|
5026
|
Red Cedar Capital
Omaha,
Nebraska
|
$175M
|
+$12.4M
|
+8%
|
7.33%
|
43%
|
168
|
3.57%
|
|
|
5027
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$175M
|
+$8.75M
|
+5%
|
6.13%
|
46.3%
|
20
|
0%
|
|
|
5028
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$175M
|
+$3.15M
|
+2%
|
4.68%
|
91.4%
|
182
|
34.62%
|
|
|
5029
|
Adaptive Financial Consulting
Beachwood,
Ohio
|
$175M
|
+$12.9M
|
+8%
|
5.08%
|
26.8%
|
18
|
5.56%
|
|
|
5030
|
FIDELIS iM
Medford,
Oregon
|
$175M
|
+$13.9M
|
+9%
|
5.13%
|
40.1%
|
20
|
10%
|
|
|
5031
|
Lountzis Asset Management
Wyomissing,
Pennsylvania
|
$175M
|
+$14.4M
|
+9%
|
12.8%
|
103%
|
103
|
68.93%
|
|
|
5032
|
CV Advisors
Aventura,
Florida
|
$175M
|
–
|
–
|
8.89%
|
98.9%
|
32
|
–
|
|
|
5033
|
Leverage Partners Absolute Return Fund SPC
Cayman Islands Ky1-11111,
Cayman Islands
|
$175M
|
+$70.6M
|
+68%
|
12.2%
|
–
|
115
|
60.87%
|
|
|
5034
|
Brown Miller Wealth Management
Mclean,
Virginia
|
$175M
|
+$15.5M
|
+10%
|
13.1%
|
102%
|
125
|
8%
|
|
|
5035
|
Waycross Partners
Louisville,
Kentucky
|
$175M
|
+$15.8M
|
+10%
|
9.41%
|
78.9%
|
91
|
10.99%
|
|
|
5036
|
CAZ Investments
Houston,
Texas
|
$175M
|
-$104M
|
-37%
|
22.4%
|
341%
|
47
|
40.43%
|
|
|
5037
|
Siena Capital
Cincinnati,
Ohio
|
$175M
|
–
|
–
|
9.8%
|
–
|
60
|
–
|
|
|
5038
|
St. Clair Advisors
Mayfield Hts,
Ohio
|
$174M
|
+$29.8M
|
+21%
|
9.58%
|
64%
|
53
|
11.32%
|
|
|
5039
|
AF Advisors
Sacramento,
California
|
$174M
|
+$14.7M
|
+9%
|
9.14%
|
81.3%
|
25
|
8%
|
|
|
5040
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$174M
|
–
|
–
|
4.14%
|
56.3%
|
17
|
–
|
|
|
5041
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$174M
|
+$51.9M
|
+43%
|
5.54%
|
28.6%
|
59
|
25.42%
|
|
|
5042
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$174M
|
+$11.2M
|
+7%
|
9.38%
|
–
|
121
|
28.93%
|
|
|
5043
|
Act Wealth Management
Plano,
Texas
|
$174M
|
+$11.9M
|
+7%
|
4.97%
|
66.7%
|
38
|
18.42%
|
|
|
5044
|
Spreng Capital Management
Bucyrus,
Ohio
|
$174M
|
+$17.6M
|
+11%
|
9.54%
|
72.5%
|
109
|
9.17%
|
|
|
5045
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$173M
|
+$13.4M
|
+8%
|
9.07%
|
52.8%
|
103
|
5.83%
|
|
|
5046
|
|
$173M
|
+$14.2M
|
+9%
|
2.49%
|
9.67%
|
49
|
26.53%
|
|
|
5047
|
Field & Main Bank
Henderson,
Kentucky
|
$173M
|
+$21.4M
|
+14%
|
12.3%
|
86.2%
|
237
|
10.97%
|
|
|
5048
|
Mendel Money Management
Northbrook,
Illinois
|
$173M
|
+$13.7M
|
+9%
|
13.9%
|
55.5%
|
70
|
5.71%
|
|
|
5049
|
Tandem Capital Management
Woodcliff Lake,
New Jersey
|
$173M
|
+$14.6M
|
+9%
|
9.95%
|
83.8%
|
97
|
15.46%
|
|
|
5050
|
Prospect Hill Management
Short Hills,
New Jersey
|
$173M
|
+$28.3M
|
+20%
|
21.7%
|
93.9%
|
17
|
17.65%
|
|