|
5601
|
Resource Planning Group
Atlanta,
Georgia
|
$157M
|
+$39.4M
|
+33%
|
7.82%
|
1.9%
|
73
|
23.29%
|
|
|
5602
|
Kinloch Capital
Glen Allen,
Virginia
|
$157M
|
-$2.36M
|
-1%
|
8.66%
|
48.9%
|
79
|
22.78%
|
|
|
5603
|
Ballast Asset Management
Dallas,
Texas
|
$157M
|
+$49.4M
|
+46%
|
11.8%
|
–
|
54
|
14.81%
|
|
|
5604
|
Executive Wealth Group
Kirkland,
Washington
|
$157M
|
+$16.4M
|
+12%
|
14.3%
|
14.9%
|
48
|
4.17%
|
|
|
5605
|
Anabranch Capital Management
Stamford,
Connecticut
|
$157M
|
+$20.5M
|
+15%
|
20.2%
|
160%
|
7
|
0%
|
|
|
5606
|
Chronos Wealth Management
Clearwater,
Florida
|
$157M
|
+$14.3M
|
+10%
|
11.7%
|
86.4%
|
38
|
5.26%
|
|
|
5607
|
Ivy Lane Capital Management
Winter Park,
Florida
|
$157M
|
+$23.5M
|
+18%
|
19.2%
|
97.3%
|
13
|
15.38%
|
|
|
5608
|
Melone Private Wealth
Auburn Hills,
Michigan
|
$157M
|
+$17.3M
|
+12%
|
9.56%
|
30.3%
|
54
|
18.52%
|
|
|
5609
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$157M
|
+$17.7M
|
+13%
|
12.2%
|
138%
|
342
|
5.85%
|
|
|
5610
|
Sterneck Capital Management
Kansas City,
Missouri
|
$157M
|
+$7.39M
|
+5%
|
9.68%
|
52.9%
|
98
|
11.22%
|
|
|
5611
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$157M
|
+$13.8M
|
+10%
|
7.4%
|
51.9%
|
124
|
16.94%
|
|
|
5612
|
Eldred Rock Partners
San Antonio,
Texas
|
$157M
|
–
|
–
|
11.7%
|
–
|
25
|
–
|
|
|
5613
|
Naman Capital
Sao Paulo,
Brazil
|
$157M
|
+$31.7M
|
+25%
|
25.9%
|
106%
|
11
|
9.09%
|
|
|
5614
|
B. Riley Financial
Los Angeles,
California
|
$157M
|
-$140M
|
-47%
|
20.5%
|
741%
|
27
|
33.33%
|
|
|
5615
|
Whitefort Capital Management
New York
|
$157M
|
-$33.9M
|
-18%
|
14.5%
|
179%
|
23
|
21.74%
|
|
|
5616
|
Bryant Woods Investment Advisors
Getzville,
New York
|
$157M
|
+$19.4M
|
+14%
|
11.3%
|
66.3%
|
45
|
11.11%
|
|
|
5617
|
Baron Financial Group
Fair Lawn,
New Jersey
|
$157M
|
+$2.88M
|
+2%
|
9.53%
|
52.1%
|
53
|
11.32%
|
|
|
5618
|
Integral Investment Advisors
Turlock,
California
|
$157M
|
+$13.7M
|
+10%
|
8.98%
|
60%
|
83
|
7.23%
|
|
|
5619
|
Dudley Capital Management
Middleburg,
Virginia
|
$157M
|
+$14.3M
|
+10%
|
9.61%
|
110%
|
120
|
13.33%
|
|
|
5620
|
Verity Asset Management
Durham,
North Carolina
|
$157M
|
+$21M
|
+15%
|
9.07%
|
68.4%
|
203
|
25.12%
|
|
|
5621
|
Halter Ferguson Financial
Carmel,
Indiana
|
$157M
|
–
|
–
|
4.03%
|
–
|
30
|
–
|
|
|
5622
|
Bond Capital Management
San Francisco,
California
|
$157M
|
-$977K
|
-0.6%
|
0.17%
|
28.9%
|
5
|
0%
|
|
|
5623
|
Moser Wealth Advisors
Bellevue,
Washington
|
$157M
|
+$14.2M
|
+10%
|
11.8%
|
–
|
145
|
9.66%
|
|
|
5624
|
Evolution Advisers
Richmond,
Virginia
|
$157M
|
+$18.5M
|
+13%
|
8.36%
|
33%
|
232
|
43.53%
|
|
|
5625
|
Beacon Investment Advisors
Gaithersburg,
Maryland
|
$157M
|
+$15.3M
|
+11%
|
12.5%
|
64.3%
|
130
|
4.62%
|
|