|
5226
|
FIDELIS iM
Medford,
Oregon
|
$204M
|
+$4.57M
|
+2%
|
0.1%
|
40.1%
|
19
|
10.53%
|
|
|
5227
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$204M
|
+$5.37M
|
+3%
|
0.15%
|
33.9%
|
63
|
4.76%
|
|
|
5228
|
Prosperity Wealth Management
San Ramon,
California
|
$204M
|
-$7.48M
|
-4%
|
4.71%
|
175%
|
217
|
42.86%
|
|
|
5229
|
EMG Holdings
Old Greenwich,
Connecticut
|
$203M
|
-$334M
|
-62%
|
6.04%
|
4.17%
|
48
|
50%
|
|
|
5230
|
Peak Planning Group
Centennial,
Colorado
|
$203M
|
+$43.9M
|
+27%
|
6.14%
|
105%
|
107
|
30.84%
|
|
|
5231
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
$203M
|
+$20M
|
+11%
|
0.67%
|
58.8%
|
78
|
24.36%
|
|
|
5232
|
Act Wealth Management
Plano,
Texas
|
$203M
|
+$4.83M
|
+2%
|
0.33%
|
66.7%
|
46
|
10.87%
|
|
|
5233
|
Pavion Blue Capital
Newport Beach,
California
|
$203M
|
+$945K
|
+0.5%
|
1.79%
|
77.6%
|
104
|
5.77%
|
|
|
5234
|
Sittner & Nelson
Eugene,
Oregon
|
$203M
|
+$4.58M
|
+2%
|
4.93%
|
88.1%
|
511
|
13.31%
|
|
|
5235
|
Evergreen Private Wealth
Greenwood Village,
Colorado
|
$203M
|
+$3.36M
|
+2%
|
1.63%
|
–
|
225
|
12.44%
|
|
|
5236
|
Bridge Advisory
Pasadena,
California
|
$203M
|
+$1.46M
|
+0.7%
|
2.55%
|
6.7%
|
108
|
16.67%
|
|
|
5237
|
Game Plan Financial Advisors
Westlake,
Ohio
|
$203M
|
+$5.33M
|
+3%
|
4.73%
|
–
|
462
|
25.54%
|
|
|
5238
|
Lunt Capital Management
Holladay,
Utah
|
$203M
|
+$1.39M
|
+0.7%
|
1.79%
|
42%
|
96
|
16.67%
|
|
|
5239
|
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
|
$203M
|
+$24.5M
|
+14%
|
15.6%
|
76.8%
|
15
|
13.33%
|
|
|
5240
|
Christensen King & Associates Investment Services
Richland,
Washington
|
$203M
|
+$2.51M
|
+1%
|
1.83%
|
–
|
97
|
4.12%
|
|
|
5241
|
EHP Funds Inc
Toronto,
Canada
|
$202M
|
-$41.6M
|
-17%
|
4.54%
|
173%
|
200
|
71.5%
|
|
|
5242
|
GeoSphere Capital Management
Miami Beach,
Florida
|
$202M
|
+$61.6M
|
+44%
|
19%
|
446%
|
46
|
73.91%
|
|
|
5243
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$202M
|
+$10.7M
|
+6%
|
0.52%
|
53.6%
|
213
|
9.39%
|
|
|
5244
|
VCI Wealth Management
St Louis,
Missouri
|
$202M
|
+$54.4M
|
+37%
|
2.12%
|
–
|
116
|
33.62%
|
|
|
5245
|
TRV GP IV
Boston,
Massachusetts
|
$202M
|
-$4.15M
|
-2%
|
0.94%
|
1,102%
|
3
|
0%
|
|
|
5246
|
Matisse Capital
Portland,
Oregon
|
$202M
|
-$5.78M
|
-3%
|
2.07%
|
66.9%
|
201
|
15.42%
|
|
|
5247
|
True Wind Capital Management
San Francisco,
California
|
$202M
|
+$6.52M
|
+3%
|
3.95%
|
119%
|
2
|
0%
|
|
|
5248
|
Caldwell Sutter Capital
Sausalito,
California
|
$202M
|
-$5.72M
|
-3%
|
0.34%
|
79.5%
|
954
|
6.5%
|
|
|
5249
|
Palisades Investment Partners
Santa Monica,
California
|
$202M
|
–
|
–
|
24%
|
–
|
40
|
–
|
|
|
5250
|
Hart & Patterson Financial Group
Amherst,
Massachusetts
|
$202M
|
-$49.6K
|
-0%
|
0.58%
|
–
|
68
|
1.47%
|
|