|
5701
|
Pacific Excel Wealth Advisors
Walnut Creek,
California
|
$258M
|
+$163M
|
+172%
|
15.8%
|
–
|
324
|
86.42%
|
|
|
5702
|
Resolute Wealth Strategies
Jackson,
Mississippi
|
$258M
|
+$26.4M
|
+11%
|
15.2%
|
105%
|
140
|
24.29%
|
|
|
5703
|
Mach-1 Financial Group
Rogers,
Arkansas
|
$258M
|
-$26M
|
-9%
|
12.9%
|
83.4%
|
182
|
39.56%
|
|
|
5704
|
Beach Point Capital Management
Santa Monica,
California
|
$258M
|
+$3.99M
|
+2%
|
21.7%
|
110%
|
14
|
21.43%
|
|
|
5705
|
Darrow Company
Needham,
Massachusetts
|
$258M
|
+$35.9M
|
+16%
|
11.6%
|
41.1%
|
60
|
10%
|
|
|
5706
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$258M
|
-$91.4M
|
-26%
|
8.99%
|
47.7%
|
1,064
|
62.78%
|
|
|
5707
|
Family Capital Management
Grand Rapids,
Michigan
|
$258M
|
+$33.1M
|
+15%
|
15.6%
|
70.5%
|
117
|
12.82%
|
|
|
5708
|
Great Hill Partners
Boston,
Massachusetts
|
$258M
|
+$48M
|
+23%
|
22.9%
|
24%
|
1
|
0%
|
|
|
5709
|
Robertson Opportunity Capital
Dallas,
Texas
|
$258M
|
-$2.22M
|
-0.9%
|
11.5%
|
93.4%
|
31
|
9.68%
|
|
|
5710
|
Inherent Management Corp
New York
|
$258M
|
+$60.9M
|
+31%
|
4.62%
|
–
|
12
|
33.33%
|
|
|
5711
|
Ergawealth Advisors
Oak Brook,
Illinois
|
$258M
|
+$31.3M
|
+14%
|
12.3%
|
47.7%
|
58
|
12.07%
|
|
|
5712
|
Prospect Hill Management
Short Hills,
New Jersey
|
$257M
|
+$33.1M
|
+15%
|
13%
|
85.1%
|
14
|
0%
|
|
|
5713
|
Beaumont Asset Management
Beaumont,
Texas
|
$257M
|
+$35.3M
|
+16%
|
12.5%
|
64.3%
|
83
|
13.25%
|
|
|
5714
|
Transcendent Capital Group
Edmond,
Oklahoma
|
$257M
|
+$37.7M
|
+17%
|
16.5%
|
–
|
138
|
26.09%
|
|
|
5715
|
Untitled Investments
New York
|
$257M
|
-$11.6M
|
-4%
|
22.3%
|
79.6%
|
19
|
21.05%
|
|
|
5716
|
New England Research & Management
Chicago,
Illinois
|
$257M
|
+$20.3M
|
+9%
|
13.5%
|
56.4%
|
167
|
34.13%
|
|
|
5717
|
Guardian Financial Partners
Orange,
California
|
$257M
|
+$20.1M
|
+8%
|
11.9%
|
50.2%
|
74
|
16.22%
|
|
|
5718
|
HMV Wealth Advisors
Shreveport,
Louisiana
|
$257M
|
+$44M
|
+21%
|
11.8%
|
–
|
89
|
8.99%
|
|
|
5719
|
Leslie Global Wealth
Itasca,
Illinois
|
$257M
|
+$67M
|
+35%
|
13.9%
|
–
|
92
|
21.74%
|
|
|
5720
|
626 Financial
Portage,
Michigan
|
$257M
|
+$32.4M
|
+14%
|
13.4%
|
71.3%
|
133
|
13.53%
|
|
|
5721
|
Miller Capital Partners
Troy,
Michigan
|
$257M
|
+$48.6M
|
+23%
|
34.4%
|
–
|
266
|
4.51%
|
|
|
5722
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$257M
|
+$49M
|
+24%
|
23.7%
|
80.7%
|
138
|
15.94%
|
|
|
5723
|
Daily Journal Corp
Los Angeles,
California
|
$257M
|
+$16M
|
+7%
|
7.97%
|
108%
|
4
|
0%
|
|
|
5724
|
CNB Bank
Clearfield,
Pennsylvania
|
$257M
|
+$18.9M
|
+8%
|
14%
|
91.6%
|
534
|
5.24%
|
|
|
5725
|
NBZ Investment Advisors
Knoxville,
Tennessee
|
$256M
|
+$27.4M
|
+12%
|
12.3%
|
–
|
87
|
17.24%
|
|