|
5026
|
Carmel Capital Partners
San Diego,
California
|
$277M
|
-$7.75M
|
-3%
|
3.4%
|
65.1%
|
129
|
20.93%
|
|
|
5027
|
Henry James International Management
New York
|
$277M
|
-$40.4M
|
-13%
|
1.75%
|
123%
|
96
|
5.21%
|
|
|
5028
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$277M
|
+$77.5M
|
+39%
|
0.54%
|
70.4%
|
273
|
25.64%
|
|
|
5029
|
1 North Wealth Services
Annapolis,
Maryland
|
$277M
|
-$7.28M
|
-3%
|
0.76%
|
–
|
292
|
12.33%
|
|
|
5030
|
Tounjian Advisory Partners
Fort Myers,
Florida
|
$277M
|
-$18.4M
|
-6%
|
0%
|
–
|
157
|
8.92%
|
|
|
5031
|
Townsend Asset Management
Raleigh,
North Carolina
|
$277M
|
-$7.15M
|
-3%
|
2.21%
|
77%
|
191
|
9.95%
|
|
|
5032
|
Ranch Capital Advisors
Sarasota,
Florida
|
$277M
|
+$4.99M
|
+2%
|
0.59%
|
92.6%
|
164
|
12.8%
|
|
|
5033
|
ICW Investment Advisors
Scottsdale,
Arizona
|
$277M
|
+$1.63M
|
+0.6%
|
1.1%
|
50.1%
|
149
|
4.03%
|
|
|
5034
|
Independence Asset Advisors
Wynnewood,,
Pennsylvania
|
$277M
|
+$95.2M
|
+52%
|
0.54%
|
–
|
25
|
32%
|
|
|
5035
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$276M
|
+$10.1M
|
+4%
|
1.02%
|
61.1%
|
273
|
3.66%
|
|
|
5036
|
Five Oceans Advisors
Santa Monica,
California
|
$276M
|
-$6.57M
|
-2%
|
0.76%
|
78.8%
|
204
|
11.27%
|
|
|
5037
|
Envision Financial Planning
Memphis,
Tennessee
|
$276M
|
+$11.9M
|
+4%
|
0.67%
|
–
|
52
|
11.54%
|
|
|
5038
|
Alta Advisers
London,
United Kingdom
|
$276M
|
+$406K
|
+0.1%
|
2.08%
|
78.9%
|
217
|
13.36%
|
|
|
5039
|
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
|
$276M
|
+$7.57M
|
+3%
|
1.76%
|
50.2%
|
69
|
11.59%
|
|
|
5040
|
Metavasi Capital
Larchmont,
New York
|
$276M
|
+$30.9M
|
+13%
|
10%
|
656%
|
31
|
45.16%
|
|
|
5041
|
RiverPark Advisors
New York
|
$276M
|
-$71.7M
|
-21%
|
1.95%
|
87.5%
|
173
|
26.01%
|
|
|
5042
|
Flagstar Advisors
New York
|
$276M
|
-$22.5M
|
-8%
|
0.91%
|
77.9%
|
189
|
14.29%
|
|
|
5043
|
Family Capital Trust
Peabody,
Massachusetts
|
$276M
|
-$30.1M
|
-10%
|
6.38%
|
32.3%
|
90
|
4.44%
|
|
|
5044
|
Adapt Wealth Advisors
Atlanta,
Georgia
|
$276M
|
-$14.6M
|
-5%
|
1.63%
|
–
|
113
|
11.5%
|
|
|
5045
|
Lakeshore Financial Planning
St. Clair Shores,
Michigan
|
$276M
|
-$4.02M
|
-1%
|
2.19%
|
56.8%
|
93
|
16.13%
|
|
|
5046
|
First Sabrepoint Capital Management
Dallas,
Texas
|
$276M
|
+$16.4M
|
+6%
|
18.2%
|
182%
|
40
|
55%
|
|
|
5047
|
Arohi Asset Management
Singapore
|
$275M
|
-$57.8M
|
-17%
|
29.5%
|
–
|
7
|
14.29%
|
|
|
5048
|
Victrix Investment Advisors
Stuart,
Florida
|
$275M
|
+$17.2M
|
+7%
|
0.4%
|
–
|
114
|
14.91%
|
|
|
5049
|
Ted Buchan & Co
San Diego,
California
|
$275M
|
+$2.89M
|
+1%
|
2.32%
|
61%
|
96
|
16.67%
|
|
|
5050
|
Heathbridge Capital Management
Toronto,
Ontario, Canada
|
$275M
|
+$13.5M
|
+5%
|
4.26%
|
58.7%
|
31
|
12.9%
|
|