|
5401
|
Compass Rose Asset Management
New York
|
$204M
|
+$112M
|
+121%
|
|
|
16
|
|
|
|
5402
|
O'Rourke & Company
Boston,
Massachusetts
|
$204M
|
+$4.3M
|
+2%
|
|
|
155
|
|
|
|
5403
|
Unison Asset Management
North Miami Beach,
Florida
|
$204M
|
-$6.39M
|
-3%
|
|
|
35
|
|
|
|
5404
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$204M
|
+$4.71M
|
+2%
|
|
|
188
|
|
|
|
5405
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$204M
|
+$1.09M
|
+0.5%
|
|
|
131
|
|
|
|
5406
|
Summa Corp
Tomball,
Texas
|
$204M
|
-$4.71M
|
-2%
|
|
|
68
|
|
|
|
5407
|
Investmark Advisory Group
Shelton,
Connecticut
|
$204M
|
-$2.05M
|
-1%
|
|
|
126
|
|
|
|
5408
|
Freemont Management
Vaud,
Switzerland
|
$204M
|
+$12.3M
|
+6%
|
|
|
86
|
|
|
|
5409
|
Autumn Glory Partners
Dallas,
Texas
|
$204M
|
-$56.3M
|
-22%
|
|
|
214
|
|
|
|
5410
|
Burford Brothers
Dallas,
Texas
|
$204M
|
+$11.9M
|
+6%
|
|
|
167
|
|
|
|
5411
|
FIDELIS iM
Medford,
Oregon
|
$204M
|
-$16.8M
|
-8%
|
|
|
22
|
|
|
|
5412
|
Parker Financial
Silverdale,
Washington
|
$204M
|
+$4.28M
|
+2%
|
|
|
36
|
|
|
|
5413
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$204M
|
-$1.82M
|
-0.9%
|
|
|
133
|
|
|
|
5414
|
Cherry Creek Investment Advisors
Englewood,
Colorado
|
$203M
|
+$9.95M
|
+5%
|
|
|
116
|
|
|
|
5415
|
Gunderson Capital Management
Mt. Pleasant,
South Carolina
|
$203M
|
-$32.7M
|
-14%
|
|
|
53
|
|
|
|
5416
|
Union Savings Bank
Litchfield,
Connecticut
|
$203M
|
-$631K
|
-0.3%
|
|
|
303
|
|
|
|
5417
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$203M
|
+$6.77M
|
+3%
|
|
|
500
|
|
|
|
5418
|
Eads & Heald Wealth Management
Atlanta,
Georgia
|
$203M
|
-$7.83M
|
-4%
|
|
|
145
|
|
|
|
5419
|
TAGStone Capital
Charlotte,
North Carolina
|
$203M
|
+$7.45M
|
+4%
|
|
|
94
|
|
|
|
5420
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$203M
|
+$5.14M
|
+3%
|
|
|
150
|
|
|
|
5421
|
Benchmark Wealth Management
Old Lyme,
Connecticut
|
$203M
|
+$697K
|
+0.3%
|
|
|
54
|
|
|
|
5422
|
Sequent Asset Management
Houston,
Texas
|
$203M
|
+$574K
|
+0.3%
|
|
|
95
|
|
|
|
5423
|
Adapt Wealth Advisors
Atlanta,
Georgia
|
$203M
|
+$16.3M
|
+9%
|
|
|
81
|
|
|
|
5424
|
Trueblood Wealth Management
Lima,
Ohio
|
$203M
|
+$3.72M
|
+2%
|
|
|
241
|
|
|
|
5425
|
Boyd Wealth Management
Sacramento,
California
|
$203M
|
+$5.41M
|
+3%
|
|
|
51
|
|
|