|
5101
|
CPA Asset Management
West Palm Beach,
Florida
|
$238M
|
+$10.7M
|
+5%
|
|
|
86
|
|
|
|
5102
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$238M
|
+$20.9M
|
+10%
|
|
|
157
|
|
|
|
5103
|
Cumberland Advisors
Sarasota,
Florida
|
$238M
|
+$17.1M
|
+8%
|
|
|
51
|
|
|
|
5104
|
WorthPointe
La Jolla,
California
|
$238M
|
+$18.6M
|
+8%
|
|
|
105
|
|
|
|
5105
|
Palogic Value Management
Dallas,
Texas
|
$238M
|
+$10.5M
|
+5%
|
|
|
174
|
|
|
|
5106
|
RWQ Financial Management Services
Naples,
Florida
|
$238M
|
+$86.6M
|
+57%
|
|
|
32
|
|
|
|
5107
|
Valence8 US
Cambridge,
Massachusetts
|
$238M
|
+$24.3M
|
+11%
|
|
|
14
|
|
|
|
5108
|
Flynn Zito Capital Management
Garden City,
New York
|
$238M
|
+$19.7M
|
+9%
|
|
|
133
|
|
|
|
5109
|
Mediatel Partners
Fort Worth,
Texas
|
$237M
|
-$6.26M
|
-3%
|
|
|
3
|
|
|
|
5110
|
PCA Investment Advisory Services
Cincinnati,
Ohio
|
$237M
|
+$48.2M
|
+25%
|
|
|
51
|
|
|
|
5111
|
S Squared Technology
New York
|
$237M
|
+$41.9M
|
+21%
|
|
|
36
|
|
|
|
5112
|
Freedom Financial Partners
Oakdale,
Minnesota
|
$237M
|
+$22.5M
|
+10%
|
|
|
80
|
|
|
|
5113
|
eCIO Inc
Madison,
Wisconsin
|
$237M
|
-$61.7M
|
-21%
|
|
|
507
|
|
|
|
5114
|
Consilium Wealth Advisory
Richardson,
Texas
|
$237M
|
+$37.6M
|
+19%
|
|
|
101
|
|
|
|
5115
|
Samjo Management
New York
|
$237M
|
+$1.11M
|
+0.5%
|
|
|
60
|
|
|
|
5116
|
|
$237M
|
+$12.9M
|
+6%
|
|
|
1,298
|
|
|
|
5117
|
Lanham O'Dell & Company
Hurricane,
West Virginia
|
$237M
|
+$64.3M
|
+37%
|
|
|
41
|
|
|
|
5118
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$237M
|
+$29.9M
|
+14%
|
|
|
659
|
|
|
|
5119
|
Hall Capital Management
Barrington,
Rhode Island
|
$237M
|
+$20.9M
|
+10%
|
|
|
96
|
|
|
|
5120
|
Act Wealth Management
Plano,
Texas
|
$237M
|
+$15.7M
|
+7%
|
|
|
58
|
|
|
|
5121
|
True Wind Capital Management
San Francisco,
California
|
$236M
|
-$53.7M
|
-19%
|
|
|
2
|
|
|
|
5122
|
Disciplined Investments
Tulsa,
Oklahoma
|
$236M
|
+$18.6M
|
+9%
|
|
|
130
|
|
|
|
5123
|
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
|
$236M
|
+$638K
|
+0.3%
|
|
|
124
|
|
|
|
5124
|
Orin Green Financial
San Diego,
California
|
$236M
|
+$24.1M
|
+11%
|
|
|
81
|
|
|
|
5125
|
Weitzel Financial Services
Dubuque,
Iowa
|
$236M
|
+$26.5M
|
+13%
|
|
|
49
|
|
|