|
5401
|
Eliot Finkel Investment Counsel
Beverly Hills,
California
|
$149M
|
-$8.73M
|
-6%
|
4.77%
|
88.9%
|
32
|
3.13%
|
|
|
5402
|
X-Square Capital
Guaynabo,
Puerto Rico
|
$149M
|
$0
|
0%
|
1.71%
|
158%
|
142
|
0%
|
|
|
5403
|
Hall Private Wealth Advisors
Waxhaw,
North Carolina
|
$149M
|
-$36.2M
|
-20%
|
4.05%
|
–
|
48
|
22.92%
|
|
|
5404
|
Abbot Financial Management
Andover,
Massachusetts
|
$149M
|
-$7.14M
|
-5%
|
2.89%
|
102%
|
116
|
4.31%
|
|
|
5405
|
Saxon Interests
Houston,
Texas
|
$149M
|
-$38.1M
|
-20%
|
3.83%
|
73%
|
206
|
91.26%
|
|
|
5406
|
Caliber Wealth Management (Utah)
Orem,
Utah
|
$149M
|
-$575K
|
-0.4%
|
3.83%
|
36.5%
|
56
|
1.79%
|
|
|
5407
|
Triton Wealth Management
Sun City,
Arizona
|
$149M
|
-$29.3M
|
-16%
|
5.65%
|
–
|
87
|
19.54%
|
|
|
5408
|
Quantitative Strategies
Calabasas,
California
|
$149M
|
-$358K
|
-0.2%
|
4.5%
|
–
|
20
|
0%
|
|
|
5409
|
Working Capital Advisors (UK)
London,
United Kingdom
|
$149M
|
+$6.53M
|
+5%
|
23.5%
|
24.8%
|
4
|
0%
|
|
|
5410
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$149M
|
-$4.62M
|
-3%
|
2.34%
|
54.8%
|
108
|
2.78%
|
|
|
5411
|
Custos Family Office
Austin,
Texas
|
$148M
|
-$5.96M
|
-4%
|
3.88%
|
57.4%
|
46
|
19.57%
|
|
|
5412
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$148M
|
+$2.78M
|
+2%
|
3.72%
|
50%
|
46
|
43.48%
|
|
|
5413
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$148M
|
+$1.12M
|
+0.8%
|
3.83%
|
47.6%
|
84
|
4.76%
|
|
|
5414
|
|
$148M
|
-$7.95M
|
-5%
|
3.43%
|
41.8%
|
69
|
17.39%
|
|
|
5415
|
Dixon Fnancial Services
Lafayette,
California
|
$148M
|
-$5.75M
|
-4%
|
2.37%
|
70%
|
24
|
0%
|
|
|
5416
|
Purus Wealth Management
Newport Beach,
California
|
$148M
|
-$6.06M
|
-4%
|
2.82%
|
156%
|
118
|
3.39%
|
|
|
5417
|
|
$148M
|
-$3.83M
|
-3%
|
0.56%
|
65.5%
|
112
|
11.61%
|
|
|
5418
|
Michelson Medical Research Foundation
Los Angeles,
California
|
$148M
|
+$7.56M
|
+5%
|
2.47%
|
52.2%
|
28
|
32.14%
|
|
|
5419
|
Robbins Farley
Bedford,
New Hampshire
|
$148M
|
+$3.54M
|
+2%
|
4.45%
|
98.2%
|
194
|
22.68%
|
|
|
5420
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$148M
|
+$11.7M
|
+9%
|
3.27%
|
131%
|
223
|
11.66%
|
|
|
5421
|
Virginia Wealth Management Group
Virginia Beach,
Virginia
|
$148M
|
+$2.12M
|
+1%
|
2.48%
|
42.1%
|
72
|
6.94%
|
|
|
5422
|
626 Financial
Portage,
Michigan
|
$148M
|
-$8.85M
|
-6%
|
3.58%
|
71.3%
|
116
|
9.48%
|
|
|
5423
|
GHE LLC
Memphis,
Tennessee
|
$148M
|
-$1.5M
|
-1%
|
0.54%
|
188%
|
55
|
0%
|
|
|
5424
|
Northland Capital Management
Virginia,
Minnesota
|
$148M
|
+$12.3M
|
+9%
|
2.82%
|
36.1%
|
35
|
28.57%
|
|
|
5425
|
Indus Capital Partners
New York
|
$148M
|
+$97.9M
|
+197%
|
7.89%
|
117%
|
8
|
50%
|
|