|
5401
|
Financial Connections Group
Corte Madera,
California
|
$153M
|
+$11.7M
|
+8%
|
5.04%
|
44.4%
|
293
|
24.91%
|
|
|
5402
|
Pacific Financial Group
Bellevue,
Washington
|
$152M
|
+$19.8M
|
+15%
|
5.51%
|
61.1%
|
57
|
7.02%
|
|
|
5403
|
Harrington Investments
Napa,
California
|
$152M
|
+$7.56M
|
+5%
|
7.02%
|
92.5%
|
80
|
2.5%
|
|
|
5404
|
Regal Wealth Group
Seal Beach,
California
|
$152M
|
+$11.7M
|
+8%
|
5.45%
|
17%
|
49
|
10.2%
|
|
|
5405
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$152M
|
+$13.9M
|
+10%
|
10.1%
|
91.4%
|
134
|
26.87%
|
|
|
5406
|
Green Alpha Advisors
Niwot,
Colorado
|
$152M
|
+$9.82M
|
+7%
|
6.2%
|
267%
|
153
|
1.96%
|
|
|
5407
|
Aubrey Capital Management
Edinburgh,
United Kingdom
|
$152M
|
-$20M
|
-12%
|
1.84%
|
296%
|
61
|
39.34%
|
|
|
5408
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$152M
|
+$12.8M
|
+9%
|
6.42%
|
68.8%
|
120
|
9.17%
|
|
|
5409
|
Dunhill Financial
London,
United Kingdom
|
$152M
|
–
|
–
|
3.93%
|
58.6%
|
85
|
–
|
|
|
5410
|
Orion Capital Management
Coronado,
California
|
$152M
|
+$2.8M
|
+2%
|
9.61%
|
75.3%
|
464
|
71.77%
|
|
|
5411
|
Colonial River Investments
Midlothian,
Virginia
|
$152M
|
-$18.3M
|
-11%
|
5.46%
|
144%
|
214
|
32.71%
|
|
|
5412
|
Miller Value Partners
Sarasota,
Florida
|
$152M
|
-$1.45B
|
-91%
|
5.88%
|
133%
|
94
|
55.32%
|
|
|
5413
|
Turiya Advisors Asia
Hong Kong
|
$152M
|
-$248M
|
-62%
|
5.03%
|
247%
|
4
|
50%
|
|
|
5414
|
|
$152M
|
+$29.3M
|
+24%
|
2.03%
|
65.5%
|
124
|
16.13%
|
|
|
5415
|
Sound Stewardship
Overland Park,
Kansas
|
$152M
|
+$3.22M
|
+2%
|
1.85%
|
43.2%
|
61
|
3.28%
|
|
|
5416
|
Valence8 US
Cambridge,
Massachusetts
|
$152M
|
-$18.3M
|
-11%
|
4.23%
|
69.9%
|
15
|
20%
|
|
|
5417
|
|
$152M
|
+$37.3M
|
+33%
|
14%
|
226%
|
9
|
0%
|
|
|
5418
|
Loudon Investment Management
West Lebanon,
New Hampshire
|
$152M
|
+$7.31M
|
+5%
|
4.13%
|
61.6%
|
93
|
3.23%
|
|
|
5419
|
WJ Interests
Sugar Land,
Texas
|
$152M
|
+$7.08M
|
+5%
|
2.68%
|
50.6%
|
17
|
41.18%
|
|
|
5420
|
Montis Financial
Waltham,
Massachusetts
|
$152M
|
+$22.4M
|
+17%
|
6.73%
|
46%
|
68
|
13.24%
|
|
|
5421
|
Graphene Investments SAS
Paris,
France
|
$152M
|
+$2.13M
|
+1%
|
7.96%
|
86.5%
|
46
|
2.17%
|
|
|
5422
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$152M
|
+$11.2M
|
+8%
|
4.78%
|
75.7%
|
78
|
7.69%
|
|
|
5423
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
$152M
|
+$9.98M
|
+7%
|
6.02%
|
55.6%
|
449
|
15.14%
|
|
|
5424
|
New Potomac Partners
Bethesda,
Maryland
|
$152M
|
+$7.36M
|
+5%
|
6.59%
|
37.2%
|
73
|
6.85%
|
|
|
5425
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$152M
|
+$5.89M
|
+4%
|
3.87%
|
61.5%
|
156
|
14.1%
|
|