|
5401
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
$147M
|
-$11.5M
|
-7%
|
|
|
67
|
|
|
|
5402
|
Patron Partners
Houston,
Texas
|
$147M
|
-$6.07M
|
-4%
|
|
|
202
|
|
|
|
5403
|
Safeguard Investment Advisory Group
Corona,
California
|
$147M
|
-$24.9M
|
-15%
|
|
|
97
|
|
|
|
5404
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$146M
|
-$8.42M
|
-5%
|
|
|
426
|
|
|
|
5405
|
Diversified Investment Strategies
Baton Rouge,
Louisiana
|
$146M
|
+$8.28M
|
+6%
|
|
|
47
|
|
|
|
5406
|
CJM Wealth Advisers
Falls Church,
Virginia
|
$146M
|
+$5.58M
|
+4%
|
|
|
62
|
|
|
|
5407
|
Southern Capital Advisors
Jackson,
Tennessee
|
$146M
|
-$15.6M
|
-10%
|
|
|
95
|
|
|
|
5408
|
Martin Capital Advisors
San Antonio,
Texas
|
$146M
|
-$15.7M
|
-10%
|
|
|
64
|
|
|
|
5409
|
Motive Wealth Advisors
Birmingham,
Michigan
|
$146M
|
-$20.1M
|
-12%
|
|
|
88
|
|
|
|
5410
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$146M
|
+$12.2M
|
+9%
|
|
|
268
|
|
|
|
5411
|
Sage Financial Management Group
Mclean,
Virginia
|
$146M
|
-$4.19M
|
-3%
|
|
|
31
|
|
|
|
5412
|
ESA Global Value Fund
Grand Cayman,
Cayman Islands
|
$146M
|
-$8.22M
|
-5%
|
|
|
5
|
|
|
|
5413
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$146M
|
-$18M
|
-11%
|
|
|
269
|
|
|
|
5414
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$146M
|
-$15M
|
-9%
|
|
|
291
|
|
|
|
5415
|
Anabranch Capital Management
Stamford,
Connecticut
|
$146M
|
-$30.8M
|
-17%
|
|
|
7
|
|
|
|
5416
|
Factorial Partners
Mt. Kisco,
New York
|
$146M
|
-$5.58M
|
-4%
|
|
|
100
|
|
|
|
5417
|
Financial Guidance Group
Palm Harbor,
Florida
|
$145M
|
–
|
–
|
|
|
41
|
|
|
|
5418
|
Strategic Value Bank Partners
Cleveland,
Ohio
|
$145M
|
+$34.9M
|
+32%
|
|
|
22
|
|
|
|
5419
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$145M
|
-$12.3M
|
-8%
|
|
|
184
|
|
|
|
5420
|
Rizvi Traverse Management
West Palm Beach,
Florida
|
$145M
|
-$243M
|
-63%
|
|
|
2
|
|
|
|
5421
|
Cunning Capital Partners
Morrisville,
North Carolina
|
$145M
|
-$38.5M
|
-21%
|
|
|
49
|
|
|
|
5422
|
Altus Wealth Management
Ft Mitchell,
Kentucky
|
$145M
|
-$22.7M
|
-13%
|
|
|
39
|
|
|
|
5423
|
O'Rourke & Company
Boston,
Massachusetts
|
$145M
|
-$4.83M
|
-3%
|
|
|
127
|
|
|
|
5424
|
Freedman Financial Associates
Peabody,
Massachusetts
|
$145M
|
-$1.29M
|
-0.9%
|
|
|
541
|
|
|
|
5425
|
Bluegrass Capital Partners
Palm Beach,
Florida
|
$145M
|
+$9.51M
|
+7%
|
|
|
15
|
|
|