|
5001
|
iSAM Funds (UK)
London,
United Kingdom
|
$278M
|
-$209M
|
-43%
|
|
|
749
|
|
|
|
5002
|
Master's Wealth Management
Lancaster,
Pennsylvania
|
$278M
|
+$47.7M
|
+21%
|
|
|
68
|
|
|
|
5003
|
Blue Water Asset Management
Grand Rapids,
Michigan
|
$278M
|
–
|
–
|
|
|
104
|
|
|
|
5004
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$278M
|
+$1.45M
|
+0.5%
|
|
|
621
|
|
|
|
5005
|
Montgomery Investment Management
Rockville,
Maryland
|
$278M
|
-$6.26M
|
-2%
|
|
|
98
|
|
|
|
5006
|
Horizon Investment Services
Hammond,
Indiana
|
$278M
|
+$13M
|
+5%
|
|
|
151
|
|
|
|
5007
|
Wealth Quarterback
Toms River,
New Jersey
|
$278M
|
+$19.2M
|
+7%
|
|
|
164
|
|
|
|
5008
|
Clarus Group
Houston,
Texas
|
$278M
|
-$9.99M
|
-3%
|
|
|
112
|
|
|
|
5009
|
Tranquility Partners
Brentwood,
Tennessee
|
$278M
|
-$18.6M
|
-6%
|
|
|
245
|
|
|
|
5010
|
Private Wealth Advisors (California)
Fresno,
California
|
$278M
|
+$12M
|
+5%
|
|
|
93
|
|
|
|
5011
|
Weinberger Asset Management
Los Angeles,
California
|
$277M
|
+$1.21M
|
+0.4%
|
|
|
94
|
|
|
|
5012
|
Prosperity Financial Group
San Ramon,
California
|
$277M
|
+$4.88M
|
+2%
|
|
|
200
|
|
|
|
5013
|
Family Wealth Partners
Matthews,
North Carolina
|
$277M
|
+$10.6M
|
+4%
|
|
|
100
|
|
|
|
5014
|
Excalibur Management
Waltham,
Massachusetts
|
$277M
|
+$1.78M
|
+0.6%
|
|
|
169
|
|
|
|
5015
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$277M
|
+$12.2M
|
+5%
|
|
|
176
|
|
|
|
5016
|
Iams Wealth Management
Omaha,
Nebraska
|
$277M
|
+$27.8M
|
+11%
|
|
|
211
|
|
|
|
5017
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$277M
|
+$10.7M
|
+4%
|
|
|
175
|
|
|
|
5018
|
Sonata Capital Group
Seattle,
Washington
|
$277M
|
+$6.07M
|
+2%
|
|
|
126
|
|
|
|
5019
|
Stableford Capital II
Scottsdale,
Arizona
|
$277M
|
+$122K
|
+0%
|
|
|
159
|
|
|
|
5020
|
Daily Journal Corp
Los Angeles,
California
|
$277M
|
+$14.4M
|
+5%
|
|
|
4
|
|
|
|
5021
|
Allred Capital Management
Dallas,
Texas
|
$277M
|
-$10.7M
|
-4%
|
|
|
175
|
|
|
|
5022
|
Forza Wealth Management
Sarasota,
Florida
|
$277M
|
+$15.5M
|
+6%
|
|
|
193
|
|
|
|
5023
|
Breakwater Investment Management
Seattle,
Washington
|
$276M
|
+$5.18M
|
+2%
|
|
|
621
|
|
|
|
5024
|
Merck & Co
Kenilworth,
New Jersey
|
$276M
|
+$48.2M
|
+21%
|
|
|
13
|
|
|
|
5025
|
Centerline Wealth Advisors
Louisville,
Kentucky
|
$276M
|
+$46.5M
|
+20%
|
|
|
62
|
|
|