|
5076
|
Tradewinds LLC
Raleigh,
North Carolina
|
$170M
|
+$4.7M
|
+3%
|
7.38%
|
–
|
128
|
25%
|
|
|
5077
|
Center Lake Capital Management
West Palm Beach,
Florida
|
$169M
|
+$14.8M
|
+10%
|
21.4%
|
98.3%
|
12
|
41.67%
|
|
|
5078
|
PFG Private Wealth Management
Lutz,
Florida
|
$169M
|
+$12.1M
|
+8%
|
3.65%
|
48.3%
|
297
|
8.42%
|
|
|
5079
|
First City Capital Management
Savannah,
Georgia
|
$169M
|
-$1.61M
|
-0.9%
|
5.16%
|
76.5%
|
180
|
11.67%
|
|
|
5080
|
Hillcrest Wealth Advisors
Hazlet,
New Jersey
|
$169M
|
+$640K
|
+0.4%
|
4.72%
|
55%
|
48
|
2.08%
|
|
|
5081
|
Tikehau Investment Management
Paris,
France
|
$169M
|
-$24.1M
|
-12%
|
6%
|
102%
|
17
|
11.76%
|
|
|
5082
|
Planned Solutions
Folsom,
California
|
$169M
|
+$11.4M
|
+7%
|
5.39%
|
60.8%
|
82
|
7.32%
|
|
|
5083
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$169M
|
-$5.42M
|
-3%
|
6.26%
|
48.1%
|
70
|
35.71%
|
|
|
5084
|
Varde Management
Minneapolis,
Minnesota
|
$169M
|
+$31.2M
|
+23%
|
1.55%
|
108%
|
9
|
44.44%
|
|
|
5085
|
Virtus ETF Advisers
New York
|
$169M
|
-$13M
|
-7%
|
5.59%
|
122%
|
495
|
23.23%
|
|
|
5086
|
Fortem Financial Group
Palm Desert,
California
|
$169M
|
+$15.2M
|
+10%
|
8.95%
|
179%
|
174
|
25.86%
|
|
|
5087
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$169M
|
+$5.75M
|
+4%
|
2.83%
|
60%
|
264
|
16.67%
|
|
|
5088
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$169M
|
+$12.3M
|
+8%
|
5.81%
|
54%
|
117
|
2.56%
|
|
|
5089
|
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
|
$169M
|
+$27.4M
|
+19%
|
19%
|
76.8%
|
13
|
7.69%
|
|
|
5090
|
Stonehill Capital Management
New York
|
$169M
|
-$24.1M
|
-13%
|
14.3%
|
145%
|
13
|
23.08%
|
|
|
5091
|
Lumature Wealth Partners
Alpharetta,
Georgia
|
$168M
|
-$10.1M
|
-6%
|
4.98%
|
–
|
409
|
8.8%
|
|
|
5092
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$168M
|
+$11.9M
|
+8%
|
4.77%
|
84.9%
|
146
|
17.81%
|
|
|
5093
|
Black Maple Capital Management
Milwaukee,
Wisconsin
|
$168M
|
+$61.4M
|
+58%
|
7.02%
|
29.7%
|
132
|
59.09%
|
|
|
5094
|
Vishria Bird Financial Group
Memphis,
Tennessee
|
$168M
|
+$11.9M
|
+8%
|
10.3%
|
74.3%
|
56
|
3.57%
|
|
|
5095
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$168M
|
+$1.84M
|
+1%
|
3.91%
|
44.3%
|
78
|
33.33%
|
|
|
5096
|
Qalhat Capital
Tortola,
British Virgin Islands
|
$168M
|
+$12M
|
+8%
|
8%
|
90.3%
|
9
|
11.11%
|
|
|
5097
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$168M
|
+$9.41M
|
+6%
|
3.71%
|
35.8%
|
176
|
10.23%
|
|
|
5098
|
Root Financial Partners
Encinitas,
California
|
$168M
|
+$27.8M
|
+20%
|
4.07%
|
45.9%
|
69
|
18.84%
|
|
|
5099
|
Kinloch Capital
Glen Allen,
Virginia
|
$168M
|
-$3.28M
|
-2%
|
1.86%
|
48.9%
|
67
|
7.46%
|
|
|
5100
|
Hook Mill Capital Partners
New York
|
$168M
|
+$33.5M
|
+25%
|
12.3%
|
148%
|
43
|
41.86%
|
|