|
5001
|
Prosperity Planning
Kansas City,
Missouri
|
$1.97億
|
+$1393万
|
+8%
|
3.36%
|
43.5%
|
95
|
3.16%
|
0.8
|
|
|
5002
|
Ayrshire Capital Management
Westport,
Connecticut
|
$1.97億
|
+$2066万
|
+12%
|
12.7%
|
84.8%
|
55
|
10.91%
|
1.7
|
|
|
5003
|
Sunburst Financial Group
Vestavia Hills,
Alabama
|
$1.97億
|
+$3571万
|
+22%
|
7.27%
|
55.7%
|
73
|
16.44%
|
1.5
|
|
|
5004
|
Pecaut & Co
Sioux City,
Iowa
|
$1.97億
|
+$2935万
|
+18%
|
9.49%
|
62.8%
|
101
|
23.76%
|
2.3
|
|
|
5005
|
Fusion Capital
Mt. Pleasant,
South Carolina
|
$1.97億
|
+$2804万
|
+17%
|
10.9%
|
108%
|
87
|
13.79%
|
1.3
|
|
|
5006
|
Intrepid Capital Management
Jacksonville Beach,
Florida
|
$1.97億
|
-$587万
|
-3%
|
5.16%
|
70.2%
|
73
|
16.44%
|
1.8
|
|
|
5007
|
St. Johns Investment Management
Jacksonville,
Florida
|
$1.96億
|
+$1471万
|
+8%
|
10%
|
91.9%
|
208
|
15.38%
|
4.3
|
|
|
5008
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$1.96億
|
+$1013万
|
+5%
|
11.3%
|
304%
|
265
|
31.32%
|
2.4
|
|
|
5009
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$1.96億
|
+$1602万
|
+9%
|
10.6%
|
135%
|
233
|
22.75%
|
2
|
|
|
5010
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$1.96億
|
-$2830万
|
-13%
|
9.84%
|
54.3%
|
358
|
23.18%
|
3.1
|
|
|
5011
|
Alta Fox Capital Management
Fort Worth,
Texas
|
$1.96億
|
–
|
–
|
9.84%
|
261%
|
14
|
–
|
0
|
|
|
5012
|
Triune Financial Partners
Overland Park,
Kansas
|
$1.96億
|
–
|
–
|
5.76%
|
66.6%
|
24
|
–
|
0.4
|
|
|
5013
|
Stonebridge Advisors
Wilton,
Connecticut
|
$1.96億
|
–
|
–
|
0.14%
|
0.03%
|
5
|
–
|
0
|
|
|
5014
|
I.G.Y. Ltd
London,
United Kingdom
|
$1.96億
|
+$1923万
|
+11%
|
12%
|
80.5%
|
3
|
0%
|
1.8
|
|
|
5015
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$1.96億
|
+$1006万
|
+5%
|
5.83%
|
56.4%
|
118
|
5.08%
|
2.1
|
|
|
5016
|
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
|
$1.95億
|
+$841万
|
+4%
|
11.6%
|
105%
|
108
|
8.33%
|
1.6
|
|
|
5017
|
Sender Company & Partners
New York
|
$1.95億
|
–
|
–
|
4.78%
|
69.8%
|
95
|
–
|
0
|
|
|
5018
|
Hollow Brook Wealth Management
Katonah,
New York
|
$1.95億
|
+$3358万
|
+21%
|
9.37%
|
97.8%
|
84
|
30.95%
|
2.5
|
|
|
5019
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$1.95億
|
+$876万
|
+5%
|
8.5%
|
135%
|
164
|
9.15%
|
4.7
|
|
|
5020
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$1.95億
|
–
|
–
|
5.37%
|
66%
|
85
|
–
|
0
|
|
|
5021
|
Hidden Lake Asset Management
New York
|
$1.95億
|
-$1.84億
|
-49%
|
12.8%
|
849%
|
26
|
69.23%
|
0.3
|
|
|
5022
|
Wealth CMT
Cherry Hill,
New Jersey
|
$1.95億
|
+$1.56億
|
+405%
|
6.7%
|
25%
|
21
|
80.95%
|
0.2
|
|
|
5023
|
Members Capital Advisors Inc
Madison,
Wisconsin
|
$1.95億
|
+$1046万
|
+6%
|
7.2%
|
–
|
72
|
13.89%
|
1.2
|
|
|
5024
|
MBE Wealth Management
Tomah,
Wisconsin
|
$1.95億
|
-$165万
|
-0.8%
|
8.88%
|
66.5%
|
68
|
16.18%
|
1.3
|
|
|
5025
|
IMS Capital Management
Portland,
Oregon
|
$1.95億
|
+$2184万
|
+13%
|
9.13%
|
119%
|
151
|
20.53%
|
3.4
|
|