|
5901
|
Greater Midwest Financial Group
St. Paul,
Minnesota
|
$147M
|
–
|
–
|
11.2%
|
–
|
52
|
–
|
|
|
5902
|
Wayfinding Financial
Lynnwood,
Washington
|
$147M
|
+$14.7M
|
+11%
|
10.7%
|
68.3%
|
127
|
22.83%
|
|
|
5903
|
Lagoda Investment Management
New York
|
$147M
|
-$5.32M
|
-3%
|
7.89%
|
250%
|
42
|
7.14%
|
|
|
5904
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$147M
|
+$35.8M
|
+32%
|
10.5%
|
–
|
175
|
26.86%
|
|
|
5905
|
Qalhat Capital
Tortola,
British Virgin Islands
|
$147M
|
-$15.7M
|
-10%
|
10.3%
|
90.3%
|
8
|
12.5%
|
|
|
5906
|
Eagle Bluffs Wealth Management
Columbia,
Missouri
|
$147M
|
+$16.5M
|
+13%
|
9.82%
|
95.3%
|
68
|
7.35%
|
|
|
5907
|
GoalFusion Wealth Management
Austin,
Texas
|
$147M
|
+$12.2M
|
+9%
|
7.84%
|
43.6%
|
30
|
10%
|
|
|
5908
|
Masso Torrence Wealth Management
Marlton,
New Jersey
|
$146M
|
+$16.4M
|
+13%
|
11.4%
|
130%
|
100
|
26%
|
|
|
5909
|
R.H. Dinel Investment Counsel
Los Angeles,
California
|
$146M
|
+$7.79M
|
+6%
|
8.72%
|
34.1%
|
56
|
1.79%
|
|
|
5910
|
Forte Asset Management
Bedford,
New York
|
$146M
|
-$2.57M
|
-2%
|
10.3%
|
48.8%
|
61
|
22.95%
|
|
|
5911
|
Chicago Wealth Management
Chicago,
Illinois
|
$146M
|
+$19.4M
|
+15%
|
14%
|
134%
|
45
|
13.33%
|
|
|
5912
|
Covestor
London,
United Kingdom
|
$146M
|
+$13.6M
|
+10%
|
13.4%
|
136%
|
2,904
|
6.58%
|
|
|
5913
|
PFS Partners
Mine Hill,
New Jersey
|
$146M
|
+$32.8M
|
+29%
|
7.77%
|
63.2%
|
500
|
14.2%
|
|
|
5914
|
Intrepid Capital Management
Jacksonville Beach,
Florida
|
$146M
|
+$1.6M
|
+1%
|
9.6%
|
70.2%
|
232
|
56.03%
|
|
|
5915
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$146M
|
+$10.5M
|
+8%
|
11.7%
|
131%
|
260
|
6.54%
|
|
|
5916
|
Concorde Financial
Dallas,
Texas
|
$146M
|
+$87.5M
|
+149%
|
3.75%
|
81.3%
|
36
|
19.44%
|
|
|
5917
|
Crown Advisors Management
Larkspur,
California
|
$146M
|
+$5.43M
|
+4%
|
17.3%
|
284%
|
50
|
24%
|
|
|
5918
|
Harbert Fund Advisors
Birmingham,
Alabama
|
$146M
|
+$5.65M
|
+4%
|
12.9%
|
70.8%
|
77
|
50.65%
|
|
|
5919
|
BOS Asset Management
Springfield,
Illinois
|
$146M
|
+$9.6M
|
+7%
|
8.21%
|
67.8%
|
163
|
19.02%
|
|
|
5920
|
|
$146M
|
+$54.9M
|
+60%
|
60.1%
|
20%
|
6
|
16.67%
|
|
|
5921
|
Disciplined Equity Management
Neptune Beach,
Florida
|
$146M
|
+$26.1M
|
+22%
|
10.9%
|
67.6%
|
103
|
48.54%
|
|
|
5922
|
Capital Wealth Alliance
Scottsdale,
Arizona
|
$146M
|
+$13M
|
+10%
|
8.54%
|
108%
|
106
|
15.09%
|
|
|
5923
|
FS Capital Partners VI
Los Angeles,
California
|
$145M
|
-$10M
|
-6%
|
27.4%
|
–
|
1
|
0%
|
|
|
5924
|
Brooks Moore & Associates
Chattanooga,
Tennessee
|
$145M
|
+$13M
|
+10%
|
8.15%
|
63.7%
|
87
|
10.34%
|
|
|
5925
|
MGO Private Wealth
Irvine,
California
|
$145M
|
+$11.5M
|
+9%
|
8.89%
|
51.5%
|
77
|
15.58%
|
|