|
5251
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$202M
|
+$16.2M
|
+9%
|
1.6%
|
52%
|
99
|
8.08%
|
|
|
5252
|
Brightline Capital Management
Miami,
Florida
|
$201M
|
+$35.2M
|
+21%
|
6.9%
|
810%
|
23
|
52.17%
|
|
|
5253
|
Rainwater Charitable Foundation
Fort Worth,
Texas
|
$201M
|
-$475K
|
-0.2%
|
0.45%
|
40.2%
|
5
|
40%
|
|
|
5254
|
Arlington Partners
Birmingham,
Alabama
|
$201M
|
+$5.02M
|
+3%
|
0.17%
|
43.7%
|
61
|
6.56%
|
|
|
5255
|
Darwin Wealth Management
Tampa,
Florida
|
$201M
|
-$157M
|
-44%
|
1.6%
|
56.8%
|
146
|
52.74%
|
|
|
5256
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$201M
|
-$728K
|
-0.4%
|
3.59%
|
75.7%
|
105
|
15.24%
|
|
|
5257
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$201M
|
+$12.8M
|
+7%
|
3%
|
95.1%
|
204
|
16.67%
|
|
|
5258
|
Pinion Investment Advisors
Wichita,
Kansas
|
$201M
|
+$8.44M
|
+4%
|
3.76%
|
75.4%
|
161
|
20.5%
|
|
|
5259
|
MKT Advisors
Escondido,
California
|
$201M
|
+$18.7M
|
+10%
|
2.63%
|
49.2%
|
155
|
5.81%
|
|
|
5260
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$201M
|
+$13.4M
|
+7%
|
1.37%
|
44.1%
|
38
|
5.26%
|
|
|
5261
|
Westerly Capital Management
San Francisco,
California
|
$201M
|
-$62.9M
|
-24%
|
7.98%
|
116%
|
56
|
42.86%
|
|
|
5262
|
Constellation Investimentos e Participacoes
Sao Paulo,
Brazil
|
$201M
|
-$41.1M
|
-17%
|
1.54%
|
172%
|
12
|
41.67%
|
|
|
5263
|
WJ Interests
Sugar Land,
Texas
|
$201M
|
+$11.3M
|
+6%
|
1.19%
|
50.6%
|
15
|
20%
|
|
|
5264
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$200M
|
+$6.74M
|
+3%
|
1.7%
|
53.5%
|
49
|
10.2%
|
|
|
5265
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$200M
|
+$3.63M
|
+2%
|
4.49%
|
120%
|
134
|
14.93%
|
|
|
5266
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$200M
|
+$20.3M
|
+11%
|
4.47%
|
–
|
137
|
14.6%
|
|
|
5267
|
Searcy Financial Services
Overland Park,
Kansas
|
$200M
|
+$3.96M
|
+2%
|
1.98%
|
58.5%
|
27
|
11.11%
|
|
|
5268
|
Weitzel Financial Services
Dubuque,
Iowa
|
$200M
|
+$2.46M
|
+1%
|
0.04%
|
42.4%
|
44
|
11.36%
|
|
|
5269
|
United Bank (Georgia)
Zebulon,
Georgia
|
$200M
|
+$3.65M
|
+2%
|
3.91%
|
81.2%
|
97
|
5.15%
|
|
|
5270
|
Chelsea Counsel Company
Los Angeles,
California
|
$200M
|
+$24M
|
+14%
|
6.18%
|
106%
|
206
|
16.99%
|
|
|
5271
|
IMZ Advisory
Boca Raton,
Florida
|
$200M
|
+$6.43M
|
+3%
|
2.56%
|
–
|
31
|
3.23%
|
|
|
5272
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$200M
|
+$3.47M
|
+2%
|
1.69%
|
84.9%
|
159
|
10.69%
|
|
|
5273
|
Towerpoint Wealth
Sacramento,
California
|
$200M
|
+$1.28M
|
+0.6%
|
1.97%
|
62.4%
|
85
|
7.06%
|
|
|
5274
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$200M
|
+$22.2M
|
+12%
|
1.84%
|
61.9%
|
185
|
36.22%
|
|
|
5275
|
Crown Wealth Group
Charlotte,
North Carolina
|
$200M
|
+$6.17M
|
+3%
|
6.69%
|
86.2%
|
118
|
19.49%
|
|