|
5401
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$130M
|
-$16.1M
|
-11%
|
15.4%
|
60.8%
|
236
|
40.25%
|
|
|
5402
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$130M
|
-$33.5M
|
-21%
|
13.2%
|
75.5%
|
91
|
4.4%
|
|
|
5403
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$130M
|
-$27.2M
|
-17%
|
12.4%
|
39.5%
|
61
|
18.03%
|
|
|
5404
|
Cunning Capital Partners
Morrisville,
North Carolina
|
$130M
|
-$15.6M
|
-11%
|
11.8%
|
268%
|
70
|
55.71%
|
|
|
5405
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$130M
|
-$37.1M
|
-22%
|
13.9%
|
63.9%
|
76
|
14.47%
|
|
|
5406
|
WJ Interests
Sugar Land,
Texas
|
$130M
|
–
|
–
|
10.8%
|
50.6%
|
17
|
–
|
|
|
5407
|
WD Rutherford
Portland,
Oregon
|
$129M
|
-$45.5M
|
-26%
|
18.5%
|
170%
|
147
|
32.65%
|
|
|
5408
|
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
|
$129M
|
-$26.4M
|
-17%
|
5.82%
|
44.9%
|
58
|
37.93%
|
|
|
5409
|
Vance Wealth
Santa Clarita,
California
|
$129M
|
+$50.3M
|
+64%
|
16.2%
|
66.4%
|
68
|
26.47%
|
|
|
5410
|
Strategic Value Bank Partners
Cleveland,
Ohio
|
$129M
|
-$16.1M
|
-11%
|
9.93%
|
98.1%
|
20
|
10%
|
|
|
5411
|
Executive Wealth Group
Kirkland,
Washington
|
$129M
|
-$23.3M
|
-15%
|
14.5%
|
14.9%
|
48
|
8.33%
|
|
|
5412
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$129M
|
-$23M
|
-15%
|
12.2%
|
70.8%
|
151
|
11.26%
|
|
|
5413
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$129M
|
-$1.32M
|
-1%
|
10.2%
|
32.6%
|
37
|
24.32%
|
|
|
5414
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$129M
|
-$3.23M
|
-2%
|
12%
|
50%
|
319
|
57.68%
|
|
|
5415
|
Orion Capital Management
Coronado,
California
|
$129M
|
-$37.1M
|
-22%
|
15.4%
|
75.3%
|
452
|
16.37%
|
|
|
5416
|
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
$129M
|
+$5.53M
|
+4%
|
17.1%
|
–
|
64
|
17.19%
|
|
|
5417
|
BCK Capital Management
Stamford,
Connecticut
|
$129M
|
-$37.9M
|
-23%
|
0.14%
|
161%
|
168
|
57.14%
|
|
|
5418
|
Q Global Advisors
Fort Worth,
Texas
|
$129M
|
-$34.4M
|
-21%
|
28.7%
|
79%
|
341
|
29.91%
|
|
|
5419
|
Axim Planning & Wealth
Springboro,
Ohio
|
$129M
|
–
|
–
|
2.09%
|
3.66%
|
156
|
–
|
|
|
5420
|
HBC Financial Services
Seattle,
Washington
|
$129M
|
-$9.78M
|
-7%
|
13.7%
|
12.6%
|
193
|
12.44%
|
|
|
5421
|
Acute Investment Advisory
Mesa,
Arizona
|
$129M
|
-$5.33M
|
-4%
|
8.44%
|
15.3%
|
47
|
55.32%
|
|
|
5422
|
Cairn Investment Group
Vancouver,
Washington
|
$129M
|
-$29.3M
|
-19%
|
12.9%
|
61.3%
|
82
|
19.51%
|
|
|
5423
|
Bell Rock Capital
Rehoboth Beach,
Delaware
|
$129M
|
+$21.4M
|
+20%
|
11.8%
|
–
|
133
|
93.98%
|
|
|
5424
|
Altus Wealth Management
Ft Mitchell,
Kentucky
|
$129M
|
-$16.7M
|
-12%
|
15.7%
|
68.8%
|
40
|
15%
|
|
|
5425
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
$129M
|
-$28.5M
|
-18%
|
11.1%
|
–
|
318
|
21.38%
|
|