|
5201
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$269M
|
-$5.62M
|
-2%
|
1.85%
|
52%
|
97
|
7.22%
|
|
|
5202
|
Agate Pass Investment Management
Bainbridge Island,
Washington
|
$269M
|
+$6.35M
|
+2%
|
2.83%
|
68%
|
107
|
4.67%
|
|
|
5203
|
Bright Valley Capital
Hong Kong
|
$269M
|
+$100M
|
+59%
|
3.26%
|
–
|
19
|
52.63%
|
|
|
5204
|
Thomas Story & Son
Culver,
Indiana
|
$269M
|
-$2.9M
|
-1%
|
2%
|
91.8%
|
52
|
3.85%
|
|
|
5205
|
|
$269M
|
-$33.5M
|
-11%
|
3.11%
|
–
|
25
|
24%
|
|
|
5206
|
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
|
$269M
|
+$16.7M
|
+7%
|
1.66%
|
50.2%
|
64
|
6.25%
|
|
|
5207
|
Crux Wealth Advisors
Long Beach,
California
|
$269M
|
+$16.5M
|
+7%
|
2.1%
|
–
|
190
|
19.47%
|
|
|
5208
|
First Dallas Securities
Dallas,
Texas
|
$269M
|
+$1.81M
|
+0.7%
|
3.7%
|
134%
|
119
|
15.13%
|
|
|
5209
|
Quartz Partners
Saratoga Springs,
New York
|
$269M
|
-$7.4M
|
-3%
|
3.09%
|
–
|
193
|
20.73%
|
|
|
5210
|
DLK Investment Management
Solana Beach,
California
|
$269M
|
+$3.25M
|
+1%
|
3.74%
|
–
|
95
|
12.63%
|
|
|
5211
|
Strait & Sound Wealth Management
San Francisco,
California
|
$269M
|
+$8.1M
|
+3%
|
3.4%
|
74.6%
|
154
|
7.14%
|
|
|
5212
|
Alexis Investment Partners
Montgomery,
Texas
|
$269M
|
-$902M
|
-77%
|
2.98%
|
–
|
103
|
10.68%
|
|
|
5213
|
TAGStone Capital
Charlotte,
North Carolina
|
$268M
|
+$16.1M
|
+6%
|
2.12%
|
50.8%
|
120
|
5.83%
|
|
|
5214
|
OMC Financial Services
Dewitt,
New York
|
$268M
|
-$1.13M
|
-0.4%
|
3.72%
|
–
|
69
|
7.25%
|
|
|
5215
|
Monte Financial Group
Guilford,
Connecticut
|
$268M
|
-$3.59M
|
-1%
|
1.77%
|
55%
|
95
|
5.26%
|
|
|
5216
|
Wind River Trust Company
Jackson,
Wyoming
|
$268M
|
-$2.64M
|
-1%
|
2.56%
|
51%
|
10
|
0%
|
|
|
5217
|
|
$268M
|
-$30.9M
|
-10%
|
5.38%
|
–
|
13
|
38.46%
|
|
|
5218
|
All-Stars Investment
Hong Kong
|
$268M
|
-$59.6M
|
-18%
|
18.1%
|
19.4%
|
4
|
0%
|
|
|
5219
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$267M
|
+$13.5M
|
+5%
|
2.54%
|
67.1%
|
199
|
11.06%
|
|
|
5220
|
Seneca House Advisors
Richmond,
Virginia
|
$267M
|
+$19.7M
|
+8%
|
2.4%
|
58.2%
|
104
|
15.38%
|
|
|
5221
|
GKV Capital Management
Walnut Creek,
California
|
$267M
|
+$14M
|
+6%
|
5.3%
|
–
|
90
|
6.67%
|
|
|
5222
|
Monolith Management
Hong Kong
|
$267M
|
+$40.2M
|
+18%
|
19.2%
|
–
|
31
|
74.19%
|
|
|
5223
|
Lunt Capital Management
Holladay,
Utah
|
$267M
|
+$5.48M
|
+2%
|
1.03%
|
42%
|
107
|
21.5%
|
|
|
5224
|
Weik Capital Management
Wyomissing,
Pennsylvania
|
$267M
|
-$1.08M
|
-0.4%
|
2.2%
|
67.4%
|
94
|
3.19%
|
|
|
5225
|
Gainplan
Bloomfield Hills,
Michigan
|
$267M
|
+$30.9M
|
+13%
|
1.49%
|
93.3%
|
81
|
44.44%
|
|