|
5226
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$195M
|
+$20.4M
|
+12%
|
6.32%
|
56.5%
|
174
|
12.07%
|
|
|
5227
|
Centennial Bank
Conway,
Arkansas
|
$195M
|
+$28.1M
|
+17%
|
7.24%
|
56.6%
|
341
|
7.04%
|
|
|
5228
|
Castellan Group
Louisville,
Kentucky
|
$195M
|
+$34.3M
|
+21%
|
24.7%
|
196%
|
69
|
31.88%
|
|
|
5229
|
Cypress Point Wealth Management
Dallas,
Texas
|
$195M
|
+$60.7M
|
+45%
|
12.2%
|
226%
|
72
|
26.39%
|
|
|
5230
|
Burrus Financial Services
Salt Lake City,
Utah
|
$195M
|
+$5.83M
|
+3%
|
3.41%
|
30.2%
|
10
|
10%
|
|
|
5231
|
Skorpios Trust
Limassol,
Cyprus
|
$195M
|
+$119M
|
+156%
|
157%
|
174%
|
2
|
0%
|
|
|
5232
|
Latigo Investments
Fort Lauderdale,
Florida
|
$195M
|
+$14M
|
+8%
|
7.02%
|
45.2%
|
20
|
5%
|
|
|
5233
|
Gator Capital Management
Tampa,
Florida
|
$195M
|
+$14.1M
|
+8%
|
9.17%
|
201%
|
66
|
9.09%
|
|
|
5234
|
Chartist Inc
Seal Beach,
California
|
$195M
|
+$11.1M
|
+6%
|
9.58%
|
–
|
29
|
17.24%
|
|
|
5235
|
Selkirk Management
Chatham,
New Jersey
|
$195M
|
+$47M
|
+32%
|
24.9%
|
268%
|
15
|
6.67%
|
|
|
5236
|
DSC Meridian Capital
New York
|
$195M
|
-$8.79M
|
-4%
|
0.13%
|
–
|
13
|
30.77%
|
|
|
5237
|
Optimist Retirement Group
Bellevue,
Washington
|
$195M
|
+$40.8M
|
+26%
|
12.2%
|
–
|
110
|
36.36%
|
|
|
5238
|
Insight 2811 Inc
Chicago,
Illinois
|
$195M
|
+$11.3M
|
+6%
|
3.29%
|
22.2%
|
84
|
5.95%
|
|
|
5239
|
Kinloch Capital
Glen Allen,
Virginia
|
$195M
|
+$37.3M
|
+24%
|
6.61%
|
48.9%
|
79
|
17.72%
|
|
|
5240
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$195M
|
+$18M
|
+10%
|
5.33%
|
40.6%
|
47
|
14.89%
|
|
|
5241
|
Five Oceans Advisors
Santa Monica,
California
|
$195M
|
+$15.8M
|
+9%
|
8.44%
|
78.8%
|
198
|
13.13%
|
|
|
5242
|
Blue Pool Management
Causeway Bay,
Hong Kong
|
$194M
|
-$60.1M
|
-24%
|
2.38%
|
72.8%
|
2
|
0%
|
|
|
5243
|
Taika Capital
Sunny Isles Beach,
Florida
|
$194M
|
+$19.6M
|
+11%
|
12.5%
|
68.3%
|
67
|
67.16%
|
|
|
5244
|
Institutional Venture Management XV
Menlo Park,
California
|
$194M
|
-$11.6M
|
-6%
|
20.7%
|
36.3%
|
5
|
0%
|
|
|
5245
|
Fortress Wealth Management
Culver City,
California
|
$194M
|
+$10.6M
|
+6%
|
5.48%
|
52.1%
|
71
|
15.49%
|
|
|
5246
|
Crown Wealth Group
Charlotte,
North Carolina
|
$194M
|
+$27.9M
|
+17%
|
10.5%
|
86.2%
|
121
|
29.75%
|
|
|
5247
|
Lipe & Dalton
Syracuse,
New York
|
$194M
|
+$9.69M
|
+5%
|
5.94%
|
89.6%
|
111
|
10.81%
|
|
|
5248
|
Burkett Financial Services
Rock Hill,
South Carolina
|
$194M
|
+$14.4M
|
+8%
|
7.66%
|
–
|
204
|
4.41%
|
|
|
5249
|
IMZ Advisory
Boca Raton,
Florida
|
$194M
|
+$8.41M
|
+5%
|
8.01%
|
–
|
34
|
11.76%
|
|
|
5250
|
Custos Family Office
Austin,
Texas
|
$194M
|
+$1.39M
|
+0.7%
|
6.64%
|
56.2%
|
49
|
14.29%
|
|