|
5501
|
Luken Investment Analytics
Brentwood,
Tennessee
|
$253M
|
-$2.53M
|
-1%
|
1.23%
|
47.6%
|
401
|
64.34%
|
|
|
5502
|
VarCov Co
Darien,
Connecticut
|
$253M
|
–
|
–
|
0.45%
|
–
|
436
|
–
|
|
|
5503
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$253M
|
+$32.2M
|
+15%
|
7.62%
|
168%
|
555
|
27.75%
|
|
|
5504
|
Greykasell Wealth Strategies
Danville,
California
|
$253M
|
+$15.8M
|
+7%
|
3.45%
|
–
|
501
|
20.76%
|
|
|
5505
|
Choice Wealth Advisors
Waterville,
Maine
|
$253M
|
+$19.6M
|
+8%
|
1.64%
|
52.3%
|
34
|
8.82%
|
|
|
5506
|
S.A. Mason
Holland,
Michigan
|
$253M
|
+$26.3M
|
+12%
|
2.64%
|
105%
|
273
|
10.99%
|
|
|
5507
|
Meridian Financial Partners
Warrenton,
Virginia
|
$253M
|
+$12.1M
|
+5%
|
3.22%
|
73.1%
|
122
|
10.66%
|
|
|
5508
|
Integrity Wealth Solutions
Denver,
Colorado
|
$253M
|
+$28.6M
|
+13%
|
2.41%
|
–
|
131
|
12.21%
|
|
|
5509
|
Ardent Capital Management
Cincinnati,
Ohio
|
$253M
|
+$16.8M
|
+7%
|
5.31%
|
77.5%
|
51
|
1.96%
|
|
|
5510
|
Towerpoint Wealth
Sacramento,
California
|
$253M
|
+$8.14M
|
+3%
|
2.6%
|
62.4%
|
94
|
9.57%
|
|
|
5511
|
Eurizon SLJ Capital
London,
|
$252M
|
–
|
–
|
2.73%
|
–
|
138
|
–
|
|
|
5512
|
Proactive Wealth Strategies
Marietta,
Georgia
|
$252M
|
+$20.1M
|
+9%
|
2.9%
|
–
|
155
|
10.97%
|
|
|
5513
|
Meros Investment Management
Dallas,
Texas
|
$252M
|
+$17.9M
|
+8%
|
2.96%
|
102%
|
53
|
28.3%
|
|
|
5514
|
Western Financial Corp
San Diego,
California
|
$252M
|
+$22.4M
|
+10%
|
22.9%
|
260%
|
129
|
19.38%
|
|
|
5515
|
ANB Bank
Denver,
Colorado
|
$252M
|
+$5.43M
|
+2%
|
3.46%
|
–
|
143
|
25.87%
|
|
|
5516
|
Silver Heights Capital Management
Toronto,
Ontario, Canada
|
$252M
|
+$29.1M
|
+13%
|
1.99%
|
39.8%
|
5
|
20%
|
|
|
5517
|
Roehl & Yi Investment Advisors
Eugene,
Oregon
|
$252M
|
+$22.1M
|
+10%
|
3.02%
|
–
|
181
|
12.15%
|
|
|
5518
|
MKA Charitable Fund
San Francisco,
California
|
$252M
|
+$20.5M
|
+9%
|
11.8%
|
–
|
1
|
0%
|
|
|
5519
|
Diesslin Group
Fort Worth,
Texas
|
$252M
|
–
|
–
|
0.59%
|
–
|
54
|
–
|
|
|
5520
|
Centennial Bank
Conway,
Arkansas
|
$252M
|
-$2.8M
|
-1%
|
1.75%
|
69.9%
|
347
|
3.75%
|
|
|
5521
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$251M
|
+$10.5M
|
+4%
|
2.38%
|
51.9%
|
135
|
5.19%
|
|
|
5522
|
Peirce Capital Management
The Woodlands,
Texas
|
$251M
|
+$10.7M
|
+4%
|
2.92%
|
–
|
44
|
11.36%
|
|
|
5523
|
Georgetown University
Washington,
District of Columbia
|
$251M
|
-$48M
|
-16%
|
5.68%
|
79.9%
|
21
|
52.38%
|
|
|
5524
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$251M
|
+$14M
|
+6%
|
1.48%
|
53.8%
|
94
|
6.38%
|
|
|
5525
|
LECAP Asset Management
London,
United Kingdom
|
$251M
|
-$36.6M
|
-13%
|
2.24%
|
–
|
404
|
65.59%
|
|