|
5376
|
Cora Capital Advisors
Marlton,
New Jersey
|
$150M
|
+$16.2M
|
+12%
|
6.82%
|
70.5%
|
98
|
13.27%
|
|
|
5377
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$150M
|
+$14.3M
|
+11%
|
6.23%
|
57.2%
|
32
|
9.38%
|
|
|
5378
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$150M
|
+$7.76M
|
+5%
|
5.4%
|
59.5%
|
85
|
9.41%
|
|
|
5379
|
Solas Capital Management
Darien,
Connecticut
|
$150M
|
-$37M
|
-20%
|
4.17%
|
41.5%
|
27
|
25.93%
|
|
|
5380
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$150M
|
+$18.1M
|
+14%
|
2.54%
|
44.9%
|
177
|
41.81%
|
|
|
5381
|
H&F Corporate Investors IX
San Francisco,
California
|
$150M
|
+$9.45M
|
+7%
|
6.71%
|
53.7%
|
1
|
0%
|
|
|
5382
|
Oakcliff Capital Partners
New York
|
$150M
|
+$6.6M
|
+5%
|
6.18%
|
119%
|
9
|
11.11%
|
|
|
5383
|
Legal Advantage Investments
Los Altos Hills,
California
|
$150M
|
+$13.8M
|
+10%
|
11.2%
|
105%
|
98
|
13.27%
|
|
|
5384
|
Investmark Advisory Group
Shelton,
Connecticut
|
$150M
|
+$13.8M
|
+10%
|
4.44%
|
53.2%
|
109
|
11.93%
|
|
|
5385
|
New Vernon Capital Holdings II
Morristown,
New Jersey
|
$150M
|
+$14M
|
+10%
|
4.46%
|
78.2%
|
91
|
28.57%
|
|
|
5386
|
Unison Asset Management
North Miami Beach,
Florida
|
$150M
|
+$17.9M
|
+14%
|
12.9%
|
84%
|
34
|
5.88%
|
|
|
5387
|
Sonic GP LLC
Honolulu,
Hawaii
|
$150M
|
+$18.9M
|
+14%
|
6.16%
|
–
|
26
|
11.54%
|
|
|
5388
|
Legacy Bridge
West Des Moines,
Iowa
|
$150M
|
+$6.47M
|
+5%
|
5.91%
|
149%
|
298
|
3.36%
|
|
|
5389
|
Friedenthal Financial
Marlton,
New Jersey
|
$150M
|
+$7.58M
|
+5%
|
8.28%
|
111%
|
148
|
59.46%
|
|
|
5390
|
Adalta Capital Management
New York
|
$150M
|
+$6.63M
|
+5%
|
7.01%
|
66.3%
|
90
|
14.44%
|
|
|
5391
|
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
|
$150M
|
+$4.6M
|
+3%
|
6.08%
|
51.1%
|
33
|
12.12%
|
|
|
5392
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$149M
|
+$6.94M
|
+5%
|
4.28%
|
63.8%
|
76
|
15.79%
|
|
|
5393
|
Integral Investment Advisors
Turlock,
California
|
$149M
|
+$9.68M
|
+7%
|
6%
|
60%
|
83
|
14.46%
|
|
|
5394
|
|
$149M
|
+$470K
|
+0.3%
|
2.19%
|
78.2%
|
29
|
3.45%
|
|
|
5395
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$149M
|
+$5.81M
|
+4%
|
6.55%
|
58.2%
|
121
|
4.96%
|
|
|
5396
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$149M
|
+$20.1M
|
+16%
|
5.69%
|
69.5%
|
74
|
12.16%
|
|
|
5397
|
Caliber Wealth Management (Utah)
Orem,
Utah
|
$149M
|
+$15.7M
|
+12%
|
9.64%
|
36.5%
|
66
|
25.76%
|
|
|
5398
|
Nova R Wealth
Overland Park,
Kansas
|
$149M
|
+$1.4M
|
+0.9%
|
5.5%
|
54.5%
|
79
|
27.85%
|
|
|
5399
|
GHE LLC
Memphis,
Tennessee
|
$149M
|
+$22.3M
|
+18%
|
21.3%
|
212%
|
55
|
0%
|
|
|
5400
|
Prairiewood Capital
Fargo,
North Dakota
|
$149M
|
+$1.57M
|
+1%
|
1.77%
|
43%
|
79
|
16.46%
|
|