|
5451
|
NorthLanding Financial Partners
Rochester,
New York
|
$142M
|
+$2.72M
|
+2%
|
5.38%
|
48.7%
|
68
|
11.76%
|
|
|
5452
|
Mad River Investors
Boston,
Massachusetts
|
$142M
|
-$30.5M
|
-18%
|
11%
|
225%
|
27
|
18.52%
|
|
|
5453
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$142M
|
+$4.56M
|
+3%
|
3.62%
|
61.1%
|
119
|
5.88%
|
|
|
5454
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
$142M
|
+$531K
|
+0.4%
|
6.07%
|
55.6%
|
452
|
5.75%
|
|
|
5455
|
Lloyd Harbor Capital Management
Cold Spring Harbor,
New York
|
$142M
|
–
|
–
|
4.62%
|
144%
|
16
|
–
|
|
|
5456
|
Herbst Group
Westport,
Connecticut
|
$142M
|
+$17.9M
|
+14%
|
8.91%
|
139%
|
73
|
6.85%
|
|
|
5457
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$141M
|
+$26.8M
|
+23%
|
24.6%
|
194%
|
90
|
11.11%
|
|
|
5458
|
PCA Investment Advisory Services
Cincinnati,
Ohio
|
$141M
|
–
|
–
|
5.95%
|
63.7%
|
114
|
–
|
|
|
5459
|
Executive Wealth Group
Kirkland,
Washington
|
$141M
|
+$10.3M
|
+8%
|
7.16%
|
14.9%
|
45
|
4.44%
|
|
|
5460
|
Baron Wealth Management
Troy,
Michigan
|
$141M
|
+$10.8M
|
+8%
|
6.46%
|
86.8%
|
149
|
18.79%
|
|
|
5461
|
Segra Capital Management
Palm Beach,
Florida
|
$141M
|
+$4.9M
|
+4%
|
5.52%
|
37.2%
|
8
|
25%
|
|
|
5462
|
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
|
$141M
|
+$9.71M
|
+7%
|
23.6%
|
76.8%
|
12
|
16.67%
|
|
|
5463
|
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
|
$141M
|
-$3.43M
|
-2%
|
13.5%
|
75.2%
|
18
|
22.22%
|
|
|
5464
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$141M
|
+$5.4M
|
+4%
|
6.96%
|
70.8%
|
159
|
12.58%
|
|
|
5465
|
One Plus One Wealth Management
Jupiter,
Florida
|
$141M
|
-$1.81M
|
-1%
|
4.18%
|
69.2%
|
99
|
22.22%
|
|
|
5466
|
Summit Place Financial Advisors
Summit,
New Jersey
|
$141M
|
+$19.5M
|
+16%
|
9.78%
|
95.2%
|
99
|
24.24%
|
|
|
5467
|
Financial Connections Group
Corte Madera,
California
|
$141M
|
+$14M
|
+11%
|
5.91%
|
44.4%
|
292
|
23.63%
|
|
|
5468
|
Genesee Capital Advisors
Auburn,
New York
|
$141M
|
+$6.56M
|
+5%
|
5.07%
|
101%
|
96
|
28.13%
|
|
|
5469
|
H&F Corporate Investors IX
San Francisco,
California
|
$141M
|
+$52M
|
+59%
|
58.6%
|
62.7%
|
1
|
0%
|
|
|
5470
|
Regal Wealth Group
Seal Beach,
California
|
$141M
|
+$4.56M
|
+3%
|
5.96%
|
17%
|
51
|
19.61%
|
|
|
5471
|
Lagoda Investment Management
New York
|
$141M
|
-$7.44M
|
-5%
|
1.24%
|
250%
|
43
|
6.98%
|
|
|
5472
|
Brandywine Managers
Hockessin,
Delaware
|
$141M
|
+$112M
|
+392%
|
7.5%
|
96.3%
|
49
|
26.53%
|
|
|
5473
|
Diversified Investment Strategies
Baton Rouge,
Louisiana
|
$141M
|
+$11.7M
|
+9%
|
11.2%
|
86%
|
49
|
6.12%
|
|
|
5474
|
Summit Investment Advisory Services
Roseville,
Minnesota
|
$140M
|
+$57.9M
|
+70%
|
5.38%
|
68.3%
|
54
|
7.41%
|
|
|
5475
|
Western Financial Corp
San Diego,
California
|
$140M
|
-$13.8M
|
-9%
|
4.77%
|
260%
|
126
|
32.54%
|
|