|
5126
|
Goepper Burkhardt
Greenville,
South Carolina
|
$166M
|
+$12.9M
|
+8%
|
6.19%
|
43.8%
|
67
|
2.99%
|
|
|
5127
|
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
|
$166M
|
+$5.99M
|
+4%
|
3.2%
|
75.2%
|
155
|
5.16%
|
|
|
5128
|
Values First Advisors
Gray,
Tennessee
|
$166M
|
+$8.63M
|
+5%
|
7.05%
|
70.5%
|
370
|
55.14%
|
|
|
5129
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$166M
|
+$3.11M
|
+2%
|
4.05%
|
46.3%
|
23
|
26.09%
|
|
|
5130
|
O'Donnell Financial Services
San Rafael,
California
|
$166M
|
+$109M
|
+195%
|
6%
|
47.9%
|
25
|
24%
|
|
|
5131
|
|
$165M
|
+$7.8M
|
+5%
|
7.57%
|
35%
|
94
|
1.06%
|
|
|
5132
|
WorthPointe
La Jolla,
California
|
$165M
|
+$11.4M
|
+7%
|
5%
|
51%
|
67
|
38.81%
|
|
|
5133
|
APEIRON Capital Ltd
Hong Kong
|
$165M
|
-$13.7M
|
-8%
|
5.68%
|
105%
|
16
|
43.75%
|
|
|
5134
|
Bluestem Financial Advisors
Champaign,
Illinois
|
$165M
|
+$2.98M
|
+2%
|
3.2%
|
39.5%
|
26
|
3.85%
|
|
|
5135
|
Tandem Wealth Advisors
Phoenix,
Arizona
|
$165M
|
+$4.64M
|
+3%
|
3.36%
|
33.1%
|
50
|
8%
|
|
|
5136
|
MWG Management
Road Town, Tortola,
British Virgin Islands
|
$165M
|
+$23.3M
|
+16%
|
18.5%
|
59.2%
|
3
|
0%
|
|
|
5137
|
Kinsale Capital Group
Richmond,
Virginia
|
$165M
|
+$28.2M
|
+21%
|
5.2%
|
61.4%
|
35
|
8.57%
|
|
|
5138
|
Prospect Hill Management
Short Hills,
New Jersey
|
$165M
|
+$25.3M
|
+18%
|
18.4%
|
93.9%
|
15
|
6.67%
|
|
|
5139
|
Watershed Private Wealth
Oak Brook,
Illinois
|
$165M
|
+$17.2M
|
+12%
|
6.67%
|
71.4%
|
91
|
14.29%
|
|
|
5140
|
Kercheville Advisors
San Antonio,
Texas
|
$165M
|
+$19.3M
|
+13%
|
18.3%
|
209%
|
81
|
13.58%
|
|
|
5141
|
Independent Family Office
Albany,
New York
|
$165M
|
-$8.24M
|
-5%
|
4.98%
|
66.8%
|
74
|
13.51%
|
|
|
5142
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$165M
|
-$9.99M
|
-6%
|
4.77%
|
43.8%
|
181
|
15.47%
|
|
|
5143
|
Linse Capital
San Juan,
Puerto Rico
|
$165M
|
–
|
–
|
16.8%
|
–
|
2
|
–
|
|
|
5144
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$165M
|
+$23.5M
|
+17%
|
15%
|
157%
|
92
|
11.96%
|
|
|
5145
|
Cincinnati Casualty Company
Fairfield,
Ohio
|
$165M
|
+$5.25M
|
+3%
|
4.05%
|
50.5%
|
26
|
0%
|
|
|
5146
|
Agate Pass Investment Management
Bainbridge Island,
Washington
|
$165M
|
+$11.9M
|
+8%
|
5.45%
|
68%
|
97
|
7.22%
|
|
|
5147
|
Riverstone Advisors
New Braunfels,
Texas
|
$165M
|
+$8.17M
|
+5%
|
8.39%
|
83.3%
|
55
|
12.73%
|
|
|
5148
|
HMS Capital Management
Nashville,
Tennessee
|
$165M
|
+$5.93M
|
+4%
|
9.3%
|
130%
|
117
|
19.66%
|
|
|
5149
|
Boyd Wealth Management
Sacramento,
California
|
$165M
|
+$20.5M
|
+14%
|
3.58%
|
51.1%
|
45
|
24.44%
|
|
|
5150
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$165M
|
+$5.66M
|
+4%
|
6.13%
|
–
|
140
|
22.14%
|
|