|
5326
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$153M
|
+$14.6M
|
+11%
|
2.87%
|
35.8%
|
70
|
7.14%
|
|
|
5327
|
Ferguson Shapiro
Decatur,
Georgia
|
$153M
|
+$36.3M
|
+31%
|
0.78%
|
39.6%
|
36
|
44.44%
|
|
|
5328
|
Gables Capital Management
Miami,
Florida
|
$153M
|
+$9.6M
|
+7%
|
9.66%
|
123%
|
389
|
7.46%
|
|
|
5329
|
Alpha Wave Global
New York
|
$153M
|
-$118M
|
-44%
|
2.59%
|
219%
|
45
|
33.33%
|
|
|
5330
|
American Planning Services
Sun City Center,
Florida
|
$153M
|
+$5.14M
|
+3%
|
4.24%
|
23.8%
|
33
|
15.15%
|
|
|
5331
|
Lynx1 Capital Management
San Juan,
Puerto Rico
|
$153M
|
+$32.7M
|
+27%
|
32.4%
|
779%
|
19
|
36.84%
|
|
|
5332
|
Treynor Bancshares
Treynor,
Iowa
|
$153M
|
-$6.17M
|
-4%
|
2.54%
|
3.35%
|
74
|
9.46%
|
|
|
5333
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$153M
|
+$7.18M
|
+5%
|
4.8%
|
51.4%
|
98
|
18.37%
|
|
|
5334
|
Strategic Value Bank Partners
Cleveland,
Ohio
|
$153M
|
-$18.1M
|
-11%
|
11.3%
|
58.2%
|
27
|
7.41%
|
|
|
5335
|
Financial Connections Group
Corte Madera,
California
|
$153M
|
+$11.7M
|
+8%
|
5.04%
|
44.4%
|
293
|
24.91%
|
|
|
5336
|
Pacific Financial Group
Bellevue,
Washington
|
$152M
|
+$19.8M
|
+15%
|
5.51%
|
48.4%
|
57
|
7.02%
|
|
|
5337
|
Harrington Investments
Napa,
California
|
$152M
|
+$7.56M
|
+5%
|
7.02%
|
92.5%
|
80
|
2.5%
|
|
|
5338
|
Regal Wealth Group
Seal Beach,
California
|
$152M
|
+$11.7M
|
+8%
|
5.45%
|
17%
|
49
|
10.2%
|
|
|
5339
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$152M
|
+$13.9M
|
+10%
|
10.1%
|
91.4%
|
134
|
26.87%
|
|
|
5340
|
Green Alpha Advisors
Niwot,
Colorado
|
$152M
|
+$9.82M
|
+7%
|
6.2%
|
136%
|
153
|
1.96%
|
|
|
5341
|
Aubrey Capital Management
Edinburgh,
United Kingdom
|
$152M
|
-$20M
|
-12%
|
1.84%
|
296%
|
61
|
39.34%
|
|
|
5342
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$152M
|
+$12.8M
|
+9%
|
6.42%
|
61.4%
|
120
|
9.17%
|
|
|
5343
|
Dunhill Financial
London,
United Kingdom
|
$152M
|
–
|
–
|
3.93%
|
49%
|
85
|
–
|
|
|
5344
|
Orion Capital Management
Coronado,
California
|
$152M
|
+$2.8M
|
+2%
|
9.61%
|
66.8%
|
464
|
71.77%
|
|
|
5345
|
Colonial River Investments
Midlothian,
Virginia
|
$152M
|
-$18.3M
|
-11%
|
5.46%
|
144%
|
214
|
32.71%
|
|
|
5346
|
Sound Stewardship
Overland Park,
Kansas
|
$152M
|
+$3.22M
|
+2%
|
1.85%
|
43.2%
|
61
|
3.28%
|
|
|
5347
|
Valence8 US
Cambridge,
Massachusetts
|
$152M
|
-$18.3M
|
-11%
|
4.23%
|
53.9%
|
15
|
20%
|
|
|
5348
|
|
$152M
|
+$37.3M
|
+33%
|
14%
|
159%
|
9
|
0%
|
|
|
5349
|
Loudon Investment Management
West Lebanon,
New Hampshire
|
$152M
|
+$7.31M
|
+5%
|
4.13%
|
50.1%
|
93
|
3.23%
|
|
|
5350
|
WJ Interests
Sugar Land,
Texas
|
$152M
|
+$7.08M
|
+5%
|
2.68%
|
40%
|
17
|
41.18%
|
|