|
5376
|
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
|
$175M
|
+$46.2M
|
+36%
|
8.68%
|
58.3%
|
42
|
14.29%
|
|
|
5377
|
Pacific Wealth Management
San Diego,
California
|
$175M
|
+$23.2M
|
+15%
|
8.93%
|
68.9%
|
28
|
25%
|
|
|
5378
|
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
|
$175M
|
+$13.7M
|
+8%
|
20.7%
|
30.8%
|
4
|
25%
|
|
|
5379
|
JW Asset Management
Miami Beach,
Florida
|
$175M
|
-$55.7M
|
-24%
|
14.4%
|
251%
|
19
|
31.58%
|
|
|
5380
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$175M
|
+$24.6M
|
+16%
|
9.69%
|
56.5%
|
165
|
10.3%
|
|
|
5381
|
American Financial & Tax Strategies
New York
|
$175M
|
–
|
–
|
8.71%
|
–
|
90
|
–
|
|
|
5382
|
Gunderson Capital Management
Mt. Pleasant,
South Carolina
|
$175M
|
+$28M
|
+19%
|
16.2%
|
947%
|
59
|
37.29%
|
|
|
5383
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$175M
|
+$20.5M
|
+13%
|
8.26%
|
40%
|
286
|
4.2%
|
|
|
5384
|
Lazari Capital Management
Woodland Hills,
California
|
$175M
|
+$7.05M
|
+4%
|
15.6%
|
124%
|
132
|
12.12%
|
|
|
5385
|
Profit Investment Management
North Bethesda,
Maryland
|
$175M
|
+$33.2M
|
+24%
|
15.7%
|
101%
|
78
|
7.69%
|
|
|
5386
|
Taika Capital
Sunny Isles Beach,
Florida
|
$175M
|
-$36.2M
|
-17%
|
10.8%
|
68.3%
|
69
|
65.22%
|
|
|
5387
|
Teilinger Capital
Houston,
Texas
|
$175M
|
-$184M
|
-51%
|
6.44%
|
30.2%
|
44
|
68.18%
|
|
|
5388
|
Game Plan Financial Advisors
Westlake,
Ohio
|
$175M
|
–
|
–
|
11%
|
–
|
459
|
–
|
|
|
5389
|
Slagle Financial
Edwardsville,
Illinois
|
$175M
|
+$11.4M
|
+7%
|
9.29%
|
77.9%
|
120
|
7.5%
|
|
|
5390
|
Lynch Asset Management
Yardley,
Pennsylvania
|
$174M
|
+$22.4M
|
+15%
|
13.9%
|
190%
|
48
|
8.33%
|
|
|
5391
|
Serenity Capital Management (Singapore)
Singapore
|
$174M
|
-$35.9M
|
-17%
|
8.07%
|
21%
|
4
|
0%
|
|
|
5392
|
Foresight Global Investors
Purchase,
New York
|
$174M
|
-$5.28M
|
-3%
|
9.48%
|
72.8%
|
43
|
13.95%
|
|
|
5393
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$174M
|
+$12.3M
|
+8%
|
8.86%
|
46.3%
|
26
|
34.62%
|
|
|
5394
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$174M
|
+$10.9M
|
+7%
|
10.1%
|
90.2%
|
131
|
8.4%
|
|
|
5395
|
Opus Investment Management
Worcester,
Massachusetts
|
$174M
|
+$11.9M
|
+7%
|
8.17%
|
52.8%
|
41
|
2.44%
|
|
|
5396
|
BHK Investment Advisors
Birmingham,
Alabama
|
$174M
|
-$43.2M
|
-20%
|
10.9%
|
54.6%
|
56
|
8.93%
|
|
|
5397
|
Birch Capital Management
Dallas,
Texas
|
$174M
|
+$16.2M
|
+10%
|
11.3%
|
48.4%
|
99
|
8.08%
|
|
|
5398
|
Sagil Capital
London,
United Kingdom
|
$174M
|
+$29.1M
|
+20%
|
9.07%
|
104%
|
26
|
53.85%
|
|
|
5399
|
Indaba Capital Management
San Francisco,
California
|
$174M
|
-$165M
|
-49%
|
2.05%
|
66.7%
|
17
|
47.06%
|
|
|
5400
|
Moneywise Inc
Forest,
Virginia
|
$174M
|
+$14.7M
|
+9%
|
10.1%
|
58%
|
57
|
21.05%
|
|