|
5326
|
Van Leeuwen & Company
Princeton,
New Jersey
|
$126M
|
+$6.2M
|
+5%
|
4.36%
|
75.4%
|
59
|
18.64%
|
|
|
5327
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$125M
|
-$3.63M
|
-3%
|
6.55%
|
50%
|
352
|
51.42%
|
|
|
5328
|
AAF Wealth Management
Westborough,
Massachusetts
|
$125M
|
-$7.28M
|
-5%
|
6.47%
|
65.8%
|
41
|
14.63%
|
|
|
5329
|
First National Bank of Hutchinson
Hutchinson,
Kansas
|
$125M
|
-$9.05M
|
-7%
|
4.09%
|
121%
|
111
|
13.51%
|
|
|
5330
|
Legacy Bridge
West Des Moines,
Iowa
|
$125M
|
-$10.1M
|
-7%
|
3.13%
|
225%
|
293
|
1.71%
|
|
|
5331
|
Powers Advisory Group
Highland,
Illinois
|
$125M
|
-$4.65M
|
-4%
|
4.86%
|
44.1%
|
95
|
9.47%
|
|
|
5332
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$125M
|
-$8.26M
|
-6%
|
4.23%
|
68.8%
|
123
|
13.01%
|
|
|
5333
|
|
$125M
|
-$6.35M
|
-5%
|
3.25%
|
38.9%
|
36
|
5.56%
|
|
|
5334
|
Stonebridge Advisors
Wilton,
Connecticut
|
$125M
|
-$22.2M
|
-15%
|
1.88%
|
3.35%
|
4
|
25%
|
|
|
5335
|
Ignite Planners
San Clemente,
California
|
$125M
|
+$3.41M
|
+3%
|
4.07%
|
73.8%
|
178
|
14.61%
|
|
|
5336
|
Madden Advisory Services
Jacksonville,
Florida
|
$125M
|
-$6.91M
|
-5%
|
5.18%
|
52.3%
|
80
|
5%
|
|
|
5337
|
Bennett Selby Investments
Falmouth,
Maine
|
$125M
|
-$4.66M
|
-4%
|
4.48%
|
69.8%
|
57
|
14.04%
|
|
|
5338
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$125M
|
-$9.06M
|
-7%
|
3.09%
|
62.6%
|
148
|
6.76%
|
|
|
5339
|
St. Clair Advisors
Mayfield Hts,
Ohio
|
$125M
|
+$1.4M
|
+1%
|
6.41%
|
64%
|
44
|
11.36%
|
|
|
5340
|
CTC Capital Management
Chicago,
Illinois
|
$125M
|
+$33M
|
+36%
|
1.61%
|
–
|
160
|
80.63%
|
|
|
5341
|
Boyd Wealth Management
Sacramento,
California
|
$125M
|
+$2.54M
|
+2%
|
5.17%
|
51.1%
|
44
|
9.09%
|
|
|
5342
|
Mosaic Advisors
Houston,
Texas
|
$125M
|
-$8.66M
|
-6%
|
5.27%
|
50.9%
|
17
|
5.88%
|
|
|
5343
|
Retirement Group
San Diego,
California
|
$125M
|
-$116M
|
-48%
|
4.95%
|
33.7%
|
858
|
41.72%
|
|
|
5344
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$125M
|
-$5.3M
|
-4%
|
4.91%
|
72.7%
|
82
|
7.32%
|
|
|
5345
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$125M
|
-$3.4M
|
-3%
|
4.95%
|
53.5%
|
39
|
15.38%
|
|
|
5346
|
Albert D. Mason Inc
Boston,
Massachusetts
|
$125M
|
-$9.73M
|
-7%
|
4.45%
|
82%
|
153
|
4.58%
|
|
|
5347
|
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
|
$125M
|
-$8.63M
|
-6%
|
2.46%
|
0.74%
|
8
|
25%
|
|
|
5348
|
Financial Guidance Group
Palm Harbor,
Florida
|
$125M
|
-$2.54M
|
-2%
|
4.48%
|
52%
|
52
|
19.23%
|
|
|
5349
|
Roth Financial Partners
Kingwood,
Texas
|
$125M
|
-$571K
|
-0.5%
|
6.86%
|
54.3%
|
27
|
11.11%
|
|
|
5350
|
Gables Capital Management
Miami,
Florida
|
$125M
|
-$7.75M
|
-6%
|
1.5%
|
151%
|
362
|
6.35%
|
|