|
5401
|
Bridger Management
New York
|
$200M
|
+$5.58M
|
+3%
|
8.3%
|
98.3%
|
34
|
32.35%
|
|
|
5402
|
Lodestone Wealth Management
Spokane,
Washington
|
$200M
|
+$10.1M
|
+5%
|
5.75%
|
81.1%
|
157
|
12.1%
|
|
|
5403
|
O'Rourke & Company
Boston,
Massachusetts
|
$200M
|
+$22.2M
|
+12%
|
8.48%
|
62.4%
|
152
|
9.21%
|
|
|
5404
|
EQ LLC
Bellevue,
Washington
|
$200M
|
+$32.8M
|
+20%
|
5.96%
|
72.9%
|
64
|
25%
|
|
|
5405
|
Signet Investment Advisory Group
Providence,
Rhode Island
|
$200M
|
+$13.3M
|
+7%
|
8.04%
|
59.6%
|
72
|
8.33%
|
|
|
5406
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$200M
|
+$17.6M
|
+10%
|
5.89%
|
57.2%
|
31
|
6.45%
|
|
|
5407
|
GSI Capital Advisors
Newport Beach,
California
|
$200M
|
+$30.3M
|
+18%
|
15.7%
|
25.4%
|
35
|
34.29%
|
|
|
5408
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$200M
|
+$13M
|
+7%
|
6.67%
|
55.8%
|
33
|
3.03%
|
|
|
5409
|
Ballentine Capital Advisors
Greenville,
South Carolina
|
$199M
|
+$11.3M
|
+6%
|
5.95%
|
–
|
30
|
6.67%
|
|
|
5410
|
JS Capital Management
New York
|
$199M
|
+$3.05M
|
+2%
|
1.56%
|
16.3%
|
1
|
0%
|
|
|
5411
|
Parker Financial
Silverdale,
Washington
|
$199M
|
+$15.8M
|
+9%
|
5.8%
|
37.1%
|
43
|
20.93%
|
|
|
5412
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$199M
|
+$18.5M
|
+10%
|
6.43%
|
61%
|
189
|
9.52%
|
|
|
5413
|
Independent Family Office
Albany,
New York
|
$199M
|
+$23.9M
|
+14%
|
7.69%
|
66.8%
|
76
|
15.79%
|
|
|
5414
|
Prospect Hill Management
Short Hills,
New Jersey
|
$199M
|
+$17M
|
+9%
|
10.7%
|
93.9%
|
17
|
17.65%
|
|
|
5415
|
Trueblood Wealth Management
Lima,
Ohio
|
$199M
|
+$22M
|
+12%
|
8.46%
|
–
|
236
|
9.75%
|
|
|
5416
|
Peirce Capital Management
The Woodlands,
Texas
|
$199M
|
+$10.3M
|
+5%
|
6.54%
|
–
|
37
|
5.41%
|
|
|
5417
|
TCFG Wealth Management
Laguna Niguel,
California
|
$199M
|
–
|
–
|
5.4%
|
–
|
222
|
–
|
|
|
5418
|
Cook Wealth
Raleigh,
North Carolina
|
$199M
|
+$14M
|
+8%
|
6.24%
|
7.36%
|
57
|
7.02%
|
|
|
5419
|
Wetzel Investment Advisors
Indianapolis,
Indiana
|
$199M
|
+$24M
|
+14%
|
5.7%
|
–
|
953
|
87.72%
|
|
|
5420
|
Oakcliff Capital Partners
New York
|
$199M
|
+$11.9M
|
+6%
|
15.2%
|
119%
|
10
|
10%
|
|
|
5421
|
Abbot Financial Management
Andover,
Massachusetts
|
$199M
|
+$12M
|
+6%
|
5.96%
|
80.5%
|
128
|
1.56%
|
|
|
5422
|
RHS Financial
San Francisco,
California
|
$199M
|
+$35.2M
|
+22%
|
5.8%
|
47.5%
|
138
|
46.38%
|
|
|
5423
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$199M
|
+$10.9M
|
+6%
|
5.71%
|
46.3%
|
20
|
10%
|
|
|
5424
|
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
|
$199M
|
+$23.5M
|
+13%
|
6.56%
|
58.5%
|
32
|
15.63%
|
|
|
5425
|
Robbins Farley
Bedford,
New Hampshire
|
$199M
|
+$10.4M
|
+6%
|
5.22%
|
98.2%
|
172
|
12.79%
|
|