|
5376
|
WealthTrust Asset Management
Destin,
Florida
|
$150M
|
+$38M
|
+34%
|
8.96%
|
97.9%
|
81
|
19.75%
|
|
|
5377
|
Solitude Financial Services
Charlottesville,
Virginia
|
$150M
|
+$5.11M
|
+4%
|
7.45%
|
55.4%
|
44
|
15.91%
|
|
|
5378
|
Trellus Management Company
Delray Beach,
Florida
|
$150M
|
+$13M
|
+9%
|
4.18%
|
268%
|
79
|
55.7%
|
|
|
5379
|
Berkeley Inc
Boise,
Idaho
|
$150M
|
+$14.4M
|
+11%
|
6.58%
|
40.9%
|
94
|
11.7%
|
|
|
5380
|
Planning Directions
Glen Mills,
Pennsylvania
|
$150M
|
+$12.8M
|
+9%
|
6.92%
|
36.4%
|
78
|
7.69%
|
|
|
5381
|
Beaumont Asset Management
Beaumont,
Texas
|
$150M
|
+$15.7M
|
+12%
|
7.93%
|
64.3%
|
71
|
8.45%
|
|
|
5382
|
Bank of Marin
Novato,
California
|
$150M
|
+$13.4M
|
+10%
|
10.4%
|
67.1%
|
127
|
5.51%
|
|
|
5383
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$150M
|
–
|
–
|
3.69%
|
64.7%
|
46
|
–
|
|
|
5384
|
High Pointe Capital Management
Chicago,
Illinois
|
$150M
|
+$23.5M
|
+19%
|
8.05%
|
92.4%
|
97
|
12.37%
|
|
|
5385
|
O'Rourke & Company
Boston,
Massachusetts
|
$150M
|
–
|
–
|
9.67%
|
62.4%
|
119
|
–
|
|
|
5386
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$150M
|
+$13.3M
|
+10%
|
10.1%
|
56.7%
|
260
|
24.62%
|
|
|
5387
|
Latigo Investments
Fort Lauderdale,
Florida
|
$150M
|
–
|
–
|
5.19%
|
45.2%
|
16
|
–
|
|
|
5388
|
Peterson Wealth Management
Sparks,
Nevada
|
$150M
|
+$20.7M
|
+16%
|
8.63%
|
68.5%
|
61
|
11.48%
|
|
|
5389
|
Burton Enright Welch
Walnut Creek,
California
|
$149M
|
–
|
–
|
8.98%
|
62.8%
|
58
|
–
|
|
|
5390
|
Planned Solutions
Folsom,
California
|
$149M
|
–
|
–
|
6.08%
|
60.8%
|
78
|
–
|
|
|
5391
|
WESPAC Advisors
Orinda,
California
|
$149M
|
-$12.8M
|
-8%
|
10.7%
|
84.5%
|
191
|
37.17%
|
|
|
5392
|
|
$149M
|
+$13M
|
+10%
|
15.9%
|
89.1%
|
20
|
15%
|
|
|
5393
|
Foresite Capital Opportunity Management V
Larkspur,
California
|
$149M
|
–
|
–
|
35.7%
|
–
|
9
|
–
|
|
|
5394
|
Colorado Capital Management
Boulder,
Colorado
|
$149M
|
+$7.5M
|
+5%
|
6.9%
|
53.4%
|
80
|
11.25%
|
|
|
5395
|
Chicago Wealth Management
Chicago,
Illinois
|
$149M
|
+$12M
|
+9%
|
8.37%
|
110%
|
47
|
17.02%
|
|
|
5396
|
Resource Planning Group
Atlanta,
Georgia
|
$149M
|
-$10.1M
|
-6%
|
2.79%
|
1.9%
|
90
|
25.56%
|
|
|
5397
|
Venrock Management VI
Palo Alto,
California
|
$149M
|
+$3.14M
|
+2%
|
2.16%
|
–
|
2
|
0%
|
|
|
5398
|
American Securities
New York
|
$149M
|
-$49.7M
|
-25%
|
25%
|
–
|
1
|
0%
|
|
|
5399
|
Satovsky Asset Management
New York
|
$149M
|
+$15M
|
+11%
|
11.9%
|
48.9%
|
33
|
18.18%
|
|
|
5400
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$149M
|
+$3.52M
|
+2%
|
4.97%
|
45.8%
|
151
|
93.38%
|
|