|
5276
|
CAZ Investments
Houston,
Texas
|
$175M
|
-$104M
|
-37%
|
22.4%
|
255%
|
47
|
40.43%
|
|
|
5277
|
Siena Capital
Cincinnati,
Ohio
|
$175M
|
–
|
–
|
9.8%
|
–
|
60
|
–
|
|
|
5278
|
St. Clair Advisors
Mayfield Hts,
Ohio
|
$174M
|
+$29.8M
|
+21%
|
9.58%
|
64%
|
53
|
11.32%
|
|
|
5279
|
AF Advisors
Sacramento,
California
|
$174M
|
+$14.7M
|
+9%
|
9.14%
|
76.5%
|
25
|
8%
|
|
|
5280
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$174M
|
–
|
–
|
4.14%
|
56.3%
|
17
|
–
|
|
|
5281
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$174M
|
+$51.9M
|
+43%
|
5.54%
|
28.6%
|
59
|
25.42%
|
|
|
5282
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$174M
|
+$11.2M
|
+7%
|
9.38%
|
–
|
121
|
28.93%
|
|
|
5283
|
Act Wealth Management
Plano,
Texas
|
$174M
|
+$11.9M
|
+7%
|
4.97%
|
66.7%
|
38
|
18.42%
|
|
|
5284
|
Spreng Capital Management
Bucyrus,
Ohio
|
$174M
|
+$17.6M
|
+11%
|
9.54%
|
72.5%
|
109
|
9.17%
|
|
|
5285
|
Arboretum Ventures
Ann Arbor,
Michigan
|
$174M
|
–
|
–
|
33.1%
|
–
|
3
|
–
|
|
|
5286
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$173M
|
+$13.4M
|
+8%
|
9.07%
|
63.8%
|
103
|
5.83%
|
|
|
5287
|
|
$173M
|
+$14.2M
|
+9%
|
2.49%
|
9.67%
|
49
|
26.53%
|
|
|
5288
|
Field & Main Bank
Henderson,
Kentucky
|
$173M
|
+$21.4M
|
+14%
|
12.3%
|
107%
|
237
|
10.97%
|
|
|
5289
|
Mendel Money Management
Northbrook,
Illinois
|
$173M
|
+$13.7M
|
+9%
|
13.9%
|
75.4%
|
70
|
5.71%
|
|
|
5290
|
Tandem Capital Management
Woodcliff Lake,
New Jersey
|
$173M
|
+$14.6M
|
+9%
|
9.95%
|
120%
|
97
|
15.46%
|
|
|
5291
|
Prospect Hill Management
Short Hills,
New Jersey
|
$173M
|
+$28.3M
|
+20%
|
21.7%
|
85.1%
|
17
|
17.65%
|
|
|
5292
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$173M
|
+$20.9M
|
+14%
|
1.72%
|
44.9%
|
125
|
21.6%
|
|
|
5293
|
Banyan Capital Management
Atlanta,
Georgia
|
$173M
|
+$16.1M
|
+10%
|
5.66%
|
42.5%
|
20
|
5%
|
|
|
5294
|
|
$173M
|
+$2.21M
|
+1%
|
10.5%
|
127%
|
52
|
5.77%
|
|
|
5295
|
Bennett Selby Investments
Falmouth,
Maine
|
$173M
|
+$20.1M
|
+13%
|
9.61%
|
69.8%
|
59
|
8.47%
|
|
|
5296
|
Eastover Investment Advisors
Charlotte,
North Carolina
|
$173M
|
+$19.7M
|
+13%
|
12.3%
|
102%
|
47
|
8.51%
|
|
|
5297
|
Beaumont Capital Management
Boston,
Massachusetts
|
$173M
|
+$56.4M
|
+48%
|
4.54%
|
45.4%
|
54
|
44.44%
|
|
|
5298
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$173M
|
–
|
–
|
9.77%
|
65.1%
|
400
|
–
|
|
|
5299
|
Steph & Co
Marinette,
Wisconsin
|
$173M
|
+$16.6M
|
+11%
|
7.23%
|
56.8%
|
304
|
12.5%
|
|
|
5300
|
Blackston Financial Advisory Group
The Villages,
Florida
|
$173M
|
–
|
–
|
10.5%
|
69.1%
|
92
|
–
|
|