|
5401
|
Brown Shipley & Co
London,
United Kingdom
|
$203M
|
-$18.8M
|
-8%
|
3.37%
|
101%
|
81
|
20.99%
|
|
|
5402
|
Moneywise Inc
Forest,
Virginia
|
$203M
|
+$14.4M
|
+8%
|
5.86%
|
58%
|
63
|
14.29%
|
|
|
5403
|
Swan Capital
Pensacola,
Florida
|
$203M
|
+$19.7M
|
+11%
|
7.65%
|
47.9%
|
386
|
30.83%
|
|
|
5404
|
Financial Avengers
Oakland,
California
|
$203M
|
+$14.9M
|
+8%
|
3.06%
|
108%
|
179
|
15.08%
|
|
|
5405
|
Norris Financial Group
Greenville,
South Carolina
|
$203M
|
+$11.2M
|
+6%
|
7.53%
|
142%
|
87
|
22.99%
|
|
|
5406
|
Nova R Wealth
Overland Park,
Kansas
|
$203M
|
+$9.1M
|
+5%
|
5.57%
|
54.5%
|
86
|
10.47%
|
|
|
5407
|
Chelsea Counsel Company
Los Angeles,
California
|
$203M
|
+$2.55M
|
+1%
|
5.92%
|
106%
|
204
|
4.9%
|
|
|
5408
|
Cora Capital Advisors
Marlton,
New Jersey
|
$203M
|
+$8.67M
|
+4%
|
5.88%
|
70.5%
|
106
|
13.21%
|
|
|
5409
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$203M
|
-$1.13M
|
-0.6%
|
4.28%
|
135%
|
141
|
10.64%
|
|
|
5410
|
Marathon Asset Management (New York)
New York
|
$203M
|
+$91M
|
+81%
|
40.7%
|
490%
|
12
|
41.67%
|
|
|
5411
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$203M
|
+$12.6M
|
+7%
|
6.25%
|
40%
|
299
|
5.69%
|
|
|
5412
|
TKG Advisors
Valparaiso,
Indiana
|
$203M
|
+$18.4M
|
+10%
|
7.16%
|
104%
|
110
|
25.45%
|
|
|
5413
|
Wealthspan Partners
Davenport,
Iowa
|
$203M
|
+$21.4M
|
+12%
|
6.89%
|
65%
|
107
|
3.74%
|
|
|
5414
|
Sequent Asset Management
Houston,
Texas
|
$203M
|
+$3.83M
|
+2%
|
2.33%
|
51.3%
|
100
|
16%
|
|
|
5415
|
Disciplined Investments
Tulsa,
Oklahoma
|
$203M
|
+$14.7M
|
+8%
|
5.27%
|
51.4%
|
126
|
10.32%
|
|
|
5416
|
First County Bank
Stamford,
Connecticut
|
$203M
|
+$8.08M
|
+4%
|
7.86%
|
89.1%
|
166
|
10.24%
|
|
|
5417
|
Colorado Capital Management
Boulder,
Colorado
|
$203M
|
+$23.2M
|
+13%
|
6.66%
|
53.4%
|
98
|
4.08%
|
|
|
5418
|
Benchmark Wealth Management
Old Lyme,
Connecticut
|
$202M
|
+$14.8M
|
+8%
|
5.92%
|
42.7%
|
55
|
9.09%
|
|
|
5419
|
Origin Asset Management
London,
United Kingdom
|
$202M
|
-$198M
|
-49%
|
16.2%
|
59.3%
|
13
|
38.46%
|
|
|
5420
|
Martin Capital Partners
Eugene,
Oregon
|
$202M
|
-$45.2M
|
-18%
|
7.45%
|
35.2%
|
72
|
5.56%
|
|
|
5421
|
Prairie Wealth Advisors
Omaha,
Nebraska
|
$202M
|
+$5.06M
|
+3%
|
4.55%
|
–
|
157
|
16.56%
|
|
|
5422
|
Diametric Capital
Boston,
Massachusetts
|
$202M
|
+$18M
|
+10%
|
9.7%
|
175%
|
532
|
63.72%
|
|
|
5423
|
Bluesphere Advisors
East Norriton,
Pennsylvania
|
$202M
|
+$6.04M
|
+3%
|
4.34%
|
93.4%
|
108
|
18.52%
|
|
|
5424
|
Asset Planning Services Inc
Covington,
Louisiana
|
$202M
|
+$12.7M
|
+7%
|
7.17%
|
117%
|
35
|
0%
|
|
|
5425
|
Laidlaw Wealth Management
New York City,
New York
|
$202M
|
+$20.1M
|
+11%
|
6.64%
|
150%
|
201
|
19.4%
|
|