|
5101
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$269M
|
-$6.73M
|
-2%
|
3.02%
|
95.7%
|
152
|
14.47%
|
|
|
5102
|
Wittenberg Investment Management
Carlisle,
Massachusetts
|
$269M
|
+$8.31M
|
+3%
|
2.13%
|
86.2%
|
77
|
10.39%
|
|
|
5103
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
$269M
|
-$3.09M
|
-1%
|
2.77%
|
57.2%
|
61
|
11.48%
|
|
|
5104
|
Breakwater Investment Management
Seattle,
Washington
|
$269M
|
-$7.45M
|
-3%
|
1.77%
|
–
|
575
|
25.57%
|
|
|
5105
|
Power Wealth Management
Alpharetta,
Georgia
|
$269M
|
-$15.3M
|
-5%
|
2.06%
|
–
|
104
|
17.31%
|
|
|
5106
|
Strait & Sound Wealth Management
San Francisco,
California
|
$269M
|
-$118K
|
-0%
|
3.3%
|
74.6%
|
177
|
18.64%
|
|
|
5107
|
Northstar Advisory Group
Northfield,
New Jersey
|
$269M
|
-$12.9M
|
-5%
|
1.97%
|
141%
|
137
|
35.77%
|
|
|
5108
|
Untitled Investments
New York
|
$269M
|
-$64.3M
|
-19%
|
6.67%
|
62.6%
|
20
|
35%
|
|
|
5109
|
National Wealth Management Group
Cincinnati,
Ohio
|
$269M
|
-$20M
|
-7%
|
0.73%
|
123%
|
262
|
24.81%
|
|
|
5110
|
Prosperitas Financial
Valencia,
California
|
$268M
|
+$11.2M
|
+4%
|
2.67%
|
–
|
102
|
32.35%
|
|
|
5111
|
Nvest Financial
Portsmouth,
New Hampshire
|
$268M
|
+$27.9M
|
+12%
|
1.53%
|
75.6%
|
142
|
12.68%
|
|
|
5112
|
Foursixthree Capital
New York
|
$268M
|
+$10.9M
|
+4%
|
2.58%
|
–
|
22
|
45.45%
|
|
|
5113
|
|
$268M
|
-$100M
|
-27%
|
25.8%
|
86.8%
|
3
|
0%
|
|
|
5114
|
Persistent Asset Partners
Hong Kong
|
$268M
|
+$45.6M
|
+20%
|
35.4%
|
–
|
508
|
65.35%
|
|
|
5115
|
BCU Wealth Advisors
Vernon Hills,
Illinois
|
$268M
|
+$6.91M
|
+3%
|
0.47%
|
–
|
64
|
10.94%
|
|
|
5116
|
VarCov Co
Darien,
Connecticut
|
$268M
|
+$14.9M
|
+6%
|
0.71%
|
–
|
695
|
85.04%
|
|
|
5117
|
Worth Asset Management
Dallas,
Texas
|
$268M
|
+$32.4M
|
+14%
|
1.8%
|
115%
|
209
|
37.8%
|
|
|
5118
|
Colorado Capital Management
Boulder,
Colorado
|
$268M
|
+$1.84M
|
+0.7%
|
1.67%
|
53.4%
|
110
|
9.09%
|
|
|
5119
|
Applied Capital
Little Rock,
Arkansas
|
$268M
|
+$8.04M
|
+3%
|
0.77%
|
52.6%
|
56
|
17.86%
|
|
|
5120
|
S&T Bank
Indiana,
Pennsylvania
|
$268M
|
-$48.3M
|
-15%
|
10.1%
|
94.2%
|
433
|
9.7%
|
|
|
5121
|
Empower Annuity Insurance Company
Hartford,
Connecticut
|
$268M
|
-$2.95M
|
-1%
|
1.09%
|
0.57%
|
1
|
0%
|
|
|
5122
|
Powszechne Towarzystwo Emerytalne Allianz Polska
Warszawa,
Poland
|
$268M
|
-$48.2M
|
-15%
|
3.54%
|
–
|
11
|
9.09%
|
|
|
5123
|
ShawSpring Partners
Boston,
Massachusetts
|
$268M
|
-$263M
|
-50%
|
19.4%
|
6.63%
|
15
|
46.67%
|
|
|
5124
|
TCFG Wealth Management
Laguna Niguel,
California
|
$267M
|
+$11.5M
|
+4%
|
2.43%
|
–
|
293
|
15.02%
|
|
|
5125
|
Alexander Labrunerie & Co
Columbia,
Missouri
|
$267M
|
-$8.8M
|
-3%
|
0.02%
|
–
|
130
|
15.38%
|
|