|
5326
|
New Vernon Capital Holdings II
Morristown,
New Jersey
|
$193M
|
+$6.97M
|
+4%
|
6.53%
|
114%
|
101
|
44.55%
|
|
|
5327
|
WD Rutherford
Portland,
Oregon
|
$193M
|
+$21.3M
|
+12%
|
15%
|
170%
|
94
|
24.47%
|
|
|
5328
|
|
$193M
|
+$1.55M
|
+0.8%
|
3.93%
|
87.9%
|
36
|
8.33%
|
|
|
5329
|
Private Wealth Group
Tampa,
Florida
|
$193M
|
+$16.7M
|
+9%
|
7.23%
|
48.2%
|
60
|
8.33%
|
|
|
5330
|
Register Financial Advisors
Atlanta,
Georgia
|
$193M
|
+$43.2M
|
+29%
|
9.66%
|
126%
|
758
|
63.85%
|
|
|
5331
|
Renaissance Capital
Stamford,
Connecticut
|
$193M
|
-$10.7M
|
-5%
|
21.8%
|
410%
|
62
|
19.35%
|
|
|
5332
|
Pinion Investment Advisors
Wichita,
Kansas
|
$193M
|
+$26.5M
|
+16%
|
9.17%
|
75.4%
|
162
|
17.28%
|
|
|
5333
|
Eaton Financial Holdings
Coral Springs,
Florida
|
$193M
|
-$221M
|
-53%
|
8.72%
|
–
|
162
|
69.75%
|
|
|
5334
|
Blueshift Asset Management
Red Bank,
New Jersey
|
$193M
|
+$4.44M
|
+2%
|
9.59%
|
38.8%
|
389
|
67.1%
|
|
|
5335
|
Birch Capital Management
Dallas,
Texas
|
$192M
|
+$18.2M
|
+10%
|
8.08%
|
48.4%
|
97
|
13.4%
|
|
|
5336
|
Range Financial Group
Tigard,
Oregon
|
$192M
|
+$26.1M
|
+16%
|
12.6%
|
188%
|
200
|
32.5%
|
|
|
5337
|
Lee Johnson Capital Management
Fort Worth,
Texas
|
$192M
|
+$126M
|
+191%
|
4.58%
|
118%
|
21
|
42.86%
|
|
|
5338
|
Forza Wealth Management
Sarasota,
Florida
|
$192M
|
+$11M
|
+6%
|
6.79%
|
65.6%
|
175
|
6.29%
|
|
|
5339
|
Mechanics Financial Corp
Mansfield,
Ohio
|
$192M
|
+$14.6M
|
+8%
|
7.35%
|
81.6%
|
224
|
6.7%
|
|
|
5340
|
Ovata Capital Management
Hong Kong
|
$192M
|
+$138M
|
+258%
|
23.4%
|
69.1%
|
39
|
79.49%
|
|
|
5341
|
Blue Investment Partners
Alamo,
California
|
$192M
|
+$38.8M
|
+25%
|
6.86%
|
–
|
39
|
17.95%
|
|
|
5342
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$192M
|
+$8.08M
|
+4%
|
6.13%
|
47.9%
|
109
|
14.68%
|
|
|
5343
|
Brass Tax Wealth Management
Cincinnati,
Ohio
|
$192M
|
–
|
–
|
7.58%
|
–
|
111
|
–
|
|
|
5344
|
Valence8 US
Cambridge,
Massachusetts
|
$192M
|
+$20.5M
|
+12%
|
7.8%
|
69.9%
|
9
|
0%
|
|
|
5345
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$192M
|
+$15.8M
|
+9%
|
7.69%
|
59%
|
58
|
32.76%
|
|
|
5346
|
Two Star Manager
Miami Beach,
Florida
|
$192M
|
+$76.5M
|
+66%
|
11.9%
|
–
|
15
|
26.67%
|
|
|
5347
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$192M
|
+$22.9M
|
+14%
|
6.43%
|
53.6%
|
203
|
8.87%
|
|
|
5348
|
Nova R Wealth
Overland Park,
Kansas
|
$192M
|
+$32.8M
|
+21%
|
7.54%
|
54.5%
|
85
|
30.59%
|
|
|
5349
|
Phase 2 Partners
San Francisco,
California
|
$191M
|
+$1.96M
|
+1%
|
6.27%
|
25.1%
|
36
|
66.67%
|
|
|
5350
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$191M
|
+$8.1M
|
+4%
|
7.88%
|
60%
|
267
|
26.97%
|
|