|
5501
|
Baugh & Associates
Atlanta,
Georgia
|
$194M
|
+$1.53M
|
+0.8%
|
6.99%
|
83.8%
|
41
|
7.32%
|
|
|
5502
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$194M
|
+$25.2M
|
+15%
|
5.4%
|
50.5%
|
103
|
12.62%
|
|
|
5503
|
Florida Financial Advisors
Tampa,
Florida
|
$194M
|
+$27.2M
|
+16%
|
5.5%
|
–
|
180
|
23.33%
|
|
|
5504
|
Fogel Capital Management
Stuart,
Florida
|
$194M
|
+$6.1M
|
+3%
|
4.48%
|
–
|
40
|
5%
|
|
|
5505
|
Adalta Capital Management
New York
|
$194M
|
+$9.96M
|
+5%
|
6.95%
|
66.3%
|
103
|
9.71%
|
|
|
5506
|
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
|
$194M
|
+$207K
|
+0.1%
|
7.97%
|
138%
|
124
|
25%
|
|
|
5507
|
|
$194M
|
+$8.82M
|
+5%
|
6.37%
|
57%
|
47
|
4.26%
|
|
|
5508
|
Cahill Wealth Management
Portage,
Michigan
|
$194M
|
+$26.1M
|
+16%
|
8.6%
|
24.7%
|
51
|
7.84%
|
|
|
5509
|
IMPACTfolio
Denver,
Colorado
|
$194M
|
+$15.2M
|
+9%
|
5.92%
|
51.2%
|
55
|
30.91%
|
|
|
5510
|
Heritage Family Offices
Scottsdale,
Arizona
|
$194M
|
+$13.5M
|
+8%
|
7.67%
|
–
|
188
|
14.89%
|
|
|
5511
|
Briaud Financial Planning
College Station,
Texas
|
$194M
|
+$20.4M
|
+12%
|
6.72%
|
81.6%
|
152
|
13.82%
|
|
|
5512
|
Cherry Creek Investment Advisors
Englewood,
Colorado
|
$194M
|
+$1.87M
|
+1%
|
7.23%
|
140%
|
115
|
13.91%
|
|
|
5513
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$194M
|
+$82.6M
|
+74%
|
6.96%
|
54.8%
|
179
|
36.31%
|
|
|
5514
|
Creekside Partners
Petaluma,
California
|
$193M
|
+$12.9M
|
+7%
|
7.86%
|
–
|
169
|
6.51%
|
|
|
5515
|
Blackston Financial Advisory Group
The Villages,
Florida
|
$193M
|
+$14.7M
|
+8%
|
6.65%
|
58.9%
|
145
|
50.34%
|
|
|
5516
|
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
|
$193M
|
+$5.1M
|
+3%
|
5.08%
|
59.2%
|
22
|
18.18%
|
|
|
5517
|
Everpar Advisors
Tulsa,
Oklahoma
|
$193M
|
-$6.4M
|
-3%
|
7.6%
|
–
|
282
|
14.89%
|
|
|
5518
|
Granby Capital Management
Miami Beach,
Florida
|
$193M
|
+$18.3M
|
+10%
|
5.98%
|
40.9%
|
23
|
13.04%
|
|
|
5519
|
Dudley Capital Management
Middleburg,
Virginia
|
$193M
|
+$12.7M
|
+7%
|
6.96%
|
110%
|
136
|
16.18%
|
|
|
5520
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
$193M
|
+$7.91M
|
+4%
|
4.99%
|
75.8%
|
60
|
13.33%
|
|
|
5521
|
State Insurance Fund
New York
|
$193M
|
+$10.2M
|
+6%
|
5.57%
|
–
|
1
|
0%
|
|
|
5522
|
Melia Wealth
Tulsa,
Oklahoma
|
$193M
|
+$9.91M
|
+5%
|
0.65%
|
–
|
20
|
10%
|
|
|
5523
|
Significant Wealth Partners
Cary,
Illinois
|
$193M
|
+$15.2M
|
+9%
|
3.43%
|
–
|
86
|
20.93%
|
|
|
5524
|
Tieton Capital Management
Yakima,
Washington
|
$193M
|
+$13.1M
|
+7%
|
9.71%
|
154%
|
40
|
2.5%
|
|
|
5525
|
Pinnacle Family Advisors
Springfield,
Missouri
|
$193M
|
+$12.1M
|
+7%
|
6.48%
|
77.3%
|
133
|
30.08%
|
|