|
5276
|
Cura Wealth Advisors
Chicago,
Illinois
|
$226M
|
–
|
–
|
1.5%
|
–
|
96
|
–
|
|
|
5277
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$226M
|
+$5.2M
|
+2%
|
0.01%
|
54.8%
|
146
|
7.53%
|
|
|
5278
|
Beta Wealth Group
San Diego,
California
|
$226M
|
+$4.27M
|
+2%
|
0.22%
|
45.4%
|
115
|
14.78%
|
|
|
5279
|
Codex Capital Asset Management
Dallas,
Texas
|
$226M
|
+$583K
|
+0.3%
|
4.28%
|
–
|
36
|
2.78%
|
|
|
5280
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$226M
|
-$7.84M
|
-3%
|
1.25%
|
68.6%
|
155
|
14.84%
|
|
|
5281
|
Fluent Financial
Dallas,
Texas
|
$226M
|
+$18.2M
|
+9%
|
3.43%
|
42.5%
|
79
|
44.3%
|
|
|
5282
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$226M
|
+$8.57M
|
+4%
|
0.75%
|
97.1%
|
791
|
11.88%
|
|
|
5283
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$226M
|
+$4.68M
|
+2%
|
0.09%
|
90.2%
|
154
|
10.39%
|
|
|
5284
|
Conway Capital Management
Burbank,
California
|
$226M
|
+$19.9M
|
+10%
|
11.5%
|
139%
|
49
|
6.12%
|
|
|
5285
|
Landmark Wealth Management (New York)
Melville,
New York
|
$226M
|
-$4.09M
|
-2%
|
2.45%
|
37.9%
|
77
|
3.9%
|
|
|
5286
|
Red Spruce Capital
Berwyn,
Pennsylvania
|
$225M
|
+$5.39M
|
+2%
|
0.6%
|
93.3%
|
92
|
13.04%
|
|
|
5287
|
Lind Value II ApS
Aarhus C,
Denmark
|
$225M
|
-$7.71M
|
-3%
|
9.19%
|
–
|
8
|
62.5%
|
|
|
5288
|
One Advisory Partners
Overland Park,
Kansas
|
$225M
|
-$2.57M
|
-1%
|
1.47%
|
54.2%
|
48
|
10.42%
|
|
|
5289
|
Potentia Wealth
San Jose,
California
|
$225M
|
–
|
–
|
2.69%
|
–
|
97
|
–
|
|
|
5290
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$225M
|
+$7.83M
|
+4%
|
2.13%
|
74.3%
|
151
|
13.25%
|
|
|
5291
|
Rockport Wealth
Fairview Park,
Ohio
|
$225M
|
-$150M
|
-40%
|
1.51%
|
–
|
77
|
23.38%
|
|
|
5292
|
Tiemann Investment Advisors
Menlo Park,
California
|
$225M
|
-$6.9M
|
-3%
|
0.43%
|
77%
|
202
|
7.43%
|
|
|
5293
|
Oxford Asset Management
Oxford,
United Kingdom
|
$225M
|
+$105M
|
+87%
|
0.37%
|
–
|
640
|
85.47%
|
|
|
5294
|
Silver Heights Capital Management
Toronto,
Ontario, Canada
|
$225M
|
-$14.2M
|
-6%
|
5%
|
39.8%
|
5
|
20%
|
|
|
5295
|
Byrne Financial Freedom
Franklin,
Massachusetts
|
$225M
|
–
|
–
|
6.84%
|
–
|
99
|
–
|
|
|
5296
|
Capricorn Fund Managers
London,
United Kingdom
|
$225M
|
+$76.2M
|
+51%
|
16.4%
|
169%
|
78
|
48.72%
|
|
|
5297
|
Forum Private Client Group
Fishers,
Indiana
|
$225M
|
-$516K
|
-0.2%
|
2.01%
|
47.9%
|
79
|
11.39%
|
|
|
5298
|
Catalyst Private Wealth
San Mateo,
California
|
$225M
|
+$20.7M
|
+10%
|
19%
|
103%
|
87
|
9.2%
|
|
|
5299
|
Access Financial Services
Minneapolis,
Minnesota
|
$225M
|
+$6.5M
|
+3%
|
0.46%
|
44.8%
|
108
|
11.11%
|
|
|
5300
|
Infusive Asset Management
New York
|
$225M
|
-$12.5M
|
-5%
|
4.28%
|
33.8%
|
46
|
36.96%
|
|