|
5376
|
Charter Oak Advisors
New York City,
New York
|
$224M
|
+$84.1M
|
+60%
|
21.8%
|
–
|
15
|
6.67%
|
|
|
5377
|
Infusive Asset Management
New York
|
$224M
|
+$8.83M
|
+4%
|
10.7%
|
40.1%
|
43
|
37.21%
|
|
|
5378
|
Accent Capital Management
Centerville,
Ohio
|
$224M
|
+$51.2M
|
+30%
|
17.3%
|
–
|
433
|
33.95%
|
|
|
5379
|
McNaughton Wealth Management
San Diego,
California
|
$224M
|
+$18.2M
|
+9%
|
8.3%
|
50.3%
|
78
|
12.82%
|
|
|
5380
|
Bowman & Company
Oshkosh,
Wisconsin
|
$224M
|
+$20.5M
|
+10%
|
9.95%
|
59.7%
|
117
|
14.53%
|
|
|
5381
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$224M
|
+$19M
|
+9%
|
11.8%
|
92%
|
77
|
6.49%
|
|
|
5382
|
Future Fund LLC
Chicago,
Illinois
|
$224M
|
+$146M
|
+188%
|
16.2%
|
84.6%
|
181
|
61.88%
|
|
|
5383
|
First Financial Corp
Terre Haute,
Indiana
|
$224M
|
+$17.1M
|
+8%
|
10.6%
|
88.3%
|
345
|
9.28%
|
|
|
5384
|
Brogan Financial
Knoxville,
Tennessee
|
$224M
|
+$18M
|
+9%
|
6.69%
|
35.5%
|
62
|
8.06%
|
|
|
5385
|
Wayfinding Financial
Lynnwood,
Washington
|
$224M
|
-$4.64M
|
-2%
|
11.5%
|
58.7%
|
744
|
80.51%
|
|
|
5386
|
Adapt Wealth Advisors
Atlanta,
Georgia
|
$224M
|
+$18.6M
|
+9%
|
7.13%
|
–
|
63
|
9.52%
|
|
|
5387
|
Conway Capital Management
Burbank,
California
|
$224M
|
+$23.5M
|
+12%
|
15.9%
|
154%
|
49
|
12.24%
|
|
|
5388
|
TKG Advisors
Valparaiso,
Indiana
|
$223M
|
+$20.5M
|
+10%
|
8.62%
|
104%
|
98
|
21.43%
|
|
|
5389
|
Mad River Investors
Boston,
Massachusetts
|
$223M
|
-$12.8M
|
-5%
|
1.2%
|
206%
|
25
|
4%
|
|
|
5390
|
Deane Retirement Strategies
New Orleans,
Louisiana
|
$223M
|
+$13.4M
|
+6%
|
5.46%
|
64.7%
|
83
|
38.55%
|
|
|
5391
|
GHE LLC
Memphis,
Tennessee
|
$223M
|
+$2.15M
|
+1%
|
27.2%
|
212%
|
56
|
37.5%
|
|
|
5392
|
Genesee Capital Advisors
Auburn,
New York
|
$223M
|
+$23.1M
|
+12%
|
11.5%
|
71.5%
|
125
|
9.6%
|
|
|
5393
|
Arrowroot Family Office
Marina Del Rey,
California
|
$223M
|
–
|
–
|
6.25%
|
–
|
137
|
–
|
|
|
5394
|
Eastover Investment Advisors
Charlotte,
North Carolina
|
$223M
|
+$16.1M
|
+8%
|
15.5%
|
102%
|
48
|
10.42%
|
|
|
5395
|
Dopkins Wealth Management
Williamsville,
New York
|
$223M
|
+$26.3M
|
+13%
|
8.54%
|
64.4%
|
88
|
11.36%
|
|
|
5396
|
Ewing Morris & Co Investment Partners
Toronto,
Ontario, Canada
|
$223M
|
-$93.9M
|
-30%
|
23.3%
|
51.6%
|
119
|
38.66%
|
|
|
5397
|
Keyvantage Wealth
Bethlehem,
Pennsylvania
|
$223M
|
+$17.3M
|
+8%
|
9.42%
|
–
|
99
|
9.09%
|
|
|
5398
|
Matrix Capital Management Company
Portsmouth,
New Hampshire
|
$223M
|
-$124M
|
-36%
|
3.01%
|
245%
|
4
|
0%
|
|
|
5399
|
ANB Bank
Denver,
Colorado
|
$223M
|
-$1.07M
|
-0.5%
|
7.75%
|
–
|
136
|
22.79%
|
|
|
5400
|
Black Maple Capital Management
Milwaukee,
Wisconsin
|
$223M
|
+$43.7M
|
+24%
|
10.7%
|
29.7%
|
120
|
41.67%
|
|