|
5351
|
Marathon Asset Management (New York)
New York
|
$203M
|
+$91M
|
+81%
|
40.7%
|
28.4%
|
12
|
41.67%
|
|
|
5352
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$203M
|
+$12.6M
|
+7%
|
6.25%
|
40%
|
299
|
5.69%
|
|
|
5353
|
TKG Advisors
Valparaiso,
Indiana
|
$203M
|
+$18.4M
|
+10%
|
7.16%
|
104%
|
110
|
25.45%
|
|
|
5354
|
Wealthspan Partners
Davenport,
Iowa
|
$203M
|
+$21.4M
|
+12%
|
6.89%
|
59.1%
|
107
|
3.74%
|
|
|
5355
|
Sequent Asset Management
Houston,
Texas
|
$203M
|
+$3.83M
|
+2%
|
2.33%
|
51.3%
|
100
|
16%
|
|
|
5356
|
Disciplined Investments
Tulsa,
Oklahoma
|
$203M
|
+$14.7M
|
+8%
|
5.27%
|
41.9%
|
126
|
10.32%
|
|
|
5357
|
First County Bank
Stamford,
Connecticut
|
$203M
|
+$8.08M
|
+4%
|
7.86%
|
89.1%
|
166
|
10.24%
|
|
|
5358
|
Colorado Capital Management
Boulder,
Colorado
|
$203M
|
+$23.2M
|
+13%
|
6.66%
|
53.4%
|
98
|
4.08%
|
|
|
5359
|
Benchmark Wealth Management
Old Lyme,
Connecticut
|
$202M
|
+$14.8M
|
+8%
|
5.92%
|
42.7%
|
55
|
9.09%
|
|
|
5360
|
Martin Capital Partners
Eugene,
Oregon
|
$202M
|
-$45.2M
|
-18%
|
7.45%
|
35.2%
|
72
|
5.56%
|
|
|
5361
|
Prairie Wealth Advisors
Omaha,
Nebraska
|
$202M
|
+$5.06M
|
+3%
|
4.55%
|
–
|
157
|
16.56%
|
|
|
5362
|
Diametric Capital
Boston,
Massachusetts
|
$202M
|
+$18M
|
+10%
|
9.7%
|
135%
|
532
|
63.72%
|
|
|
5363
|
Bluesphere Advisors
East Norriton,
Pennsylvania
|
$202M
|
+$6.04M
|
+3%
|
4.34%
|
81.4%
|
108
|
18.52%
|
|
|
5364
|
Asset Planning Services Inc
Covington,
Louisiana
|
$202M
|
+$12.7M
|
+7%
|
7.17%
|
117%
|
35
|
0%
|
|
|
5365
|
Laidlaw Wealth Management
New York City,
New York
|
$202M
|
+$20.1M
|
+11%
|
6.64%
|
116%
|
201
|
19.4%
|
|
|
5366
|
Sapience Investments
Newport Beach,
California
|
$202M
|
+$6.43M
|
+3%
|
7.61%
|
54.9%
|
94
|
18.09%
|
|
|
5367
|
KKM Financial
Chicago,
Illinois
|
$202M
|
-$8.77M
|
-4%
|
6.45%
|
–
|
157
|
17.2%
|
|
|
5368
|
Verger Capital Management
Winston-Salem,
North Carolina
|
$202M
|
+$5.93M
|
+3%
|
5.5%
|
53.1%
|
14
|
7.14%
|
|
|
5369
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$202M
|
+$11.7M
|
+6%
|
6.11%
|
59%
|
56
|
19.64%
|
|
|
5370
|
|
$202M
|
+$9.92M
|
+5%
|
7.02%
|
66.7%
|
130
|
3.08%
|
|
|
5371
|
Burrus Financial Services
Salt Lake City,
Utah
|
$202M
|
+$5.86M
|
+3%
|
5.49%
|
30.2%
|
10
|
10%
|
|
|
5372
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$202M
|
+$24.8M
|
+14%
|
6.27%
|
93.9%
|
167
|
10.18%
|
|
|
5373
|
Ergawealth Advisors
Oak Brook,
Illinois
|
$202M
|
+$18M
|
+10%
|
6.69%
|
38.1%
|
65
|
12.31%
|
|
|
5374
|
Redwood Wealth Management Group
Medford,
New Jersey
|
$202M
|
+$68.9M
|
+52%
|
3.59%
|
74.1%
|
1,239
|
90.31%
|
|
|
5375
|
Checkpoint Capital
San Francisco,
California
|
$202M
|
+$35.7M
|
+22%
|
23.5%
|
–
|
19
|
31.58%
|
|