|
5276
|
Garrison Point Advisors
Walnut Creek,
California
|
$139M
|
+$10M
|
+8%
|
7.54%
|
69.7%
|
149
|
5.37%
|
|
|
5277
|
Lee Financial Group Hawaii
Honolulu,
Hawaii
|
$139M
|
+$16.8M
|
+14%
|
6.38%
|
12.9%
|
39
|
35.9%
|
|
|
5278
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$139M
|
+$27.6M
|
+25%
|
7.09%
|
54%
|
113
|
17.7%
|
|
|
5279
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$139M
|
+$10M
|
+8%
|
8.06%
|
55%
|
395
|
14.43%
|
|
|
5280
|
Strategic Financial Planning
Plano,
Texas
|
$139M
|
+$4.5M
|
+3%
|
5.33%
|
35%
|
32
|
3.13%
|
|
|
5281
|
Mork Capital Management
Healdsburg,
California
|
$139M
|
+$7.23M
|
+6%
|
5.92%
|
45.7%
|
90
|
3.33%
|
|
|
5282
|
Diametric Capital
Boston,
Massachusetts
|
$138M
|
+$7.7M
|
+6%
|
13.6%
|
135%
|
205
|
63.9%
|
|
|
5283
|
DSC Advisors
Chicago,
Illinois
|
$138M
|
-$23M
|
-14%
|
7.28%
|
3.18%
|
91
|
31.87%
|
|
|
5284
|
CM Management
Gulf Breeze,
Florida
|
$138M
|
+$3.81M
|
+3%
|
2.85%
|
141%
|
98
|
30.61%
|
|
|
5285
|
Prospect Hill Management
Short Hills,
New Jersey
|
$138M
|
+$11.7M
|
+9%
|
9.85%
|
93.9%
|
18
|
5.56%
|
|
|
5286
|
|
$138M
|
+$15M
|
+12%
|
2.51%
|
58.8%
|
27
|
74.07%
|
|
|
5287
|
Texas Capital Bancshares
Dallas,
Texas
|
$138M
|
+$13.5M
|
+11%
|
11.6%
|
175%
|
80
|
15%
|
|
|
5288
|
Solitude Financial Services
Charlottesville,
Virginia
|
$138M
|
+$13.8M
|
+11%
|
6.3%
|
55.4%
|
45
|
17.78%
|
|
|
5289
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$138M
|
+$23.8M
|
+21%
|
4.23%
|
39.5%
|
172
|
52.91%
|
|
|
5290
|
Fure Financial Corporation
Bloomington,
Minnesota
|
$138M
|
+$10.2M
|
+8%
|
5.73%
|
59.5%
|
87
|
77.01%
|
|
|
5291
|
Amtrust Financial Services
New York
|
$137M
|
-$20.1M
|
-13%
|
4.1%
|
44.2%
|
96
|
48.96%
|
|
|
5292
|
Rainwater Charitable Foundation
Fort Worth,
Texas
|
$137M
|
+$7.28M
|
+6%
|
8.04%
|
40.2%
|
2
|
0%
|
|
|
5293
|
Mountaineer Partners Management
New York
|
$137M
|
-$5.41M
|
-4%
|
5.06%
|
151%
|
19
|
47.37%
|
|
|
5294
|
Advisory Services & Investments
Bend,
Oregon
|
$137M
|
+$14.1M
|
+11%
|
6.26%
|
19.9%
|
23
|
4.35%
|
|
|
5295
|
Round Rock Advisors
Wilton,
Connecticut
|
$137M
|
+$11.4M
|
+9%
|
6.14%
|
62.6%
|
71
|
9.86%
|
|
|
5296
|
Pinnacle Wealth Management Group
Plymouth,
Michigan
|
$137M
|
–
|
–
|
5.67%
|
55.7%
|
120
|
–
|
|
|
5297
|
Moulton Wealth Management
Spokane,
Washington
|
$137M
|
+$4.51M
|
+3%
|
5.31%
|
47.1%
|
42
|
33.33%
|
|
|
5298
|
Planning Directions
Glen Mills,
Pennsylvania
|
$137M
|
+$9.78M
|
+8%
|
3.65%
|
36.4%
|
71
|
14.08%
|
|
|
5299
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$137M
|
+$10.5M
|
+8%
|
5.57%
|
46.7%
|
37
|
16.22%
|
|
|
5300
|
Bank of Marin
Novato,
California
|
$137M
|
+$10.3M
|
+8%
|
8.86%
|
67.1%
|
129
|
5.43%
|
|