|
5376
|
Members Advisory Group
Williamsville,
New York
|
$170M
|
+$15M
|
+10%
|
9.72%
|
70.6%
|
23
|
26.09%
|
|
|
5377
|
Symetra Investment Management
Farmington,
Connecticut
|
$170M
|
-$70.3M
|
-29%
|
7.5%
|
40.8%
|
5
|
20%
|
|
|
5378
|
Hutner Capital Management
Manchester,
Vermont
|
$170M
|
+$6.61M
|
+4%
|
5.42%
|
53.7%
|
45
|
2.22%
|
|
|
5379
|
|
$169M
|
+$8.15M
|
+5%
|
14.5%
|
25.6%
|
7
|
14.29%
|
|
|
5380
|
Benchmark Wealth Management
Old Lyme,
Connecticut
|
$169M
|
+$12.5M
|
+8%
|
9.39%
|
42.7%
|
49
|
6.12%
|
|
|
5381
|
Acute Investment Advisory
Mesa,
Arizona
|
$169M
|
+$2.63M
|
+2%
|
1.72%
|
15.3%
|
13
|
0%
|
|
|
5382
|
Ridgewood Investments
Springfield,
New Jersey
|
$169M
|
+$16.7M
|
+11%
|
8.21%
|
–
|
201
|
13.93%
|
|
|
5383
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$169M
|
–
|
–
|
11.7%
|
–
|
124
|
–
|
|
|
5384
|
Proathlete Wealth Management
Boca Raton,
Florida
|
$169M
|
–
|
–
|
11.3%
|
–
|
53
|
–
|
|
|
5385
|
Camelot Portfolios
Maumee,
Ohio
|
$169M
|
+$64.4M
|
+62%
|
8.66%
|
41.3%
|
214
|
36.92%
|
|
|
5386
|
Crestwood Capital Management
New York
|
$169M
|
+$36.9M
|
+28%
|
20.6%
|
129%
|
17
|
29.41%
|
|
|
5387
|
McNaughton Wealth Management
San Diego,
California
|
$169M
|
+$18.5M
|
+12%
|
8.58%
|
50.3%
|
54
|
7.41%
|
|
|
5388
|
|
$169M
|
+$13.6M
|
+9%
|
9.25%
|
57%
|
45
|
6.67%
|
|
|
5389
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$169M
|
+$18.4M
|
+12%
|
8.88%
|
42.9%
|
197
|
13.2%
|
|
|
5390
|
Strategic Financial Concepts
San Antonio,
Texas
|
$169M
|
-$127M
|
-43%
|
7.55%
|
56.8%
|
283
|
53.71%
|
|
|
5391
|
Newlight Partners
New York
|
$169M
|
-$9.44M
|
-5%
|
33%
|
92.8%
|
2
|
0%
|
|
|
5392
|
IA Venture Strategies Fund II
New York
|
$169M
|
+$58.3M
|
+53%
|
53%
|
375%
|
3
|
0%
|
|
|
5393
|
Sterling Financial Group
Pasadena,
California
|
$169M
|
+$9.32M
|
+6%
|
8.55%
|
49.6%
|
65
|
10.77%
|
|
|
5394
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$169M
|
+$16.6M
|
+11%
|
9.17%
|
61.5%
|
163
|
14.11%
|
|
|
5395
|
Mosaic Advisors
Houston,
Texas
|
$169M
|
+$59.2M
|
+54%
|
5.96%
|
39.8%
|
19
|
36.84%
|
|
|
5396
|
Fluent Financial
Dallas,
Texas
|
$168M
|
-$17.6M
|
-9%
|
8.97%
|
42.5%
|
87
|
21.84%
|
|
|
5397
|
PFC Capital Group
Los Angeles,
California
|
$168M
|
–
|
–
|
13.3%
|
–
|
67
|
–
|
|
|
5398
|
Otter Creek Advisors
Palm Beach Gardens,
Florida
|
$168M
|
+$37.9M
|
+29%
|
11.1%
|
173%
|
58
|
48.28%
|
|
|
5399
|
Miller Value Partners
Sarasota,
Florida
|
$168M
|
+$9.26M
|
+6%
|
15.1%
|
125%
|
48
|
16.67%
|
|
|
5400
|
Wisconsin Capital Management
Madison,
Wisconsin
|
$168M
|
+$16.9M
|
+11%
|
12.7%
|
153%
|
48
|
14.58%
|
|