|
5126
|
Sonata Capital Group
Seattle,
Washington
|
$277M
|
+$6.07M
|
+2%
|
1.32%
|
57.4%
|
126
|
7.94%
|
|
|
5127
|
Stableford Capital II
Scottsdale,
Arizona
|
$277M
|
+$122K
|
+0%
|
5.72%
|
59.3%
|
159
|
22.01%
|
|
|
5128
|
Daily Journal Corp
Los Angeles,
California
|
$277M
|
+$14.4M
|
+5%
|
6.34%
|
108%
|
4
|
0%
|
|
|
5129
|
Allred Capital Management
Dallas,
Texas
|
$277M
|
-$10.7M
|
-4%
|
2.19%
|
58.6%
|
175
|
15.43%
|
|
|
5130
|
Forza Wealth Management
Sarasota,
Florida
|
$277M
|
+$15.5M
|
+6%
|
3.84%
|
65.6%
|
193
|
6.22%
|
|
|
5131
|
Hartree Partners
New York
|
$276M
|
-$14.3M
|
-5%
|
5.61%
|
163%
|
105
|
65.71%
|
|
|
5132
|
Breakwater Investment Management
Seattle,
Washington
|
$276M
|
+$5.18M
|
+2%
|
1.55%
|
–
|
621
|
34.62%
|
|
|
5133
|
Merck & Co
Kenilworth,
New Jersey
|
$276M
|
+$48.2M
|
+21%
|
25.9%
|
–
|
13
|
7.69%
|
|
|
5134
|
Alexander Labrunerie & Co
Columbia,
Missouri
|
$276M
|
+$5.65M
|
+2%
|
2.99%
|
–
|
123
|
7.32%
|
|
|
5135
|
Centerline Wealth Advisors
Louisville,
Kentucky
|
$276M
|
+$46.5M
|
+20%
|
1.55%
|
–
|
62
|
29.03%
|
|
|
5136
|
Walker Financial Services
Bowling Green,
Kentucky
|
$276M
|
+$18.9M
|
+7%
|
0.26%
|
18.9%
|
43
|
6.98%
|
|
|
5137
|
Alta Advisers
London,
United Kingdom
|
$276M
|
-$51M
|
-16%
|
3.71%
|
78.9%
|
249
|
20.48%
|
|
|
5138
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$276M
|
+$13.1M
|
+5%
|
1.94%
|
68.3%
|
157
|
12.1%
|
|
|
5139
|
Quantum Financial Planning Services
Spokane,
Washington
|
$276M
|
+$28.6M
|
+12%
|
1.8%
|
–
|
59
|
25.42%
|
|
|
5140
|
American Financial Group
Cincinnati,
Ohio
|
$276M
|
+$16.3M
|
+6%
|
1.81%
|
32.3%
|
66
|
13.64%
|
|
|
5141
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$276M
|
+$31.5M
|
+13%
|
12.4%
|
95.7%
|
147
|
12.93%
|
|
|
5142
|
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
|
$276M
|
+$17.4M
|
+7%
|
2.07%
|
–
|
95
|
3.16%
|
|
|
5143
|
Robertson Opportunity Capital
Dallas,
Texas
|
$276M
|
-$15.6M
|
-5%
|
0.7%
|
93.4%
|
29
|
13.79%
|
|
|
5144
|
Raleigh Capital Management
Cary,
North Carolina
|
$276M
|
+$12.4M
|
+5%
|
2.47%
|
71.8%
|
617
|
19.29%
|
|
|
5145
|
Wealthspan Partners
Davenport,
Iowa
|
$275M
|
+$13.3M
|
+5%
|
2.89%
|
59.1%
|
130
|
6.15%
|
|
|
5146
|
Codex Capital Asset Management
Dallas,
Texas
|
$275M
|
+$9.6M
|
+4%
|
6.03%
|
–
|
31
|
9.68%
|
|
|
5147
|
ICW Investment Advisors
Scottsdale,
Arizona
|
$275M
|
-$2.95M
|
-1%
|
1.29%
|
45.3%
|
147
|
3.4%
|
|
|
5148
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$275M
|
+$10.4M
|
+4%
|
3.45%
|
93.6%
|
51
|
7.84%
|
|
|
5149
|
Texas Bank & Trust
Longview,
Texas
|
$275M
|
+$10.5M
|
+4%
|
4.43%
|
–
|
185
|
10.27%
|
|
|
5150
|
Arrowroot Family Office
Marina Del Rey,
California
|
$275M
|
+$24.3M
|
+10%
|
1.95%
|
–
|
155
|
18.06%
|
|