|
5401
|
TradeWell Securities
Fort Wayne,
Indiana
|
$237M
|
-$19.7M
|
-8%
|
|
|
53
|
|
|
|
5402
|
FreeGulliver LLC
New Orleans,
Louisiana
|
$237M
|
+$13.5M
|
+6%
|
|
|
129
|
|
|
|
5403
|
One Plus One Wealth Management
Jupiter,
Florida
|
$237M
|
+$20.3M
|
+9%
|
|
|
107
|
|
|
|
5404
|
|
$237M
|
-$18.8M
|
-7%
|
|
|
57
|
|
|
|
5405
|
Integrated Capital Management (Michigan)
Bloomfield,
Michigan
|
$237M
|
+$4.55M
|
+2%
|
|
|
64
|
|
|
|
5406
|
Foresite Capital Management IV
Larkspur,
California
|
$237M
|
+$7.37M
|
+3%
|
|
|
8
|
|
|
|
5407
|
Birmingham Capital Management
Birmingham,
Alabama
|
$237M
|
+$10.1M
|
+4%
|
|
|
91
|
|
|
|
5408
|
Pilgrim Partners Asia
Singapore
|
$237M
|
+$29.3M
|
+14%
|
|
|
153
|
|
|
|
5409
|
Bayshore Capital Advisors
Tampa,
Florida
|
$237M
|
+$36.7M
|
+18%
|
|
|
44
|
|
|
|
5410
|
Guardian Financial Partners
Orange,
California
|
$237M
|
-$230K
|
-0.1%
|
|
|
70
|
|
|
|
5411
|
Caerus Investment Advisors
West Lake Hills,
Texas
|
$237M
|
-$62.7M
|
-21%
|
|
|
379
|
|
|
|
5412
|
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
$237M
|
$0
|
0%
|
|
|
55
|
|
|
|
5413
|
Tekne Capital Management
New York
|
$237M
|
-$43.5M
|
-16%
|
|
|
5
|
|
|
|
5414
|
Windle Wealth
Oklahoma City,
Oklahoma
|
$237M
|
+$13.4M
|
+6%
|
|
|
34
|
|
|
|
5415
|
New England Research & Management
Chicago,
Illinois
|
$237M
|
+$8.01M
|
+4%
|
|
|
173
|
|
|
|
5416
|
Boyd Wealth Management
Sacramento,
California
|
$236M
|
+$658K
|
+0.3%
|
|
|
51
|
|
|
|
5417
|
DSC Meridian Capital
New York
|
$236M
|
-$5.29M
|
-2%
|
|
|
22
|
|
|
|
5418
|
StoneCrest Wealth Management
Chandler,
Arizona
|
$236M
|
-$11.4M
|
-5%
|
|
|
77
|
|
|
|
5419
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$236M
|
+$6.57M
|
+3%
|
|
|
113
|
|
|
|
5420
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$236M
|
+$1.68M
|
+0.7%
|
|
|
100
|
|
|
|
5421
|
Keeler Thomas Management
Orem,
Utah
|
$236M
|
+$26.4M
|
+13%
|
|
|
147
|
|
|
|
5422
|
Raelipskie Partnership
Waterloo,
Ontario, Canada
|
$236M
|
-$2.28M
|
-1%
|
|
|
128
|
|
|
|
5423
|
OnyxPoint Global Management
New York
|
$236M
|
+$58.3M
|
+33%
|
|
|
47
|
|
|
|
5424
|
Kaizen Financial Strategies
Campbell,
California
|
$236M
|
+$9.58M
|
+4%
|
|
|
186
|
|
|
|
5425
|
Foundry Financial
Pasadena,
California
|
$236M
|
+$45.7M
|
+24%
|
|
|
78
|
|
|