|
|
5318
|
Grunden Financial Advisory
Denton,
Texas
|
$246M
|
+$19.5M
|
+9%
|
4.93%
|
–
|
32
|
6.25%
|
|
|
5319
|
Mills Wealth Advisors
Southlake,
Texas
|
$246M
|
+$27.7M
|
+13%
|
4.39%
|
37.4%
|
74
|
12.16%
|
|
|
5320
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$246M
|
+$16M
|
+7%
|
6.65%
|
57.2%
|
38
|
2.63%
|
|
|
5321
|
Kensington Investment Counsel
Long Beach,
California
|
$246M
|
+$12.3M
|
+5%
|
4.8%
|
61.6%
|
108
|
10.19%
|
|
|
5322
|
RFP Financial Group
Atlanta,
Georgia
|
$246M
|
+$3.34M
|
+1%
|
6.53%
|
44.1%
|
112
|
25.89%
|
|
|
5323
|
Parkshore Wealth Management
Granite Bay,
California
|
$245M
|
+$40.8M
|
+20%
|
7.71%
|
–
|
70
|
11.43%
|
|
|
5324
|
Red Spruce Capital
Berwyn,
Pennsylvania
|
$245M
|
+$14.5M
|
+6%
|
7.88%
|
93.3%
|
93
|
4.3%
|
|
|
5325
|
GP Brinson Investments
Chicago,
Illinois
|
$245M
|
+$10.7M
|
+5%
|
4.67%
|
45.5%
|
16
|
0%
|
|