|
5226
|
Mechanics Financial Corp
Mansfield,
Ohio
|
$220M
|
-$2.19M
|
-1%
|
2.87%
|
81.6%
|
252
|
11.51%
|
|
|
5227
|
Tiemann Investment Advisors
Menlo Park,
California
|
$220M
|
-$4.58M
|
-2%
|
1.33%
|
77%
|
198
|
6.06%
|
|
|
5228
|
Mullooly Asset Management
Wall Township,
New Jersey
|
$220M
|
–
|
–
|
1.41%
|
–
|
47
|
–
|
|
|
5229
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$220M
|
-$17M
|
-7%
|
2.3%
|
66.8%
|
107
|
8.41%
|
|
|
5230
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
$220M
|
-$7.88M
|
-3%
|
1.99%
|
58.8%
|
79
|
17.72%
|
|
|
5231
|
Unique Wealth Strategies
Burr Ridge,
Illinois
|
$220M
|
-$9.82M
|
-4%
|
1.34%
|
–
|
226
|
34.96%
|
|
|
5232
|
New Insight Wealth Advisors
San Ramon,
California
|
$220M
|
+$20.6M
|
+10%
|
4.94%
|
–
|
96
|
8.33%
|
|
|
5233
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$220M
|
+$18.5M
|
+9%
|
1.83%
|
–
|
1,112
|
11.51%
|
|
|
5234
|
Silver Heights Capital Management
Toronto,
Ontario, Canada
|
$220M
|
-$4.79M
|
-2%
|
0.75%
|
39.8%
|
4
|
0%
|
|
|
5235
|
Harraden Circle Investments
New York
|
$220M
|
+$94.4M
|
+75%
|
2.09%
|
–
|
142
|
45.07%
|
|
|
5236
|
Albar Capital Partners
London,
United Kingdom
|
$220M
|
-$196M
|
-47%
|
1.48%
|
–
|
30
|
73.33%
|
|
|
5237
|
Dunhill Financial
London,
United Kingdom
|
$220M
|
+$4.91M
|
+2%
|
2.27%
|
58.6%
|
1,026
|
15.4%
|
|
|
5238
|
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
|
$220M
|
+$81.5M
|
+59%
|
0.67%
|
–
|
3
|
100%
|
|
|
5239
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$220M
|
-$7.01M
|
-3%
|
1.97%
|
95.1%
|
206
|
11.65%
|
|
|
5240
|
Soundwatch Capital
Rowayton,
Connecticut
|
$220M
|
-$726M
|
-77%
|
4.89%
|
68.6%
|
38
|
28.95%
|
|
|
5241
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$220M
|
-$17.3M
|
-7%
|
3.53%
|
–
|
154
|
18.18%
|
|
|
5242
|
Realta Investment Advisors
Wilmington,
Delaware
|
$219M
|
-$24.6M
|
-10%
|
4.44%
|
126%
|
375
|
24.27%
|
|
|
5243
|
Miller Value Partners
Sarasota,
Florida
|
$219M
|
-$14.7M
|
-6%
|
6.41%
|
133%
|
37
|
18.92%
|
|
|
5244
|
Denver Wealth Management
Denver,
Colorado
|
$219M
|
-$2.8M
|
-1%
|
3.43%
|
64.4%
|
90
|
12.22%
|
|
|
5245
|
Boothe Investment Group
Dover,
Delaware
|
$219M
|
-$11M
|
-5%
|
2.28%
|
59.8%
|
41
|
26.83%
|
|
|
5246
|
Reliant Wealth Planning
Louisville,
Kentucky
|
$219M
|
+$6M
|
+3%
|
1.73%
|
39.4%
|
29
|
3.45%
|
|
|
5247
|
Hein Park Capital Management
New York
|
$219M
|
+$88.9M
|
+68%
|
5.43%
|
122%
|
6
|
66.67%
|
|
|
5248
|
Pacifica Partners
Surrey,
Canada
|
$219M
|
-$12.4M
|
-5%
|
0.82%
|
123%
|
527
|
11.57%
|
|
|
5249
|
Family Wealth Partners
Matthews,
North Carolina
|
$219M
|
+$8.71M
|
+4%
|
0.42%
|
–
|
51
|
15.69%
|
|
|
5250
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$219M
|
-$4.84M
|
-2%
|
3.37%
|
67.2%
|
168
|
9.52%
|
|