|
5501
|
Exeter Financial
Scottsdale,
Arizona
|
$232M
|
+$6.86M
|
+3%
|
5.56%
|
50.4%
|
92
|
1.09%
|
|
|
5502
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$232M
|
+$28.8M
|
+14%
|
1.9%
|
57.5%
|
308
|
37.01%
|
|
|
5503
|
CPV Partners
Stamford,
Connecticut
|
$231M
|
+$49.9M
|
+27%
|
28.9%
|
149%
|
4
|
0%
|
|
|
5504
|
Alfreton Capital
Radlett, Hertfordshire,
United Kingdom
|
$231M
|
-$113M
|
-33%
|
2.6%
|
32.8%
|
5
|
20%
|
|
|
5505
|
MKA Charitable Fund
San Francisco,
California
|
$231M
|
-$24.2M
|
-9%
|
8.25%
|
–
|
1
|
0%
|
|
|
5506
|
Harvest Management
New York
|
$231M
|
-$3.67M
|
-2%
|
23.4%
|
609%
|
99
|
77.78%
|
|
|
5507
|
Blue Sky Capital Consultants Group
Poway,
California
|
$231M
|
+$32.4M
|
+16%
|
14.1%
|
–
|
67
|
14.93%
|
|
|
5508
|
Cherry Creek Investment Advisors
Englewood,
Colorado
|
$231M
|
+$17.9M
|
+8%
|
9.06%
|
140%
|
124
|
13.71%
|
|
|
5509
|
MBE Wealth Management
Tomah,
Wisconsin
|
$231M
|
+$1.24M
|
+0.5%
|
6.27%
|
60.9%
|
145
|
11.72%
|
|
|
5510
|
RiverPark Advisors
New York
|
$231M
|
+$68.4M
|
+42%
|
4.22%
|
87.5%
|
159
|
28.93%
|
|
|
5511
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$231M
|
+$3.47M
|
+2%
|
5.28%
|
40%
|
295
|
27.12%
|
|
|
5512
|
Continental Advisors
Park City,
Utah
|
$231M
|
+$17.6M
|
+8%
|
8.19%
|
69%
|
43
|
9.3%
|
|
|
5513
|
Bontempo Ohly Capital Management
Bethesda,
Maryland
|
$231M
|
+$10M
|
+5%
|
5.12%
|
41.5%
|
31
|
0%
|
|
|
5514
|
SFG Wealth Management
Towson,
Maryland
|
$231M
|
+$65.4M
|
+39%
|
8.55%
|
82.1%
|
138
|
46.38%
|
|
|
5515
|
Investmark Advisory Group
Shelton,
Connecticut
|
$231M
|
+$17.2M
|
+8%
|
8.11%
|
53.2%
|
133
|
3.76%
|
|
|
5516
|
Red Tortoise LLC
Atlanta,
Georgia
|
$231M
|
+$23.3M
|
+11%
|
6.86%
|
43.7%
|
628
|
10.99%
|
|
|
5517
|
RWQ Financial Management Services
Naples,
Florida
|
$230M
|
-$7.19M
|
-3%
|
17.8%
|
415%
|
26
|
26.92%
|
|
|
5518
|
Master's Wealth Management
Lancaster,
Pennsylvania
|
$230M
|
+$16.1M
|
+8%
|
5.76%
|
–
|
52
|
21.15%
|
|
|
5519
|
Genesee Capital Advisors
Auburn,
New York
|
$230M
|
+$7.1M
|
+3%
|
8.4%
|
71.5%
|
129
|
10.85%
|
|
|
5520
|
Element Wealth
Ridgeland,
Mississippi
|
$230M
|
+$12.8M
|
+6%
|
6.08%
|
44.8%
|
201
|
10.45%
|
|
|
5521
|
Harbour Investment Management
Edmonds,
Washington
|
$230M
|
-$1.18M
|
-0.5%
|
5.02%
|
58.8%
|
108
|
13.89%
|
|
|
5522
|
Eastover Investment Advisors
Charlotte,
North Carolina
|
$230M
|
+$6.98M
|
+3%
|
9.23%
|
102%
|
48
|
10.42%
|
|
|
5523
|
Western Financial Corp
San Diego,
California
|
$230M
|
+$43.2M
|
+23%
|
22.1%
|
260%
|
129
|
12.4%
|
|
|
5524
|
Franchise Capital
Grand Cayman,
Cayman Islands
|
$230M
|
+$38M
|
+20%
|
19.4%
|
537%
|
32
|
31.25%
|
|
|
5525
|
Centerline Wealth Advisors
Louisville,
Kentucky
|
$230M
|
+$25.9M
|
+13%
|
6.83%
|
–
|
48
|
16.67%
|
|