|
5476
|
Inspire Trust Company
Reno,
Nevada
|
$179M
|
+$82.1M
|
+85%
|
6.32%
|
–
|
110
|
20%
|
|
|
5477
|
Red Tortoise LLC
Atlanta,
Georgia
|
$179M
|
+$2.31M
|
+1%
|
5.72%
|
43.7%
|
575
|
11.83%
|
|
|
5478
|
Wealth Quarterback
Toms River,
New Jersey
|
$179M
|
+$15.2M
|
+9%
|
9.43%
|
96.7%
|
126
|
12.7%
|
|
|
5479
|
Strait & Sound Wealth Management
San Francisco,
California
|
$179M
|
+$18.7M
|
+12%
|
8.09%
|
74.6%
|
131
|
5.34%
|
|
|
5480
|
Lion Point Capital
New York
|
$179M
|
-$20.9M
|
-10%
|
4.39%
|
204%
|
38
|
36.84%
|
|
|
5481
|
Asset Planning Services Inc
Covington,
Louisiana
|
$179M
|
+$14.5M
|
+9%
|
17.3%
|
117%
|
36
|
2.78%
|
|
|
5482
|
HF Advisory Group
Annapolis,
Maryland
|
$179M
|
+$22.2M
|
+14%
|
8.42%
|
64.2%
|
160
|
8.75%
|
|
|
5483
|
Serenity Capital Management (Singapore)
Singapore
|
$179M
|
+$4.35M
|
+2%
|
3.61%
|
20.4%
|
4
|
25%
|
|
|
5484
|
Legal Advantage Investments
Los Altos Hills,
California
|
$179M
|
+$12.4M
|
+7%
|
11.5%
|
105%
|
108
|
12.04%
|
|
|
5485
|
Conway Capital Management
Burbank,
California
|
$179M
|
+$23.9M
|
+15%
|
22.5%
|
154%
|
46
|
17.39%
|
|
|
5486
|
CPA Asset Management
West Palm Beach,
Florida
|
$179M
|
+$14.2M
|
+9%
|
5.33%
|
48.8%
|
78
|
7.69%
|
|
|
5487
|
NCM Capital Management
Ramsey,
New Jersey
|
$178M
|
+$13.6M
|
+8%
|
13%
|
83.6%
|
172
|
15.12%
|
|
|
5488
|
Mader & Shannon Wealth Management
Kansas City,
Missouri
|
$178M
|
+$2.5M
|
+1%
|
3.74%
|
53.1%
|
11
|
0%
|
|
|
5489
|
Solano Wealth Management
Fairfield,
California
|
$178M
|
+$12.8M
|
+8%
|
6.35%
|
–
|
32
|
15.63%
|
|
|
5490
|
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
|
$178M
|
-$359K
|
-0.2%
|
4.14%
|
76.8%
|
14
|
0%
|
|
|
5491
|
Silver Oak Advisory Group
Portland,
Oregon
|
$178M
|
+$7.9M
|
+5%
|
2.38%
|
20.1%
|
65
|
7.69%
|
|
|
5492
|
Straight Path Wealth Management
Jenison,
Michigan
|
$178M
|
+$7.66M
|
+4%
|
0.65%
|
70.6%
|
102
|
23.53%
|
|
|
5493
|
Melia Wealth
Tulsa,
Oklahoma
|
$178M
|
-$12.2M
|
-6%
|
3.38%
|
–
|
24
|
58.33%
|
|
|
5494
|
Moneda SA Administradora General de Fondos
Las Condes, Santiago,
Chile
|
$178M
|
-$44.5M
|
-20%
|
5.48%
|
31.4%
|
27
|
11.11%
|
|
|
5495
|
PCA Investment Advisory Services
Cincinnati,
Ohio
|
$178M
|
+$26.5M
|
+17%
|
9%
|
63.7%
|
137
|
13.87%
|
|
|
5496
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$178M
|
+$20.7M
|
+13%
|
5.87%
|
51.9%
|
127
|
13.39%
|
|
|
5497
|
AAF Wealth Management
Westborough,
Massachusetts
|
$178M
|
+$6.75M
|
+4%
|
8.13%
|
65.8%
|
54
|
20.37%
|
|
|
5498
|
Consilium Wealth Advisory
Richardson,
Texas
|
$178M
|
+$11.5M
|
+7%
|
11.6%
|
91.5%
|
88
|
9.09%
|
|
|
5499
|
Greytown Advisors
Miami,
Florida
|
$178M
|
-$9.56M
|
-5%
|
8.04%
|
14.1%
|
90
|
18.89%
|
|
|
5500
|
Voisard Asset Management Group
Grand Rapids,
Michigan
|
$178M
|
+$11.5M
|
+7%
|
3.66%
|
–
|
393
|
10.94%
|
|