|
5551
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$157M
|
-$11.5M
|
-7%
|
6.08%
|
84%
|
609
|
77.83%
|
2.1
|
|
|
5552
|
Petix & Botte Financial
La Mesa,
California
|
$157M
|
-$138M
|
-47%
|
6.07%
|
47.5%
|
119
|
36.13%
|
1.6
|
|
|
5553
|
BMS Financial Advisors
Rapid City,
South Dakota
|
$157M
|
–
|
–
|
8.2%
|
–
|
92
|
–
|
0
|
|
|
5554
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$157M
|
+$15.3M
|
+11%
|
8.42%
|
64.4%
|
116
|
17.24%
|
0.8
|
|
|
5555
|
Santa Monica Partners
Palm Beach Gardens,
Florida
|
$157M
|
+$2.6M
|
+2%
|
7.47%
|
102%
|
23
|
8.7%
|
3.1
|
|
|
5556
|
Eagle Bay Advisors
New York
|
$157M
|
-$21.5M
|
-12%
|
6.22%
|
85%
|
1,410
|
32.98%
|
0.4
|
|
|
5557
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$157M
|
–
|
–
|
8.79%
|
161%
|
221
|
–
|
0
|
|
|
5558
|
Loudon Investment Management
West Lebanon,
New Hampshire
|
$157M
|
+$16.1M
|
+11%
|
13.3%
|
72.5%
|
88
|
3.41%
|
4.3
|
|
|
5559
|
Rainwater Charitable Foundation
Fort Worth,
Texas
|
$157M
|
-$342K
|
-0.2%
|
9.14%
|
44%
|
2
|
0%
|
1.9
|
|
|
5560
|
Smart Money Group
Eastland,
Texas
|
$157M
|
+$19.1M
|
+14%
|
4.29%
|
58.9%
|
69
|
10.14%
|
1.8
|
|
|
5561
|
Advisory Services & Investments
Bend,
Oregon
|
$156M
|
+$3.97M
|
+3%
|
4.39%
|
19.9%
|
36
|
5.56%
|
0.5
|
|
|
5562
|
Eclectic Associates
Fullerton,
California
|
$156M
|
+$19.3M
|
+14%
|
6.29%
|
53.8%
|
77
|
14.29%
|
0.8
|
|
|
5563
|
KEB Asset Management
Springfield,
Illinois
|
$156M
|
–
|
–
|
6.73%
|
68.9%
|
51
|
–
|
0
|
|
|
5564
|
Investment Advisory Group
Hanover,
Massachusetts
|
$156M
|
–
|
–
|
7.59%
|
61.6%
|
122
|
–
|
0
|
|
|
5565
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$156M
|
-$12.9M
|
-8%
|
10.1%
|
111%
|
397
|
18.39%
|
0.3
|
|
|
5566
|
RiverTree Advisors
Winter Park,
Florida
|
$156M
|
+$9.7M
|
+7%
|
6.18%
|
25.4%
|
49
|
40.82%
|
0.5
|
|
|
5567
|
Library Research
Hong Kong
|
$156M
|
-$45.1M
|
-22%
|
18.2%
|
22.4%
|
7
|
14.29%
|
0.7
|
|
|
5568
|
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
|
$156M
|
+$17.3M
|
+12%
|
11.5%
|
82.3%
|
172
|
11.63%
|
0.9
|
|
|
5569
|
Founders Capital Management (Texas)
Houston,
Texas
|
$156M
|
+$10.1M
|
+7%
|
10.3%
|
131%
|
331
|
9.67%
|
3.1
|
|
|
5570
|
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
$156M
|
–
|
–
|
9.2%
|
78%
|
523
|
–
|
0
|
|
|
5571
|
Moneywise Inc
Forest,
Virginia
|
$156M
|
+$2.35M
|
+2%
|
5.7%
|
60.8%
|
53
|
9.43%
|
2.8
|
|
|
5572
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$155M
|
–
|
–
|
13.9%
|
91.4%
|
229
|
–
|
0
|
|
|
5573
|
Seldon Capital
San Francisco,
California
|
$155M
|
–
|
–
|
5.86%
|
604%
|
290
|
–
|
0
|
|
|
5574
|
Crown Advisors Management
Larkspur,
California
|
$155M
|
+$13.1M
|
+9%
|
27.8%
|
284%
|
45
|
17.78%
|
1.8
|
|
|
5575
|
|
$155M
|
-$1.36M
|
-0.9%
|
2.3%
|
87.9%
|
40
|
12.5%
|
3.2
|
|