|
5376
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$239M
|
+$32.6M
|
+16%
|
7.65%
|
84.1%
|
640
|
12.5%
|
|
|
5377
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$239M
|
–
|
–
|
8.51%
|
–
|
222
|
–
|
|
|
5378
|
Alpine Fox Capital
Las Vegas,
Nevada
|
$239M
|
–
|
–
|
154%
|
–
|
13
|
–
|
|
|
5379
|
Helix Partners Management
New York
|
$239M
|
-$26.4M
|
-10%
|
32.5%
|
–
|
13
|
30.77%
|
|
|
5380
|
Friday Financial
Dubuque,
Iowa
|
$239M
|
+$42.3M
|
+21%
|
7.38%
|
–
|
92
|
7.61%
|
|
|
5381
|
Hansen & Associates Financial Group
Roseville,
California
|
$239M
|
+$54.5M
|
+30%
|
2.83%
|
–
|
47
|
76.6%
|
|
|
5382
|
I.G.Y. Ltd
London,
United Kingdom
|
$239M
|
-$11M
|
-4%
|
1.66%
|
81.2%
|
3
|
0%
|
|
|
5383
|
Sander Capital Advisors
Seattle,
Washington
|
$239M
|
+$19.3M
|
+9%
|
11.8%
|
68.8%
|
13
|
7.69%
|
|
|
5384
|
JDM Financial Group
Austin,
Texas
|
$239M
|
+$26.7M
|
+13%
|
6.3%
|
51.5%
|
286
|
11.19%
|
|
|
5385
|
O'Connor Financial Group
Quincy,
Illinois
|
$238M
|
+$11.8M
|
+5%
|
4.88%
|
44.9%
|
61
|
4.92%
|
|
|
5386
|
Plustick Management
Charlottesville,
Virginia
|
$238M
|
+$69.8M
|
+41%
|
65.4%
|
1,098%
|
26
|
53.85%
|
|
|
5387
|
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
|
$238M
|
+$12.1M
|
+5%
|
6.77%
|
75.2%
|
146
|
2.74%
|
|
|
5388
|
Garrison Point Advisors
Walnut Creek,
California
|
$238M
|
+$20.6M
|
+9%
|
8.63%
|
81.5%
|
174
|
6.9%
|
|
|
5389
|
Keyvantage Wealth
Bethlehem,
Pennsylvania
|
$238M
|
+$15.6M
|
+7%
|
6.47%
|
–
|
103
|
12.62%
|
|
|
5390
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$238M
|
+$37M
|
+18%
|
6.39%
|
41.5%
|
115
|
11.3%
|
|
|
5391
|
Accent Capital Management
Centerville,
Ohio
|
$238M
|
+$14.1M
|
+6%
|
11.9%
|
–
|
458
|
32.1%
|
|
|
5392
|
Conway Capital Management
Burbank,
California
|
$238M
|
+$14.8M
|
+7%
|
10.1%
|
154%
|
54
|
16.67%
|
|
|
5393
|
Fiduciary Wealth Partners
Boston,
Massachusetts
|
$238M
|
+$132M
|
+124%
|
7.65%
|
–
|
99
|
37.37%
|
|
|
5394
|
Euclidean Capital
New York
|
$238M
|
-$67.7M
|
-22%
|
11%
|
76.3%
|
11
|
0%
|
|
|
5395
|
Genesis Private Wealth
Ashburn,
Virginia
|
$238M
|
+$25.7M
|
+12%
|
5.7%
|
–
|
177
|
23.16%
|
|
|
5396
|
PFC Capital Group
Los Angeles,
California
|
$238M
|
+$22M
|
+10%
|
9.09%
|
–
|
88
|
11.36%
|
|
|
5397
|
TradeWell Securities
Fort Wayne,
Indiana
|
$238M
|
+$28.8M
|
+14%
|
11.9%
|
–
|
46
|
2.17%
|
|
|
5398
|
Granite Harbor Advisors
Houston,
Texas
|
$238M
|
+$24.9M
|
+12%
|
7.39%
|
61.5%
|
132
|
13.64%
|
|
|
5399
|
Mendel Money Management
Northbrook,
Illinois
|
$238M
|
+$12M
|
+5%
|
6.43%
|
75.4%
|
157
|
14.01%
|
|
|
5400
|
HMS Capital Management
Nashville,
Tennessee
|
$238M
|
+$15.4M
|
+7%
|
8.41%
|
130%
|
111
|
8.11%
|
|